Inside NTSA
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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We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards — the NTSA 2024 Richard Ford Volunteer Service Awards. Their nomination period is Spring 2023 — and has launched!
Know the few, the extraordinary, the innovative, who...
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The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry.
Five diverse, experienced professionals at the NTSA 2023 Summit shared...
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The American Retirement Association (ARA) has signed on to a joint letter supporting the IRS’ new permanent rules to allow remote notarization of spousal consent forms.
Background
During the pandemic, the IRS received requests from stakeholders to permit remote witnessing of spousal consents by...
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The NTSA is always eager to serve its members as well as the 403(b) and 457(b) marketplace, its professionals, and those whom it serves. And that takes fine-tuning to make sure the effort best meets their needs.
So the NTSA will be boosting its efforts to enhance its social media presence as well...
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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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Susan Diehl, QPA, CPC, ERPA, TGPC, BCFTM, President of PenServ Plan Services, Inc., is the 2023 winner of the Richard Ford Volunteer Service Award. The award was bestowed at the Feb. 27 luncheon at the NTSA Summit in Tampa, FL.
Diehl, the 2012 Bob D. Schiller Award winner, is a long-time...
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Are retirement plans SECURE? American Retirement Association CEO Brian Graff, NTSA Executive Director Nathan Glassey, and ARA Director of Federal and State Legislative Affairs Andrew Remo at the Feb. 26 opening session of the 2023 NTSA Summit in Tampa, FL discussed Washington’s take on that. And,...
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“A year of setting the foundation for growth” was how 2022 NTSA President Christopher Zingaro summed up the year of his tenure. He made his remarks at the opening of the 2023 NTSA Summit in Tampa, FL.
Reviewing the year, Zingaro noted that 2022 brought not only inflation and the easing of COVID...
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Lisa Stubbs, CRES, of Security Benefit, has taken the helm as 2023 NTSA President. In her remarks at the opening session of the 2023 NTSA Summit, she set growth as a priority. “We’re going to do that in a big way,” she said.
“My goal this year is to get more people engaged,” said Stubbs,...
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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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The National Tax-Deferred Savings Association (NTSA) and its members find themselves in a position to oppose a Maryland senate bill mandating auto-enrollment for teachers and state employees in supplemental retirement plans.
While the American Retirement Association (ARA) and its related...
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NTSA honors its 2023 Elite Advisors:
Kelly A. Larkin, CFP®; Kelly A. Larkin; Seattle, WA
Mitch Melan; Melan Financial; Atlanta, GA
Jennifer Prosise, CFP®, CRES®; Voyager Group, Ltd.; Joliet, IL
Rian A. Steinbiss, AIF®, CRES®; Clearpath Wealth Partners, LLC; Marlton, NJ
Donald E. Wade, CFP®,...
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The NTSA Advisor will not be appearing on Thursday, Nov. 24 as our offices will be closed in observance of Thanksgiving. The NTSA Advisor will return on Tuesday, Nov. 29. We wish you a Happy Thanksgiving!
The famed first Thanksgiving took place a mere 401 years ago. So what was it really like? ...
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NTSA Nation, celebrate with us the great works of NTSA Advisors with and on behalf of their clients, their families, and our communities. That’s a purpose of the NTSA Elite Advisor Awards, now in its 10th year, to showcase NTSA financial advisor role models.
Today we bring to your attention 13...
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The NTSA is saddened that Eleanor (“Ellie”) Lowder, one of the original pioneers of the 403(b) world, passed away on Sept. 21, 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 workforce, she...
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After a career in employee benefits spanning more than three decades, Nevin Adams, Chief Content Officer of the American Retirement Association, has announced his “retirement” from that position, effective March 1, 2023.
During his eight-year tenure at ARA, Adams, one of the retirement industry’s...
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The American Retirement Association has announced the officers who will lead it, effective Jan. 1, 2023.
President: Missy Matrangola
President-Elect: Jeff Acheson
Treasurer: Marjorie Mann
Secretary: Sam Brandwein
Immediate Past President: Joe DeNoyior
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The NTSA Elite Advisor Awards are in the 10th year celebrating the “best of the best” of NTSA member financial advisors. These lifetime achievement awards honor the “best of the best” financial advisors in the NTSA universe. The focus is on those who excel, advocate proactively, lead in profound...
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