Skip to main content

You are here

Mike Bushnell

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... READ MORE
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! With the comment period now closed,... READ MORE
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... READ MORE
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.... READ MORE
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... READ MORE
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 Legend Group,... READ MORE
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,... READ MORE
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-... READ MORE
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 day... READ MORE
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... READ MORE
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 webcast outline! Bob and... READ MORE
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 and financial advisors are prepared... READ MORE
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 public-run auto-IRA program for private... READ MORE
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 public-run auto-IRA program for private... READ MORE
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, governmental and education plans offer an... READ MORE
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... READ MORE

Pages