Products And Solutions

Products and Solutions covers news about new products, both in development and available in the marketplace, that are designed to help individuals achieve their financial goals — primarily in the area of retirement savings, but also in the broader wealth management area as well.

Products and Solutions

Products and Solutions

By John Iekel4/7/2017 • 0 Comments

“I would encourage caution among policymakers when considering dramatic changes to retirement policy for tax policy purposes,” former Sen. Kent Conrad (D-ND) told a Senate committee on April 5. READ MORE

By Ray Harmon9/14/2016 • 0 Comments

Broker-dealers and registered representatives must link to FINRA’s BrokerCheck website on their home pages and any pages on their websites featuring profiles of representatives who work with retail investors, a rule effective after the SEC approved a change to FINRA Rule 2210. READ MORE

By NTSA Net Staff6/30/2016 • 0 Comments

A new survey finds that, among plans automatically enrolling participants, 7 in 10 use all three features of an autopilot program, but the adoption rate varies by plan size. READ MORE

By John Iekel6/27/2016 • 0 Comments

A June 20 session of the SPARK National Conference held in Washington, DC. featured a discussion of data security. READ MORE

By Andrew Remo6/22/2016 • 0 Comments

The Senate Special Committee on Aging held a hearing on June 15 to examine ways to leverage prizes and technology to influence savings behavior. READ MORE

By NTSA Net Staff6/22/2016 • 0 Comments

Strong majorities of executives, investment professionals and registered investment advisors at a recent conference expect to change their technological systems in order to comply with the fiduciary rule, as well as adjust their budgets to do that. READ MORE

By NTSA Net Staff6/7/2016 • 0 Comments

The head of one of the world’s largest asset managers is calling for a mandate of retirement savings. READ MORE

By NTSA Net Staff5/27/2016 • 0 Comments

A recent blog post provides tips and ideas for ensuring that plan and participant information is secure and protected from cyberattack. READ MORE

By John Iekel5/24/2016 • 0 Comments

Increasingly, a plan’s digital platform is becoming participants’ main point of contact with the plan. What can consumer research tell us about doing a better job of fulfilling users’ digital expectations? READ MORE

By John Iekel5/9/2016 • 0 Comments

Recent research about the development of annuity products and certain life insurance products used for retirement purposes provided food for thought at a May 6 session of LIMRA’s 2016 Retirement Industry conference. READ MORE

By Ray Harmon1/11/2016 • 0 Comments

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. READ MORE

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 Staff11/23/2015 • 0 Comments

Join your fellow industry leaders and innovators at this year’s 403(b) Masters Summit Jan. 21-23, 2016 at the Lowes Ventana Canyon Resort in Tucson, Ariz. 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 John Ortman1/5/2015 • 0 Comments

The popularity of annuities featuring guaranteed minimum income benefit riders tends to surge following market downturns. Conversely, during market advances, buyer’s remorse can set in as annuitants eyeball alternative investments with much lower fees.
READ MORE

By NTSA Net Staff11/21/2014 • 0 Comments

Section 404(c) is a misunderstood part of ERISA, with the 404(a)(5) participant fee disclosure regulations adding to the confusion. In this week’s MarketBeat, Michael Webb addresses fundamental ERISA Section 404(c) issues every advisor should master.
READ MORE

By NTSA Net Staff11/21/2014 • 0 Comments

A client wants to protect her 403(b) from being counted as an asset for purposes of Medicaid and used to cover her husband’s nursing home costs. In this week’s Tech Talk, Ellie Lowder tells us whether there is any way to protect her 403(b).
READ MORE

By NTSA Net Staff11/10/2014 • 0 Comments

The revolution in technology can help you in managing your practice and making it grow. Join us for a conversation about technology in an NTSA webcast on Friday, Nov. 14 from noon to 1:00 p.m. ET, and walk away with insight and practical steps you can take to improve your practice with technology!

READ MORE

By NTSA Net Staff10/21/2014 • 0 Comments

Connecticut State Comptroller Kevin Lembo (D) and State Treasurer Denise Nappier (D), who co-chair the Connecticut Retirement Security Board (CSRB) created earlier this year to come up with a plan, are looking for public comment on a market feasibility study on the feasibility of a state-sponsored retirement plan for all private sector employees. It is due to the legislature by Jan. 1, 2016.

READ MORE

By NTSA Net Staff9/30/2014 • 0 Comments

Experience, it is said, is the most difficult teacher, because she always gives the test before she gives the lesson. Join us for a complimentary webcast on Friday, Oct. 10 from noon to 12:50 p.m. ET to hear NTSA Elite Advisor winners’ and nominees’ insights on how they overcame “shoulda, woulda, coulda...” to build successful practices. READ MORE

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