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 Staff2/23/2015 • 0 Comments

The National Tax-deferred Savings Association (NTSA) has issued a call for presentations and presenters at the 2015 NTSA 403(b) Summit.
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By NTSA Net Staff12/8/2014 • 0 Comments

In this week’s MarketBeat, Michael Webb discusses why a TGPC designation is so valuable and the top three reasons why you should obtain the designation. READ MORE

By Ray Harmon11/6/2014 • 0 Comments

The ERISA Advisory Council has now made its final recommendations of 2014, and got an update on regulatory proposals in return. READ MORE

By John Ortman7/23/2014 • 0 Comments

Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses, including NTSA Net.  READ MORE

By John Iekel6/30/2014 • 0 Comments

Are you passionate about 403(b)s? We are, and if you were among the attendees at the 2014 403(b) Summit in Washington, D.C., you no doubt recall the video that outlined how and why. We’ve posted that video so attendees and those who couldn’t be there can see it.  READ MORE

By John Ortman6/25/2014 • 0 Comments

The 2014 NTSA 403(b) Summit, held this week in Washington, D.C., got rave reviews from attendees, speakers and exhibitors alike. You can get a taste of the six general sessions and 18 workshop sessions at this year's Summit from our onsite coverage of the event. READ MORE

By John Iekel6/25/2014 • 0 Comments

The federal government, a purveyor of regulations and legislation, has set before the 403(b) community a veritable blue plate special — and one with a long shelf life to boot. NTSA President Susan Diehl of PenServ Services, Inc., outlined what’s on that plate at NTSA’s 403(b) Summit in Washington, D.C., on June 24.

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By John Iekel6/25/2014 • 0 Comments

That’s the specific — and implied — message of three experts offering their take on how to increase plan participation. TSA Consulting VP Steve Banks, Hendershot Financial Group’s Tom Hendershot and Teresa Ward, Retirement Plans VP at OppenheimerFunds, made their remarks to attendees at a June 23 session of the NTSA 403(b) Summit in Washington, D.C. READ MORE

By Steven Sullivan6/25/2014 • 0 Comments

Relying on the traditional methods for determining a client’s tolerance for risk can be risky in itself, according to Michael Kitces, speaking at the 2014 NTSA 403(b) Summit in Washington, D.C., on June 24. Kitces is a partner and director of research at the Pinnacle Advisory Group. READ MORE

By John Ortman6/24/2014 • 0 Comments

What do you do that keeps you a step ahead of your competition? Four recipients of NTSA’s inaugural Elite Advisor Award revealed their secret sauce and perspectives on maintaining a high level of success at a special workshop at the 403(b) Summit in Washington, D.C. READ MORE

By John Iekel6/24/2014 • 0 Comments

The watchword of the day is patience. And detailed preparation. Speaking to a packed room at a June 23 general session of the NTSA 403(b) Summit in Washington, D.C., Kristi Cook, head of an eponymous law firm, and Ellie Lowder, of TSA Consulting, outlined the challenges facing the 403(b) industry.  READ MORE

By Steven Sullivan6/23/2014 • 0 Comments

Find your passion, advised Kent Schutte, president of EFS Advisors, and build your business around it. Schutte’s breakout session, “Becoming the Go-To Advisor,” was a Day 2 highlight of the 2014 NTSA 403(b) Summit in Washington. READ MORE

By John Iekel6/23/2014 • 0 Comments

“High tech and high touch” characterizes the approach of Generations X and Y’ to financial planning and advice. Greenwald & Associates Research Director Lisa Schneider delivered that message to attendees at the NTSA 403(b) Summit on June 23. While younger workers are tech-savvy, they also want a human touch and dimension.  READ MORE

By Kristine Coffey6/2/2014 • 0 Comments

Have you ever been elbow-to-elbow with the energy and free-flowing successful solutions of the very best in our industry? For the first time ever, yes, you can be! NTSA brings you the inaugural NTSA Elite Advisors Awards on Sunday, June 22, 2014 at 2:15 p.m., right after the lively “State of the Industry” address by NTSA Executive Director Chris DeGrassi. Be there in the heart of our nation's capital — the place to make a difference and to “Keep Choice Alive!” at the NTSA 403(b) Summit.
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By John Iekel5/25/2014 • 0 Comments

In order to help your plan participants maximize their savings, you have to know how to best read and navigate the financial markets. The NTSA 403(b) Summit, to be held June 22 - 24 in Washington, D.C., will provide a unique opportunity to benefit from the insights of Peter Ricchiuti, a professor at Tulane University's A.B. Freeman School of Business, who has a wealth of knowledge and experience on the markets. Don't miss out; you can still register at the discounted rate through Friday, May 30! READ MORE

By John Iekel5/14/2014 • 0 Comments

Competition and the ability to make decisions and not have someone in power limit those choices is at the core of who we are — and that includes retirement planning. But that freedom is at risk at the hands of those who want to have states — not plans and participants — decide what’s best. That’s why Keep Choice Alive: The 2014 NTSA 403(b) Summit could not be better timed. READ MORE

By John Iekel5/11/2014 • 0 Comments

Can a retiree who has elected a partial lump sum and does not have a 403(b) account but has a 457(b) account establish a 403(b) to receive the rollover from her former employer? Or can she roll over the lump sum distribution to her 457(b)? Ellie Lowder has the answer in this week’s Tech Talk. READ MORE

By John Iekel5/9/2014 • 0 Comments

What is the state of the 403(b) marketplace? Find out from Ellie A. Lowder, TGPC, TSA Consulting and Training Services, and M. Kristi Cook, JD, TGPC, Attorney, Law Offices of M. Kristi Cook, PC, at Keep Choice Alive: The 2014 NTSA 403(b) Summit in Washington, D.C., June 22-25. READ MORE

By Kristine Coffey, John Ortman6/25/2013 • 0 Comments

Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and made plans to enhance their clients’ futures. READ MORE

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