NTSA Net Staff
By NTSA Net Staff 8/2/2022
Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet?
Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the...
READ MORE
By NTSA Net Staff 8/2/2022
Employers in California, Illinois and Oregon, three of the first states to launch programs to help private sector workers save for retirement, were still creating new plans in 2020 and were shedding existing plans at rates slower than or largely comparable to the national average, according to a...
READ MORE
By NTSA Net Staff 8/1/2022
Wine tasting has become a popular activity throughout the country. This is often a social event with a bunch of friends and can include several trips to a winery to create a finish-bottled product. How about working with a winery to create a client event centered on the last step, which is corking...
READ MORE
By NTSA Net Staff 7/28/2022
NTSA congratulates NTSA 2021 Elite Advisor Michael Goldberg, CRES for his outstanding, unique accomplishments. Goldberg, Boca Raton, FL, practices through NTSA Strategic Partner Equitable and serves 5,100 participants in six school districts. He had more than $46 million in retirement assets under...
READ MORE
By NTSA Net Staff 7/26/2022
Tech Talk provides plan document tips for 403(b) individually designed plans.
READ MORE
By NTSA Net Staff 7/26/2022
As new rules about rollover disclosures kick in, a new report highlights an often unacknowledged risk of rollovers—high(er) fees, writes Nevin E. Adams, JD in MarketBeat.
READ MORE
By NTSA Net Staff 7/26/2022
Have you been on vacation? Not our Awards Judging Committee (AJC)! They have been hard at work preparing for the NTSA 2023 Elite Advisor Awards.
The members of this year’s AJC are:
Carla Ann Goedtke of Investors Choice Financial Services, Inc.;
Michael Goldberg of Equitable;
Chris Janeway...
READ MORE
By NTSA Net Staff 7/26/2022
Welcome to Advisor Alley! The NTSA Advisor will be running brief, bi-weekly articles intended for you, the financial advisors, who spend your time and effort serving your clients’ retirement needs.
This section is a place for a quick read about activities that advisors like you are engaging in to...
READ MORE
By NTSA Net Staff 7/20/2022
Editor’s Note: This is the third in a series of articles about the 2022 NTSA Elite Advisors. The first is here; the second is here.
NTSA congratulates NTSA 2022 Elite Advisor Carla-Ann E. Goedtke, CPFA™, CRES, for her outstanding and unique accomplishments. Goedtke’s firm, Investors Choice...
READ MORE
By NTSA Net Staff 7/20/2022
The ARA will hold its annual business meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET during the ASPPA Annual Conference at the Gaylord National in National Harbor, MD.
The business meeting will include addresses by ARA President Joe DeNoyior, CPFA®; ARA President-Elect Missy Matrangola, QPA,...
READ MORE
By NTSA Net Staff 7/19/2022
Tech Talk discusses whether there are any provisions that are optional for a 457 plan.
READ MORE
By NTSA Net Staff 7/19/2022
One of the keys to financial security in retirement is behavior; in particular, before retirement—and the earlier the better. According to John Iekel in MarketBeat, that was the underlying message of an expert panel in a webinar concerning retirement readiness.
READ MORE
By NTSA Net Staff 7/19/2022
Don’t hesitate! Do you know of an elite advisor who deserves to be nominated for the NTSA 2023 Elite Advisor Awards? The nomination period began last week and is under way!
The NTSA Elite Advisor Awards’ goal is to recognize the very ‘best of the best’ financial advisor members of NTSA who have...
READ MORE
By NTSA Net Staff 7/13/2022
Editor’s Note: This is the second in a series of articles about the 2022 NTSA Elite Advisors. The first is here.
NTSA congratulates NTSA 2022 Elite Advisor Alberto Gaglianese, CFP®, AIF®, CRES, for his outstanding and unique accomplishments. Gaglianese’s firm, Clearpath Wealth Partners, LLC, in...
READ MORE
By NTSA Net Staff 7/12/2022
Tech Talk addresses the timing for the adoption of a 457 plan and when the plan document must exist.
READ MORE
By NTSA Net Staff 7/12/2022
NTSA 2023 Elite Advisor Awards nominations are open! The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members who display the above characteristics.
Please nominate NTSA financial advisors with these attributes:
Best of the Best...
READ MORE
By NTSA Net Staff 7/7/2022
Editor’s Note: This is the first in a series of articles about the 2022 NTSA Elite Advisors.
NTSA congratulates NTSA 2022 Elite Advisor Virginia T. Harriett, CFP ®, CRES, for her outstanding, unique accomplishments. Harriett’s firm, Harriett Financial Group, Marlton, NJ, practices through Lincoln...
READ MORE
By NTSA Net Staff 7/5/2022
Tech Talk discusses whether church plans can have automatic enrollment and automatic contributions.
READ MORE
By NTSA Net Staff 7/5/2022
While more investors are interested in cryptocurrencies and the appropriateness of investing crypto in retirement plans is hotly debated, a white paper suggests they are a poor choice for long-term investors, writes Ted Godbout in MarketBeat. He adds that in the paper, PGIM contends that the latest...
READ MORE
By NTSA Net Staff 6/30/2022
Help us create an agenda for the 2023 NTSA Summit!
Using our interactive online voting tool, https://www.allourideas.org/2023ntsa you can send us your ideas for session topics or vote for suggestions already submitted. Here’s how it works:
The voting tool will present two session ideas for you...
READ MORE
Pages
Advertisement