Professional Development
On Nov. 1, the House GOP is expected to release its tax reform proposal, and it’s expected to include a number of significant changes for retirement plans.
Find out what you need to know — and how to prepare — for the changes that could be coming down the road at the newly redesigned NTSA Summit...
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Why take time away from your office to participate in the NTSA Summit? There are a lot of good reasons — here are three.It’s hard to find a good time to be out of the office — but if you’re a 403(b) or 457 retirement plan professional, your participation at the NTSA Summit can pay off in amazing...
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It’s that time of year again! Help shape the 2018 NTSA Summit Fly-In by participating in our interactive online polling tool where you decide the content for next year’s event. Here’s How it Works: The online tool presents two session ideas. You pick your favorite — or add your own idea for...
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NTSA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
NTSA Webcast: Fall 2016: What’s New That Impacts You?
Wednesday, Nov. 16, 2016
2:00 - 3:00 p.m. ET
Speakers: Susan D. Diehl, QPA, CPC, President, PenServ...
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Have you ever attended a conference session about using social media and walked away thinking that when you got back to your office you weren't going to be allowed to do any of the stuff you just learned? Or worse, that you didn't really understand what any of it meant to begin with?This year’s 403...
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Time is running out to benefit from early registration rates for the 2016 403(b) Masters Summit. Early Registration for the Summit ends Friday, Dec. 18 — if you haven’t yet, make sure to register today.The 2016 Summit will centers on three key themes:1. growing your business;2. market updates and...
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Every interaction we have with somebody trains them what to do with us the next time. That is part of the core of the message Shari Harley, founder and President of Candid Culture, delivered in the latest NTSA Podcast, “Candid Culture: How to Take (and Give) Constructive Feedback.” The human brain...
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Shari Harley brought her “Candid Culture” leadership style to the 2015 NTSA 403(b) Summit in Nashville, discussing ways that advisors can give and receive criticism openly and respectfully, while improving relationships with their clients. Now, she’s sharing those best practices on NTSA Net, as the...
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How do you reach your clients? Future clients? Do you rely on traditional media, or have you expanded the repertoire so that it includes a 21st-century edge? In a June 1 NTSA podcast, John Hall, Vice President of Digital Marketing at PlanMember Services, offered his insights on the best ways for...
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That’s the specific — and implied — message of three experts offering their take on how to increase plan participation. TSA Consulting VP Steve Banks, Hendershot Financial Group’s Tom Hendershot and Teresa Ward, Retirement Plans VP at OppenheimerFunds, made their remarks to attendees at a June 23...
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The NTSA Summit is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials. In 2013, NTSA combined the world class 403(b) Advisor Summit and...
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