Inside NTSA
Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018!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 professionals in the 403(b) and...
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The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans.
Under the proposal unveiled Nov. 9 by Sen. Orrin Hatch (R-UT), Chairman of the Senate Finance Committee, a single aggregate limit would be applied to contributions for an...
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House Republican leaders on Nov. 2 released their much-anticipated tax reform plan that left 401(k)s and IRAs alone, but contained a number of proposals to modify various pension and retirement savings provisions.
The first wave of documents released by the House Ways and Means Committee included...
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What’s the quickest, most effective way to catch up on the trends, tools and tips for your 403(b) and 457 focused-practice?Look, we know you’re busy — and that it’s hard to find time away from your practice. That’s why we have taken the NTSA Summit and redesigned it to maximize your information and...
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Why take time away from your office to participate in the NTSA Summit? There are a lot of good reasons — here are three.It’s hard to find a good time to be out of the office — but if you’re a 403(b) or 457 retirement plan professional, your participation at the NTSA Summit can pay off in amazing...
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I am writing to share the news that the NTSA family suffered the loss of one of our own in last week’s mass murder in Las Vegas.
Steven R. Berger, 44, was among the 58 people killed at the Route 91 Harvest Music Festival in Las Vegas on Sunday, Oct. 1. Steve was a loving and devoted father,...
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Edtior's Note: Nominations for the 2018 Elite Advisors have now closed. Watch the NTSA site and the 403(b) Advisor for updates and announcements regarding semifinalists and finalists. Do you know an exceptional advisor who should be recognized? If so, you can nominate that advisor to be among...
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We were saddened to learn of the passing of a dear friend to the organization this past week. On Aug. 22, ADMIN Partners Co-Founder, President, and Chief Compliance Officer Suzanne Baldino Jones passed away after a hard-fought battle with cancer. Suzanne was an active volunteer with the...
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The American Retirement Association has filed a comment letter raising concerns about the application of a new fiduciary regulation in the state of Nevada.The comment letter includes a legal analysis conducted by the law firm of Trucker Huss that concludes that courts would find that the Nevada...
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Do you know an Elite Advisor? If so, you can nominate one — nominations are open for the 2018 NTSA Elite Advisor Award.So far, the NTSA has named 23 members to Elite Advisor status since the award began in 2014.Nominate an NTSA member who is a “best of the best” financial advisor, outstanding in...
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The Labor Department has issued a new set of FAQs on the fiduciary regulation that embraces the recommendations made by the ARA/NAPA Government Affairs Committee (GAC) in a recent comment letter. To recap, the 408(b)(2) regulation requires certain service providers to ERISA-governed retirement...
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Nominations open Friday, Aug. 4, 2017, for the 2018 NTSA Elite Advisor Award! Do you know an Elite Advisor? The NTSA has named 23 members to Elite Advisor status since the award began in 2014. Nominate an NTSA member who is a “best of the best” financial advisor, outstanding in their client and...
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The 2018 NTSA Elite Advisor Award Judging Committee (AJC) has been named. These advisors choose the semifinalists, finalists and 2018 Elite Advisors from among the nominees for the 2018 award.This year, all members are Elite Advisors themselves and also work with NTSA Strategic Partners: Randy...
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In a July 18 letter responding to the Labor Department’s request for information (RFI) on its fiduciary regulation, the American Retirement Association (ARA) has requested an extension of the applicability date — and a streamlined levelized fee exemption.Level ‘Better’The ARA had authored — and...
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Thank you for your continued support of the NTSA. I am humbled by the work ahead, grateful for the trust the organization has bestowed in me, and mindful of the important mission of the NTSA. The mission is vital to the retirement security of public employees across the nation. There is no greater...
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In observance of Independence Day, there will be no 403(b) Advisor on Tuesday, July 4, 2017. The Advisor will return on Tuesday, July 11. In honor of our nation’s birthday, here are some interesting facts concerning the annual celebration. Richard Henry Lee, one of the Virginia delegates to the...
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There’s an old regulation that has new meaning under the new fiduciary regulation — and it could catch new fiduciaries, as well as broker-dealers — by surprise.That “old” regulation is the 408(b)(2) regulation which, beginning in 2012, required that service providers to ERISA-governed retirement...
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The National Tax-deferred Savings Association has named Brent P. Neese as its Executive Director, effective immediately. Neese joins NTSA with nearly a quarter century of experience specializing in public and tax-exempt 403(b)/457(b) retirement plans, both as an advisor and in senior management...
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The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 22, 2017, at 3:00 p.m. during the 2017 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by American Retirement Association’s 2017 President, Robert M. Richter,...
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It’s that time of year again! Help shape the 2018 NTSA Summit Fly-In by participating in our interactive online polling tool where you decide the content for next year’s event. Here’s How it Works: The online tool presents two session ideas. You pick your favorite — or add your own idea for...
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