NTSA Net Staff
By NTSA Net Staff 9/1/2022
NTSA congratulates NTSA 2020 Elite Advisor Joseph Avallone for his outstanding, unique accomplishments. Avallone practices through NTSA Strategic Partner PlanMember in Winter Springs, FL.
Joseph Avallone began his career in the financial services industry in 1990. Twenty-nine years ago, Avallone...
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By NTSA Net Staff 8/30/2022
Tech Talk features some suggestions for steps an employer can take to encourage employees to build and enhance their financial wellness.
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By NTSA Net Staff 8/30/2022
Retaining and maintaining records is not a minor matter—ERISA and Department of Labor (DOL) regulations make that clear. In MarketBeat, John Iekel writes about a plan administrator who observes that regardless of their importance, policies concerning record retention and maintenance are not as...
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By NTSA Net Staff 8/25/2022
The 2023 NTSA Summit — Feb. 26-28, 2023, at the Grand Hyatt Tampa, in Tampa Bay, Florida — is the only industry event designed for 403(b) and 457(b) professionals.
But it gets better!
You can expect tailored general sessions and workshops based on advisor feedback we received from the agenda...
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By NTSA Net Staff 8/24/2022
NTSA congratulates NTSA 2020 Elite Advisor Sara McGrath, AIF ®, CRES, for her outstanding, unique accomplishments. McGrath practices through NTSA Strategic Partner Lincoln Investment, Worchester, MA.
For 15 years, McGrath has helped create financial plans, personalized ‘roadmaps’ that solve...
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By NTSA Net Staff 8/22/2022
Tech Talk discusses the importance of retaining and maintaining records and tips for performing that function.
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By NTSA Net Staff 8/22/2022
Compliance with the rules and regulations governing plan documents can be complicated and is always important, writes John Iekel in MarketBeat in discussing the insights of an industry expert on the importance of taking action if there has been a plan document failure.
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By NTSA Net Staff 8/18/2022
NTSA congratulates NTSA 2020 Elite Advisor David Wolfe, CRES, for his outstanding, unique accomplishments. Wolfe practices through NTSA Strategic Partner EFS Advisors, Cedar Rapids, MN.
For over 29 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He...
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By NTSA Net Staff 8/17/2022
Expanding the scope of CalSavers is one step closer to happening. The state Assembly has passed a measure that would do so.
S. 1126, a measure that would expand the definition of “eligible employer” for purposes of the CalSavers Retirement Savings Trust Act—the measure that establishes the...
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By NTSA Net Staff 8/16/2022
Plan documents are the “lifeblood” of compliance, asserted John P. Griffin, JD, LLM Principal at the ASC Institute in a webinar. John Iekel writes in MarketBeat that Griffin noted that plan documents “drive communication, they drive compliance.”
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By NTSA Net Staff 8/11/2022
The Plan Sponsor Council of America (PSCA) has released a new campaign to help American workers better understand their retirement plan and retirement readiness by “Knowing Your Numbers.”
The Friday after Labor Day has been designated 401(k) Day—a day to focus on retirement planning and...
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By NTSA Net Staff 8/10/2022
NTSA congratulates NTSA 2021 Elite Advisor Shane Robinson for his outstanding, unique accomplishments. Robinson’s firm, Robinson and Associates, Greenville, NC, practices through NTSA Strategic Partner Lincoln Investment and serves 1950 participants in six school districts. He had $180 million in...
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By NTSA Net Staff 8/10/2022
When you’re sitting down and reviewing portfolios with your clients, don’t forget to mention the benefits of a Roth IRA for their working children. What better way to expand your client base than working with the younger generation?
By spending the time with them, you can get them started with...
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By NTSA Net Staff 8/9/2022
Tech Talk discusses plan document requirements and what key regulatory practices do or do not apply to 457(b) plans for governmental and tax-exempt organizations.
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By NTSA Net Staff 8/9/2022
Retirees face many financial risks, such as outliving their money, investment losses and unexpected health expenses—but a new study finds that they may be overestimating some risks while underestimating others, writes Ted Godbout in MarketBeat.
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By NTSA Net Staff 8/9/2022
SHHHHHH… we know you are busy so we extended the nomination deadline.
The nomination form for the NTSA 2023 Elite Advisor awards will be available for another week—through Monday, Aug. 15!
The NTSA Elite Advisor awards, a lifetime achievement honor, focus on the Best of the Best NTSA financial...
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By NTSA Net Staff 8/4/2022
Do you know an educated, experienced, community-minded NTSA financial advisor who is “best of the best” and whose works are:
innovative
unique
successful
with specific, outstanding accomplishments and/or contributions
And who:
advocates proactively for the industry
leads in profound...
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By NTSA Net Staff 8/4/2022
On Friday, Aug. 5, 2022 at 1 pm EDT (noon CDT; 11 am MDT; 10 am PDT) there is a special zoom information call for all interested parties to promote and support the NTSA 2023 Elite Advisor Awards nomination and application process.
The agenda for the call is to:
listen to membership and any...
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By NTSA Net Staff 8/4/2022
NTSA congratulates NTSA 2021 Elite Advisor Lisa Tursi, AIF ®, CRES, for her outstanding, unique accomplishments. Tursi works with Clifford & Rano, Worchester, MA and practices through NTSA Strategic Partner Lincoln Investment; and serves more than 900 participants in 74 school districts. She...
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By NTSA Net Staff 8/2/2022
Tech Talk discusses the pre-approved 403(b) plan procedures the IRS sets in Revenue Procedure (Rev. Proc.) 2021-37.
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