Inside NTSA

The NTSA has made two recommendations to the IRS concerning IRS Announcement 2015-19 and how the announcement affects 403(b) plans. In an Oct. 1 comment letter, the NTSA says that the IRS should create an accommodation to address the most common differences that can affect the utilization of... READ MORE

Nominations are still open for the 2016 NTSA Elite Advisor Award — but not for much longer! The nominations close on Monday, Oct. 5.NTSA Elite Advisor Award winners receive: recognition at the NTSA 403(b) Masters Summit; a framed certificate; an individually engraved recognition piece; an NTSA... READ MORE

Shari Harley brought her “Candid Culture” leadership style to the 2015 NTSA 403(b) Summit in Nashville, discussing ways that advisors can give and receive criticism openly and respectfully, while improving relationships with their clients. Now, she’s sharing those best practices on NTSA Net, as the... READ MORE

Calling it a “game changer,” NTSA Executive Director Chris DeGrassi and American Retirement Association CEO Brian Graff offered their takes on the Department of Labor’s proposed fiduciary rule in an Aug. 18 webcast, “The DOL Fiduciary Rule: What’s Next.”Prospective Application, But…One way the rule... READ MORE

The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by American Retirement Association’s 2015 President, Thomas J. Finnegan, MSPA, CPC,... READ MORE

During the first round of breakout sessions at the 2015 NTSA 403(b) Summit in Nashville, an expert panel led a lively and engaging discussion about the Department of Labor’s re-proposed fiduciary rule, and the potential impact on common business practices. In MarketBeat, Amy L. Simonson summarizes... READ MORE

The 10 finalists for the 2015 NTSA Elite Advisor Award, including the five winners, were honored on June 29 during a ceremony at the NTSA 403(b) Summit in Nashville. The five winners of the 2015 award are: Kathryn Cawley of The Voyager Group, Ltd, Joliet, Ill. Louis Deppas of The... READ MORE

From robotic customer service agents programmed to critically think like humans, to phone applications that diagnose medical problems, nearly every facet of the economy is becoming more automated. As a panel explained at the 2015 NTSA 403(b) Summit, retirement plans are no different, and “robo-... READ MORE

Nominations are now being accepted for the American Retirement Association’s 2016 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,... READ MORE