Inside NTSA
Nominations are now being accepted for the American Retirement Association’s 2025 Board of Directors.
Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.
Submit a nomination today!...
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Well, as they always say, better late than never. I hope you have been able to sleep at night during the last week without the March version of Nate’s Notes being released, but if you have not, never fear, they are here now.
The end of February and all of March were an extremely rewarding time!...
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Is your approach to retirement planning truly client-centered? That's the (big) question presented during an interactive session on Feb. 26 at the 2024 NTSA Summit in San Diego, where it challenged audience members to rethink and refine their strategies actively.
Speakers Kevin McAtamney, National...
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Are recession fears overblown? Shashi Mehrotra, the Senior Vice President and Chief Investment Strategist at Lincoln Investment, thinks so and came armed with historical data to prove it at a Feb. 26 session of the 2024 NTSA Summit in San Diego, "The Financial Landscape Ahead: AI, Recessions, and...
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At the 2024 NTSA Summit on Monday, the organization honored Tamara Indianer with the 2024 Bob D. Schiller Award for her nearly three decades of dedication to financial planning, with a particular focus on the retirement sector. Indianer, who has dedicated 24 years to Lincoln Investment, is...
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Episode 1
Listen to the first episode of Wowcast 2.0, which features Randy Aranowitz and NTSA Executive Director Nate Glassey. They talk all things NTSA, and Glassey describes his role and responsibilities as Executive Director, as well as the challenges and opportunities conference planning...
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Working for the American worker’s retirement is extremely rewarding and non-stop. February has brought a lot of opportunities to educate in many different directions. From working on Capitol Hill in D.C. to testifying in Washington state, to meeting with individual state legislators in numerous...
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As we transition from 2023 to 2024, it is easy to look ahead and plan and prepare for the future, especially with things like an amazing NTSA Summit in sunny San Diego in February, as well as navigating the implementation of SECURE 2.0, more retirement legislation on the horizon, the ins and outs...
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Happy Birthday, ERISA!
It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for the golden anniversary.
The American Retirement Association announced that it and eight associations...
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November was a very quiet month. It started with a family vacation and ended with a wonderful week of thanksgiving. I am personally thankful for all of you who do so much for the educators across this great nation. Thank you for putting in the time and effort to ensure that educators have the best...
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Ok fine, I will admit it…I was wrong.
I have been known for saying “I have only been wrong once in my life, but that was only when I thought I was mistaken.” But last week I read an article titled: “To Err Is Human—To Correct, Divine.” Those of you who know me understand that I make mistake...
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I fear that by the time you read this, we will be entering a government shutdown or will be moments away from one. Fingers crossed that we can all come together to keep things up and running.
Regardless of that, September has been a very busy month for the NTSA.
Educating the Educators
I am...
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Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include:
Tailored general sessions, workshops, and up to 12 continuing education (CE) credits
A...
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The NTSA is a champion of choice in the public education market segment.
Over the years the NTSA’s advocacy for maintaining multi-provider relationships in public education 403(b) plans tended to be reactionary (i.e., when a school district issues an RFP seeking a single provider solution). The...
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The month of August has come and gone. This may be one of the slower months of the year when it comes to legislative activities: there are currently only eight states whose legislatures are in session and Congress is on recess for the month. BUT—that didn’t stop us from moving some things forward...
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The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more!
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique...
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What topics do you want to learn about at the NTSA Summit?
Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego!
What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting...
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The NTSA 2024 Elite Advisor Awards nominations are open.
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique accomplishments and/or contributions...
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The recent 2023 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
Stubbs Takes the Helm as 2023 NTSA President https://www.ntsa-net.org/news-resources/stubbs-...
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Nevada is one step closer to enacting a state-run program to provide coverage to certain private-sector employees. In the meantime, Nebraska’s legislature may seek an examination of the retirement system that serves public employees, including public school teachers, and coverage under the New York...
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