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Find your passion, advised Kent Schutte, president of EFS Advisors, and build your business around it. Schutte’s breakout session, “Becoming the Go-To Advisor,” was a Day 2 highlight of the 2014 NTSA 403(b) Summit in Washington. “Our company’s passion is educators,” said Schutte. “They’re...
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“High tech and high touch” characterizes the approach of Generations X and Y’ to financial planning and advice. Greenwald & Associates Research Director Lisa Schneider delivered that message to attendees at the NTSA 403(b) Summit on June 23. While younger workers are tech-savvy, they also want...
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“They cannot beat us when we work together!”, NTSA Executive Director Chris DeGrassi exhorted attendees at the June 22 opening general session of NTSA’s 403(b) Summit in Washington, D.C. DeGrassi and Associate General Counsel/Director of Government Affairs Ronald J. Triche provided a summary of...
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Tulane University’s Peter Ricchuiti, the world’s only stand-up comedian currently employed as a professor of economics, paints an optimistic picture of the current and future economy and the resulting impact on the financial markets. Delivering the keynote address of the NTSA 403(b) Summit to a...
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Kristi Cook, co-author of the 403(b) bible, The Source, launched her leadoff workshop session at this year’s NTSA 403(b) Summit June 22 with an anecdote: Her husband, a college professor, asked her if she thought maybe he could retire and what they might need in retirement. So Cook became the...
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The National Tax-deferred Savings Association (NTSA) recognized eight 403(b) plan advisors as recipients of the inaugural “NTSA Elite Advisors Award” at the annual NTSA 403(b) Summit June 22. The award recognizes plan advisors who have done the most to help individual plan participants accumulate...
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Asset International, the company that owns PLANSPONSOR and PLANADVISER, was acquired June 20 by Genstar Capital, a leading middle market private equity firm that focuses on investments in targeted segments of the financial services, software, healthcare, and industrial technology industries....
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A measure that would reform the pension system serving the Keystone State’s public-sector employees is coming closer to a vote. HB 1353, introduced by Rep. Mike Tobash (R-Schuylkill/Berks), would offer a new hybrid plan to new employees and seeks to reduce the burden the system places on...
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In spring 2013, a nationwide wave of class action lawsuits were filed against five large hospital systems claiming affiliation with the Catholic Church. The claims were all the same: The defined benefit pension plans sponsored by the hospitals were not eligible for the church plan exemption under...
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If the holder of a Roth 403(b) is over age 59½ and has held his account for more than five years, is the plan administrator required to withhold 20 percent for federal income tax since the distribution is eligible to be rolled over? In Tech Talk, Ellie Lowder says yea or nay.
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...