Inside NTSA
Don’t underestimate the importance of a face-to-face relationship with a client.In a June NTSA 18 podcast, Jill Snyder, a registered representative with National Information Services and a 2014 NTSA Elite Advisor, emphasized how critical that is to advisors and the clients with whom they work.“The...
READ MORE
It’s so interesting to me that almost every year there are changes to the laws and rules that affect our profession. And it’s a relief to me that NTSA is always there as a resource, allowing my company (and yours) to grow and get better at what we do, regardless of those changes. I still remember...
READ MORE
The Department of Labor (DOL) issued a long-awaited — and controversial — set of rules April 14 expanding the definition of a fiduciary under ERISA. The proposed rules would affect NTSA members, including those who service non-ERISA plans or work in the IRA market.We’ve just created a special...
READ MORE
The National Tax-deferred Savings Association has announced the semifinalists for its prestigious NTSA Elite Advisor Award.Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best practice standards in the 403(b...
READ MORE
In the summer of 1993, Sgt. Keni Thomas was deployed to Mogadishu, Somalia with the 3rd Ranger Battalion as part of an elite special operations package called Task Force Ranger. As those who have read the book or seen the movie “Black Hawk Down” know, their mission was to find and capture a...
READ MORE
Several months ago, ASPPA members overwhelmingly voted in favor of a new name and structure for the umbrella organization of our four sister associations — the American Retirement Association. As such, the American Retirement Association steps into the role of coordinator, overall industry...
READ MORE
Now there’s an easy way for you to help spread the word about the industry’s premier education and networking event for 403(b) and 457 plan market professionals! In the free NTSA 403(b) Summit toolkit, you’ll find an assortment of email and website banners that you can use to show your support for...
READ MORE
The NTSA is very pleased to announce that our persistent effort to ensure that public school employees receive the same important retirement plan information provided to private sector retirement plan participants, including fees, expenses and compensations, has passed a significant milestone: On...
READ MORE
It can be a challenge to find quality reference materials concerning the 403(b) and 457(b) market as those serving other kinds of retirement pans. But a freshly updated reference is now available! In this week’s MarketBeat, Michael Webb introduces The Source: 403(b) and 457(b) Plans, which he calls...
READ MORE
The National Tax-deferred Savings Association (NTSA) has issued a call for presentations and presenters at the 2015 NTSA 403(b) Summit.As part of the redefined 403(b) Summit experience, NTSA members voted on key topics on which they’d like to be part of the program agenda. Now you can be part of...
READ MORE
In this week’s MarketBeat, Michael Webb discusses why a TGPC designation is so valuable and the top three reasons why you should obtain the designation.
READ MORE
The ERISA Advisory Council has now made its final recommendations of 2014, and got an update on regulatory proposals in return. On Nov. 4, the DOL’s ERISA Advisory Council followed up on its August meetings with the presentation of this year’s final recommendations to secretary of labor Tom Perez...
READ MORE
NTSA, ASPPA and NAPA submitted a joint letter Nov. 3 to the Connecticut Retirement Security Board (CRSB) in response to the board’s request for public comment in order to help the CSRB develop and implement a state-run plan for employees of private employers. In the letter, the three sister...
READ MORE
Experience, it is said, is the most difficult teacher, because she always gives the test before she gives the lesson. Every professional finds themselves at some point reflecting, “I wish I had” or “I wish I had never.” Join us for a complimentary webcast on Friday, Oct. 10 from noon to 12:50 p.m....
READ MORE
Experience, it is said, is the most difficult teacher, because she always gives the test before she gives the lesson. Every professional finds themselves at some point reflecting, “I wish I had” or “I wish I had never.” Join us for a complimentary webcast on Friday, Oct. 10 from noon to 12:50 p.m....
READ MORE
Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses, including NTSA Net. Adams, who was most recently Director of Education and External Relations at the Employee Benefit Research Institute and co-director of EBRI’s Center...
READ MORE
Are you passionate about 403(b)s? We are, and if you were among the attendees at the 2014 403(b) Summit in Washington, D.C., you no doubt recall the video that outlined how and why. We’ve posted that video so attendees and those who couldn’t be there can see it. The video also discusses NTSA’...
READ MORE
The 2014 NTSA 403(b) Summit, held this week in Washington, D.C., got rave reviews from attendees, speakers and exhibitors alike. You can get a taste of the six general sessions and 18 workshop sessions at this year's Summit from our onsite coverage of the event: Staying a Step Ahead...
READ MORE
The federal government, a purveyor of regulations and legislation, has set before the 403(b) community a veritable blue plate special — and one with a long shelf life to boot. NTSA President Susan Diehl of PenServ Services, Inc., outlined what’s on that plate at NTSA’s 403(b) Summit in Washington,...
READ MORE
That’s the specific — and implied — message of three experts offering their take on how to increase plan participation. TSA Consulting VP Steve Banks, Hendershot Financial Group’s Tom Hendershot and Teresa Ward, Retirement Plans VP at OppenheimerFunds, made their remarks to attendees at a June 23...
READ MORE
Pages
Most Popular
