Social Media Strategies covers the growing area of how 403(b) professionals can connect with clients, prospects and colleagues to build, grow and manage their practices. Inherent in social media are regulations that restrict its use.
As concerns about cybersecurity proliferate, a state securities regulator is considering changes that would impose new requirements on financial advisers and broker-dealers.
In MarketBeat, Ellie Lowder suggests that attending the NTSA Master’s Summit will be a simple way to lay a firm foundation to make 2017 a success.
MarketBeat looks at a Dec. 14 NTSA webcast that discussed navigating compliance issues regarding social media and offered insights on its importance and how it can benefit a practice.
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.
An at least tacit understanding of the importance of saving for retirement may be a common language of the current workforce, but the three generations that compose the bulk of it — Baby Boomers, Generation X and Millennials — each speak their own dialect.
There are things you should do — and not do — in using social media. And it’s especially complicated for those in the retirement plan industry, since social media communications must comply with the rules promulgated by regulatory bodies and others. Join us for an upcoming webcast, “Realities of Social Media in a Regulated Industry,” on Thursday, May 15 from 2 p.m. to 3 p.m. EDT.
The National Tax-Deferred Savings Association is a non-profit professional society.
The materials contained herein are intended for instruction only and are not a substitute for professional advice.
Copyright 2017 by NTSA
American Society of Pension Professionals & Actuaries
4245 N. Fairfax Drive, Suite 750 | Arlington, VA 22203
P. 703.516.9300 | F. 703.516.9308