Inside NTSA
“We believe strongly that employers should have choice” regarding retirement saving options, said NTSA Executive Director Mark Luckinbill as he opened the NTSA Winter Virtual Conference on Feb. 23. “We are champions of choice.”
The year 2020 was “incredibly challenging,” Luckinbill said. He noted...
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Hello again NTSA members, partners and sponsors. We’re just three weeks away from our Winter Virtual Event—and with a new administration in place, and a new (and largely unanticipated) shift in Congress, this is the perfect time for this crucial update on retirement policy and what we might expect...
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Congratulations to three of NTSA’s finest! The NTSA 2021 Elite Advisors are:
Michael Goldberg, The Equitable, Boca Raton, FL
Shane Michael Robinson, Robinson and Associates, Lincoln Investment, Greenville, NC
Lisa M. Tursi, AIF, CRES, Lincoln Investment, Sudbury, MA
Michael, Shane and...
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As the calendar turned and Jan. 1 marked the start of the new year, the American Retirement Association welcomed incoming President Joseph A. Nichols, MSPA and a new slate of Officers on its Board of Directors.
Nichols served as president of the American Society of Pension Professionals &...
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The American Retirement Association today announces some key reassignments among its senior management team.
Allison Wielobob, General Counsel of the American Retirement Association, will take on the additional role of Executive Director of the American Society of Enrolled Actuaries (ASEA),...
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NTSA’s Winter Virtual —a complimentary event for NTSA members, Feb. 23–24, 2021—will provide a snapshot of the most pressing issues of the day, to belay your need for critical information until the NTSA Summit in June.
Topics will include:
the state of the retirement industry;
the post-...
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In Segment II of the 21st Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2003 NTSA Past President Mike Pollakowski, founder of Reliant Financial Services. They discuss the Elite Advisor Award and Judging Committee.
In Segment I, NTSA Past President Randy Aranowitz...
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Greetings and Happy New Year NTSA members, strategic partners and sponsors! I hope your holidays were filled with family, friends, joy and well-earned rest.
As we turn the page on the calendar, new challenges and opportunities await us in 2021. Just like 2020, continuing to thoughtfully and...
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A direct rollover is the direct movement of all or some portion of a participant’s interest in a plan from the custodian, insurer or trustee holding the participant’s account to the custodian, insurer or trustee of another eligible retirement plan into which the participant wishes to have their...
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The NTSA Advisor will not appear on Thursday, Dec. 24, as the NTSA office will be closed. We’ll be back on Tuesday, Dec. 29. We wish you happy holidays—and here are a few holiday-related place names:
Angeltown, TN
Bethlehem, MD
Christmas City, UT
Christmas Cove, ME
Christmas Valley, OR...
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In Segment II of the 24th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews American Retirement Association CEO Brian Graff. They discuss retirement policy and the future landscape of the ARA and the NTSA.
In Segment I of the 24th Series of the NTSA WOWcasts, NTSA Past...
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The NTSA Leadership Council and the NTSA 2021 Ford Volunteer Service Award Judging Committee are proud to announce the 2021 Awardees of the Richard Ford Volunteer Service Award.
Congratulations to:
Tamara Indianer, CFP®, AIF®, CRES, Regional Vice President, New England Lincoln Investment,...
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In Segment I of the 24th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews American Retirement Association CEO Brian Graff. They discuss policy issues.
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After a quarter century in the service of American retirement savers, I am stepping down as Executive Director of the NTSA and moving on to continue this mission with PlanMember Financial Corporation.
Over the years, I have had the honor of working with the dedicated staff at the American...
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The NTSA has named Mark Luckinbill its Executive Director, effective January 2021.
Luckinbill joins the NTSA with more than a quarter century of experience specializing in public and tax-exempt 403(b)/457(b) retirement plans, both as an advisor and in senior management roles with several of the...
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Join us Feb. 23-24, 2021 for NTSA’s Winter Virtual Conference, a complimentary event exclusively for NTSA members.
The NTSA Winter Virtual Conference will provide a snapshot of the most pressing issues of the day, to address the need for critical information ahead of the NTSA Summit in June 2021...
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The first annual NTSA Plan Sponsor Excellence Award (PSEA) development process kicked off last month with a survey to all NTSA members. Thanks to all of you who responded so thoughtfully, and special thanks to our new volunteers.
The NTSA PSEA continues the association’s effort to recognize the...
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In Segment III of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss volunteerism, community service and what the NTSA means to Uyeda. ...
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The vast majority (83.6%) of non-profit organizations with 403(b) plans are not changing their contribution levels despite the financial pressures of the COVID-19 pandemic, according to a new Plan Sponsor Council of America (PSCA) snapshot survey, sponsored by Principal Financial Group®.
While the...
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The NTSA has named the Honored Nominees for the NTSA 2021 Elite Advisor Award.
The NTSA Elite Advisor Award focuses on innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy within the 403(b), 457 and ERISA nonprofit retirement industry...
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