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Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include:
Tailored general sessions, workshops, and up to 12 continuing education (CE) credits
A...
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The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more!
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique...
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One plus one is two, right? Not so, says Phil Kim, Founding Member and Managing Director of Signature Wealth Concepts, making the case for collaboration in the 403(b) marketplace.
“One plus one is greater than two,” said Kim in the June 21 NTSA Webcast, “The Case for Collaboration in the 403b...
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The recent 2023 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Stubbs Takes the Helm as 2023 NTSA President https://www.ntsa-net.org/news-resources/stubbs-...
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The retirement industry is dynamic, and there are always new developments its professionals must adapt to and consider. An expert panel at the recent NTSA Summit offered some insights into two recent factors having a significant impact on the industry and those it serves.
Panelists included...
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The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry.
Five diverse, experienced professionals at the NTSA 2023 Summit shared...
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With winter winding down and people itching to get out of their houses, how about helping your clients scratch that itch and have an outdoor client appreciation event?
One activity that has had great success is providing golf lessons for your clients who either golf, or would like to learn how...
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In MarketBeat, John Sullivan writes about American Retirement Association (ARA) member Apryl Pope, co-founder of Cincinnati-based Retirement Plan Partners, who delivers stark statistics about the state of retirement saving for traditionally marginalized communities and offers solutions.
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Unfortunately, recently I have needed a little bit more dental care than usual. My dentist has referred me to several specialists, and the specialist has always been more expensive than my local dentist, and most of the time, it is by a lot. The adage, “Riches are in the niches” echoes as I pay my...
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Many recent events have changed the way we look at access to teachers in order to provide long-term retirement planning. A Feb. 27 panel discussion at the NTSA Summit looked at best practices as well as the likely trends for the future.
Panelists included the following:
Brad Hope, AIF®, PPC,...
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Five new members were added to the distinguished professionals who are honored to be among those recognized by receiving the NTSA Elite Advisor Award. They were named at the Feb. 27 luncheon held at the 2023 NTSA Summit in Tampa, FL.
Kelly Larkin, CFP®, whose practice is in Seattle, WA, serves...
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Eleanor “Ellie” Lowder, TPGC, was honored with the 2023 Bob D. Schiller Award. Lowder, a volunteer with the NTSA for decades, passed on in 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...
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Susan Diehl, QPA, CPC, ERPA, TGPC, BCFTM, President of PenServ Plan Services, Inc., is the 2023 winner of the Richard Ford Volunteer Service Award. The award was bestowed at the Feb. 27 luncheon at the NTSA Summit in Tampa, FL.
Diehl, the 2012 Bob D. Schiller Award winner, is a long-time...
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“You have to have a succession plan. Dying with your boots on as an advisor leaves your clients in the lurch,” Lincoln Investments' Tom Lakatos said at the beginning of “'Out”'Placements: M&A Succession Planning at its Core," a session at the 2023 National Tax-Deferred Savings Association (...
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“We spend so much time chasing the next ‘yes,’ but we’re communicators at our core,” Phil Kim told the TPA and advisor attendees at the 2023 National Tax-Deferred Savings Association (NTSA) Summit in Tampa on in a Feb. 27 session. “Wouldn’t it be great if we focused on communicating better?”
...
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In MarketBeat, Ted Godbout discusses a new report that says that market volatility, increasing compliance pressures and a competitive landscape for wealth management professionals continue to challenge independent broker-dealers (IBDs) and registered investment advisors (RIAs), requiring them to...
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NTSA honors its 2023 Elite Advisors:
Kelly A. Larkin, CFP®; Kelly A. Larkin; Seattle, WA
Mitch Melan; Melan Financial; Atlanta, GA
Jennifer Prosise, CFP®, CRES®; Voyager Group, Ltd.; Joliet, IL
Rian A. Steinbiss, AIF®, CRES®; Clearpath Wealth Partners, LLC; Marlton, NJ
Donald E. Wade, CFP®,...
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The 2022 TPA Growth Summit offered a series of insights on team building, including a special session focusing on the importance of company culture, writes Nevin Adams in Marketbeat.
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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...
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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...
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