Client Services
If there were ever a meeting that couldn’t (or at least shouldn’t) be replaced with an email, it’s that of a retirement plan committee. A new survey by the Plan Sponsor Council of America uncovers some key consistencies in structure and approach.
Retirement plan committees, entrusted with a wide...
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The Securing a Strong Retirement Act (SSRA)—a.k.a. SECURE 2.0—is wending its way through Capitol Hill. The measure contains a wide range of provisions that would affect retirement saving, plans and participants. A recent Plan Sponsor Council of America (PSCA) webinar zeroed in on some key...
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At the recent Plan Sponsor Council of America National Conference, Erin Lowry, author of the Broke Millennial book series, offered insights on better communication with younger workers.
At the outset, Lowry took pains to distinguish the tensions that currently exist between Millennials and the...
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In MarketBeat, John Iekel writes about the take of Kelsey Mayo, ASEA Director of Regulatory Policy and Partner at Poyner & Spruill LLP, on missing participants and what to do about them in her recent discussion of plan freezes and terminations.
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Ladies and gentlemen, Mr. 403(b) is back!
Bob Architect is returning to the NTSA stage as a speaker for the Summit session State of the Retirement Markets.
Often referred to as “Mr. 403(b),” Architect has been a true champion for our industry. His 35-year career includes:
Serving as senior...
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Technology serves, and it also drives change. A recent NTSA webinar focused on the ways technology is changing the industry and the new environment it is creating for financial professionals.
“We’re told that this is a contact sport,” said presenter Toni E. Whaley, a financial planner with...
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Editor’s Note: This is the second of a two-part series. Part 1 is available here.
What is the best choice: 403(b) or 457(b)?
The simple answer is both. The 403(b) and 457(b) are excellent plans to accumulate money for retirement, but we should help participants understand the differences....
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Forewarned is forearmed—so says the maxim. And in that spirit, the IRS has issued a reminder that hurricane season is not here yet, but it suggests that now is the time to prepare, and offers some suggestions regarding how to do that.
“Individuals, organizations and businesses should take time...
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The NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. And this year the NTSA is transforming this event into a...
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In MarketBeat, John Iekel writes that while it may not be clear who exactly is responsible if a participant’s balance is stolen, a recent blog entry suggests that it may be prudent to take steps to protect participants’ retirement accounts from cyber crime nonetheless.
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An updated version of Publication 590-B was posted on March 29, 2021 (release date on the publication is March 25, 2021). When the publication was released prematurely, it caused quite a stir and flurry of comments.
Of course this publication is for IRAs; however, the flurry that it caused spans...
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Tomorrow the U.S. House Ways & Means Committee will be focusing on a markup of what’s been called SECURE 2.0, legislation that includes a number of key provisions championed by the American Retirement Association.
According to Committee Chairman Richard Neal (D-MA), the committee will begin...
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Recognizing the precariousness of employees’ financial safety nets during the pandemic, new survey results show that supporting employee financial stability and sustainability has gained momentum within many organizations.
According to Gallagher’s 2021 Retirement Survey Report, 67% of employers...
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We began the year at our base camp. And now, we move on to the Summit!
This year’s NTSA Virtual Summit, June 28–30, will host four general sessions and 12 workshops with recognized authorities and top experts in the financial services and retirement fields. In addition, we will offer a CRES...
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In MarketBeat, Nevin E. Adams, JD writes that while education programs are in existence, he has little sense that it’s moved the needle much with regard to participant knowledge or financial decision making.
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The pandemic has heralded and accelerated many changes—and that includes engaging with clients and imparting knowledge and information. An April 19 session of the Plan Sponsor Council of America’s 2021 National Conference addressed how to create engagement in an increasingly virtual world.
The...
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In Segment II of the 27th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Lisa Tursi, AIF, CRES, Lincoln Investment. They discuss Tursi’s businesss model and working with clients who are from different generations.
In Segment I, NTSA Past President...
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Registration is now open for the 2021 NTSA Virtual Summit!
Experience the 2021 NTSA Virtual Summit on Pathable.
We love Summit! So this year we are converting the event into a unique, interactive and virtual conference https://ntsa403bsummit.org/ on Pathable, June 28–30.
This will NOT be...
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Profound and far-reaching changes took place just a little over a year ago. Panelists at an April 19 session of the Plan Sponsor Council of America’s 2021 National Conference took a look at what it all meant—and means—for retirement plans and participants.
The panel included Bradley Bonno,...
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NTSA needs your volunteer time, from one hour to lots! It’s simple. It’s easy. It’s YOU!
Information about volunteering with the NTSA is here: https://www.ntsa-net.org/member/volunteer
The NTSA volunteer form is here: https://usaretirement.wufoo.com/forms/2021-ntsa-volunteer-form/
Richard Ford...
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