Inside NTSA
The NTSA Advisor wishes its readers a happy Thanksgiving. Thank you for your support! The NTSA Advisor will not be appearing on Thursday, Nov. 26; however, it will be back to business as usual on Tuesday, Dec. 1.
The most iconic account of the start of American Thanksgiving celebrations is, or...
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In Segment II 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 Uyeda’s business model.
In Segment I, NTSA Past President Randy...
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In a Nov. 17 comment letter on the Department of Labor’s interim final rule on lifetime income illustrations (LIIs), the American Retirement Association offers support for the rule, but recommends changes in certain key areas.
“The ARA believes that the IFR strikes the right balance with...
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Three active NTSA volunteers have been nominated and elected to a three-year term as At-Large Members of the NTSA 2021 Leadership Council.
The NTSA Operating Policies and Procedures set forth three aspects of NTSA ruling leadership: The Strategic Partner Council (SPC), a trade group focused on...
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With joy and gratitude, NTSA announces its 2021 officers.
President: Darlene Flagg, National Life Group
Immediate Past President: Jim Kelleher, CPFA, ERPA, Carruth Compliance Consulting
President-Elect: Christopher Zingaro, ABMM Financial
Vice President: Philip Kim, CFP®, ChFC, RICP®, CRES,...
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The speeches and debates have ended—now comes the analysis!
Hear what the elections may portend for retirement plans in a Wednesday, Nov. 11 NTSA webcast.
Join American Retirement Association Director of Legislative Affairs Andrew Remo as he offers his insights on the results of the election and...
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Tell us about what you appreciate in plan sponsors. Tell us about what plan sponsors think is important for their success. What are some issues plan sponsors have in smaller and larger plans? Volunteer to help with NTSA’s new project.
Plan sponsors have a unique, critical role in helping our...
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NTSA needs your input. Join our third member survey of 2021. And big thanks to all who have completed the surveys so far this year. YOU make a difference; we listen.
NTSA joins you in appreciating the hard work of plan sponsors with whom we work—plan sponsors in all our target markets: k-12,...
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In Segment II of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss best and worst client situations.
In Segment I of the 18th Series of the NTSA...
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The American Retirement Association (ARA) submitted a statement to the Senate Special Committee on Aging for the record in connection with its hearing, “Women and Retirement: Unique Challenges and Opportunities to Pave a Brighter Future.”
“Women face a series of interconnected issues that make...
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In Segment I of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her business background and she provides an overview regarding her firm.
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In Segment III of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. Avallone discusses community involvement.
In Segment I of the 17th Series of the NTSA...
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A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020.
Tax-Exempt and Governmental Plan Consultant (TGPC) Credential
The NTSA Tax-Exempt and Governmental Plan Consultant (TGPC) credential is the only one of its kind in the...
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In Segment II of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business model, marketing efforts and more.
In Segment I of the...
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In Segment I of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business and background.
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There is a gold mine of information in the NTSA WOWcasts, special podcasts that feature discussions with NTSA Elite Advisors who are experts in their fields. NTSA WOWcasts bring their expertise to you, in a convenient and easy to listen to format that you can even access on a mobile device.
On the...
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NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.
Recorded Webcasts
NTSA webcasts are recorded! Following are NTSA webcasts that are available.
Race and Equality in School District
Available Until...
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On Aug. 26, Women’s Equality Day, the American Retirement Association announced the creation of a Women in Retirement Council to provide stewardship and support of Women’s Issues within the organization.
Long a proponent of, and advocate for, women’s voices in the retirement plan industry, the...
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In a special NTSA WOWcast, NTSA Past President and 2014 Elite Advisor Randy Aranowitz interviews Ed Forst, President and CEO of Lincoln Investment Planning. They discuss the NTSA Bob D. Schiller Award.
The NTSA Bob D. Schiller Award recognizes individuals who have given freely of themselves, their...
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The circumstances in which retirement plan professionals—like everyone—have found themselves spells opportunity to develop new ways of working with and serving clients. An Aug. 6 NTSA webcast offered practical ideas on how to capitalize on that opportunity and serve clients virtually—and in the...
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