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Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include: Tailored general sessions, workshops, and up to 12 continuing education (CE) credits A... READ MORE
The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more! Nominate NTSA Financial Advisors with these attributes: best of the best innovative, unique, profound, successful educated, experienced, community-minded professionals specific, outstanding, unique... READ MORE
What topics do you want to learn about at the NTSA Summit?   Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego! What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting... READ MORE
As most of the state legislative sessions have adjourned, the amount of bills the NTSA reviews daily has decreased. This has given us an opportunity to reenergize projects that were put on the back burner during the intense legislative calendar.  But First: Illinois Success! We have wonderful... READ MORE
The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry. Five diverse, experienced professionals at the NTSA 2023 Summit shared... READ MORE
Jeff Acheson, the high-profile advisor, teacher, coach, mentor, thought leader, industry pundit, etc., with Advanced Strategies Group in a Feb. 28 session of  the NTSA 2023 Summit delivered an inspirational and, at times, intense presentation on the Japanese concept of Ikigai, or one’s “reason for... READ MORE
“We spend so much time chasing the next ‘yes,’ but we’re communicators at our core,” Phil Kim told the TPA and advisor attendees at the 2023 National Tax-Deferred Savings Association (NTSA) Summit in Tampa on in a Feb. 27 session. “Wouldn’t it be great if we focused on communicating better?”  ... READ MORE
The NTSA Elite Advisor Awards are in the 10th year celebrating the “best of the best” of NTSA member financial advisors. These lifetime achievement awards honor the “best of the best” financial advisors in the NTSA universe. The focus is on those who excel, advocate proactively, lead in profound... READ MORE
The 2023 NTSA Summit — Feb. 26-28, 2023, at the Grand Hyatt Tampa, in Tampa Bay, Florida — is the only industry event designed for 403(b) and 457(b) professionals. But it gets better!   You can expect tailored general sessions and workshops based on advisor feedback we received from the agenda... READ MORE
NTSA congratulates NTSA 2020 Elite Advisor David Wolfe, CRES, for his outstanding, unique accomplishments. Wolfe practices through NTSA Strategic Partner EFS Advisors, Cedar Rapids, MN.  For over 29 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He... READ MORE
Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet? Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the... READ MORE
Help us create an agenda for the 2023 NTSA Summit! Using our interactive online voting tool, you can send us your ideas for session topics or vote for suggestions already submitted. Here’s how it works: The voting tool will present two session ideas for you... READ MORE
If you’re serious about supporting plans and workers in the non-profit sector you can’t afford to miss out on the inaugural NAPA/NTSA ERISA 403(b) Advisor Conference. This unique conference is the only industry event designed specifically for expert advisors in the ERISA 403(b) space. Topics... READ MORE
The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.  School districts... READ MORE
Tamara L. Indianer, CFP®, AIF®, CRES, Lincoln Investment, represents the best of NTSA, which her father, Paul Indianer began 33 years ago! Both are pillars of their communities and of NTSA. Tamara provides some insight on her service: “Our adopted son was diagnosed with neurofibromatosis (NF). The... READ MORE
The recent 2022 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.  NTSA Leadership Flagg Thanked for Her Service as 2021 NTSA President READ MORE
What was your first day working in the retirement plan industry like? The words “confusing,” “daunting,” or “disorienting” might come to mind.  That’s what makes providing training for new employees—even a basic but useful industry overview—a real challenge. Where should you start? How much should... 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