Professional Education & Credentialing
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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Ladies and gentlemen, Mr. 403(b) is back!
Bob Architect is returning to the NTSA stage as a speaker for the Summit session State of the Retirement Markets.
Often referred to as “Mr. 403(b),” Architect has been a true champion for our industry. His 35-year career includes:
Serving as senior...
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In this NTSA Virtual Summit workshop, we will discuss the similarities and differences between 403(b) and 457(b) plans. We will also cover what eligible employers must consider when offering both—as paired plans—to their employees. Specific discussions will include:
Who can offer these plans?...
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Terminations of 403(b) plans were a concern even before the pandemic placed additional stresses on plans, plan sponsors and participants, and they will remain a concern afterwards. A recent ASPPA webinar took a look at the basics about them in the context of current circumstances and regulations....
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We began the year at our base camp. And now, we move on to the Summit!
This year’s NTSA Virtual Summit, June 28–30, will host four general sessions and 12 workshops with recognized authorities and top experts in the financial services and retirement fields. In addition, we will offer a CRES...
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Registration is now open for the 2021 NTSA Virtual Summit!
Experience the 2021 NTSA Virtual Summit on Pathable.
We love Summit! So this year we are converting the event into a unique, interactive and virtual conference https://ntsa403bsummit.org/ on Pathable, June 28–30.
This will NOT be...
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Registration is now open for the 2021 NTSA Virtual Summit!
Our premiere event is the nation’s only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. The 2021 NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients...
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About those American Retirement Association-based credentials you’ve been putting off—bipartisan legislation was just introduced that would make it easier to pay for them.
Rep. Abigail Spanberger (D-VA), along with Reps. Fred Upton (R-MI), Dean Phillips (D-MN) and Rob Wittman (R-VA), introduced...
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Hello again NTSA members, partners and sponsors. We’re just three weeks away from our Winter Virtual Event—and with a new administration in place, and a new (and largely unanticipated) shift in Congress, this is the perfect time for this crucial update on retirement policy and what we might expect...
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NTSA’s Winter Virtual —a complimentary event for NTSA members, Feb. 23–24, 2021—will provide a snapshot of the most pressing issues of the day, to belay your need for critical information until the NTSA Summit in June.
Topics will include:
the state of the retirement industry;
the post-...
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Join us Feb. 23-24, 2021 for NTSA’s Winter Virtual Conference, a complimentary event exclusively for NTSA members.
The NTSA Winter Virtual Conference will provide a snapshot of the most pressing issues of the day, to address the need for critical information ahead of the NTSA Summit in June 2021...
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In Segment III of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss volunteerism, community service and what the NTSA means to Uyeda. ...
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A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020.
Tax-Exempt and Governmental Plan Consultant (TGPC) Credential
The NTSA Tax-Exempt and Governmental Plan Consultant (TGPC) credential is the only one of its kind in the...
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NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.
Recorded Webcasts
NTSA webcasts are recorded! Following are NTSA webcasts that are available.
Race and Equality in School District
Available Until...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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In 2019, the Hawaii State Department of Education (HIDOE) began a project with National Benefit Services (NBS) to strengthen retirement plan education in the state. This project was started with many circumstances in mind, one of which was the decline in participation in the HIDOE’s 403(b) plan...
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With concerns about the impact of the coronavirus and its impact on retirement plans increasing, we expect to shortly have legislation providing some much-needed relief.
The American Retirement Association has been actively advocating for relief for plan sponsors and participants impacted by the...
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How often do you find a person who is deeply rooted in “old world” character traits (such as kindness, patience, integrity, contribution, fully capable but soft-spoken) and yet is eminently geared to succeed in today’s fast-paced financial world??
If you know David Blask, who was a recipient of...
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At the final General Session of the 2020 NTSA Summit, “Leveraging ESG to Take Your Practice to New Heights,” William Burckart, President & COO of the TII Project, introduced the audience to the why, what and how of ESG investing, which integrates the environment, social, and governance factors...
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