Client Services
The NTSA is proud to name Adam Pearce, CFP®, one of the 2021 recipients of the NTSA Richard Ford Volunteer Service Award.
Pearce, a certified financial planner at Lincoln Investment, has been an active volunteer with the NTSA. His volunteer activity includes work with the CRES Committee, Summit...
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Just like you, I have been seeing more and more articles on Roth conversions using terms such as “Backdoor Roths” or “Mega Roths.” The concept is neither new nor, until recently, particularly controversial. What’s changed are reports that several wealthy individuals have contributed stock into...
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The NTSA is proud to name Tamara L. Indianer, CFP®, AIF®, CRES, one of the 2021 recipients of the NTSA Richard Ford Volunteer Service Award.
Indianer, a Regional Vice President, Northeast at Lincoln Investment, has been an active volunteer with the NTSA. Her volunteer activity includes:
CRES...
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Tech Talk offers some suggestions regarding approaches that one can take in providing information to a participant.
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In MarketBeat, Ted Godbout writes about a research paper whose authors suggest that policies that promote retirement saving, such as auto-enrollment, may unintentionally lead to an increase in abandoned retirement savings accounts.
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The National Tax-Deferred Savings Association is pleased to name Shane Michael Robinson as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.
Robinson, a Financial Advisor with Robinson and Associates, serves 1,950 participants in six school districts and with $180 million in...
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The National Tax-Deferred Savings Association is pleased to name Michael Goldberg, CRES, as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.
Goldberg is the Senior Vice President of the Southeast Region of Equitable Advisors. Serving 5,100 participants in six school...
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Most people remain hesitant to invest in cryptocurrency in their DC plans, but a recent survey finds that there’s a small “crypto-curious” contingent.
With the increased attention of cryptocurrency, Stan Treger, behavioral scientist at Morningstar, notes that analysts at the firm began to wonder...
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The study of history is a passion of mine, and while it seems a bit trite, the old adage that those who don’t remember the past are doomed to repeat it seems more apropos by the day. Regardless, I never cease to be touched by the experience of walking the grounds where famous individuals or great...
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There is a broad array of plans from which an employer and plan sponsor can choose. In a 2021 NTSA Summit workshop session, an industry expert offered an overview, with a special focus on 430(b) and 457 plans.
Nathan Glassey, Vice President, National Benefit Services, set the table by looking at...
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Which is better? It depends! That’s the verdict from an industry insider who compared and contrasted the two in a June 29 session of the 2021 NTSA Summit.
“A vexing issue,” said Mark Heisler, CEO of ADMIN Partners, LLC, of the question. Not only that, he said, it is “probably the number one...
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Any profession must bring in new members in order to thrive, and the retirement industry is no different. A panel of young industry professionals shared their experience and their ideas on how to attract their peers to become part of the effort to help employees prepare for a secure retirement and...
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The education sector of the retirement plan market is in a period of marked transformation, and an expert panel in a June 28 session of the 2021 NTSA Summit offered their insights on these trends and what they mean.
David Lewis, Executive Director of the Association of School Business Officials (...
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A plan sponsor asserts that an audio recording of a claims inquiry was made for quality assurance purposes and was not part of the administrative record, but the Department of Labor has a different opinion.
Addressing the question of whether a plan sponsor is required to produce an audio...
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The who, what, when and how many of retirement plan committees, as well as some best practices.
It’s been said that a committee is a group that keeps minutes and loses hours, but advisors know they are an essential element in assuring prudent retirement plan operation and administration. In...
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Have you registered for the NTSA Virtual Summit? If not, this week is your last chance! This year’s sessions will include:
The state of the retirement markets — hosted by Mr. 403(b)!
Using retirement funds to pay for living expenses during hardship.
How to attract, motivate, and retain...
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In a recent Plan Sponsor Council of America (PSCA) webcast, industry experts offered ways to approach employees concerning HSAs and strategies that can help in improving how effective they are in helping them meet their current and future needs.
Panelists in the June 10 webinar “HSA Thought...
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While market volatility certainly affected retirement savings in 2020, new research shows that participants saved more, account balances grew and plan sponsors remained steadfast.
“Reference Point,” T. Rowe Price’s annual 401(k) benchmarking report, reveals that the overall average pretax...
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Not long ago at all, virtual meetings were an option but not the rule. But throw in a pandemic, and suddenly they are a staple. So what are the fundamentals of making them worthwhile?
“Having effective virtual meetings is now more important than ever before,” writes Edward Dressel in the...
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The Department of Labor’s (DOL) newly released Spring 2021 regulatory agenda confirms that a fiduciary rule rewrite is in the works and provides other key insight for the department’s regulatory plans for the coming months.
Fiduciary Rule Recast
The 10-year saga of the fiduciary rule will...
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