Inside NTSA
AXA Equitable Life on Jan. 14 announced that it will now operate as Equitable, an independent, U.S.-based company. The financial services company has 2.8 million clients in the United States and is a leading 403(b) provider.
Founded in 1859 as The Equitable Life Assurance Society of the United...
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In Part I 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 B. Schiller Meritorious Service Award. Snyder provides an overview of her practice and...
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It’s been almost five years since the American Retirement Association “launched,” along with new logos for each of our member associations. This week we unveil an updated and refreshed look for those brands.
In 2018, we undertook a review of the American Retirement Association brand, along with...
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One of the hallmarks of NTSA members is that they really care about their clients, as well as their plan participants and their beneficiaries. But they don’t stop there. NTSA members also serve their community. NTSA members give back! And we are giving members an opportunity to let us know what...
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NTSA is honored to announce the recipients of the inaugural Ford Volunteer Service Award.
The Award was established in 2019, NTSA’s 30th anniversary year, in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated volunteer with and for the NTSA ever since its...
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The National Tax-Deferred Savings Association (NTSA) has named the 2020 recipient of its Bob D. Schiller Award. The 2020 award is presented posthumously to Richard Ford for his lifetime achievements and meritorious service.
The NTSA Bob D. Schiller Award recognizes individuals who have given...
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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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In Part II of the 8th Series of the NTSA WOWcasts, 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. Owen provides an overview of the compensation business model he uses....
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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 I of the 8th Series of the NTSA WOWcasts, Past NTSA 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. Owen provides a look at his background and an overview of the business...
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The NTSA Advisor will not appear on Tuesday, Dec. 24, as the NTSA office will be closed. We’ll be back on Thursday, Dec. 26. We wish you happy holidays, and offer some little-known facts concerning the holiday season.
The Christmas tree was adopted in upper-class homes in Germany in the 18th...
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In Part III 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. They discuss what the NTSA and the...
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In the coming year, The National Tax-Deferred Savings Association will be increasing its support of its membership and the work they’re doing in the ERISA 403(b) marketplace. With additional technical programs, conference support and continuing education, our retirement plan professionals will...
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The early bird registration rates for the 2020 NTSA Summit have been extended one week! Rates expire this Friday, Dec. 20.
The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only national gathering of...
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The National Tax-Deferred Savings Association has announced the Honored Nominees for its prestigious NTSA Elite Advisor Award.
The 2020 NTSA Elite Advisor Award will be presented at the NTSA 2020 Summit in Denver, Jan. 26-28, 2020. The 2020 NTSA Elite Advisor Award Honored Nominees are:
Joe...
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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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In Part I 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 a look at his...
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Having developed an expanding array of new education products and a dynamic news and research reach alongside the retirement industry’s most compelling events, the American Retirement Association has tapped Tom Connolly to be its first-ever Chief Sales Officer.
Connolly, who joined the...
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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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The NTSA Advisor wishes its readers a happy Thanksgiving. Thank you for your support! The NTSA Advisor will not be appearing on Thursday, Nov. 28; however, it will be back to business as usual on Tuesday, Dec. 3.
In keeping with the season, here are a few unusual facts about Thanksgiving.
The...
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