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Fidelity Investments, Vanguard, and Alight Solutions announce that they have collaborated with Retirement Clearinghouse, LLC to create a consortium of workplace retirement plan recordkeepers to accelerate the nationwide adoption of auto portability. Vanguard and Alight had each previously... READ MORE
The inaugural ERISA 403(b) conference heard further about the complications of ‘legacy’ investments, so common from the past in 403(b) plans.  In the Oct. 3 session “403(b) Legacy Investments: The Bad, The Expensive, and The Ugly,” an expert panel explored the operational challenges of legacy... READ MORE
Are 403(b)s still relevant? An expert panel at an Oct. 3 session of the ERISA 403(b) Advisor Conference held in Washington, DC discussed how they figure in the retirement universe and their future prospects. Panelists included Sue Diehl, President of PenServ Plan Services, Inc.; Kim Cochrane,... READ MORE
Health savings account (HSA) assets have grown at a 31% annualized growth rate over the past 15 years, and while the industry has improved its offerings in that time, more can be done, according to a new report.   The rapid adoption of high deductible health plans (HDHPs) has helped grow the still... READ MORE
NTSA, the National Tax-Deferred Savings Association, is proud to honor Susan Diehl, QPA, CPC, TGPC, ERPA, BCF™ with their NTSA 2023 Richard Ford Volunteer Service Award (FVSA). Diehl will be recognized at the NTSA 2023 Summit at the Grand Hyatt, Tampa, FL at their Awards Luncheon Feb. 27, 2023.... READ MORE
Having completed my fourth Half Ironman a few weeks ago, I have been reflecting on what I have learned.  From the very start, I’ve been surprised how often endurance sports training is compared to more typical athletic activities. I enjoyed sports in high school and have enjoyed the three... READ MORE
It’s that time of year again…Back to School! We’re not talking about a silly comedy starring Rodney Dangerfield from 1986, we’re talking about all those educators and school personnel that keep the schools running heading back into the schools for their academic year grind.  With back to school /... READ MORE
Franklin Templeton announced Sept. 13 that it is moving its 403(b) business to PCS Retirement’s Aspire 403(b) platform. Aspire is a division of PCS Retirement and is the largest independent recordkeeper serving K-12 retirement plans in the United States. To date, says Franklin Templeton, most 403(... READ MORE
NTSA congratulates NTSA 2020 Elite Advisor Joseph Avallone for his outstanding, unique accomplishments. Avallone practices through NTSA Strategic Partner PlanMember in Winter Springs, FL.  Joseph Avallone began his career in the financial services industry in 1990. Twenty-nine years ago, Avallone... READ MORE
The 2023 NTSA Summit — Feb. 26-28, 2023, at the Grand Hyatt Tampa, in Tampa Bay, Florida — is the only industry event designed for 403(b) and 457(b) professionals. But it gets better!   You can expect tailored general sessions and workshops based on advisor feedback we received from the agenda... READ MORE
NTSA congratulates NTSA 2020 Elite Advisor Sara McGrath, AIF ®, CRES, for her outstanding, unique accomplishments. McGrath practices through NTSA Strategic Partner Lincoln Investment, Worchester, MA.  For 15 years, McGrath has helped create financial plans, personalized ‘roadmaps’ that solve... READ MORE
A federal judge has affirmed a $1.5 million judgment against Schlichter Bogard & Denton LLP and Schneider Wallace Cottrell Konecky LLP for their role in bringing a “reckless” excessive fee suit. Back in September 2020, determining that the decision to pursue litigation was “objectively... READ MORE
NTSA congratulates NTSA 2020 Elite Advisor David Wolfe, CRES, for his outstanding, unique accomplishments. Wolfe practices through NTSA Strategic Partner EFS Advisors, Cedar Rapids, MN.  For over 29 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He... READ MORE
NTSA congratulates NTSA 2021 Elite Advisor Shane Robinson for his outstanding, unique accomplishments. Robinson’s firm, Robinson and Associates, Greenville, NC, practices through NTSA Strategic Partner Lincoln Investment and serves 1950 participants in six school districts. He had $180 million in... READ MORE
SHHHHHH… we know you are busy so we extended the nomination deadline. The nomination form for the NTSA 2023 Elite Advisor awards will be available for another week—through Monday, Aug. 15! The NTSA Elite Advisor awards, a lifetime achievement honor, focus on the Best of the Best NTSA financial... READ MORE
Do you know an educated, experienced, community-minded NTSA financial advisor who is “best of the best” and whose works are: innovative unique successful with specific, outstanding accomplishments and/or contributions And who: advocates proactively for the industry leads in profound... READ MORE
On Friday, Aug. 5, 2022 at 1 pm EDT (noon CDT; 11 am MDT; 10 am PDT) there is a special zoom information call for all interested parties to promote and support the NTSA 2023 Elite Advisor Awards nomination and application process.  The agenda for the call is to: listen to membership and any... READ MORE
NTSA congratulates NTSA 2021 Elite Advisor Lisa Tursi, AIF ®, CRES, for her outstanding, unique accomplishments. Tursi works with Clifford & Rano, Worchester, MA and practices through NTSA Strategic Partner Lincoln Investment; and serves more than 900 participants in 74 school districts. She... READ MORE
Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet? Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the... READ MORE
Wine tasting has become a popular activity throughout the country. This is often a social event with a bunch of friends and can include several trips to a winery to create a finish-bottled product. How about working with a winery to create a client event centered on the last step, which is corking... READ MORE

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