Professional Development
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...
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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 https://www.ntsa-net.org/news-resources/...
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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...
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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...
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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...
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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...
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Many Americans are struggling with burnout—which if left unaddressed, can affect not only an individual’s wellbeing, but the success of firms, according to Jennifer Moss, a burnout expert and author of The Burnout Epidemic.
Speaking at the NAPA 401(k) Summit Sept. 13, Moss discussed the current...
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The NTSA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for 1 year after the date of the original live webcast. Below is a...
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We want your ideas! Help us create an agenda for the 2022 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 to pick your...
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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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There is a broad array of plans from which an employer and plan sponsor can choose. In a 2021 NTSA Summit workshop session, an industry expert offered an overview, with a special focus on 430(b) and 457 plans.
Nathan Glassey, Vice President, National Benefit Services, set the table by looking at...
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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 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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We began the year at our base camp. And now, we move on to the Summit!
This year’s NTSA Virtual Summit, June 28–30, will host four general sessions and 12 workshops with recognized authorities and top experts in the financial services and retirement fields. In addition, we will offer a CRES...
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Editor’s Note: This is Part I of a two-part series.
There isn’t a week that goes by without an advisor commenting to me how the K-12 403(b) market has changed in the last few years. That transformation has only accelerated as a result of the COVID-19 pandemic. For years, far too many school...
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In Segment II of the 27th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Lisa Tursi, AIF, CRES, Lincoln Investment. They discuss Tursi’s businesss model and working with clients who are from different generations.
In Segment I, NTSA Past President...
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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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