Leadership News
The NTSA has named Mark Luckinbill its Executive Director, effective January 2021.
Luckinbill joins the NTSA with more than a quarter century of experience specializing in public and tax-exempt 403(b)/457(b) retirement plans, both as an advisor and in senior management roles with several of the...
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Three active NTSA volunteers have been nominated and elected to a three-year term as At-Large Members of the NTSA 2021 Leadership Council.
The NTSA Operating Policies and Procedures set forth three aspects of NTSA ruling leadership: The Strategic Partner Council (SPC), a trade group focused on...
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With joy and gratitude, NTSA announces its 2021 officers.
President: Darlene Flagg, National Life Group
Immediate Past President: Jim Kelleher, CPFA, ERPA, Carruth Compliance Consulting
President-Elect: Christopher Zingaro, ABMM Financial
Vice President: Philip Kim, CFP®, ChFC, RICP®, CRES,...
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On Aug. 26, Women’s Equality Day, the American Retirement Association announced the creation of a Women in Retirement Council to provide stewardship and support of Women’s Issues within the organization.
Long a proponent of, and advocate for, women’s voices in the retirement plan industry, the...
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Tee up NTSA leadership!
Score a “birdie” for NTSA. Celebrate NTSA’s innovative industry leadership. Nominate a valuable colleague for the NTSA 2021 Leadership Council At-Large Members. Not just a par. On the green with one or two nominations—into the cup with a winner nominee—or, even, a hole...
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Nominate your NTSA colleagues—or yourself—to serve your valuable, growing, innovative industry organization, NTSA.
ADVOCATE. NETWORK. GROW.
Create Endeavors. Deliver Success. Support Members.
NTSA welcomes up to four new NTSA Leadership Council At-Large Members for 2021. Know anybody...
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Attn: NTSA Volunteers
Thanks for your amazing volunteerism that propels NTSA, its missions, its members and their clients forward. Without you we could hardly achieve all the amazing works.
Likewise, we are grateful for your volunteerism in your local communities. We understand that about...
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Know an NTSA Volunteer who scores with special community service during the COVID pandemic?
Nominate them for the prestigious NTSA Ford Volunteer Service Award.
It's easy for you! And it means a lot for our outstanding, dedicated members.
Just provide:
their contact info, and...
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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association, has awarded Phyllis Borzi, former Assistant Secretary of the Department of Labor, with its prestigious Lifetime Achievement Award for her career-long commitment to preserving retirement savings.
Borzi was...
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Nominations are now being accepted for American Retirement Association’s 2021 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!
To...
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The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
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Kris Coffey, who served as 2019 NTSA President, outlined NTSA activities over the last year in a Jan. 26 session of the NTSA Summit in Denver, CO.
Coffey said that in 2019, the NTSA pursued a tactical plan based on that set by Tamara Indianer during her presidency in 2018, which set as the goal...
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The National Tax-Deferred Savings Association (NTSA) has named the 2020 recipient of its Bob D. Schiller Award. The 2020 award is presented posthumously to Richard Ford for his lifetime achievements and meritorious service.
The NTSA Bob D. Schiller Award recognizes individuals who have given...
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Having developed an expanding array of new education products and a dynamic news and research reach alongside the retirement industry’s most compelling events, the American Retirement Association has tapped Tom Connolly to be its first-ever Chief Sales Officer.
Connolly, who joined the...
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In Episode 5 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies.
In Parts I and II of Episode 5, they discussed building a business, serving clients...
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NTSA has established the Elite Advisor Council, dedicated to service, leadership and mentoring. The NTSA Elite Advisor Council is committed to giving back to the industry by enabling NTSA Elite Advisors to have an enhanced platform for working with NTSA members and the retirement community of...
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Commitment is at the core of NTSA activities, as well as the motivation behind the establishment of the Elite Advisor Council (EAC), says NTSA President Kris Coffey.
Coffey made her comments in the first NTSA Elite Advisor WOWcast — the inaugural edition of a series of podcasts by NTSA Elite...
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NTSA has established the Elite Advisor Council, dedicated to service, leadership and mentoring. The NTSA Elite Advisor Council is committed to giving back to the industry by enabling NTSA Elite Advisors to have an enhanced platform for working with NTSA members and the retirement community of...
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Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2020 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years. But act fast! The deadline is Aug. 30!
The NTSA LC is responsible for overseeing the member-driven, non-...
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Nominations are now being accepted for American Retirement Association’s 2020 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.
To view the nomination form, click...
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