Inside NTSA
If you’re serious about supporting plans and workers in the non-profit sector you can’t afford to miss out on the inaugural NAPA/NTSA ERISA 403(b) Advisor Conference.
This unique conference is the only industry event designed specifically for expert advisors in the ERISA 403(b) space. Topics...
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Today is your last chance to participate in NTSA's first 2022 Member Survey.
This one concerns volunteerism, both in your community and as a corporate citizen, serving as an NTSA and industry representative in the best way possible.
And in the process—think about volunteering with and for the...
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Two items to contemplate today!
1. Let’s hear from you! Complete our first NTSA 2022 Member Survey at https://www.research.net/r/VZRZV5F. Tell us about your community involvement and considering NTSA volunteering, too.
2. Any ideas for Nominations for consideration for the NTSA Richard Ford...
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Join NTSA in congratulating Adam Pearce’s ongoing volunteerism with NTSA and his commitment to local community volunteerism. Pearce received the NTSA 2021 Richard Ford Volunteer Service Award for his lifetime service, both with NTSA and in Phoenix, AZ.
“What I found on my journey with NTSA is that...
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Nominations are now being accepted for American Retirement Association’s 2023 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.
Submit a nomination today! Click...
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The American Retirement Association has joined the Financial Alliance for Racial Equity (FARE).
The Financial Alliance for Racial Equity—a coalition comprised of nine leading financial services groups, six historically Black colleges and universities and four strategic partners, including the...
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Your NTSA is a membership organization that supports industry volunteer collaboration and is committed to corporate social responsibility in the communities we serve.
We need to hear from you about your community service—and maybe you'll volunteer to also spread the NTSA mission!
Click here. It...
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The American Retirement Association expressed its opposition to the Protecting America’s Retirement Security Act (PARSA) in an April 5 letter to lawmakers. “Our opposition to this legislation is based on both its substance and its process,” writes ARA CEO Brian Graff.
The PARSA legislation was...
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The NTSA honors the lifetime service of Philip Kim, CFP®, ChFC, CLU, RICP®, CRES, Signature Wealth Concepts, Scottsdale, AZ, with its 2022 Richard Ford Volunteer Service Award.
Phil excels in his NTSA leadership, chairing the meaningful Certified Retirement Education Specialist (CRES) project and...
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We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards—the NTSA 2023 Richard Ford Volunteer Service Awards. Their nomination period is in April 2022—but it has already started!
Know the few, the extraordinary, the innovative,...
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The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.
School districts...
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The National Tax-deferred Savings Association (NTSA) has named Nathan Glassey as its Executive Director, effective immediately.
Glassey joins the NTSA with nearly two decades of experience in the non-profit sector at National Benefit Services, LLC, most recently as Vice President, Non-ERISA...
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Meet Lisa Stubbs, CRES, of Security Benefit, whom the NTSA honored with its inaugural NTSA 2020 Richard Ford Volunteer Service Award.
Regarding community service, Lisa says, “Community service is my passion. It is my desire to make a difference in the lives of people, especially children....
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The recent 2022 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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Editor’s Note: This is the first in an occasional series of articles featuring recipients of NTSA recognition for service, excellent service to clients, and contributions to the retirement industry.
NTSA honors Nathan J. Glassey, TGPC, QKA, CRES, not only for his NTSA volunteerism, but also for...
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Alberto Gaglianese was recognized as one of the 2022 NTSA Elite Advisors at a Feb. 7 luncheon meeting at the 2022 NTSA Summit in Phoenix, AZ. Carla-Ann Goedtke and Virginia T. Harriett were recognized as 2022 Elite Advisor winners at that luncheon as well.
Gaglianese, of Clearpath Wealth Partners...
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Carla-Ann Goedtke and Virginia Harriett were recognized as the 2022 NTSA Elite Advisors at a Feb. 7 luncheon meeting at the 2022 NTSA Summit in Phoenix, AZ.
Goedtke, of Investors Choice Financial Services, serves 1,500 participants in 30 school districts and has $218 million in retirement assets...
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Nathan Glassey and Philip Kim were named as the 2022 recipients of the Richard Ford Volunteer Service Award. They received the award at a Feb. 7 luncheon at the 2022 NTSA Summit in Phoenix, AZ.
Glassey, of National Benefit Services, has served the NTSA through the Business Intelligence Committee...
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A Feb. 7 workshop at the 2022 NTSA Summit held in Phoenix, AZ looked at the Cycle 2 restatements set forth in Revenue Procedure 2021-37.
Nancy Billings, Vice President of Compliance, Tax-Deferred Solutions; and Sue Diehl, President of PenServ Plan Services, Inc., told attendees that the IRS...
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The devil may be in the details, but they occur against a bigger backdrop. At a Feb. 7 session of the 2022 NTSA Summit in Phoenix, American Retirement Association Chief Content Officer Nevin Adams offered attendees a look at some big picture “seismic shifts” affecting the retirement industry. ...
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