NTSA Net Staff
By NTSA Net Staff 11/15/2022
You may have missed it, but there’s been a bit of a “hub-bub” brewing on social media…about the impact of, and perhaps even the utility of, social media, writes Nevin E. Adams in MarketBeat. He offers some thoughts — and some tips.
READ MORE
By NTSA Net Staff 11/15/2022
Editor’s Note: This is part of the Advisor Alley series, brief, bi-weekly articles that provide a quick read about activities that other advisors, like yourself, are engaging in to serve their existing clients and prospect for new clients in this ever-changing environment in which we are all...
READ MORE
By NTSA Net Staff 11/10/2022
Editor’s Note: This is part of the Advisor Alley series, brief, bi-weekly articles that provide a quick read about activities that other advisors, like yourself, are engaging in to serve their existing clients and prospect for new clients in this ever-changing environment in which we are all...
READ MORE
By NTSA Net Staff 11/8/2022
Tech Talk discusses IRS guidance that expands the individually designed retirement plan determination letter program to include certain 403(b) plans.
READ MORE
By NTSA Net Staff 11/8/2022
The future is an uncertain thing, and planning for uncertainty inevitably involves making some assumptions, writes Nevin E. Adams in MarketBeat. He discusses seven assumptions that he says can derail retirement realities if they are handled improperly.
READ MORE
By NTSA Net Staff 11/8/2022
NTSA Nation, celebrate with us the great works of NTSA Advisors with and on behalf of their clients, their families, and our communities. That’s a purpose of the NTSA Elite Advisor Awards, now in its 10th year, to showcase NTSA financial advisor role models.
Today we bring to your attention 13...
READ MORE
By NTSA Net Staff 11/1/2022
The vitality of the Social Security system has long been a topic of discussion, and there are warnings that it will become insolvent. Tech Talk discusses a report by the Congressional Research Service that explains what that really means.
READ MORE
By NTSA Net Staff 11/1/2022
While retirement is still more than two decades away for Americans born in the 1980s, an Urban Institute report finds that the retirement outlook for early Millennials is reason for concern — particularly compared to older generations, writes Ted Godbout in MarketBeat.
READ MORE
By NTSA Net Staff 11/1/2022
The NTSA is saddened that Eleanor (“Ellie”) Lowder, one of the original pioneers of the 403(b) world, passed away on Sept. 21, 2022.
Born in 1938 in Virden, IL, Ellie was a loving mother and dedicated wife, and in a time in which it was more traditional for women to not enter the workforce, she...
READ MORE
By NTSA Net Staff 10/27/2022
CAPTRUST Financial Advisors (CAPTRUST) has announced the addition of Patriot Pension Advisors (PPA) based in Foxborough, Massachusetts.
Founded in 2002, PPA supports sponsors of retirement plans, including 401(k), 403(b), and defined benefit plans. According to a press release, the firm oversees...
READ MORE
By NTSA Net Staff 10/27/2022
Health savings accounts (HSAs) may still be used more as spending accounts than savings accounts, but the Plan Sponsor Council of America’s (PSCA) 2022 Health Savings Account Survey, sponsored by HSA Bank, finds signs that retirement plans are starting to influence HSA program designs.
Most...
READ MORE
By NTSA Net Staff 10/25/2022
After a career in employee benefits spanning more than three decades, Nevin Adams, Chief Content Officer of the American Retirement Association, has announced his “retirement” from that position, effective March 1, 2023.
During his eight-year tenure at ARA, Adams, one of the retirement industry’s...
READ MORE
By NTSA Net Staff 10/25/2022
The American Retirement Association has announced the officers who will lead it, effective Jan. 1, 2023.
President: Missy Matrangola
President-Elect: Jeff Acheson
Treasurer: Marjorie Mann
Secretary: Sam Brandwein
Immediate Past President: Joe DeNoyior
READ MORE
By NTSA Net Staff 10/25/2022
Tech Talk discusses a report by the Congressional Research Service on the impact the Social Security statement can have.
READ MORE
By NTSA Net Staff 10/25/2022
We deal with a lot of gaps in our lives — gaps because there is a difference between what we want and/or expect and reality, writes Nevin Adams in MarketBeat. He discusses the Marist Mindset List, which he says provides some perspective on the shifting generational perspectives of individuals just...
READ MORE
By NTSA Net Staff 10/18/2022
Tech Talk discusses what can be done if one finds that one is maintaining a 403(b) plan without the appropriate credentials.
READ MORE
By NTSA Net Staff 10/18/2022
In MarketBeat, John Iekel writes about a recent webinar in which three industry insiders expressed a positive take on the long-term health of employees’ expectations concerning retirement — despite recent travails.
READ MORE
By NTSA Net Staff 10/13/2022
The NTSA Elite Advisor Awards are in the 10th year celebrating the “best of the best” of NTSA member financial advisors. These lifetime achievement awards honor the “best of the best” financial advisors in the NTSA universe. The focus is on those who excel, advocate proactively, lead in profound...
READ MORE
By NTSA Net Staff 10/11/2022
Tech Talk warns of the possible consequences if one maintains a 403(b) plan without the appropriate credentials.
READ MORE
By NTSA Net Staff 10/11/2022
It is well known that there is a retirement savings gap between White workers and non-White workers, writes Hattie Greenan in MarketBeat. She discusses a recent PSCA webinar that addressed what that gap looks like, reasons for it, and ways that plan sponsors can help address it for their employees.
READ MORE
Pages
Advertisement