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Editor’s Note: This is part II of a two-part series. Part I is available here.  Generation Z is looking ahead and shows a healthy regard and respect for their financial future, long-term. Studies show that they have a strong interest in financial literacy, saving and employer-provided retirement... READ MORE
To “get the meeting no one else can,” in a general session at the recent 2024 NTSA Summit Sam Richter offered simple steps for distilling “trillions of data floating around” into tangible tools that can help foster connection with prospects. Describing Google as a vacuum cleaner that “sucks up and... READ MORE
Prior to the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE), and the SECURE 2.0 Act of 2022 (SECURE 2.0), for state and local governmental employers sponsoring eligible 457(b) deferred compensation plans (457(b) plans), age 70½ was a significant age for the following... READ MORE
Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire, writes John Iekel in MarketBeat.  READ MORE
Tech Talk discusses the administrative fees 403(b) plan service providers charge. READ MORE
Working for the American worker’s retirement is extremely rewarding and non-stop. February has brought a lot of opportunities to educate in many different directions. From working on Capitol Hill in D.C. to testifying in Washington state, to meeting with individual state legislators in numerous... READ MORE
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... READ MORE
Greetings fellow NTSA members, and Happy New Year! I wanted to send this note to welcome everyone to 2024 and get started on our new initiatives for this calendar year. I am Toni Whaley, your NTSA President for 2024. It is my privilege and pleasure to serve and continue to move the needle forward... READ MORE
Plan professionals may find it useful to know that plan sponsors continue to make participants’ retirement security a priority, and are boosting their work to enhance it.  JP Morgan, in its fifth Defined Contribution Plan Sponsor Survey, which provides the results of an online survey of 788... READ MORE
As we transition from 2023 to 2024, it is easy to look ahead and plan and prepare for the future, especially with things like an amazing NTSA Summit in sunny San Diego in February, as well as navigating the implementation of SECURE 2.0, more retirement legislation on the horizon, the ins and outs... READ MORE
In prepared testimony to the Department of Labor's (DOL) leadership and staff, American Retirement Association (ARA) CEO Brian Graff highlighted “the significant regulatory gap” regarding plan-level advice on Dec. 12. Graff’s comments—made in support of the DOL’s latest attempt to modernize the... READ MORE
American Retirement Association (ARA) CEO Brian Graff is scheduled to testify on the first day of a public hearing hosted by the Department of Labor (DOL) titled “Retirement Security Rule: Definition of an Investment Advice Fiduciary.”  Graff will follow opening remarks from Assistant Secretary... READ MORE
November was a very quiet month. It started with a family vacation and ended with a wonderful week of thanksgiving. I am personally thankful for all of you who do so much for the educators across this great nation. Thank you for putting in the time and effort to ensure that educators have the best... READ MORE
Another university 403(b) plan has won yet another victory in staving off an excessive fee suit by the Schlichter law firm. The most recent case[1] involved Cornell University, which had already successfully fended off most of the claims in 2019 in the U.S. District Court for the Southern District... READ MORE
Providing retirement benefits is a dynamic function, and in an age of accelerating technological transformation that requires reinvention of products and services. In MarketBeat, John Iekel writes about an expert panel whose members shared some of their experiences in that vein. READ MORE
It’s been a couple of fast-moving days for the Department of Labor’s (DOL) proposal to amend the definition of investment advice fiduciary, as the House GOP has stepped up efforts to block the DOL from implementing its proposal, while the department has now denied a request to extend the comment... READ MORE
As a financial advisor to educators, are you ready for the Great Wealth Transfer?  As trillions of dollars transfer from baby boomers to the next generations over the coming decades, many advisors fear seeing their managed assets slip from their grasp as clients’ beneficiaries take their money... READ MORE
In an Oct. 24 presentation titled “Charting a New Course: Navigating Roth Changes in the Post SECURE 2.0 World,” Shannon Edwards with TriStar Pension Consulting and Michelle Ueding, an employee benefits and executive compensation attorney with Kutak Rock, focused on all one needs to know about... READ MORE
How does one perform the high-wire act of balancing professional boundaries with clients while still managing a business? That was one of the matters addressed during a session of the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference, writes Joey Santos-Jones in MarketBeat.    READ MORE
Tech Talk addresses what fiduciary liability insurance is and what it covers. READ MORE

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