Inside NTSA
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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In Episode 5 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies.
In Parts I and II of Episode 5, they discussed building a business, serving clients...
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NTSA provides a great array of opportunities for growth, for building one’s practice and for improving one’s service. And a key part of that is facilitating networking.
“NTSA is unique in that it’s a peer-to-peer community where people encourage each other get involved and support the mission,”...
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In Episode 4 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with Wat Keys, Vice President and financial advisor at CAPTRUST and one of the 2019 Elite Advisors.
In Part I and III of Episode 4, they discuss what inspires Keys serves his clients...
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In Episode 4 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with Wat Keys, Vice President and financial advisor at CAPTRUST and one of the 2019 Elite Advisors. In Part I and III of Episode 4, they discuss the ways Keys serves his clients, with...
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The NTSA Advisor is about to be twice as informative.
Launched in April 2014, the 403(b) Advisor was intended to serve as a weekly newsletter providing news, analysis and information useful in running a practice, taking the name of NTSA’s quarterly magazine which ceased publication at the end of...
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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.
Effective on Jan.1, 2008, Internal...
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NTSA is accepting nominations for the inaugural NTSA Richard Ford Volunteer Service Award.
This new award honors and promotes NTSA members’ volunteer and service work in two areas: both with NTSA in their tax-exempt retirement industry markets and also with the member’s local governmental and...
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In this WOWcast, NTSA President Kris Coffey speaks with inaugural NTSA Elite Advisor Randy Aranowitz on how he got his start in the financial services industry, the worst advice he ever got, advice for new advisors, and how NTSA can help.
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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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NTSA proudly announces the inaugural NTSA Richard Ford Volunteer Service Award.
This new award honors and promotes NTSA members’ volunteer and service work in two areas: both with NTSA in their tax-exempt retirement industry markets and also with the member’s local governmental and nonprofit...
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Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2020 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years. But act fast! The deadline is Aug. 30!
The NTSA LC is responsible for overseeing the member-driven, non-...
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Do you know an NTSA Advisor who is among the ‘best of the best’?
The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor Financial Advisors who presence and innovative works have helped shape the best practices in serving clients in the ERISA non-...
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Your NTSA Officers and At-Large Leadership Council members cordially invite all NTSA members to join us for our semi-annual meeting on Wednesday, July 24, 2019 from 11:00 a.m. to 12:30 p.m. EDT. Mark your calendars!
Conversations planned include:
What Can NTSA Do for the Industry? Addressing the...
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In June 2009, the National Tax Deferred Accounts Association (NTSA) organized and sponsored the first NTSA 403(b) Compliance Resolution Summit (Summit) to address the pervasive service issues in the 403(b) marketplace. Several 403(b) product providers (vendors), third party administrators (TPAs),...
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Nominations are now being accepted for American Retirement Association’s 2020 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.
To view the nomination form, click...
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The NTSA notes with sadness and great respect the passing of Richard Ford. He was Chief Marketing Officer for PlanMember Financial Corp., an NTSA Strategic Partner.
RICHARD FORD – who was not encouraged by him?… his support, his joie de vive, his commitments, his engaging smile, his love for...
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