NTSA Net Staff
By NTSA Net Staff 5/16/2024
Tech Talk discusses the Financial Industry Regulatory Authority (FINRA), a nongovernmental, self-regulatory organization, authorized by statute to exercise oversight over 403(b)s.
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By NTSA Net Staff 5/16/2024
In MarketBeat, John Iekel discusses recommendations the Advisory Council on Employee Welfare and Pension Benefit Plans makes regarding guidance relevant to the rise of electronic recordkeeping.
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By NTSA Net Staff 5/9/2024
Tech Talk discusses expense ratios in light of Government Office of Accountability analysis.
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By NTSA Net Staff 5/9/2024
Recordkeeping today is not your grandfather’s recordkeeping; maybe not even your older sibling’s, writes John Iekel in MarketBeat. He discusses a report by the Advisory Council on Employee Welfare and Pension Benefit Plans on recordkeeping and the need for relevant guidance and education from the...
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By NTSA Net Staff 5/2/2024
Registration is now open for the NAPA/NTSA ERISA 403(b) Advisor Conference!
If you’re a professional within the ERISA 403(b) marketplace, you won’t want to miss the 2024 NAPA/NTSA ERISA 403(b) Advisor Conference, Sept. 19-20 in Chicago, IL.
It’s the only industry event designed for professionals...
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By NTSA Net Staff 5/1/2024
Tech Talk looks at what the Government Accountability Office (GAO) in its June 2023 report to the Chairman of the House Committee on Education and Labor said about the fees charged to 403(b) plan sponsors or participants.
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By NTSA Net Staff 5/1/2024
A new study finds that Americans’ “magic number” for retirement has surged to an all-time high, jumping 15% in just a year and a whopping 53% since the onset of the pandemic, writes Ted Godbout in MarketBeat; he adds that they now believe they will need to save $1.46 million to retire comfortably.
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By NTSA Net Staff 4/25/2024
Tech Talk discusses the kinds of investments that cannot be made with funds from 403(b)s.
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By NTSA Net Staff 4/25/2024
Nearly 4 in 10 compliance professionals from asset management, investment adviser, and private markets firms have yet to evaluate Artificial Intelligence (AI) as a cybersecurity risk, Ted Godbout writes in MarketBeat concerning the 2024 Cybersecurity Benchmarking Survey.
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By NTSA Net Staff 4/23/2024
Episode 4
In this episode of the Wowcast, host Randy Aranowitz interviews Tony Schutte, a financial advisor and certified financial planner with EFS Advisors in Minnesota. Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to...
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By NTSA Net Staff 4/18/2024
Longevity and greater spending are “putting the U.S. retirement system under immense strain,” BlackRock CEO Larry Fink wrote in his annual shareholder letter, John Sullivan reports in MarketBeat. He continues that Fink argued that capital markets will be critical in addressing what he called one of...
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By NTSA Net Staff 4/18/2024
Tech Talk discusses investment options for funds in 403(b) plans, which generally are more limited than they are for other qualified retirement plans: they may only be invested in annuity contracts or custodial accounts that hold mutual funds.
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By NTSA Net Staff 4/17/2024
Episode 3
Randy Aranowitz talks with Shannon Suarez, Managing Partner at Reliant Financial Services, about her progression from working with insurance broker-dealers to serving educators in the 403(b) marketplace and how the financial landscape's changes have shaped her approach to service...
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By NTSA Net Staff 4/11/2024
If ever there were any doubts about the benefits of having a formal financial plan to help prepare for retirement, a study by T. Rowe Price on retirement savings and spending puts that to rest, writes Ted Godbout in MarketBeat.
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By NTSA Net Staff 4/11/2024
Tech Talk discusses the plan amendment deadline for pre-approved governmental plans under IRS Revenue Procedure 2023-37.
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By NTSA Net Staff 4/11/2024
Nominations are now being accepted for the American Retirement Association’s 2025 Board of Directors.
Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.
Submit a nomination today!...
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By NTSA Net Staff 4/4/2024
Tech Talk discusses the interim amendment rules under IRS Revenue Procedure 2023-37.
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By NTSA Net Staff 4/4/2024
While it may come as no surprise, a survey early in 2024 finds that nearly all Americans agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client's best interest, writes Ted Godbout in...
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By NTSA Net Staff 4/1/2024
Episode 2
Randy Aranowitz talks with Mark Malcein, CFP®, AIF, a financial advisor at Kades-Margolis Corporation, about effective strategies for growing your practice from a one-person operation into a thriving, client-focused team.
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By NTSA Net Staff 3/27/2024
Tech Talk addresses the kinds of plan amendments that will not affect an adopting employe’s ability to rely on an opinion letter for a pre-approved plan.
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