Client Services

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... READ MORE

Plan sponsors look to their websites for a wide range of information, but recordkeepers have work to do regarding their design and features, say analysts who studied sites and users’ experiences. At the recent SPARK Forum in Palm Beach, FL, Olivia Jack and Andrew Way of Corporate Insight presented... READ MORE

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... READ MORE

The New York Department of Financial Services (NYDFS) is seeking information regarding the way that 403(b)s are being marketed to teachers. According to the Wall Street Journal (subscription required), NYDFS on Oct. 1 sent letters to “a dozen major insurers” requesting details regarding how they... READ MORE

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... READ MORE

The K-12 marketplace is changing, and an industry expert offered his insights into how it has and ways to meet those new circumstances. “This career is a series of sprints inside of a marathon,” said Phil Kim, Managing Director, Signature Wealth Concepts, in “The Evolution of Building a Career in... READ MORE

NTSA has established the Elite Advisor Council, dedicated to service, leadership and mentoring. The NTSA Elite Advisor Council is committed to giving back to the industry by enabling NTSA Elite Advisors to have an enhanced platform for working with NTSA members and the retirement community of... READ MORE

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),... READ MORE

The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age. Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his insights... READ MORE