Service Providers
In Segment I 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 business background and she provides an overview regarding her firm.
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Collect and maintain copies of beneficiary designations and changes to same.
Commentary: Many vendors and third party administrators (TPAs) handle this function, as well as putting named beneficiaries on participants’ accounts and reminding participants periodically that they should review who...
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Memory fades. But how fast? Within six months, at least regarding cybersecurity protocols, according to a study of how long employees retained the security measures they had learned.
In “An Investigation of Phishing Awareness and Education Over Time: When and How to Best Remind Users,” researchers...
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There is much to be done about retirement income literacy, says a recent study that found great lack of understanding about successful planning for a financially secure retirement.
In its 2020 Retirement Literacy Survey, says The American College of Financial Services, respondents got an average...
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In MarketBeat, John Iekel writes about a blog entry that discusses what active management means and entails amidst COVID-19 and also looks at five common misconceptions the authors argue have resulted in passive investments becoming more prevalent in DC plans.
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During this pandemic, we have been available for our clients.
The first month or we worked to reassure them of the options regarding their assets. Service (and promptness) was the reassurance they needed to confirm they could weather the storm and that we were still here along the way. We kept...
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Those of us who specialize in the K-12 space know well that getting on to a school campus has become more challenging over the past 10 years. On-campus security is a serious issue and a major trend. We see more and more school campuses being gated, and basically closed to 403(b) practitioners for...
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A continuing resolution approved by the House of Representatives to temporarily fund the government all but assures that a lame-duck session will happen. Here’s what that could mean for retirement relief.
The House of Representatives late Sept. 22 approved continuing appropriations legislation (...
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In Segment III 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. Avallone discusses community involvement.
In Segment I of the 17th Series of the NTSA...
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A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020.
Tax-Exempt and Governmental Plan Consultant (TGPC) Credential
The NTSA Tax-Exempt and Governmental Plan Consultant (TGPC) credential is the only one of its kind in the...
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In MarketBeat, Nevin E. Adams, JD, discusses an article Teresa Ghilarducci wrote that appeared in Forbes, “Employers Can’t Provide Retirement Plans. Let’s Stop Pretending They Can.” He argues that article’s premise is false on its face and that hundreds of thousands employers have long provided...
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Despite social distancing, or possibly because of it, that personal touch with clients carries more benefit than ever before.
We have tried especially hard during COVID to reach out to individual clients either by phone or ZOOM to communicate updates, take financial temperatures, and deal with...
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Democratic Governor Phil Murphy and the Democratic-controlled legislature are set to approve a $32 billion budget for fiscal year 2021 before the Sept. 30 deadline that will increase taxes on high-income individuals and reinstate a 2.5% corporate surtax to help address the state’s widening budget...
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A month ago, the Labor Department unveiled an interim final rule on lifetime income disclosures on participant statements. Today the window for comments opens.
Under the Interim Final Rule, retirement plans would provide lifetime income illustrations using prescribed assumptions designed, the DOL...
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Workforce agility is vital to the future success of organizations, but agility gaps are widespread, according to the results of a new survey focused on how companies are rethinking their human capital strategies in response to the COVID-19 pandemic.
Globally, 84% of survey respondents view...
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In Segment II 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 model, marketing efforts and more.
In Segment I of the...
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A tragic byproduct of the global slowdown and stay-at-home mandate was the shutdown of the food and beverage industry. And when restrictions started to ease across the country, and restaurants began to reopen, albeit with a good deal of caution, their revenue was only a fraction of what they are...
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In MarketBeat, John Iekel writes about a blog entry that argues that while employees are “experiencing extraordinary stress” now, “employees close to a planned retirement date are feeling even greater concerns, wondering whether they can afford to retire.”
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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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