Leadership News
Former American Retirement Association President Marcy L. Supovitz has been named to the ERISA Advisory Council, which advises the Labor Department on policies and regulations regarding ERISA plans.
The 15-member council (formally titled the Advisory Council on Employee Welfare and Pension Benefit...
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Tamara Indianer is my sister, a second-generation NTSA leader and 2018 NTSA President, and I am so proud of her. What she and the NTSA organization accomplished in the last year is outstanding:
The creation of the certification program, Certified Retirement Education Specialist, will allow...
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Kristine Coffey, CPC, CPFA, assumed the presidency of the National Tax-Deferred Savings Association (NTSA) at the opening session of the 30th Anniversary NTSA Summit held in Tampa, FL Jan. 27-29. She is the 24th NTSA President.
Coffey was elected to the NTSA Leadership Council in 2016 and is Of...
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With retirement issues looming large in the 116th Congress, the American Retirement Association (ARA) has revamped its government affairs leadership team with two key additions, and the National Tax-Deferred Savings Association (NTSA) has a key addition as well.
Will Hansen joins in the new role...
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Do you know an advisor who is one of the best of the best? If so, you can nominate one for recognition as one of the elite — nominations are open for the 2019 NTSA Elite Advisor Award.So far, the NTSA has named 26 members to Elite Advisor status since the award began in 2014. For information on...
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Nominations are now being accepted for the National Tax-Deferred Savings Association (NTSA) 2019 Leadership Council (LC). At-Large LC members serve for one term of three calendar years.Please immediately email NTSA member Nominator and Nominee full contact information to NTSA staff, Elizabeth Duda...
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Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2019 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years.
The NTSA LC is responsible for overseeing the member-driven, non-public policy aspects of the NTSA, including...
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The American Retirement Association has named Joseph A. Caruso, III, JD, MSPPM as Government Affairs Counsel for the NTSA and its ARA sister organization, the National Association of Plan Advisors (NAPA), effective Feb. 12.In his new role, Caruso will be involved with federal and state lobbying on...
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The much-anticipated 2018 NTSA Summit will be held this week in Houston.
Were you unable to attend? Or will you be there, but will be unable to attend all the sessions that you wanted to?
If either of these is the case, you’re in luck. A special edition of the 403(b) Advisor will run on Thursday...
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Thank you for your continued support of the NTSA. I am humbled by the work ahead, grateful for the trust the organization has bestowed in me, and mindful of the important mission of the NTSA. The mission is vital to the retirement security of public employees across the nation. There is no greater...
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The National Tax-deferred Savings Association has named Brent P. Neese as its Executive Director, effective immediately. Neese joins NTSA with nearly 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...
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The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 22, 2017, at 3:00 p.m. during the 2017 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by American Retirement Association’s 2017 President, Robert M. Richter,...
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Nominations are now being accepted for the American Retirement Association’s 2018 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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Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2017 Leadership Council. Elected at-large members serve for one term of three calendar years, renewable for one additional two-year term. Nominations are due to Erika Goodwin by June 1, 2016; she can be...
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Nominations are now being accepted for the American Retirement Association’s 2017 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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As the comment period window closes on the Labor Department’s fiduciary proposal, the American Retirement Association has filed a supplemental comment letter with the DOL — and another House subcommittee schedules a hearing on the subject.Specifically, the ARA sought to “amplify and clarify” two...
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Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses, including NTSA Net. Adams, who was most recently Director of Education and External Relations at the Employee Benefit Research Institute and co-director of EBRI’s Center...
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Relying on the traditional methods for determining a client’s tolerance for risk can be risky in itself, according to Michael Kitces, speaking at the 2014 NTSA 403(b) Summit in Washington, D.C., on June 24. Kitces is a partner and director of research at the Pinnacle Advisory Group. Putting a...
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What do you do that keeps you a step ahead of your competition? Four recipients of NTSA’s inaugural Elite Advisor Award revealed their secret sauce and perspectives on maintaining a high level of success at a special workshop at the 403(b) Summit in Washington, D.C. “If you have better answers...
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Find your passion, advised Kent Schutte, president of EFS Advisors, and build your business around it. Schutte’s breakout session, “Becoming the Go-To Advisor,” was a Day 2 highlight of the 2014 NTSA 403(b) Summit in Washington. “Our company’s passion is educators,” said Schutte. “They’re...
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