Business Growth Strategies
Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet?
Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the...
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Wine tasting has become a popular activity throughout the country. This is often a social event with a bunch of friends and can include several trips to a winery to create a finish-bottled product. How about working with a winery to create a client event centered on the last step, which is corking...
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Welcome to Advisor Alley! The NTSA Advisor will be running brief, bi-weekly articles intended for you, the financial advisors, who spend your time and effort serving your clients’ retirement needs.
This section is a place for a quick read about activities that advisors like you are engaging in to...
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As small and mid-sized businesses continue to look for ways to attract and retain key employees, a new survey finds they’re putting employee benefits in place.
The Principal Financial Group conducted a “check-in” with more than 1,000 business owners at the beginning of 2022 and found that 84% of...
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Past behavioral economics research demonstrating that nudges can be a potent tool for increasing savings rates, notes Ted Godbout in MarketBeat, writing that the results of a recent study suggest that fresh start framing can be an effective nudge.
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The NTSA honors the lifetime service of Philip Kim, CFP®, ChFC, CLU, RICP®, CRES, Signature Wealth Concepts, Scottsdale, AZ, with its 2022 Richard Ford Volunteer Service Award.
Phil excels in his NTSA leadership, chairing the meaningful Certified Retirement Education Specialist (CRES) project and...
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The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.
School districts...
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The Security Benefit Corporation on March 17 announced that Mike Kiley is retiring as Chief Executive Officer after 12 years. He will continue to serve as Chairman of Security Benefit Life Insurance Company Board of Directors after his resignation becomes effective.
Kiley joined the company in...
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Tamara L. Indianer, CFP®, AIF®, CRES, Lincoln Investment, represents the best of NTSA, which her father, Paul Indianer began 33 years ago! Both are pillars of their communities and of NTSA.
Tamara provides some insight on her service: “Our adopted son was diagnosed with neurofibromatosis (NF). The...
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The recent 2022 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
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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Industry experts who have been headliners in crafting and leading collaboration to expand access to retirement plan coverage led a panel discussion at the recent NTSA Summit concerning forming partnerships and how effective that can be.
Panelists included Tamara Indianer, CRES, AIF®, CFP®,...
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Marketing can be not only more sensitive, but also more effective, if it takes the backgrounds of the audience being reached in mind, suggested an expert panel at the recent NTSA Summit.
Panelists included 2018 NTSA President Tamara Indianer, Regional Vice President, Northeast, Lincoln Investment...
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Year-end plan reviews are just around the corner. In a Dec. 6. Session of the ASPPA Winter Symposium, Missy Matrangola, QKA, QPA, Consultant with Atlantic Pension Services, Inc., offered ideas on how to get the most out those reviews.
Why Do a Plan Review?
A plan review will be helpful in the...
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Advocate, network, and grow: That’s the NTSA Summit experience!
And to kick off the 2022 NTSA Summit, we’re going to get our community up to speed on the ever-changing federal policies that affect the retirement plan industry.
So join us on Sunday, Feb. 6 at 1:30 p.m. for our first general...
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Open your calendar and reserve Feb. 6-8, 2022—for the 2022 NTSA Summit!
Our Summit is the only industry conference designed for 403(b) and 457(b) professionals. And it will include:
Six general sessions, an array of workshops, and continuing education (CE) credit.
The Certified Retirement...
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The 2021 NTSA Summit provided a unique opportunity for industry experts to provide their insights on issues relevant to the NTSA community. Following is a look at our news coverage of the Summit.
Education Market in Transformation
The education sector of the retirement plan market is in a period...
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The NTSA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for 1 year after the date of the original live webcast. Below is a...
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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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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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