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Professional Education & Credentialing

Save the date! The 2020 NTSA Summit will be held Jan. 26-28, 2020 in Denver, CO. And you can help set the agenda! After you save the date for the 2020 NTSA Summit, be sure to rank and contribute topics that could help shape the conference. We launched an innovative online polling tool to compile... READ MORE
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here. An integral element of the 403(b) and... READ MORE
The NTSA Certified Retirement Education Specialist (CRES) initiative has been launched, and a complimentary, members-only webcast on Feb. 7 featured a panel discussion about the new program. Panelists included Tamara Indianer of Lincoln Investment; Adam Pearce, also of Lincoln Investment; Bill... READ MORE
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... READ MORE
The NTSA is launching a national initiative to improve retirement literacy for public educators, aimed at advancing retirement security and 403(b) participation rates in America’s schools. The NTSA will be holding a complimentary on-demand recording for NTSA members only on the initiative on... READ MORE
The new year has begun, and in an NTSA webcast Susan Diehl, President of PenServ Plan Services, offers a look at important developments that will affect your plans and those whom you – and they – serve. In a Jan. 9 webcast, Diehl focused on many important issues affecting 403(b) and 457 plans,... READ MORE
Would you like to become an NTSA Certified Retirement Education Specialist? You can! And the NTSA 30th Anniversary Summit offers you an opportunity! The NTSA 30th Anniversary Summit, to be held Jan. 27-29, 2019, will include an advisor certificate bootcamp where you’ll to learn how to present NTSA... READ MORE
Taxes are one of the things that are said to be inevitable. And for some, that may entail the dreaded… plan audit. But the target need not be caught unawares; and not only that, for some professionals, plan audits may even spell business opportunity. The upcoming NTSA webcast “IRS Audits: A... READ MORE