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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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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 READ MORE
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... READ MORE
Hello all! Welcome to a new monthly series, Nate’s Notes. In order to keep you all apprised of what is taking place at the NTSA, I’m going to share an update on where I’ve been and what the NTSA has been doing. For my inaugural note, I’m writing from the airplane on my way to the Massachusetts... READ MORE
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 2024 Richard Ford Volunteer Service Awards. Their nomination period is Spring 2023 — and has launched! Know the few, the extraordinary, the innovative, who... READ MORE
The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry. Five diverse, experienced professionals at the NTSA 2023 Summit shared... READ MORE
The American Retirement Association (ARA) has signed on to a joint letter supporting the IRS’ new permanent rules to allow remote notarization of spousal consent forms.  Background During the pandemic, the IRS received requests from stakeholders to permit remote witnessing of spousal consents by... READ MORE
The NTSA is always eager to serve its members as well as the 403(b) and 457(b) marketplace, its professionals, and those whom it serves. And that takes fine-tuning to make sure the effort best meets their needs.  So the NTSA will be boosting its efforts to enhance its social media presence as well... READ MORE
Five new members were added to the distinguished professionals who are honored to be among those recognized by receiving the NTSA Elite Advisor Award. They were named at the Feb. 27 luncheon held at the 2023 NTSA Summit in Tampa, FL.  Kelly Larkin, CFP®, whose practice is in Seattle, WA, serves... READ MORE
Eleanor “Ellie” Lowder, TPGC, was honored with the 2023 Bob D. Schiller Award. Lowder, a volunteer with the NTSA for decades, passed on in 2022.  Born in 1938 in Virden, IL, Ellie was a loving mother and dedicated wife, and in a time in which it was more traditional for women to not enter the... READ MORE
Susan Diehl, QPA, CPC, ERPA, TGPC, BCFTM, President of PenServ Plan Services, Inc., is the 2023 winner of the Richard Ford Volunteer Service Award. The award was bestowed at the Feb. 27 luncheon at the NTSA Summit in Tampa, FL.  Diehl, the 2012 Bob D. Schiller Award winner, is a long-time... READ MORE
Are retirement plans SECURE? American Retirement Association CEO Brian Graff, NTSA Executive Director Nathan Glassey, and ARA Director of Federal and State Legislative Affairs Andrew Remo at the Feb. 26 opening session of the 2023 NTSA Summit in Tampa, FL discussed Washington’s take on that. And,... READ MORE
“A year of setting the foundation for growth” was how 2022 NTSA President Christopher Zingaro summed up the year of his tenure. He made his remarks at the opening of the 2023 NTSA Summit in Tampa, FL.  Reviewing the year, Zingaro noted that 2022 brought not only inflation and the easing of COVID... READ MORE
Lisa Stubbs, CRES, of Security Benefit, has taken the helm as 2023 NTSA President. In her remarks at the opening session of the 2023 NTSA Summit, she set growth as a priority. “We’re going to do that in a big way,” she said.  “My goal this year is to get more people engaged,” said Stubbs,... READ MORE
The passage of SECURE 2.0 means big changes for retirement plans and planning, 403(b)s included. It’s a great time to get more involved — or involved at all — in the space, leading to more revenue for advisors and, importantly, better outcomes for plan participants. So what’s happening with ... READ MORE