Service Providers
What topics do you want to learn about at the NTSA Summit?
Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego!
What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting...
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Tech Talk discusses what a 403(b) plan sponsor may do through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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The NTSA 2024 Elite Advisor Awards nominations are open.
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique accomplishments and/or contributions...
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Editor’s Note: This is Part II of a 3-part series. Part I looked at five different comparisons; this installment looks at comparisons 6-10. Part I is here.
Round 6—Elective Deferral Maximum
401(k) Plans. The maximum elective contribution for 2023 is $22,500 plus $7,500 as an age 50 catch-up...
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The impact of the pandemic over the last two years has prompted businesses of all sizes to reevaluate their benefit packages and small businesses are no exception, writes Ted Godbout in MarketBeat. He discusses the results of a recent survey of small businesses on their strategies.
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The recent 2023 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Stubbs Takes the Helm as 2023 NTSA President https://www.ntsa-net.org/news-resources/stubbs-...
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Editor’s Note: This is the first installment of a new feature, “Strategic Partner Corner,” which is intended as a means for professionals from NTSA strategic partners to share their insights and experience. It will appear occasionally in The NTSA Advisor.
Financial professionals should understand...
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Nevada is one step closer to enacting a state-run program to provide coverage to certain private-sector employees. In the meantime, Nebraska’s legislature may seek an examination of the retirement system that serves public employees, including public school teachers, and coverage under the New York...
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The IRS has issued guidance on the expansion of the Employee Plans Compliance Resolution System (EPCRS) under Section 305 of SECURE 2.0.
The guidance is contained in Notice 2023-43, which provides interim guidance in advance of an update to Revenue Procedure (Rev. Proc.) 2021-30.
The issues the...
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So many factors are in play in running a practice and serving clients. And a session at the recent 2023 NTSA Summit focused on one fundamental to doing both effectively: mental health.
In “‘Holding’ Pattern: Is Mental Health Holding You Back?” Eric Jenkins, LCSW/Therapist at Willow Pines...
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Researchers have found that feeling cared for at work is a key driver of employee holistic health and happiness, and not prioritizing it can cause major issues in the workplace, writes Ted Godbout in MarketBeat.
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Some advisors have found that a great way to solidify their relationship with a school district is to promote service awards for the district’s employees.
One of the ways to do this that has the most impact is to actively participate in recognizing employee milestones. And one way you can do this...
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Editor's Note: This feature in the NTSA Advisor provides a look at what’s going on in the states and the most recent developments in their activity to provide and enhance retirement plan coverage.
Bills before the legislatures in Minnesota, Maine, and Illinois would adjust retirement savings...
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We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards — the NTSA 2024 Richard Ford Volunteer Service Awards. Their nomination period is Spring 2023 — and has launched!
Know the few, the extraordinary, the innovative, who...
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Author’s Note: Over the past month this question has been asked by at least a half a dozen advisors, so I thought it would be a good thing to resurrect an article that NTSA ran quite a few years ago.
The Question: What happens when a participant signs a salary reduction agreement to defer into a...
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In the post-SECURE Act 1.0 era, plan consultants are becoming more comfortable recommending lifetime income options, but there apparently are potential obstacles with newer solutions, according to a MetLife study that Ted Godbout addresses in MarketBeat.
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The retirement industry is dynamic, and there are always new developments its professionals must adapt to and consider. An expert panel at the recent NTSA Summit offered some insights into two recent factors having a significant impact on the industry and those it serves.
Panelists included...
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The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry.
Five diverse, experienced professionals at the NTSA 2023 Summit shared...
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Tech Talk discusses what an IRS “nonbank trustee approval letter” is, and the matters for which an applicant may be qualified to act as a nonbank custodian.
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With winter winding down and people itching to get out of their houses, how about helping your clients scratch that itch and have an outdoor client appreciation event?
One activity that has had great success is providing golf lessons for your clients who either golf, or would like to learn how...
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