Inside NTSA

Inside NTSA covers NTSA activities, including events and webcasts. You’ll also find public-facing communications from NTSA leadership, and information on NTSA's strategic partners, along with our upcoming credentialing and education programs.


Inside NTSA

Inside NTSA

By NTSA Net Staff5/3/2016 • 0 Comments

Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2017 Leadership Council. READ MORE

By NTSA Net Staff4/27/2016 • 0 Comments

To better understand the impact of the Labor Department’s fiduciary rule, the NTSA is conducting a study about how financial advisers work with IRA investors, the knowledge and skills needed, and how those are expected to change in the wake of the new rule. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

Nominations are now being accepted for the American Retirement Association’s 2017 Board of Directors. READ MORE

By Nevin Adams4/6/2016 • 0 Comments

After months of comments, four days of public hearings, more than 3,000 comment letters, 300,000 petitions, and more than 100 meetings, nearly a year after the Department of Labor (DOL) unveiled its “Conflicts of Interest” proposal, we have a final fiduciary regulation. READ MORE

By NTSA Net Staff4/6/2016 • 0 Comments

In a big win for the advocacy efforts of the American Retirement Association and the National Tax-Deferred Savings Association (NTSA), as well as for plan advisors' ability to help participants with rollover decisions, the DOL’s final fiduciary regulation provides a streamlined exemption for “level-to-level” advisor compensation.


By NTSA Net Staff4/6/2016 • 0 Comments

In “The Final DOL Fiduciary Regulation: What’s New and What Does It Mean for 403(b) Advisors,” an NTSA webcast that will be held from 2:00-3:00 p.m. ET on Wednesday, April 13, Sue Diehl and Chris DeGrassi will outline what’s in the new rule and what it means for advisors and their clients. READ MORE

By Ray Harmon4/4/2016 • 0 Comments

FINRA has agreed to exclude the NTSA’s Model Disclosure Form from various filing requirements under FINRA Rule 2210. This is a big milestone for the NTSA’s effort to ensure public school employees receive the same retirement plan information as their private sector peers. READ MORE

By Alisa Wolking3/25/2016 • 0 Comments

The 2016 election is still months away, but talk of tax reform — and its potential to undermine incentives for retirement savings — is “back” on Capitol Hill. READ MORE

By NTSA Net Staff3/8/2016 • 0 Comments

NTSA has long been the most valuable source of information specific to non-ERISA 403(b) issues available anywhere; in MarketBeat, Amy Simonson provides a look at what NTSA has to offer. 


By NTSA Net Staff3/4/2016 • 0 Comments

The American Retirement Association Annual Business Meeting will be held on Sunday, Apr. 17, 2016, during the 2016 NAPA 401(k) SUMMIT in Nashville. READ MORE

By NTSA Net Staff3/1/2016 • 0 Comments

On Feb. 23, the American Retirement Association filed a comment letter with the IRS suggesting enhancements that can be made to the IRS pre-approved plan program for plans subject to Internal Revenue Code Sections 401(a) or 403(b). READ MORE

By NTSA Net Staff1/29/2016 • 0 Comments

In MarketBeat, Ellie Lowder gives us a look at the discussions at the recent NTSA Masters Summit concerning the NTSA Best Practices Manual. READ MORE

By NTSA Net Staff1/25/2016 • 0 Comments

The nine finalists for the 2016 NTSA Elite Advisor Award, including the six winners, were honored in a ceremony at the NTSA 403(b) Masters Summit on Jan. 22. READ MORE

By Ray Harmon1/11/2016 • 0 Comments

This year’s 403(b) Masters Summit will include a panel of actual 403(b) professionals who also are social media users and social media compliance managers who will walk attendees through the basics and stumbling blocks in using social media. READ MORE

By NTSA Net Staff12/14/2015 • 0 Comments

Time is running out to benefit from early registration rates for the 2016 403(b) Masters Summit. Early Registration for the Summit ends Friday, Dec. 18 READ MORE

By NTSA Net Staff11/23/2015 • 0 Comments

Join your fellow industry leaders and innovators at this year’s 403(b) Masters Summit Jan. 21-23, 2016 at the Lowes Ventana Canyon Resort in Tucson, Ariz. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

The National Tax-deferred Savings Association has announced the finalists for its prestigious NTSA Elite Advisor Award. READ MORE

By NTSA Net Staff11/10/2015 • 0 Comments

The National Tax-deferred Savings Association has announced the semifinalists for its prestigious NTSA Elite Advisor Award. READ MORE

By NTSA Net Staff10/27/2015 • 0 Comments

Every interaction we have with somebody trains them what to do with us the next time — part of the core of the message Shari Harley, founder and President of Candid Culture, delivered in the latest NTSA Podcast.


By NTSA Net Staff10/6/2015 • 0 Comments

The NTSA has made two recommendations to the IRS in a comment letter concerning IRS Announcement 2015-19 and how the announcement affects 403(b) plans. READ MORE

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