Business Growth Strategies
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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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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The early bird registration rates for the 2020 NTSA Summit have been extended one week! Rates expire this Friday, Dec. 20.
The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only national gathering of...
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In Part II of the 7th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Scott Hayes, President and CEO of ISC Group, who served as 2012 NTSA President and 2018 American Retirement Association President, and was a 2017 NTSA Elite Advisor. Hayes provides an overview of his...
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I am the Managing Director of Signature Wealth Concepts, and I served as the Senior Vice President of the Southwest Branch of AXA Advisors for four years before founding my firm. For the past 18 years, I have worked with clients in the K-12 space; and I was able to build a team of advisors who...
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I have attended every NTSA Summit for the past 10 years as it's a great resource for getting up-to-moment technical information straight from the most experienced 403(b) and 457(b) experts in the country.
As an Enrolled Retirement Plan Agent (ERPA), the NTSA Summit is the only place I can get...
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The upcoming NTSA Summit will be held Jan. 26-28, 2020 at the Gaylord Rockies in Denver, CO.
My primary responsibilities at AXA are to provide retirement products and services to the tax-exempt markets throughout the Northeast. I have 20+ years’ experience and over the years have witnessed the...
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In Part III of the 6th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Jody Detillier, CEO of Detillier Financial Advisors and 2015 NTSA Elite Advisor. They discuss what the NTSA means to Detillier.
In Part I, Aranowitz and Detillier discussed his background and...
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Obviously, I truly believe in the NTSA and its mission to assist public school teachers, nonprofits and church organizations in the compliance area of 403(b)s, 457, 401(a) plans and more!
It is the only trade association that supports all of the parties (advisors, TPAs, consultants, and investment...
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In Part II of the 6th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Jody Detillier, CEO of Detillier Financial Advisors and 2015 NTSA Elite Advisor. Detillier provides a look at his business model, K-12 marketing, using video to promote a business and conducting...
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Expert insights and the experience of the best of the best are available in a new format. 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...
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In Episode 5 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies.
In Parts I and II of Episode 5, they discussed building a business, serving clients...
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In Episode 5 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies.
In Part I of Episode 5, they discuss Young building his business and his efforts...
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In Episode 3 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with EFS Financial Advisors President Kent Schutte and EFS Financial Advisors Senior Financial Advisor Josh Decker. In Parts I and II of Episode 3, they discuss their practice and...
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In June 2009, the National Tax Deferred Accounts Association (NTSA) organized and sponsored the first NTSA 403(b) Compliance Resolution Summit (Summit) to address the pervasive service issues in the 403(b) marketplace. Several 403(b) product providers (vendors), third party administrators (TPAs),...
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While many employers offer 403(b) plans to employees, most do not adequately educate the employees on the importance of retirement savings or promote participation in the 403(b) plan as a valuable employee benefit. Many fail to recognize the correlation between higher participation rates and...
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Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here.
This is the first installment of a...
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Problems may arise when employers change their plan’s TPA and do not notify the product providers, the plan participants or the former TPA.
In the absence of such notification, all parties continue to interact with the former TPA, but plan transactions are not processed or approved. Delays occur,...
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