Practice Management
In Part III of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss volunteerism and what the NTSA means...
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In Part II of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss Williams’ business model, adviser...
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The American Retirement Association has reached out to members of Congress with proposals to help alleviate cash flow issues for small businesses with retirement plans.
The ARA, whose broad membership consists of service providers and plan sponsors, strongly supports immediate defined contribution...
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Remember, an exchange can only be accepted by vendors that have been included in the employer’s plan.
Thus, the employer may be asked to “sign off” on every exchange transaction form or provide a list of the approved vendors in the plan with agreement that exchanges will be accepted only by...
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In Part I of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss Williams’ background and business.
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Plans covered by ERISA are required to make certain disclosures. The Department of Labor provides a basic discussion of some of the most important disclosures that must be made.
One of the most important documents participants are entitled to receive automatically when becoming a participant of an...
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The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
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In Part II of the 10th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Bruce Allen, CFP, president of Old Dominion Insurance and Investments. They discuss Allen’s business model, his approach to serving clients and relevant business trends.
In Part I Randy Aranowitz and...
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Face it, success in financial services is built through fostering relationships. The transactional advisor has gone the way of dial-up internet—still out there and still working, but clearly there are better ways to get the job done.
The WOW 2.0 Firestarters General Session at the recent 2020...
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A session of the recent 2020 NTSA Summit provided an in-depth look at 457 plans.
Mark Heisler, Chief Executive Officer of ADMIN Partners, LLC, shared his insights on 457 deferred compensation plans, which offer many benefits to both sponsors and participants. Here are nine things he suggested...
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In Part I of the 10th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Bruce Allen, CFP, president of Old Dominion Insurance and Investments; they discuss Allen’s background and Allen provides an overview of his business.
NTSA WOWcasts are available on the NTSA website...
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A great session at the recent 2020 NTSA Summit featured speakers who addressed what plan sponsors are concerned about and how to better serve them.
Speakers included Scott Hayes from the advisor side of the industry; Mark Heisler, representing the TPAs; and Jack Towarnicky, coming from the...
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In Part III of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; she discusses what the NTSA means to her.
In Part II, Snyder discusses her clients and her approach to serving them and her efforts to be a mentor.
In Part I, Snyder provides an...
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A federal judge has ruled on the attorneys’ fees requested by Schlichter Bogard & Denton in a 403(b) university excessive fee suit.
In what he described as a “highly complex case with numerous issues that were vigorously contested,” Judge George Levi Russell III of the U.S. District Court for...
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To serve the education sector, it’s first essential to reach its members. In a Jan. 27 session of the NTSA Summit in Denver, two experts addressed how to go about that from different standpoints.
David Lewis, Executive Director for the Association of School Business Officials International, and...
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There are as many ways to establish and maintain client relationships as there are advisors and clients – and attendees at the NTSA Summit held in Denver shared those ideas and strategies in a Jan. 27 session.
The actions that NTSA members are taking to build their business, retain clients, and...
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The NTSA Elite Advisors possess a wealth of experience and insight, and two of them shared tips for achieving success in a Jan. 27 session at the NTSA Summit.
Walter “Wat” Keys of CAPTRUST and Robert Young of One2One Wealth Strategies, both 2019 Elite Advisor award winners, offered their insights...
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A Jan. 27 session at the NTSA Summit focused on ways to better serve clients and build one’s practice.
“My passion is expanding our business and diversifying our business,” said 2019 NTSA President Kris Coffey, who moderated the session. “What do clients need?” she asked the panel, which featured...
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In Part II of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the Bob D. Schiller Meritorious Service Award. Snyder discusses her clients and her...
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ERISA imposes a number of responsibilities on the plan administrator relating to the handling of domestic relations orders.
As a plan fiduciary, the administrator is required to discharge these responsibilities prudently and solely in the interest of the plan’s participants and beneficiaries....
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