Inside NTSA
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...
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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...
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The National Tax-Deferred Savings Association is pleased to name Michael Goldberg, CRES, as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.
Goldberg is the Senior Vice President of the Southeast Region of Equitable Advisors. Serving 5,100 participants in six school...
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The education sector of the retirement plan market is in a period of marked transformation, and an expert panel in a June 28 session of the 2021 NTSA Summit offered their insights on these trends and what they mean.
David Lewis, Executive Director of the Association of School Business Officials (...
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Have you registered for the NTSA Virtual Summit? If not, this week is your last chance! This year’s sessions will include:
The state of the retirement markets — hosted by Mr. 403(b)!
Using retirement funds to pay for living expenses during hardship.
How to attract, motivate, and retain...
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The American Retirement Association has offered its support for newly introduced legislation that would provide a penalty-free “emergency distribution” option from employer-sponsored retirement accounts and IRAs.
The Enhancing Emergency and Retirement Savings Act of 2021 (S. 1870) was introduced...
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Ladies and gentlemen, Mr. 403(b) is back!
Bob Architect is returning to the NTSA stage as a speaker for the Summit session State of the Retirement Markets.
Often referred to as “Mr. 403(b),” Architect has been a true champion for our industry. His 35-year career includes:
Serving as senior...
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In this NTSA Virtual Summit workshop, we will discuss the similarities and differences between 403(b) and 457(b) plans. We will also cover what eligible employers must consider when offering both—as paired plans—to their employees. Specific discussions will include:
Who can offer these plans?...
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The NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. And this year the NTSA is transforming this event into a...
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Nominations are now being accepted for American Retirement Association’s 2022 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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They say that the third time’s a charm—and our third Fireside Chat is sure to be!
Join us today (April 22) at 5:30 p.m. ET where we’ll (that’ll be all of you and me, Nevin Adams) catch up with Bonnie Treichel, and get the inside scoop on one of the hottest trends around—ESG—and an exciting new...
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Registration is now open for the 2021 NTSA Virtual Summit!
Experience the 2021 NTSA Virtual Summit on Pathable.
We love Summit! So this year we are converting the event into a unique, interactive and virtual conference https://ntsa403bsummit.org/ on Pathable, June 28–30.
This will NOT be...
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NTSA needs your volunteer time, from one hour to lots! It’s simple. It’s easy. It’s YOU!
Information about volunteering with the NTSA is here: https://www.ntsa-net.org/member/volunteer
The NTSA volunteer form is here: https://usaretirement.wufoo.com/forms/2021-ntsa-volunteer-form/
Richard Ford...
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The Professional Educational Committee (PEC) plays a key role in developing content for NTSA sponsored webcasts, educational publications and articles for NTSA Net and the 403(b) Advisor e-newsletter, including "MarketBeat" articles. We are asking you for your help in making sure the content we...
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Registration is now open for the 2021 NTSA Virtual Summit!
Our premiere event is the nation’s only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. The 2021 NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients...
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The American Retirement Association is currently evaluating a health insurance program that may be able to provide NAPA/NTSA/ASPPA members—notably business/practice owners or W-2 workers—with access to a better health benefit program at more affordable rates!
We’ve set up sessions to discuss the...
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In the March 25 ARA Fireside Chat, Shannon Edwards and Nicole Corning talked about a new initiative to gain insights from ALL members about the needs of our women members and/or the constituents you represent.
The survey, conducted by the ARA Council for Women should take less than 10 minutes to...
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The American Retirement Association, its sister associations, and the communities we serve rely on the volunteer service and leadership of their extraordinary members.
Please consider our NTSA member colleagues whose NTSA volunteerism is unique and valuable—who are also committed to community...
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About those American Retirement Association-based credentials you’ve been putting off—bipartisan legislation was just introduced that would make it easier to pay for them.
Rep. Abigail Spanberger (D-VA), along with Reps. Fred Upton (R-MI), Dean Phillips (D-MN) and Rob Wittman (R-VA), introduced...
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In Segment III of the 23rd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews former NTSA Executive Director Brent Neese. They discuss how one can get involved with the NTSA.
In Segment I of the 23rd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz...
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