Practice Management
The consolidation trend in recordkeepers continues—and arguably accelerates—with the latest big industry acquisition.
Empower Retirement and Prudential Financial, Inc. have announced they have entered into a definitive agreement for Empower to acquire Prudential’s full-service retirement business...
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Tech Talk offers some steps one can take to better ensure that a virtual meeting will be effective.
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We want your ideas! Help us create an agenda for the 2022 NTSA Summit!
Using our interactive online voting tool, 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 to pick your...
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The National Tax-Deferred Savings Association is pleased to name Lisa Tursi as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.
Tursi, a Financial Advisor with Clifford & Rano Associates, Inc. and a registered representative with Lincoln Investment Planning, LLC, serves...
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Just like you, I have been seeing more and more articles on Roth conversions using terms such as “Backdoor Roths” or “Mega Roths.” The concept is neither new nor, until recently, particularly controversial. What’s changed are reports that several wealthy individuals have contributed stock into...
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The NTSA is proud to name Tamara L. Indianer, CFP®, AIF®, CRES, one of the 2021 recipients of the NTSA Richard Ford Volunteer Service Award.
Indianer, a Regional Vice President, Northeast at Lincoln Investment, has been an active volunteer with the NTSA. Her volunteer activity includes:
CRES...
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Tech Talk offers some suggestions regarding approaches that one can take in providing information to a participant.
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In MarketBeat, Ted Godbout writes about a research paper whose authors suggest that policies that promote retirement saving, such as auto-enrollment, may unintentionally lead to an increase in abandoned retirement savings accounts.
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The National Tax-Deferred Savings Association is pleased to name Shane Michael Robinson as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.
Robinson, a Financial Advisor with Robinson and Associates, serves 1,950 participants in six school districts and with $180 million in...
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The nation’s highest court has agreed to hear a case that the law firm of Schlichter Bogard & Denton says is having a “chilling effect” on excessive fee litigation.
The district court ruled in favor of the plan fiduciary defendants in March 2018, and the appellate court affirmed that decision...
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There have been many changes in the last year in the rules governing distributions, rollovers, loans and more. A workshop in the recent NTSA Summit offered a detailed look at those changes.
In “Navigating the New Minefield of Distributions, Repayments/Rollovers, & Loans,” Susan Jennings, an...
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The National Tax-Deferred Savings Association is pleased to name Michael Goldberg, CRES, as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.
Goldberg is the Senior Vice President of the Southeast Region of Equitable Advisors. Serving 5,100 participants in six school...
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Tech Talk suggests some factors beyond what to contribute to a retirement account that a participant should consider.
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Communicating with participants is, well, required. But more than that, it’s central to helping participants make the most of their participation in a plan. In MarketBeat, John Iekel writes about an industry insider’s argument that it is best to use an approach that is clear and presents...
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Most people remain hesitant to invest in cryptocurrency in their DC plans, but a recent survey finds that there’s a small “crypto-curious” contingent.
With the increased attention of cryptocurrency, Stan Treger, behavioral scientist at Morningstar, notes that analysts at the firm began to wonder...
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The study of history is a passion of mine, and while it seems a bit trite, the old adage that those who don’t remember the past are doomed to repeat it seems more apropos by the day. Regardless, I never cease to be touched by the experience of walking the grounds where famous individuals or great...
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There is a broad array of plans from which an employer and plan sponsor can choose. In a 2021 NTSA Summit workshop session, an industry expert offered an overview, with a special focus on 430(b) and 457 plans.
Nathan Glassey, Vice President, National Benefit Services, set the table by looking at...
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Which is better? It depends! That’s the verdict from an industry insider who compared and contrasted the two in a June 29 session of the 2021 NTSA Summit.
“A vexing issue,” said Mark Heisler, CEO of ADMIN Partners, LLC, of the question. Not only that, he said, it is “probably the number one...
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Any profession must bring in new members in order to thrive, and the retirement industry is no different. A panel of young industry professionals shared their experience and their ideas on how to attract their peers to become part of the effort to help employees prepare for a secure retirement and...
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The 403(b) has an importance beyond what most imagine, panelists in a June 29 session of the 2021 NTSA Summit reminded attendees.
“To know where we are is to know where we have been,” said Bob Architect, who from 1975 to 2009 served as senior tax law specialist with the Employee Plans Division of...
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