Service Providers

At the start of publicity surrounding COVID-19, most clients didn’t take it seriously. As soon as the schools closed, it became obvious to our clients that this was a serious situation. Many of them were scared, and many continue to be afraid of what’s to come. Many of them haven’t left their homes... READ MORE

This is a rare time. And not just in ways we’ve focused on for seemingly ages—it’s a once-every-four-years time when we select a president. That has great implications for a host of things, including investments—which can affect retirement plans and participants.  And those effects are relevant to... READ MORE

In Segment I of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his business background and practice. READ MORE

Witnesses testifying at a hearing before the New Jersey state legislature voiced strong opposition to a proposed financial transaction tax that would impact retirement plans.   At the Oct. 19 hearing held by the New Jersey Assembly Financial Institutions and Insurance Committee, 17 organizations... READ MORE

In Segment III of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her road to community service and fundraising. In Segment II, NTSA Past... READ MORE

Tell us about what you appreciate in plan sponsors. Tell us about what plan sponsors think is important for their success. What are some issues plan sponsors have in smaller and larger plans? Volunteer to help with NTSA’s new project. Plan sponsors have a unique, critical role in helping our... READ MORE

NTSA needs your input. Join our third member survey of 2021. And big thanks to all who have completed the surveys so far this year. YOU make a difference; we listen. NTSA joins you in appreciating the hard work of plan sponsors with whom we work—plan sponsors in all our target markets: k-12,... READ MORE

Many of you have been in the business longer than I have, but none of us have ever experienced the fear, confusion and anxiety that our clients are under during this global pandemic. Our firm had already been doing most of our group and individual enrollments online and depending on the advisor, 10... READ MORE

In today’s new normal, school districts and teachers have so many things to juggle in the classroom, and among the matters that are top of mind are diversity and inclusion. An NTSA panel discussion offered insights to help schools, educators and advisors frame their discussions for the classroom... READ MORE