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Technology

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 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 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 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 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!

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By John Iekel5/3/2014 • 0 Comments

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. 

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By John Ortman2/18/2014 • 0 Comments

Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects. Are these changes helping or hurting you? How can you adapt your practice to utilize these tools and better communicate your message — without losing the personal touch? READ MORE

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