Continuing Education
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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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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Registration is now open for the 2021 NTSA Virtual Summit!
Our premiere event is the nation’s only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. The 2021 NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients...
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Hello again NTSA members, partners and sponsors. We’re just three weeks away from our Winter Virtual Event—and with a new administration in place, and a new (and largely unanticipated) shift in Congress, this is the perfect time for this crucial update on retirement policy and what we might expect...
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NTSA’s Winter Virtual —a complimentary event for NTSA members, Feb. 23–24, 2021—will provide a snapshot of the most pressing issues of the day, to belay your need for critical information until the NTSA Summit in June.
Topics will include:
the state of the retirement industry;
the post-...
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The speeches and debates have ended—now comes the analysis!
Hear what the elections may portend for retirement plans in a Wednesday, Nov. 11 NTSA webcast.
Join American Retirement Association Director of Legislative Affairs Andrew Remo as he offers his insights on the results of the election and...
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A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020.
Tax-Exempt and Governmental Plan Consultant (TGPC) Credential
The NTSA Tax-Exempt and Governmental Plan Consultant (TGPC) credential is the only one of its kind in the...
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In accordance with the NTSA Leadership Council’s commitment to support and provide information concerning business opportunities—especially in this time of challenges posed by the pandemic—the NTSA Advisor will be featuring a new series that will appear in each edition.
Especially as the new...
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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part II of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz continues his discussion with...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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In 2019, the Hawaii State Department of Education (HIDOE) began a project with National Benefit Services (NBS) to strengthen retirement plan education in the state. This project was started with many circumstances in mind, one of which was the decline in participation in the HIDOE’s 403(b) plan...
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The extended Early Bird Registration rates for the 2020 NTSA Summit expire tomorrow, Friday, Dec. 20.
The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only national gathering of professionals in the 403(b...
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The early bird registration rates for the 2020 NTSA Summit have been extended one week! Rates expire this Friday, Dec. 20.
The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only national gathering of...
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The NTSA Summit is a priority and must-go event for me. But why?
It’s the only place where I can get:
information and insight about directed industry trends
new sales idea that work
perplexing questions answered
opportunities for networking with the best of the best in the industry
my next...
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The upcoming NTSA Summit will be held Jan. 26-28, 2020 at the Gaylord Rockies in Denver, CO.
My primary responsibilities at AXA are to provide retirement products and services to the tax-exempt markets throughout the Northeast. I have 20+ years’ experience and over the years have witnessed the...
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In Part III of the 6th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Jody Detillier, CEO of Detillier Financial Advisors and 2015 NTSA Elite Advisor. They discuss what the NTSA means to Detillier.
In Part I, Aranowitz and Detillier discussed his background and...
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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...
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The number of women in the retirement plan industry is growing. Though still a male-dominated field, women are bringing their talents, skills and unique abilities to the table, and helping businesses thrive.
Help support female advisors and TPAs get to “WiRC” this summer at the 2019 Women in...
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You know your clients – but how well do you know yourself?
As leaders and as women, we all strive to improve, and, like many of you, I have spent considerable time on self-awareness during my career in financial services. Along the way, I’ve been challenged to understand and define my leadership...
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