Joey Santos-Jones
By Joey Santos-Jones 4/12/2024
Can 403(b)s make a difference in your practice? Both Kelsey Mayo and Nathan Glassey believe so.
They led a workshop at the NAPA 401(k) Summit in Nashville, Tenn., “Understanding the 403(b) Plan Marketplace for 401(k) Practitioners,” which provided plan advisors with insights into the opportunities...
READ MORE
By Joey Santos-Jones 2/26/2024
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...
READ MORE
By Joey Santos-Jones 2/26/2024
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 at a Feb. 26 session of the 2024 NTSA Summit in San Diego, "The Financial Landscape Ahead: AI, Recessions, and...
READ MORE
By Joey Santos-Jones 2/25/2024
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...
READ MORE
By Joey Santos-Jones 12/28/2023
A report by The Pew Charitable Trusts released on Dec. 22 revealed that state automated savings programs in the United States have collectively reached over $1 billion in assets as of November. This development is part of a broader initiative to assist private sector workers, especially those...
READ MORE
Advertisement