Inside NTSA
Do you know an exceptional advisor who should be recognized? If so, you can nominate that advisor to be among those the NTSA recognizes as among the elite — nominations are open for the 2019 NTSA Elite Advisor Award.
So far, the NTSA has named 26 members to Elite Advisor status since the award...
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Do you know an advisor who is one of the best of the best? If so, you can nominate one for recognition as one of the elite — nominations are open for the 2019 NTSA Elite Advisor Award.So far, the NTSA has named 26 members to Elite Advisor status since the award began in 2014. For information on...
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The NTSA will celebrate its 30th anniversary during the Summit Conference in Tampa, FL Jan. 27-29, 2019, and will honor its past, present and future.I have been actively involved with NTSA for 28 years. The long list of past presidents, technical experts and other leaders have set the foundation...
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Do you know an NTSA Advisor who is among the ‘best of the best?’Nominations are now being accepted for the 2019 Elite Advisor Award, which will be presented at the 2019 NTSA Summit - 30th Anniversary, Jan. 27-29, 2019 at the Westin Tampa Waterside in Tampa, FL.To be eligible to participate in the...
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Nominations are now being accepted for the National Tax-Deferred Savings Association (NTSA) 2019 Leadership Council (LC). At-Large LC members serve for one term of three calendar years.Please immediately email NTSA member Nominator and Nominee full contact information to NTSA staff, Elizabeth Duda...
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Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2019 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years.
The NTSA LC is responsible for overseeing the member-driven, non-public policy aspects of the NTSA, including...
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A lot has been happening in Washington and the state capitals. And the NTSA has been actively involved in representing your interests and those of the clients and participants you serve. Now in the NTSA Summer 2018 Advocacy Update, you will hear about these recent developments.Date: Wednesday, July...
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2018 NTSA Summit Coverage
The 2018 NTSA Summit was held Jan. 21-23 in Houston, TX. Read our news coverage of the event at the following links:
HSAs and Retirement: A Benefits Crossroads
Navigating the Transaction Trail
2018 Elite Advisor, Schiller Award Winners Honored at NTSA Summit...
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FPS Group, LLC has become the newest NTSA Strategic Partner, joining the other premier 403(b) and 457 plan broker dealers, RIAs, TPAs, agencies and mutual fund and annuity companies that comprise that group.
FPS Group makes custody and safekeeping, recordkeeping, tax reporting, income collection,...
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An upcoming NTSA webcast will take a closer look at business succession for advisers who are considering retiring.
Thursday, May 31, 2018
2:00-2:50 p.m. ET
Speaker: Ron Culverson, First VP, Sales; and Kevin Twohy, Regional First VP, Partner Development, PlanMember Securities
Do you have a...
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After saving the date for your attendance at the NTSA Summit, consider ranking and or contributing topics that could help shape the conference. We have launched an innovative online polling tool to ultimately compile the best ideas for session topics at the conference.Here’s how it works: The...
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We all have the same goal — providing school employees with access to retirement plans and means to save. In MarketBeat, John Iekel provides a look at a panel discussion on that matter that took place at a Jan. 25 session of the NTSA Summit held Jan. 23-25 in Houston.
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An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) EmployersWednesday, Feb. 28, 20182:00 - 2:50 p.m. ETSpeaker: Susan D. Diehl, QPA,...
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The American Retirement Association has named Joseph A. Caruso, III, JD, MSPPM as Government Affairs Counsel for the NTSA and its ARA sister organization, the National Association of Plan Advisors (NAPA), effective Feb. 12.In his new role, Caruso will be involved with federal and state lobbying on...
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The location of the 2018 NTSA Summit provided a unique opportunity for members of the NTSA to support K-12 education in a new and impactful way. Hurricane Harvey devastated communities across Texas late last year affecting homes, businesses, and, yes, public institutions of learning.
In an effort...
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Tamara Indianer, 2018 NTSA President, and Brent Neese, NTSA’s Executive Director, offered a look at the organization’s status at the Jan. 23 opening session of the 2018 NTSA Summit in Houston. They also outlined where the NTSA is heading, and called on members to continue to be actively involved....
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The winners of the 2018 NTSA Elite Advisor Award, as well as the winner of the Bob D. Schiller Award, were honored on Jan. 24 in a ceremony at the 2018 NTSA Summit in Houston.
2018 Elite Advisors
The winners of the 2018 Elite Advisor award are:
Shane Hall, RFC, Shane Hall Financial, Amarillo,...
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The much-anticipated 2018 NTSA Summit will be held this week in Houston.
Were you unable to attend? Or will you be there, but will be unable to attend all the sessions that you wanted to?
If either of these is the case, you’re in luck. A special edition of the 403(b) Advisor will run on Thursday...
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The National Tax-deferred Savings Association has announced the 2018 finalists for its prestigious NTSA Elite Advisor Award.
Chosen from an initial list of eight semi-finalists, this year’s NTSA Elite Advisor Award Finalists are:
John Golliozo, CRS, Oldham Resource Group, Norwalk, CT; Broker...
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The 2018 NTSA Elite Advisor Award will be presented at the Awards Luncheon during the NTSA Summit in Houston, TX Jan. 23-25. The 2018 NTSA Elite Advisor Award Semi-Finalists are:
Tana Barker, Inspire Financial Group, Richardson, TX; Broker-Dealer: PlanMember Services
Raymond Dunegan,...
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