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Inside NTSA

Christopher Zingaro, CRES, stepped into the role of 2022 NTSA President at a Feb. 6 session of the NTSA Summit, held in Phoenix, AZ.  Zingaro, Head of Marketing and Business Development at ABMM Financial, has been with that firm for more than 25 years. His previous experience includes serving as... READ MORE
This could be a busy year for lawmakers on a number of matters relevant to the retirement industry, American Retirement Association CEO Brian Graff and NTSA Executive Director Mark Luckinbill suggested at a Feb. 6 session of the NTSA Summit held in Phoenix, AZ.  What Could Have Been  There was an... READ MORE
Kent Schutte, 2015 NTSA President, was recognized as the 2021 recipient of the Bob D. Schiller Award at a Feb. 6 session of the NTSA Summit held in Phoenix, AZ. The award could not be presented in person in 2021 because there was no in-person NTSA Summit in 2021 due to the pandemic.  The NTSA Bob... READ MORE
The NTSA Summit is imminent! It will be held in Phoenix, Feb. 6-8—and the NTSA Advisor will be providing coverage of Summit sessions and workshops.  And in addition to publishing on Tuesday and Thursday as always, there will also be a special edition of the Advisor on Monday, Feb. 7, reporting on... READ MORE
The NTSA elevates two of its members to lifetime service awards, the Richard Ford Volunteer Service Awards for 2022:    Nathan Glassey, TPGC, QKA, CRES National Benefit Services Farmington, UT   Philip Kim, CFP®, ChFC, CLU, RICP®, CRES Signature Wealth Concepts Equitable Phoenix, AZ  ... READ MORE
The NTSA has announced the Honored Nominees for the NTSA 2022 Elite Advisor Awards. These NTSA financial advisors have been nominated by an ARA affiliate member and/or NTSA member, submitted their application, fulfilled all responsibilities and requirements, and have been affirmed by their... READ MORE
The NTSA Advisor will not appear on Thursday, Dec. 23, as the NTSA office will be closed. We’ll be back on Tuesday, Dec. 28. We wish you happy holidays—and here are some interesting holiday-related facts.  The first song played in space was “Jingle Bells,” which was played on spaceflight Gemini... READ MORE
Advocate, network, and grow: That’s the NTSA Summit experience! And to kick off the 2022 NTSA Summit, we’re going to get our community up to speed on the ever-changing federal policies that affect the retirement plan industry. So join us on Sunday, Feb. 6 at 1:30 p.m. for our first general... READ MORE
Open your calendar and reserve Feb. 6-8, 2022—for the 2022 NTSA Summit!  Our Summit is the only industry conference designed for 403(b) and 457(b) professionals. And it will include: Six general sessions, an array of workshops, and continuing education (CE) credit. The Certified Retirement... READ MORE
The 2021 NTSA Summit provided a unique opportunity for industry experts to provide their insights on issues relevant to the NTSA community. Following is a look at our news coverage of the Summit.  Education Market in Transformation  The education sector of the retirement plan market is in a period... READ MORE
The NTSA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for 1 year after the date of the original live webcast. Below is a... READ MORE
The American Retirement Association and ASPPA will hold a joint annual business meeting on Sunday, October 17, 2021, from 4:20 p.m. to 5:00 p.m. Eastern during ASPPA Annual at the Gaylord National in National Harbor, MD. The annual business meeting will include addresses by ARA President, Joe... READ MORE
The American Retirement Association has endorsed new bipartisan legislation that would make permanent retirement plan tax relief measures that automatically kick in following a presidentially declared disaster.   Introduced by Sens. Bill Cassidy (R-LA) and Bob Menendez (D-NJ), both of whom sit on... READ MORE
NTSA is proud to name Kent Schutte, CFP®, ChFC®, CLU®, TGPC, one of the 2021 recipients of the NTSA Richard Ford Volunteer Service Award.  Schutte, President and Financial Advisor at EFS Advisors, has been an active volunteer with the NTSA. His volunteer activity includes serving as a member of... READ MORE
Brian Graff, CEO of the American Retirement Association, is set to appear next week before Congress to advocate for the retirement policy priorities of the ARA. The hearing, entitled “Building on Bipartisan Retirement Legislation: How Can Congress Help?,” is scheduled for Wednesday, July 28, at 10... READ MORE
Know of an NTSA Advisor who should be recognized for their contributions? Nominate them today! The National Tax-Deferred Savings Association (NTSA) has named 36 members to Elite Advisor status since the inaugural award in 2014 and is looking for your help in recognizing deserving advisors for the... READ MORE
The National Tax-Deferred Savings Association is pleased to name Lisa Tursi as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award. Tursi, a Financial Advisor with Clifford & Rano Associates, Inc. and a registered representative with Lincoln Investment Planning, LLC, serves... READ MORE
The NTSA is proud to name Adam Pearce, CFP®, one of the 2021 recipients of the NTSA Richard Ford Volunteer Service Award.  Pearce, a certified financial planner at Lincoln Investment, has been an active volunteer with the NTSA. His volunteer activity includes work with the CRES Committee, Summit... READ MORE
The NTSA is proud to name Tamara L. Indianer, CFP®, AIF®, CRES, one of the 2021 recipients of the NTSA Richard Ford Volunteer Service Award.  Indianer, a Regional Vice President, Northeast at Lincoln Investment, has been an active volunteer with the NTSA. Her volunteer activity includes: CRES... READ MORE
The National Tax-Deferred Savings Association is pleased to name Shane Michael Robinson as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award. Robinson, a Financial Advisor with Robinson and Associates, serves 1,950 participants in six school districts and with $180 million in... READ MORE

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