Inside NTSA
The American Retirement Association (ARA) is pressing the IRS to extend the remedial amendment period for 403(b) plans by one year.
The ARA made the recommendation in a March 16 letter to Cathy Jones, Director of the IRS Office of Employee Plans, in which it comments on the 403(b) plan remedial...
READ MORE
Considering the ongoing and future business impacts of the coronavirus, the American Retirement Association asked the Treasury and DOL for relief from certain retirement plan filing deadlines.
“The American Retirement Association is writing to request relief from certain provisions under the...
READ MORE
At the American Retirement Association, the health and safety of our staff is paramount, and we remain committed to the support of the critical work of our members. Consequently, amidst growing concerns about the Coronavirus, the increasing number of schools and businesses that are closing, among...
READ MORE
In Part I of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss Williams’ background and business.
READ MORE
Know a gifted, dedicated volunteer? Nominate them for the 2021 NTSA Richard Ford Volunteer Service Award! The NTSA is now accepting nominations.
This new award, just inaugurated in 2019, honors and promotes NTSA members’ volunteer and service work in two areas: (1) with NTSA in their tax-exempt...
READ MORE
The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
READ MORE
In Part III of the 10th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz and Bruce Allen, CFP, president of Old Dominion Insurance and Investments, discuss what the NTSA means to Allen.
In Part I, Randy Aranowitz and Bruce Allen discuss Allen’s background and Allen provides an...
READ MORE
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...
READ MORE
In January, NTSA surveyed its members on their community service, and there’s great news about NTSA member’s involvement with their communities.
More than three-quarters—77%—volunteer their services in their communities. They demonstrate not only to their colleagues, but also to the world...
READ MORE
In Part I of the 10th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Bruce Allen, CFP, president of Old Dominion Insurance and Investments; they discuss Allen’s background and Allen provides an overview of his business.
NTSA WOWcasts are available on the NTSA website...
READ MORE
Donna Caloia from Lincoln Investment was chosen by a judging committee as one of the inaugural awardees for the Richard Ford Volunteer Service Award. She received this award during a moving luncheon awards ceremony at the 2020 NTSA Summit in Denver.
Caloia served as the Chair of the NTSA Summit...
READ MORE
In Part III of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; she discusses what the NTSA means to her.
In Part II, Snyder discusses her clients and her approach to serving them and her efforts to be a mentor.
In Part I, Snyder provides an...
READ MORE
Lisa Stubbs from Security Benefit was been chosen by a judging committee as one of the inaugural awardees for the Richard Ford Volunteer Service Award. She received the award at the 2020 NTSA Summit in Denver, CO during a moving luncheon awards ceremony.
Stubbs is a Relationship Manager at...
READ MORE
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...
READ MORE
Kyla Keck, 2020 President of the American Retirement Association, lauded the NTSA’s and ARA’s efforts in remarks at a Jan. 27 session of the NTSA Summit in Denver.
Keck told attendees that she is thrilled that the NTSA is one of the ARA “sister” organizations, and outlined some of the top ARA...
READ MORE
The winners of the 2020 NTSA Elite Advisor Award, as well as the winners of the Bob D. Schiller Award and the Richard Ford Volunteer Service Award, were honored at a Jan. 27 luncheon at the 2020 NTSA Summit in Denver.
2020 Elite Advisors
The winners were chosen from among eight finalists. The...
READ MORE
In Part II of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the Bob D. Schiller Meritorious Service Award. Snyder discusses her clients and her...
READ MORE
The NTSA Advisor will be coming to you from the Mile High City next week, providing coverage of the NTSA Summit in Denver, CO Jan. 26-28. Instead of the usual newsletter on Tuesday and Thursday, we’ll be providing special Summit editions of the Advisor on Monday, Tuesday and Wednesday.
The NTSA...
READ MORE
Today is the last chance to participate in first NTSA Member Survey of 2020! We would like to know about your community service, but today is the last day you can tell us.
NTSA members care about their clients, plan participants and beneficiaries. And they also serve their community. This is...
READ MORE
There’s still time to participate in the first NTSA Member Survey of 2020 — but not much! We would like to know about your community service, and you can tell us through Jan. 23.
NTSA members care about their clients, plan participants and beneficiaries. And they also serve their community....
READ MORE
Pages
Most Popular
