Inside NTSA
A recent development regarding a rule by the Employee Benefits Security Administration suggests that we could have a final regulation from the Labor Department by year-end.
The regulation, submitted for review on Oct. 6 to the White House’s Office of Management and Budget as “Prudence and Loyalty...
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NTSA, the National Tax-Deferred Savings Association, is proud to honor Susan Diehl, QPA, CPC, TGPC, ERPA, BCF™ with their NTSA 2023 Richard Ford Volunteer Service Award (FVSA). Diehl will be recognized at the NTSA 2023 Summit at the Grand Hyatt, Tampa, FL at their Awards Luncheon Feb. 27, 2023....
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NTSA congratulates NTSA 2020 Elite Advisor Joseph Avallone for his outstanding, unique accomplishments. Avallone practices through NTSA Strategic Partner PlanMember in Winter Springs, FL.
Joseph Avallone began his career in the financial services industry in 1990. Twenty-nine years ago, Avallone...
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The 2023 NTSA Summit — Feb. 26-28, 2023, at the Grand Hyatt Tampa, in Tampa Bay, Florida — is the only industry event designed for 403(b) and 457(b) professionals.
But it gets better!
You can expect tailored general sessions and workshops based on advisor feedback we received from the agenda...
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NTSA congratulates NTSA 2020 Elite Advisor David Wolfe, CRES, for his outstanding, unique accomplishments. Wolfe practices through NTSA Strategic Partner EFS Advisors, Cedar Rapids, MN.
For over 29 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He...
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NTSA congratulates NTSA 2021 Elite Advisor Shane Robinson for his outstanding, unique accomplishments. Robinson’s firm, Robinson and Associates, Greenville, NC, practices through NTSA Strategic Partner Lincoln Investment and serves 1950 participants in six school districts. He had $180 million in...
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SHHHHHH… we know you are busy so we extended the nomination deadline.
The nomination form for the NTSA 2023 Elite Advisor awards will be available for another week—through Monday, Aug. 15!
The NTSA Elite Advisor awards, a lifetime achievement honor, focus on the Best of the Best NTSA financial...
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Do you know an educated, experienced, community-minded NTSA financial advisor who is “best of the best” and whose works are:
innovative
unique
successful
with specific, outstanding accomplishments and/or contributions
And who:
advocates proactively for the industry
leads in profound...
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On Friday, Aug. 5, 2022 at 1 pm EDT (noon CDT; 11 am MDT; 10 am PDT) there is a special zoom information call for all interested parties to promote and support the NTSA 2023 Elite Advisor Awards nomination and application process.
The agenda for the call is to:
listen to membership and any...
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NTSA congratulates NTSA 2021 Elite Advisor Lisa Tursi, AIF ®, CRES, for her outstanding, unique accomplishments. Tursi works with Clifford & Rano, Worchester, MA and practices through NTSA Strategic Partner Lincoln Investment; and serves more than 900 participants in 74 school districts. She...
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Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet?
Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the...
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NTSA congratulates NTSA 2021 Elite Advisor Michael Goldberg, CRES for his outstanding, unique accomplishments. Goldberg, Boca Raton, FL, practices through NTSA Strategic Partner Equitable and serves 5,100 participants in six school districts. He had more than $46 million in retirement assets under...
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Have you been on vacation? Not our Awards Judging Committee (AJC)! They have been hard at work preparing for the NTSA 2023 Elite Advisor Awards.
The members of this year’s AJC are:
Carla Ann Goedtke of Investors Choice Financial Services, Inc.;
Michael Goldberg of Equitable;
Chris Janeway...
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The ARA will hold its annual business meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET during the ASPPA Annual Conference at the Gaylord National in National Harbor, MD.
The business meeting will include addresses by ARA President Joe DeNoyior, CPFA®; ARA President-Elect Missy Matrangola, QPA,...
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Don’t hesitate! Do you know of an elite advisor who deserves to be nominated for the NTSA 2023 Elite Advisor Awards? The nomination period began last week and is under way!
The NTSA Elite Advisor Awards’ goal is to recognize the very ‘best of the best’ financial advisor members of NTSA who have...
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Editor’s Note: This is the second in a series of articles about the 2022 NTSA Elite Advisors. The first is here.
NTSA congratulates NTSA 2022 Elite Advisor Alberto Gaglianese, CFP®, AIF®, CRES, for his outstanding and unique accomplishments. Gaglianese’s firm, Clearpath Wealth Partners, LLC, in...
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NTSA 2023 Elite Advisor Awards nominations are open! The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members who display the above characteristics.
Please nominate NTSA financial advisors with these attributes:
Best of the Best...
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Editor’s Note: This is the first in a series of articles about the 2022 NTSA Elite Advisors.
NTSA congratulates NTSA 2022 Elite Advisor Virginia T. Harriett, CFP ®, CRES, for her outstanding, unique accomplishments. Harriett’s firm, Harriett Financial Group, Marlton, NJ, practices through Lincoln...
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Help us create an agenda for the 2023 NTSA Summit!
Using our interactive online voting tool, https://www.allourideas.org/2023ntsa you can send us your ideas for session topics or vote for suggestions already submitted. Here’s how it works:
The voting tool will present two session ideas for you...
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One of the two enduring features of the NTSA Advisor is MarketBeat, which appears weekly and offers analysis of a matter relevant to, and important to, NTSA members and those whom they serve.
In fact, MarketBeat pre-dates the Advisor, having been made available to members in other forms before...
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