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 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

By NTSA Net Staff10/2/2015 • 0 Comments

On Oct. 1, the American Retirement Association (ARA) submitted a comment letter in response to IRS Announcement 2015-19 in which the IRS requested comments regarding changes to the Employee Plans Determination Letter (DL) Program. READ MORE

By NTSA Net Staff9/28/2015 • 0 Comments

Nominations are still open for the 2016 NTSA Elite Advisor Award, but not for much longer — the nominations close on Monday, Oct. 5. READ MORE

By NTSA Net Staff9/24/2015 • 0 Comments

As the comment period window closes on the Labor Department’s fiduciary proposal, the American Retirement Association has filed a supplemental comment letter with the DOL — and another House subcommittee schedules a hearing on the subject. READ MORE

By NTSA Net Staff9/21/2015 • 0 Comments

In the latest NTSA podcast, Shari Harley discusses ways that advisors can give and receive criticism openly and respectfully, while improving relationships with their clients. READ MORE

By NTSA Net Staff9/14/2015 • 0 Comments

Nominations are now open for the 2016 NTSA Elite Advisor Award, which will be presented at a general session during the 2016 NTSA 403(b) Masters Summit in Tucson, Ariz., Jan. 21-22.

By NTSA Net Staff8/20/2015 • 0 Comments

Calling it a “game changer,” NTSA Executive Director Chris DeGrassi and American Retirement Association CEO Brian Graff offered their takes on the Department of Labor’s proposed fiduciary rule in an Aug. 18 webcast, “The DOL Fiduciary Rule: What’s Next.” READ MORE

By Steven Sullivan8/10/2015 • 0 Comments

The mark of a true professional is the determination to take your practice to the next level. One step toward that goal is membership in NTSA and attendance at its annual 403(b) Summit; this year’s included three intensive days of speakers, networking and workshops. READ MORE

By NTSA Net Staff7/31/2015 • 0 Comments

The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md. READ MORE

By NTSA Net Staff7/29/2015 • 0 Comments

Robo-advisors may pose a threat to human advisors, but they also offer opportunities, Kent Schutte and Robert Young suggest in the newest NTSA podcast. READ MORE

By NTSA Net Staff7/27/2015 • 0 Comments

In MarketBeat, Amy L. Simonson summarizes the who, what, when, where, why and how of the DOL’s re-proposed fiduciary rule. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

Automatic Enrollment Guide: Best Practices for 403(b) Non-ERISA Plans, a comprehensive resource prepared by NTSA that
offers best practices for 403(b) non-ERISA plans, is now available. READ MORE

By Mike Bushnell7/2/2015 • 0 Comments

The 10 finalists for the 2015 NTSA Elite Advisor Award, including the five winners, were honored on June 29 during a ceremony at the NTSA 403(b) Summit in Nashville. READ MORE

By Mike Bushnell7/2/2015 • 0 Comments

In an NTSA 403(b) Summit session, NTSA immediate past president Susan Diehl and others explained the effects of the DOL's proposed fiduciary rule and implored members to get involved in the rulemaking process. READ MORE

By Mike Bushnell7/2/2015 • 0 Comments

Nearly every facet of the economy is becoming more automated, and as a panel explained at the 2015 NTSA 403(b) Summit, robo-advisors show that retirement plans are no different. READ MORE

By Mike Bushnell6/30/2015 • 0 Comments

While highlighting a number of recent state-level victories on behalf of individual 403(b) advisors, NTSA Executive Director Chris DeGrassi kicked off the 2015 NTSA 403(b) Summit in Nashville June 28 by emphasizing that the biggest battles still loom at the federal level. READ MORE

By NTSA Net Staff6/29/2015 • 0 Comments

Nominations are now being accepted for the American Retirement Association’s 2016 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. READ MORE

By NTSA Net Staff6/29/2015 • 0 Comments

The National Tax-deferred Savings Association (NTSA) has announced the winners of its prestigious NTSA Elite Advisor Award. It made the announcement at a June 29 session of its 2015 403(b) Summit in Nashville, Tenn. READ MORE

By NTSA Net Staff6/23/2015 • 0 Comments

Being accessible to clients is critically important for an advisor and for clients, and in a June 18 podcast Jill Snyder offers her take on why. READ MORE

By Kent Schutte6/11/2015 • 0 Comments

At this year’s 403(b) Summit, you’ll hear the latest on what the new IRA rules will do and how to comply with them, as well as what the most successful advisors do to grow their practices while adding efficiencies to their workflow. READ MORE

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