Practice Management
The closing session of the Plan Sponsor Council of America’s National Conference featured a wide-ranging and impactful conversation between American Retirement Association CEO Brian Graff and Mellody Hobson, President and Co-CEO of Ariel Investments and chairwoman of Starbucks.
The discussion...
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NTSA needs your volunteer time, from one hour to lots! It’s simple. It’s easy. It’s YOU!
Information about volunteering with the NTSA is here: https://www.ntsa-net.org/member/volunteer
The NTSA volunteer form is here: https://usaretirement.wufoo.com/forms/2021-ntsa-volunteer-form/
Richard Ford...
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Several factors are placing pressures on the U.S. retirement system, leaving the industry facing a decelerating revenue growth outlook, but a new report suggests there are “opportunities hiding in plain sight,” writes Ted Godbout in MarketBeat.
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Editor’s Note: This is the first installment in a series on technology for advisors.
When some people hear that phrase, they cringe. Others embrace the vast expanse of processing and reporting in the digital world with ease. These two reactions, and every position along the continuum, are always...
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Registration is now open for the 2021 NTSA Virtual Summit!
Our premiere event is the nation’s only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. The 2021 NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients...
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In Segment I of the 27th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Lisa Tursi, AIF, CRES, Lincoln Investment. They discuss Tursi’s background in educating financial advisors.
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The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) issued guidance April 14 on maintaining cybersecurity, including tips on protecting retirement benefits. The guidance has a wide target audience—the DOL intends it for plan sponsors, plan fiduciaries, record keepers,...
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In Segment III of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson. They discuss volunteerism and the North Carolina state 403(b).
In Segment II of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy...
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Another federal court has weighed in on the status of participant data as a plan asset.
The issue arose most recently last January in an excessive fee suit brought by the St. Louis-based law firm of Schlichter, Bogard & Denton on behalf of four participant-plaintiffs in Shell Oil Co.'s $10.5...
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The Department of Labor’s Employee Benefits Security Administration (EBSA) has announced that it will be holding online events concerning the DOL’s Voluntary Fiduciary Correction Program (VFCP).
EBSA’s New York Regional Office will conducting Webex events concerning the VFCP on the following dates...
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In Segment II of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson. They discuss Robinson’s business model.
In Segment I of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz and 2021 Elite Advisor...
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The American Retirement Association, its sister associations, and the communities we serve rely on the volunteer service and leadership of their extraordinary members.
Please consider our NTSA member colleagues whose NTSA volunteerism is unique and valuable—who are also committed to community...
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In Segment I of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson, Robinson and Associates, Lincoln Investment. They discuss Robinson’s background.
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If you thought the first one was fun—and even if you missed it—you won’t want to miss out on our next fireside chat… and some very special guests…
Our first “fireside chat” with Brian Graff and ARA President Joe Nichols was a big success—lots of fun and insights—the kind of “enlightenment” on our...
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In Segment III of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss volunteerism.
In Segment II of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz...
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Tech Talk addresses whether it is a problem if participant tools offered by 403(b) plan providers to help assess risk tolerance and investment preferences suggest specific investment allocations or model portfolios, and offer options to elect periodic rebalancing to keep allocations in line with...
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In Segment II of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss Goldberg’s business model.
In Segment I of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy...
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After a brief volley between the two chambers and some late nights, the House of Representatives on March 10 gave final approval to the $1.9 trillion COVID relief bill, which includes the Butch Lewis Emergency Pension Plan Relief Act.
Approved by the House on a near party-line vote of 220-211,...
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In Segment I of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss Goldberg’s background.
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Finding missing participants is serious business. But one industry expert likens it to a children’s game—though the stakes are higher than simply finding someone else to be “it.” In MarketBeat, John Iekel writes about Chris Ciminera's discussion of recent Department of Labor guidance on this matter...
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