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“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...
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Is your approach to retirement planning truly client-centered? That's the (big) question presented during an interactive session on Feb. 26 at the 2024 NTSA Summit in San Diego, where it challenged audience members to rethink and refine their strategies actively.
Speakers Kevin McAtamney, National...
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Long-term, part-time employees (LTPTE) is a high-profile SECURE 2.0 provision sparking client curiosity and generating intense interest. It was also the subject of a Feb. 26 general session at the 35th Annual NTSA Summit in San Diego.
Moderator Maggie Younis, National Director of Retirement Plan...
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“How do you wake up Lady Gaga? Poker Face.”
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.
The opening general session, Legislative Landscapes: Federal & State Legislative...
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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. Indianer, who has dedicated 24 years to Lincoln Investment, is...
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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.
Nathan Glassey, NTSA's Executive Director, highlighted Coffey's instrumental...
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Episode 1
Listen to the first episode of Wowcast 2.0, which features Randy Aranowitz and NTSA Executive Director Nate Glassey. They talk all things NTSA, and Glassey describes his role and responsibilities as Executive Director, as well as the challenges and opportunities conference planning...
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Amid the recent attacks on the 401(k) savings system, the key Senate committee with jurisdiction over ERISA plans to hold a hearing next week to examine what it describes as “confronting the retirement crisis facing working class Americans.”
The Senate Health, Education, Labor, and Pensions (HELP...
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Wowcasts, a series of enlightening discussions with members from both NTSA and ARA, offering an insider's perspective on the intricacies of practice management, are back.
You can access Wowcast 2.0, as well as the rich repository of knowledge contained in the approximately 50 episodes of Wowcast 1...
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On Feb. 20, the American Retirement Association (ARA) sent a letter to the Internal Revenue Service (IRS) that addressed technical issues affecting certain SECURE 2.0 provisions. It noted a few that are of particular relevance to retirement plan sponsors and advisors.
More specifically, the ARA...
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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...