Business Growth Strategies
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 education sector of the retirement plan market is in a period of marked transformation, and an expert panel in a June 28 session of the 2021 NTSA Summit offered their insights on these trends and what they mean.
David Lewis, Executive Director of the Association of School Business Officials (...
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Have you registered for the NTSA Virtual Summit? If not, this week is your last chance! This year’s sessions will include:
The state of the retirement markets — hosted by Mr. 403(b)!
Using retirement funds to pay for living expenses during hardship.
How to attract, motivate, and retain...
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Ladies and gentlemen, Mr. 403(b) is back!
Bob Architect is returning to the NTSA stage as a speaker for the Summit session State of the Retirement Markets.
Often referred to as “Mr. 403(b),” Architect has been a true champion for our industry. His 35-year career includes:
Serving as senior...
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Technology serves, and it also drives change. A recent NTSA webinar focused on the ways technology is changing the industry and the new environment it is creating for financial professionals.
“We’re told that this is a contact sport,” said presenter Toni E. Whaley, a financial planner with...
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Editor’s Note: This is the second of a two-part series. Part 1 is available here.
What is the best choice: 403(b) or 457(b)?
The simple answer is both. The 403(b) and 457(b) are excellent plans to accumulate money for retirement, but we should help participants understand the differences....
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The NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. And this year the NTSA is transforming this event into a...
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We began the year at our base camp. And now, we move on to the Summit!
This year’s NTSA Virtual Summit, June 28–30, will host four general sessions and 12 workshops with recognized authorities and top experts in the financial services and retirement fields. In addition, we will offer a CRES...
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Editor’s Note: This is Part I of a two-part series.
There isn’t a week that goes by without an advisor commenting to me how the K-12 403(b) market has changed in the last few years. That transformation has only accelerated as a result of the COVID-19 pandemic. For years, far too many school...
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The pandemic has heralded and accelerated many changes—and that includes engaging with clients and imparting knowledge and information. An April 19 session of the Plan Sponsor Council of America’s 2021 National Conference addressed how to create engagement in an increasingly virtual world.
The...
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In Segment II 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 businesss model and working with clients who are from different generations.
In Segment I, NTSA Past President...
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Registration is now open for the 2021 NTSA Virtual Summit!
Experience the 2021 NTSA Virtual Summit on Pathable.
We love Summit! So this year we are converting the event into a unique, interactive and virtual conference https://ntsa403bsummit.org/ on Pathable, June 28–30.
This will NOT be...
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Profound and far-reaching changes took place just a little over a year ago. Panelists at an April 19 session of the Plan Sponsor Council of America’s 2021 National Conference took a look at what it all meant—and means—for retirement plans and participants.
The panel included Bradley Bonno,...
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PlanMember Financial Corporation has announced that it is partnering with Newport Group, Inc. to offer the PlanMember Pooled Employer Plan (PEP). Newport Group will serve as the Pooled Plan Provider and PlanMember will provide 3(38) fiduciary investment services.
Their action comes in the wake of...
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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 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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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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As soon as COVID-19 hit, I had a Hi/Low list created and started from the top and called every day from 9 a.m. to 7 p.m. It was a great experience. No agenda except to ask, “How are you doing?” Everyone was glad to hear from me. I actually got a lot of new business out of the endeavor! And as time...
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