Service Providers
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...
READ MORE
How plan funds are invested is of great importance. One of the strategies some plans use is liability-driven investing; in MarketBeat, John Iekel discusses a recent paper that looks at how interest rates relate to such an approach.
READ MORE
Tech Talk addresses how benefits are paid to an employee from a 403(b) plan.
READ MORE
The recordkeeping business continues to consolidate, with the Sept. 8 announcement of a definitive agreement for Empower to acquire the MassMutual retirement plan business.
According to a press release, the acquisition will “capitalize on both firms’ expertise, provide technological excellence...
READ MORE
Since March of this year, the COVID-19 pandemic has caused one of the most rapid and dramatic economic downturns in history. This has brought challenges to all aspects of life.
From the financial advisory side, COVID has limited my face-to-face meetings with clients; therefore, I have scheduled...
READ MORE
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...
READ MORE
One of the primary ways you deliver value is by helping your clients stay focused and on course. It’s not easy. Despite your best efforts, clients sometimes struggle to remember the plan you built together. A solution to this common problem is to provide them with a Client Engagement Roadmap.
...
READ MORE
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...
READ MORE
The IRS has issued Notice 2020-65, guidance implementing President Trump’s Aug. 8 Presidential Memorandum directing the Secretary of the Treasury to defer the withholding, deposit and payment of certain payroll tax obligations under Internal Revenue Code Section 7508A.
The Treasury Secretary has...
READ MORE
In MarketBeat, John Iekel writes about a recent column that argues that current challenges have changed the rulebook on communicating with employees about benefits and offers suggestions on communicating in this upended environment.
READ MORE
Provide a written statement to your clients.
These should include:
the benefits of a systematic rebalancing policy;
our strategic rebalancing policy;
how frequently you rebalance their portfolios; and
your approach to strategic rebalancing policy during periods of market volatility....
READ MORE
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...
READ MORE
On Aug. 26, Women’s Equality Day, the American Retirement Association announced the creation of a Women in Retirement Council to provide stewardship and support of Women’s Issues within the organization.
Long a proponent of, and advocate for, women’s voices in the retirement plan industry, the...
READ MORE
In MarketBeat, Robert Toth examines whether there are partial terminations of 403(b) plans and how the rules differ from those concerning other types of retirement plans.
READ MORE
Late on the afternoon of Aug. 21, the Employee Benefits Security Administration (EBSA) announced that it will hold a public hearing on its new fiduciary rule proposal.
Specifically, the notice, which is expected to be published in the Aug. 25 Federal Register, is being held “to consider issues...
READ MORE
With stay at home as part of our current work environment it is very evident we need to change how we do business.
This is also a great time to be innovative and try new ways to improve efficiencies. These are some of the ideas and practices our company is implementing.
1. The most popular...
READ MORE
In a special NTSA WOWcast, NTSA Past President and 2014 Elite Advisor Randy Aranowitz interviews Ed Forst, President and CEO of Lincoln Investment Planning. They discuss the NTSA Bob D. Schiller Award.
The NTSA Bob D. Schiller Award recognizes individuals who have given freely of themselves, their...
READ MORE
First, I would start by saying it has been a struggle, not everything comes easy—even for Elite Advisors. But we persevere and figure things out. That is what makes someone elite. Much is the same during this pandemic.
I continue to serve my clients by making outreach calls, I called every...
READ MORE
The circumstances in which retirement plan professionals—like everyone—have found themselves spells opportunity to develop new ways of working with and serving clients. An Aug. 6 NTSA webcast offered practical ideas on how to capitalize on that opportunity and serve clients virtually—and in the...
READ MORE
In MarketBeat, Nevin E. Adams writes that notwithstanding data breaches in which someone who had access to data for legitimate purposes lost it, it’s planned use of participant data that has emerged as a matter of concern in a handful of excessive fee litigation suits.
READ MORE
Pages
Most Popular
