Mike Bushnell
By Mike Bushnell 8/19/2015
With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies.American Century Investments’ third annual “Defined Contribution Plan Participation Study” interviewed 2,031 DC plan...
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By Mike Bushnell 7/20/2015
Available through August 18, 2016 Speakers: Brian Graff, Esq., APM, CEO of the American Retirement Association; and Chris DeGrassi, NTSA Executive Director Click here to view the webcast outline!...
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By Mike Bushnell 7/15/2015
A new study reaffirms a growing trend that most working Americans of all ages expect to work past the common retirement age of 65, and nearly half fear that they won’t be able to retire comfortably.Even so, large numbers of Americans aren’t talking to advisors about their financial future, the...
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By Mike Bushnell 7/7/2015
At the 2015 NTSA 403(b) Summit, executives from small, medium and large practices came together to share their best advice for growing businesses of all sizes. And despite the differences in their employers, all of them agreed that nothing matters in this business without a strong reputation.D....
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By Mike Bushnell 7/6/2015
At the start of her keynote speech opening the second day of the 2015 NTSA 403(b) Summit, business management speaker Shari Harley stood off to the side of the ballroom, and asked if it was easier for the audience to hear and see her there, or across the room on the stage where everyone was...
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By Mike Bushnell 7/2/2015
The 10 finalists for the 2015 NTSA Elite Advisor Award, including the five winners, were honored on June 29 during a ceremony at the NTSA 403(b) Summit in Nashville. The five winners of the 2015 award are: Kathryn Cawley of The Voyager Group, Ltd, Joliet, Ill. Louis Deppas of The...
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By Mike Bushnell 7/2/2015
Nearly three months ago, the Department of Labor (DOL) proposed new standards defining what fiduciary due diligence means. In a session at the NTSA 403(b) Summit in Nashville, NTSA immediate past president Susan Diehl and others explained how the rule affects IRAs and other investment options,...
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By Mike Bushnell 7/2/2015
From robotic customer service agents programmed to critically think like humans, to phone applications that diagnose medical problems, nearly every facet of the economy is becoming more automated. As a panel explained at the 2015 NTSA 403(b) Summit, retirement plans are no different, and “robo-...
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By Mike Bushnell 6/30/2015
America’s growing retirement crisis has been gaining attention in the past few years at both the state and federal levels. One commonly suggested remedy has been automatic enrollment, a trend that is now affecting state-sponsored plans across the country. Speaking at a session held on the first...
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By Mike Bushnell 6/30/2015
While highlighting a number of recent state-level victories on behalf of individual 403(b) advisors, NTSA Executive Director Chris DeGrassi kicked off the 2015 NTSA 403(b) Summit in Nashville June 28 by emphasizing that the biggest battles still loom at the federal level.DeGrassi told a packed...
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By Mike Bushnell 6/22/2015
Available through July 29, 2016 Speaker: Ellie Lowder, TGPC, Consultant; Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr. LLC NOTE: WEBCAST IS COMPLIMENTARY FOR NTSA MEMBERS Click here to view the ...
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By Mike Bushnell 4/19/2015
Available through May 12, 2016 Speaker: Ellie Lowder, TGPC, Consultant and John Clouden, Sgroi Financial LLC NOTE: WEBCAST IS COMPLIMENTARY FOR NTSA MEMBERS Check back soon for the webcast outline! It is vital that providers...
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By Mike Bushnell 1/28/2015
Available through February 10, 2016 Speaker: Judy Miller, MSPA, ACOPA Executive Director NOTE: WEBCAST IS COMPLIMENTARY FOR NTSA MEMBERS Check back soon for the webcast outline! Illinois has become the first state to enact a...
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By Mike Bushnell 1/28/2015
Available through February 10, 2016 Speaker: Judy Miller, MSPA, ACOPA Executive Director NOTE: WEBCAST IS COMPLIMENTARY FOR NTSA MEMBERS Check back soon for the webcast outline! Illinois has become the first state to enact a...
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By Mike Bushnell 11/24/2014
Available through December 4, 2015 Speaker: Mark Turner, Vice President, Security Benefit NOTE: WEBCAST IS COMPLIMENTARY FOR NTSA MEMBERS Click here to view the webcast outline! As an independent advisor or plan consultant,...
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By Mike Bushnell 10/20/2014
This webcast has been rescheduled. The new date is yet to be determined. Speakers: Molly Hamer, EFS Advisors; Chris DeGrassi, Executive Director, NTSA; Jeffrey Tomaneng, Lincoln Investment Planning; Mark Luckinbill, Aspire Financial Services; Matthew McBay, GWN Securities Webcast...
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