Professional Education & Credentialing
In Part III of the 8th Series of the NTSA WOWcasts, Past NTSA Past President Randy Aranowitz interviews Frank Owen, President of F.R. Owen & Associates, who served as NTSA President in 2008 and 2009 and was a 2014 Elite Advisor. They discuss what the NTSA means to Owen.
In Part I, Owen...
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The 2019 NTSA publication of the 403(b) Plan Enhancement Guide was one of the tangible results of the PSCA study that examined the savings of public education in more than 4,400 school districts across the country. The Plan Enhancement Guide enumerates ways to increase participation in 403(b) plans...
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In Part II of the 7th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Scott Hayes, President and CEO of ISC Group, who served as 2012 NTSA President and 2018 American Retirement Association President, and was a 2017 NTSA Elite Advisor. Hayes provides an overview of his...
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The NTSA Summit is a priority and must-go event for me. But why?
It’s the only place where I can get:
information and insight about directed industry trends
new sales idea that work
perplexing questions answered
opportunities for networking with the best of the best in the industry
my next...
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I have attended every NTSA Summit for the past 10 years as it's a great resource for getting up-to-moment technical information straight from the most experienced 403(b) and 457(b) experts in the country.
As an Enrolled Retirement Plan Agent (ERPA), the NTSA Summit is the only place I can get...
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Obviously, I truly believe in the NTSA and its mission to assist public school teachers, nonprofits and church organizations in the compliance area of 403(b)s, 457, 401(a) plans and more!
It is the only trade association that supports all of the parties (advisors, TPAs, consultants, and investment...
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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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Registration is now open for the 31st annual NTSA Summit – the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials.
The information-packed...
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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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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...
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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...
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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...
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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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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...
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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,...
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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...
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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...
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