NTSA Summit 2024 Coverage

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Keep checking back for continued coverage of the conference.

Where We’ve Been, Going in the 403(b) Space: 2024 NTSA Summit

It’s about knowing where the industry is going and remembering where it’s been. Read More.

‘Do the Right Thing:’ The 2024 NTSA Elite Advisors

Organizers and attendees of the 35th NTSA Summit honored the 2024 NTSA Elite Advisors in San Diego on Monday. Since the Awards’ 2014 inception, 44 NTSA financial advisors have been recognized with this achievement. Read More.

What the New Era of Financial Services Leadership Means for Advisors

“In a study of financial services executives, the more adaptable the individual, the greater their effectiveness is shown by revenue and sales growth. It’s no surprise that, in a constantly changing world, the data shows adaptability is an asset in leadership. It’s also at the heart of innovation.” Read More.

Don't Say Recession: What Data Really Says About the Economy

Are recession fears overblown? Shashi Mehrotra, the Senior Vice President and Chief Investment Strategist at Lincoln Investment, thinks so and came armed with historical data to prove it. Read More.

Tailoring Retirement Plans to Meet Unique Client Needs

Is your approach to retirement planning truly client-centered? That's the (big) question presented during an interactive session at Monday's 2024 NTSA Summit. Read More.

Long-Term, Part-time Employee Regs Explained

Long-term, part-time employees (LTPTE) is a high-profile SECURE 2.0 provision sparking client curiosity and generating intense interest. Read More.

Tamara Indianer Honored With 2024 Bob D. Schiller Award

At the 2024 NTSA Summit on Monday, the organization honored Tamara Indianer with the 2024 Bob D. Schiller Award for her nearly three decades of dedication to financial planning, with a particular focus on the retirement sector. Read More.

Great Legislative Information, Bad Jokes Mark Start of 35th NTSA Summit

With that groan-inducing dad joke, the 35th annual NTSA Summit, hosted by the National Tax-Deferred Savings Association, kicked off on Sunday in San Diego, Calif. Read More.

ICYMI: 2024 Elite Advisors Announced

The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its Elite Advisors of 2024. Read More.

Kris Coffey Honored With 2024 Richard Ford Volunteer Service Award

At the 2024 NTSA Summit on Sunday, Kris Coffey was honored with the 2024 Richard Ford Volunteer Service Award, recognizing her unwavering dedication and substantial contributions to NTSA and community initiatives. Read More.

Nate Talks NTSA 2024 Summit

Nathan Glassey, CRES®, TGPC, QKA®, Executive Director for NTSA, describes his journey to NTSA, legislative influence, and what members can expect from the 35th Annual NTSA Summit in San Diego. Read More.