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.
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!
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.
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.
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.
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The materials contained herein are intended for instruction only and are not a substitute for professional advice.
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