Client Services
In Segment I of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his business background and practice.
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Our office has implemented a stay-at-home work environment like most others. As soon as we realized that was the way we would need to be working, we ensured that all reps and staff had what they needed to be fully functional from home—home computers updated with the latest security measures and...
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In Segment III of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her road to community service and fundraising.
In Segment II, NTSA Past...
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When COVID hit, we were in the middle of tax season. In addition to our investment business, we have a tax preparation business as well.
All staff began working remotely, but I came into the office every day. Since our accountant was no longer onsite, I started paying all the bills and doing tasks...
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Tell us about what you appreciate in plan sponsors. Tell us about what plan sponsors think is important for their success. What are some issues plan sponsors have in smaller and larger plans? Volunteer to help with NTSA’s new project.
Plan sponsors have a unique, critical role in helping our...
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In Segment II of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss best and worst client situations.
In Segment I of the 18th Series of the NTSA...
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Many of you have been in the business longer than I have, but none of us have ever experienced the fear, confusion and anxiety that our clients are under during this global pandemic. Our firm had already been doing most of our group and individual enrollments online and depending on the advisor, 10...
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In today’s new normal, school districts and teachers have so many things to juggle in the classroom, and among the matters that are top of mind are diversity and inclusion. An NTSA panel discussion offered insights to help schools, educators and advisors frame their discussions for the classroom...
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In Segment I of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her business background and she provides an overview regarding her firm.
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In MarketBeat, John Iekel writes about a blog entry that discusses what active management means and entails amidst COVID-19 and also looks at five common misconceptions the authors argue have resulted in passive investments becoming more prevalent in DC plans.
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Those of us who specialize in the K-12 space know well that getting on to a school campus has become more challenging over the past 10 years. On-campus security is a serious issue and a major trend. We see more and more school campuses being gated, and basically closed to 403(b) practitioners for...
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In Segment III of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. Avallone discusses community involvement.
In Segment I of the 17th Series of the NTSA...
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Despite social distancing, or possibly because of it, that personal touch with clients carries more benefit than ever before.
We have tried especially hard during COVID to reach out to individual clients either by phone or ZOOM to communicate updates, take financial temperatures, and deal with...
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Workforce agility is vital to the future success of organizations, but agility gaps are widespread, according to the results of a new survey focused on how companies are rethinking their human capital strategies in response to the COVID-19 pandemic.
Globally, 84% of survey respondents view...
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If the plan does not provide for full and immediate vesting, determine the initial vesting computation period.
Commentary: Vesting computation periods are generally 12-month periods that count the years of service to determine vesting. Choices typically are:
the plan year;
the 12 months...
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A tragic byproduct of the global slowdown and stay-at-home mandate was the shutdown of the food and beverage industry. And when restrictions started to ease across the country, and restaurants began to reopen, albeit with a good deal of caution, their revenue was only a fraction of what they are...
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In MarketBeat, John Iekel writes about a blog entry that argues that while employees are “experiencing extraordinary stress” now, “employees close to a planned retirement date are feeling even greater concerns, wondering whether they can afford to retire.”
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In Segment I of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business and background.
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How plan funds are invested is of great importance. One of the strategies some plans use is liability-driven investing; in MarketBeat, John Iekel discusses a recent paper that looks at how interest rates relate to such an approach.
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Tech Talk addresses how benefits are paid to an employee from a 403(b) plan.
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