Inside NTSA
The watchword of the day is patience. And detailed preparation. Speaking to a packed room at a June 23 general session of the NTSA 403(b) Summit in Washington, D.C., Kristi Cook, head of an eponymous law firm, and Ellie Lowder, of TSA Consulting, outlined the challenges facing the 403(b) industry...
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Find your passion, advised Kent Schutte, president of EFS Advisors, and build your business around it. Schutte’s breakout session, “Becoming the Go-To Advisor,” was a Day 2 highlight of the 2014 NTSA 403(b) Summit in Washington. “Our company’s passion is educators,” said Schutte. “They’re...
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“High tech and high touch” characterizes the approach of Generations X and Y’ to financial planning and advice. Greenwald & Associates Research Director Lisa Schneider delivered that message to attendees at the NTSA 403(b) Summit on June 23. While younger workers are tech-savvy, they also want...
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Asset International, the company that owns PLANSPONSOR and PLANADVISER, was acquired June 20 by Genstar Capital, a leading middle market private equity firm that focuses on investments in targeted segments of the financial services, software, healthcare, and industrial technology industries....
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Have you ever been elbow-to-elbow with the energy and free-flowing successful solutions of the very best in our industry? For the first time ever, yes, you can be! NTSA brings you the inaugural NTSA Elite Advisors Awards on Sunday, June 22, 2014 at 2:15 p.m., right after the lively “State of the...
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In order to help your plan participants maximize their savings, you have to know how to best read and navigate the financial markets. The NTSA 403(b) Summit, to be held June 22 - 24 in Washington, D.C., will provide a unique opportunity to benefit from the insights of Peter Ricchiuti, a professor...
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Competition and the ability to make decisions and not have someone in power limit those choices is at the core of who we are — and that includes retirement planning. But that freedom is at risk at the hands of those who want to have states — not plans and participants — decide what’s best. That’s...
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Can a retiree who has elected a partial lump sum and does not have a 403(b) account but has a 457(b) account establish a 403(b) to receive the rollover from her former employer? Or can she roll over the lump sum distribution to her 457(b)? Ellie Lowder has the answer in this week’s Tech Talk.
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What is the state of the 403(b) marketplace? Find out from Ellie A. Lowder, TGPC, TSA Consulting and Training Services, and M. Kristi Cook, JD, TGPC, Attorney, Law Offices of M. Kristi Cook, PC, at Keep Choice Alive: The 2014 NTSA 403(b) Summit in Washington, D.C., June 22-25. Lowder and Cook will...
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This article originally appeared in the Fall 2013 issue of 403(b) Advisor Magazine. To view a PDF version of this article, please click HERE. Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and...
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This article originally appeared in the Fall 2013 issue of 403(b) Advisor Magazine. To view a PDF version of this article, please click HERE. Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and...
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The NTSA Summit is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials. In 2013, NTSA combined the world class 403(b) Advisor Summit and...
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