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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In a special, two-part WOWcast series that starts on May 7—Cyber Selling and Servicing—a panel of exceptional individuals share their expertise and... READ MORE
The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice. NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership... READ MORE
Updated July 7, 2020   NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can... READ MORE
In Part III of the 12th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2017 Elite Advisor Michael Cayen, a registered representative with M3 Investment Services and a registered retirement counselor. They discuss what the NTSA means to Cayen. In Part I, Aranowitz and... READ MORE
Research conducted by the NTSA in partnership with the Plan Sponsor Council of America (PSCA) that examined the participation and savings rates of public education employees in more than 4,400 school districts across the country revealed that the number one factor driving participation and savings... READ MORE
Nominations are now being accepted for American Retirement Association’s 2021 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! To... READ MORE
A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions[1] is whether these provisions are optional or mandatory. In most cases, they are optional—but in the retirement world there are very few questions where a short answer will... READ MORE
Questions regarding the administration of the CARES Act have been pouring in—and we’ve got answers! As part of a series of recent webcasts, we have received a large number of questions from our members regarding key operational and administrative aspects of the Coronavirus Aid, Relief and Economic... READ MORE
NTSA WOWcasts offer expert insights—and you can access them on your mobile device.  NTSA WOWcasts offer the insights of Elite Advisors—the “best of the best.” Hosted by former NTSA President Randy Aranowitz, these exclusive interviews on ways to build, expand and enhance your practice are... READ MORE
In 2019, the Hawaii State Department of Education (HIDOE) began a project with National Benefit Services (NBS) to strengthen retirement plan education in the state. This project was started with many circumstances in mind, one of which was the decline in participation in the HIDOE’s 403(b) plan... READ MORE
Amidst the ongoing COVID-19 crisis, the American Retirement Association has been working diligently to push for commonsense solutions that provide Americans with the funds necessary to provide for themselves and their families while at the same time protect the private employer-sponsored retirement... READ MORE
The American Retirement Association (ARA) on March 30 requested relief from the Department of Labor’s Employee Benefits Security Administration (EBSA) on certain ERISA notice and disclosure requirements. The ARA made the request in a March 30 letter to the Honorable Preston Rutledge, DOL Assistant... READ MORE
NTSA needs YOU and your ideas! Join in this 2nd NTSA 2020 Member Survey, “NTSA Values & Benefits We Need.” This quick and easy survey should take less than five minutes to complete. We are most grateful for your input. Results will be reported in April. The survey can be found here. READ MORE
In Part III of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss volunteerism and what the NTSA means... READ MORE
With concerns about the impact of the coronavirus and its impact on retirement plans increasing, we expect to shortly have legislation providing some much-needed relief. The American Retirement Association has been actively advocating for relief for plan sponsors and participants impacted by the... READ MORE
The American Retirement Association is calling on the Treasury Department to provide funding relief for DC plans to help employers facing significant financial burdens relating to the Coronavirus.  In a March 24 follow-up letter, the ARA notes that it is continuing to receive many questions about... READ MORE
A revised version of the CARES Act includes additional retirement relief provisions supported by the American Retirement Association, though the negotiations aren’t over yet.   After engaging in weekend negotiations with Senate Democrats and Trump administration officials, Senate Majority Leader... READ MORE
The CARES Act includes provisions advocated by the American Retirement Association that loosen retirement plan hardship and loan rules to free up funds for individuals impacted by the Coronavirus pandemic. Life (and legislation) has been coming at us fast in March, as the country and Congress... READ MORE
In Part II of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss Williams’ business model, adviser... READ MORE
The American Retirement Association has been working with key lawmakers to include legislation that would provide tax relief to individuals and employers that suffer a sustained economic loss from the COVID-19 outbreak. The relief would be patterned after the disaster relief that was provided in... READ MORE

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