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NTSA Podcasts

NTSA Net podcasts feature the latest industry news and information from NTSA staff and members, in an easy-to-digest audio format. You may stream them (click "Listen Now") or download the podcasts for future playback.

457 Top Hat Plans: Tips and Traps

 

        

October 30, 2015

Listen in as Linda Segal Blinn, head of technical services for Voya Financial and a member of NTSA’s Communication Committee, sits down with Sue Diehl, president of PenServ Plan Services, Inc. (pictured) to discuss a wide range of operational, plan design and compliance issues associated with 457 top hat plans for non-profit employers.

 


Candid Culture: How to Take (and Give) Constructive Feedback

 

        

September 22, 2015

Building off her presentation at the 2015 NTSA 403(b) Summit, keynote speaker Shari Harley of Candid Culture discusses best practices (and practices that are best to avoid) for advisors who want to establish better communication practices with their clients, and also how financial professionals can take criticism without driving their participants away.

 


 

Robo-Advisors: Threats and Opportunities

        

July 27, 2015

NTSA President Kent Schutte (pictured at left) and President-Elect Robert Young join NTSA's Mike Bushnell to discuss the challenges that robo-advisors pose to 403(b) advisors, along with the ways that their growth can actually help plan professionals grow their businesses.

 


 

Making Yourself Accessible to Your Clients

        

June 18, 2015

In this free-flowing conversation, Ellie Lowder speaks to Jill Snyder (pictured at left) of National Insurance Services about the ways advisors can make themselves more accessible to plan sponsors and their employees.


 

Social Media Best Practices for Advisors

        

June 1, 2015

Mike Webb, Vice President of Cammack Retirement Group (pictured at left), talks to Jon Hall, Vice President of Digital Marketing at PlanMember Services, about the best ways for advisors to leverage the growing popularity of social media to enhance their businesses.


 

DeGrassi: What Does the DOL Fiduciary Regulation Mean to You? 

        

April 23, 2015

NTSA Executive Director Chris DeGrassi provides an initial overview of the Department of Labor's new fiduciary regulation proposal, including what it means to advisors and others in the 403(b) and IRA marketplaces.

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