Professional Education & Credentialing
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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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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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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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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As most of the state legislative sessions have adjourned, the amount of bills the NTSA reviews daily has decreased. This has given us an opportunity to reenergize projects that were put on the back burner during the intense legislative calendar.
But First: Illinois Success!
We have wonderful...
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PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC.
The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the...
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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...
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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...
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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...
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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 ...
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Have you been on vacation? Not our Awards Judging Committee (AJC)! They have been hard at work preparing for the NTSA 2023 Elite Advisor Awards.
The members of this year’s AJC are:
Carla Ann Goedtke of Investors Choice Financial Services, Inc.;
Michael Goldberg of Equitable;
Chris Janeway...
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The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.
School districts...
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The recent 2022 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
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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Advocate, network, and grow: That’s the NTSA Summit experience!
And to kick off the 2022 NTSA Summit, we’re going to get our community up to speed on the ever-changing federal policies that affect the retirement plan industry.
So join us on Sunday, Feb. 6 at 1:30 p.m. for our first general...
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Open your calendar and reserve Feb. 6-8, 2022—for the 2022 NTSA Summit!
Our Summit is the only industry conference designed for 403(b) and 457(b) professionals. And it will include:
Six general sessions, an array of workshops, and continuing education (CE) credit.
The Certified Retirement...
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The NTSA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for 1 year after the date of the original live webcast. Below is a...
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There is a broad array of plans from which an employer and plan sponsor can choose. In a 2021 NTSA Summit workshop session, an industry expert offered an overview, with a special focus on 430(b) and 457 plans.
Nathan Glassey, Vice President, National Benefit Services, set the table by looking at...
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Have you registered for the NTSA Virtual Summit? If not, this week is your last chance! This year’s sessions will include:
The state of the retirement markets — hosted by Mr. 403(b)!
Using retirement funds to pay for living expenses during hardship.
How to attract, motivate, and retain...
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