Service Providers

Service Providers

Service Providers

By NTSA Net Staff12/22/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who contributes to a 403(b) and 457(b) and is over age 70½ can contribute to a Roth IRA. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.

By NTSA Net Staff12/17/2015 • 0 Comments

Among the strongest trends of the outgoing year: growth in employee engagement in their financial wellness, use of annuities and offerings of QLACs, say two recently released studies, and next year may bring more of the same. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder makes an offer regarding info an employer that does not provide or even allow education of staff on financial matters can be provided on why that is important. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In MarketBeat, Robert Young argues that robo advisors are here to stay, but that human advisors remain important. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

Justice Marcia Morales Howard of the U.S District Court for the Middle District of Florida said Oct. 28 that she will oversee a pension reform deal between the city of Jacksonville and the pension fund that serves its police and firemen. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

The Department of Labor’s proposed fiduciary rule would make many changes; one of which is the definition of what constitutes a recommendation. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

The IRS issued a reminder in IR-2015-122 on Oct. 29 that those born before July 1, 1945 generally must receive payments from their IRAs by Dec. 31. READ MORE

By Ray Harmon10/28/2015 • 0 Comments

A recent panel discussion the Indexed Annuity Leadership Council (IALC) held in Washington, D.C. titled, “The State of American Retirement: Navigating the Gender Imbalance,” made a strong case for more attention being paid to better enabling women to engage in financial planning. 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 Staff9/30/2015 • 0 Comments

ERISA does not preempt the application of all federal laws and regulations to retirement plans — and that includes website privacy standards set by the Federal Trade Commission. 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 Staff8/17/2015 • 0 Comments

Treasurers from states in every region of the United States, as well as two of its largest cities, sent a letter to Securities and Exchange Commission Chair Mary Jo White arguing that general partners should be required to do a better job of disclosing private equity fees. 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 Mike Bushnell7/6/2015 • 0 Comments

In her keynote speech at the 2015 NTSA 403(b) Summit, Shari Harley stressed that people want the truth and that no advisor — or any other employee — should get blindsided by a client who decides they don’t need their services anymore.

By NTSA Net Staff6/8/2015 • 0 Comments

Bipartisan legislation introduced in the U.S. House of Representatives June 4 would allow pension plan participants to be automatically opted in to electronic delivery of documents. READ MORE

By NTSA Net Staff3/13/2015 • 0 Comments

The Retirement Advisor Council announced on March 12 that it has developed a template request for proposal for institutions of higher education to use in searching for advisors for their retirement plans. READ MORE

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