NTSA Net Staff
By NTSA Net Staff 8/4/2022
Do you know an educated, experienced, community-minded NTSA financial advisor who is “best of the best” and whose works are:
innovative
unique
successful
with specific, outstanding accomplishments and/or contributions
And who:
advocates proactively for the industry
leads in profound...
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By NTSA Net Staff 8/4/2022
On Friday, Aug. 5, 2022 at 1 pm EDT (noon CDT; 11 am MDT; 10 am PDT) there is a special zoom information call for all interested parties to promote and support the NTSA 2023 Elite Advisor Awards nomination and application process.
The agenda for the call is to:
listen to membership and any...
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By NTSA Net Staff 8/4/2022
NTSA congratulates NTSA 2021 Elite Advisor Lisa Tursi, AIF ®, CRES, for her outstanding, unique accomplishments. Tursi works with Clifford & Rano, Worchester, MA and practices through NTSA Strategic Partner Lincoln Investment; and serves more than 900 participants in 74 school districts. She...
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By NTSA Net Staff 8/2/2022
Tech Talk discusses the pre-approved 403(b) plan procedures the IRS sets in Revenue Procedure (Rev. Proc.) 2021-37.
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By NTSA Net Staff 8/2/2022
Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet?
Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the...
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By NTSA Net Staff 8/2/2022
Employers in California, Illinois and Oregon, three of the first states to launch programs to help private sector workers save for retirement, were still creating new plans in 2020 and were shedding existing plans at rates slower than or largely comparable to the national average, according to a...
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By NTSA Net Staff 8/1/2022
Wine tasting has become a popular activity throughout the country. This is often a social event with a bunch of friends and can include several trips to a winery to create a finish-bottled product. How about working with a winery to create a client event centered on the last step, which is corking...
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By NTSA Net Staff 7/28/2022
NTSA congratulates NTSA 2021 Elite Advisor Michael Goldberg, CRES for his outstanding, unique accomplishments. Goldberg, Boca Raton, FL, practices through NTSA Strategic Partner Equitable and serves 5,100 participants in six school districts. He had more than $46 million in retirement assets under...
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By NTSA Net Staff 7/26/2022
Tech Talk provides plan document tips for 403(b) individually designed plans.
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By NTSA Net Staff 7/26/2022
As new rules about rollover disclosures kick in, a new report highlights an often unacknowledged risk of rollovers—high(er) fees, writes Nevin E. Adams, JD in MarketBeat.
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By NTSA Net Staff 7/26/2022
Have you been on vacation? Not our Awards Judging Committee (AJC)! They have been hard at work preparing for the NTSA 2023 Elite Advisor Awards.
The members of this year’s AJC are:
Carla Ann Goedtke of Investors Choice Financial Services, Inc.;
Michael Goldberg of Equitable;
Chris Janeway...
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By NTSA Net Staff 7/26/2022
Welcome to Advisor Alley! The NTSA Advisor will be running brief, bi-weekly articles intended for you, the financial advisors, who spend your time and effort serving your clients’ retirement needs.
This section is a place for a quick read about activities that advisors like you are engaging in to...
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By NTSA Net Staff 7/20/2022
Editor’s Note: This is the third in a series of articles about the 2022 NTSA Elite Advisors. The first is here; the second is here.
NTSA congratulates NTSA 2022 Elite Advisor Carla-Ann E. Goedtke, CPFA™, CRES, for her outstanding and unique accomplishments. Goedtke’s firm, Investors Choice...
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By NTSA Net Staff 7/20/2022
The ARA will hold its annual business meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET during the ASPPA Annual Conference at the Gaylord National in National Harbor, MD.
The business meeting will include addresses by ARA President Joe DeNoyior, CPFA®; ARA President-Elect Missy Matrangola, QPA,...
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By NTSA Net Staff 7/19/2022
Tech Talk discusses whether there are any provisions that are optional for a 457 plan.
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By NTSA Net Staff 7/19/2022
One of the keys to financial security in retirement is behavior; in particular, before retirement—and the earlier the better. According to John Iekel in MarketBeat, that was the underlying message of an expert panel in a webinar concerning retirement readiness.
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By NTSA Net Staff 7/19/2022
Don’t hesitate! Do you know of an elite advisor who deserves to be nominated for the NTSA 2023 Elite Advisor Awards? The nomination period began last week and is under way!
The NTSA Elite Advisor Awards’ goal is to recognize the very ‘best of the best’ financial advisor members of NTSA who have...
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By NTSA Net Staff 7/13/2022
Editor’s Note: This is the second in a series of articles about the 2022 NTSA Elite Advisors. The first is here.
NTSA congratulates NTSA 2022 Elite Advisor Alberto Gaglianese, CFP®, AIF®, CRES, for his outstanding and unique accomplishments. Gaglianese’s firm, Clearpath Wealth Partners, LLC, in...
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By NTSA Net Staff 7/12/2022
Tech Talk addresses the timing for the adoption of a 457 plan and when the plan document must exist.
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By NTSA Net Staff 7/12/2022
NTSA 2023 Elite Advisor Awards nominations are open! The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members who display the above characteristics.
Please nominate NTSA financial advisors with these attributes:
Best of the Best...
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