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Both group and individual custodial agreements can have many of the same participant features such as accepting both employer and employee contributions, allowing for participant loans and hardship withdrawals, etc. The biggest differences between the two types of agreements are the level of...
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Past behavioral economics research demonstrating that nudges can be a potent tool for increasing savings rates, notes Ted Godbout in MarketBeat, writing that the results of a recent study suggest that fresh start framing can be an effective nudge.
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The NTSA honors the lifetime service of Philip Kim, CFP®, ChFC, CLU, RICP®, CRES, Signature Wealth Concepts, Scottsdale, AZ, with its 2022 Richard Ford Volunteer Service Award.
Phil excels in his NTSA leadership, chairing the meaningful Certified Retirement Education Specialist (CRES) project and...
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We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards—the NTSA 2023 Richard Ford Volunteer Service Awards. Their nomination period is in April 2022—but it has already started!
Know the few, the extraordinary, the innovative,...
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The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.
School districts...
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Meet Lisa Stubbs, CRES, of Security Benefit, whom the NTSA honored with its inaugural NTSA 2020 Richard Ford Volunteer Service Award.
Regarding community service, Lisa says, “Community service is my passion. It is my desire to make a difference in the lives of people, especially children....
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The Security Benefit Corporation on March 17 announced that Mike Kiley is retiring as Chief Executive Officer after 12 years. He will continue to serve as Chairman of Security Benefit Life Insurance Company Board of Directors after his resignation becomes effective.
Kiley joined the company in...
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Tamara L. Indianer, CFP®, AIF®, CRES, Lincoln Investment, represents the best of NTSA, which her father, Paul Indianer began 33 years ago! Both are pillars of their communities and of NTSA.
Tamara provides some insight on her service: “Our adopted son was diagnosed with neurofibromatosis (NF). The...
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The recent 2022 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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Industry experts who have been headliners in crafting and leading collaboration to expand access to retirement plan coverage led a panel discussion at the recent NTSA Summit concerning forming partnerships and how effective that can be.
Panelists included Tamara Indianer, CRES, AIF®, CFP®,...
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Marketing can be not only more sensitive, but also more effective, if it takes the backgrounds of the audience being reached in mind, suggested an expert panel at the recent NTSA Summit.
Panelists included 2018 NTSA President Tamara Indianer, Regional Vice President, Northeast, Lincoln Investment...
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There is work to do regarding increasing teachers’ knowledge and understanding of retirement benefits and plans, according to a recent study. It’s time to educate the educators, they suggest.
In “Teachers’ Knowledge and Preparedness for Retirement: Results from a Nationally Representative...
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MarketBeat looks at a paper in which Cerulli argues that there is no one-size-fits-all solution to making plans more effective decumulation vehicles, and that it often takes a personalized experience that includes designing a comprehensive financial plan and an investment and withdrawal strategy...
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Capozzi Adler PC[1] has found another target for excessive fee claims—and this one is a $10 billion 403(b) plan.
This time the defendants are the fiduciaries (and those who appointed them) of the Consolidated 403(b) Program of Mass General Brigham and Member Organizations—a plan that “at all times...
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The NTSA elevates two of its members to lifetime service awards, the Richard Ford Volunteer Service Awards for 2022:
Nathan Glassey, TPGC, QKA, CRES
National Benefit Services
Farmington, UT
Philip Kim, CFP®, ChFC, CLU, RICP®, CRES
Signature Wealth Concepts
Equitable
Phoenix, AZ
...
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Against a backdrop of record-setting litigation and workforce management challenges, many retirement plan committees are asking what steps they can take to put participants on a path to creating a fully funded retirement income stream.
To address those challenges and more, a new blog post from...
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Tech Talk offers some questions one should anticipate at a plan review meeting.
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Tech Talk provides some tips for running a plan review meeting and keeping it on track.
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In MarketBeat, Ted Godbout writes about a study that suggests that while the current environment appears ripe for self-directed brokerage accounts (SDBAs) as various plan participants welcome the opportunity to select investments that reflect their values and priorities, plan sponsors should...
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The NTSA has announced the Honored Nominees for the NTSA 2022 Elite Advisor Awards.
These NTSA financial advisors have been nominated by an ARA affiliate member and/or NTSA member, submitted their application, fulfilled all responsibilities and requirements, and have been affirmed by their...
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