Professional Development
If the plan does not provide for full and immediate vesting, determine the initial vesting computation period.
Commentary: Vesting computation periods are generally 12-month periods that count the years of service to determine vesting. Choices typically are:
the plan year;
the 12 months...
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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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These months have been difficult for everyone. What we have to realize is that nobody has been unaffected by this pandemic. Everyone says they have never been through something like this. Unless you are over 100 years old and witnessed the Spanish Flu, this is a very true statement.
During this...
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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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The NTSA offers 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. Their...
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In accordance with the NTSA Leadership Council’s commitment to support and provide information concerning business opportunities—especially in this time of challenges posed by the pandemic—the NTSA Advisor will be featuring a new series that will appear in each edition.
Especially as the new...
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In Segment II of the 15th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors. They discuss Wolfe’s business model and marketing leads.
In Segment I, NTSA Past President Randy Aranowitz and...
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In Segment III of the 14th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor and NTSA Past President Adam Pearce, CFP®, CRES CERTIFIED FINANCIAL PLANNER™, who is part of Lincoln Investment’s Phoenix AZ office. They discuss community service and what the...
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The NTSA offers 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....
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In Part III of the 13th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Kathy Cawley, President of the Voyager Group, Ltd. They discuss Cawley’s efforts to help clients generate income and her involvement in a Directors’ Circle, as well as what the...
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part III of a special, three-part...
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part II of a special, three-part...
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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 Part II of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz continues his discussion with...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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
In Part I 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 Cayen’s background and he provides an overview of his...
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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...
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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...
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