Client Services
Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part I of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz discusses with a panel of...
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Communicating with retirement plan participants is always important; and aside from law and regulation requiring it, such communications can serve participants well and help make a retirement plan more effective and meaningful. But doing so during a pandemic poses challenges and can require...
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A general retirement plan market study, the 2018 the Planning & Progress Study commissioned by Northwest Mutual, surveyed 649 investors who had an advisor, and 1,271 without an advisor.
The focus of the study was more about investors’ feelings regarding their retirement planning, and how...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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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 Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
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There is no doubt that a successful retirement outcome requires a plan, discipline and the knowledge to make good choices that address each individual’s long-term retirement goals. And, there is a growing amount of measurable data that supports having the guidance of a financial advisor to help...
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In times like these, communication with clients and business partners is more important than ever. Early into the onset of the pandemic, I noticed how active our wholesaler partners were with advisors in our office. Nearly every day, we were receiving phone calls and emails from these investment...
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Updated July 7, 2020
NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can...
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While further research would assist in validating the results, the data from the research conducted by the NTSA in partnership with the Plan Sponsor Council of America (PSCA) concerning the participation and savings rates of public education employees reveals a correlation between limiting advisors...
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The parties in one of the first university 403(b) plan excessive fee suits brought by the St. Louis-based law firm of Schlichter, Bogard & Denton have come to terms.
This time it’s a suit brought against the Emory University Retirement Plan and the Emory Healthcare, Inc. Retirement Savings...
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Research conducted by the NTSA in partnership with the Plan Sponsor Council of America (PSCA) that examined the participation and savings rates of public education employees in more than 4,400 school districts across the country revealed that the number one factor driving participation and savings...
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In Part II of the 12th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2017 Elite Advisor Michael Cayen, a registered representative with M3 Investment Services and a registered retirement counselor. They discuss financial planning, software and marketing.
In Part I,...
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In Part I of the 12th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2017 Elite Advisor Michael Cayen, a registered representative with M3 Investment Services and a registered retirement counselor. They discuss Cayen’s background and he provides an overview of his...
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The legislation is still very new, and amidst the scramble for answers and action(s)—well, it’s inevitable that some things will get overlooked, and other important things will be misconstrued.
Here are five things you’ll want to keep straight.
The Coronavirus-related distribution is not a...
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In 2019, the Hawaii State Department of Education (HIDOE) began a project with National Benefit Services (NBS) to strengthen retirement plan education in the state. This project was started with many circumstances in mind, one of which was the decline in participation in the HIDOE’s 403(b) plan...
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n March 31, the American Retirement Association (ARA) provided an expert discussion of the key elements in the Coronavirus Aid, Relief and Economic Security (CARES) Act in a special webcast.
The ARA’s Retirement Education Counsel Robert Richter, Director of Technical Education Bob Kaplan and Marty...
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In Part II of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss Williams’ business model, adviser...
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The recently enacted SECURE (Setting Every Community Up for Retirement) Act of 2019 allows an increase to the maximum age for traditional IRA contributions. Section 107(a) of SECURE repealed the age cap of 70½ years and allows individuals to make deductible contributions to a traditional IRA past...
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Know a gifted, dedicated volunteer? Nominate them for the 2021 NTSA Richard Ford Volunteer Service Award! The NTSA is now accepting nominations.
This new award, just inaugurated in 2019, honors and promotes NTSA members’ volunteer and service work in two areas: (1) with NTSA in their tax-exempt...
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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 Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
READ MORE
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