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NTSA Net Staff

The 2022 TPA Growth Summit offered a series of insights on team building, including a special session focusing on the importance of company culture, writes Nevin Adams in Marketbeat. READ MORE
With Congress poised to pass another comprehensive retirement policy bill this year — a new analysis underwritten by the American Retirement Association shows the dramatic impact on retirement savings — and retirement coverage — this bill could have. This legislation — nicknamed SECURE 2.0, as it... READ MORE
Tech Talk addresses what must be done in order to be eligible for retroactive correction. READ MORE
Effective communication is key to understanding to productive interaction — and third party administrators can attest to its importance, argued industry experts at a session of the 2022 ASPPA Annual Conference. John Iekel reports about their insights in MarketBeat. READ MORE
The NTSA Advisor will not be appearing on Thursday, Nov. 24 as our offices will be closed in observance of Thanksgiving. The NTSA Advisor will return on Tuesday, Nov. 29. We wish you a Happy Thanksgiving!  The famed first Thanksgiving took place a mere 401 years ago. So what was it really like? ... READ MORE
With financial pressure on U.S. employees piling up, the results of a new survey suggest that most employees want guidance from their companies to navigate inflation. The joint survey by TalentLMS, Enrich and Tapcheck reveals that economic uncertainty caused by rising inflation and recession fears... READ MORE
Tech Talk discusses what a remedial amendment period enables an employer to do. READ MORE
You may have missed it, but there’s been a bit of a “hub-bub” brewing on social media…about the impact of, and perhaps even the utility of, social media, writes Nevin E. Adams in MarketBeat. He offers some thoughts — and some tips.  READ MORE
Editor’s Note: This is part of the Advisor Alley series, brief, bi-weekly articles that provide a quick read about activities that other advisors, like yourself, are engaging in to serve their existing clients and prospect for new clients in this ever-changing environment in which we are all... READ MORE
Editor’s Note: This is part of the Advisor Alley series, brief, bi-weekly articles that provide a quick read about activities that other advisors, like yourself, are engaging in to serve their existing clients and prospect for new clients in this ever-changing environment in which we are all... READ MORE
Tech Talk discusses IRS guidance that expands the individually designed retirement plan determination letter program to include certain 403(b) plans. READ MORE
The future is an uncertain thing, and planning for uncertainty inevitably involves making some assumptions, writes Nevin E. Adams in MarketBeat. He discusses seven assumptions that he says can derail retirement realities if they are handled improperly. READ MORE
NTSA Nation, celebrate with us the great works of NTSA Advisors with and on behalf of their clients, their families, and our communities. That’s a purpose of the NTSA Elite Advisor Awards, now in its 10th year, to showcase NTSA financial advisor role models. Today we bring to your attention 13... READ MORE
The vitality of the Social Security system has long been a topic of discussion, and there are warnings that it will become insolvent. Tech Talk discusses a report by the Congressional Research Service that explains what that really means.     READ MORE
While retirement is still more than two decades away for Americans born in the 1980s, an Urban Institute report finds that the retirement outlook for early Millennials is reason for concern — particularly compared to older generations, writes Ted Godbout in MarketBeat.    READ MORE
The NTSA is saddened that Eleanor (“Ellie”) Lowder, one of the original pioneers of the 403(b) world, passed away on Sept. 21, 2022. Born in 1938 in Virden, IL, Ellie was a loving mother and dedicated wife, and in a time in which it was more traditional for women to not enter the workforce, she... READ MORE
CAPTRUST Financial Advisors (CAPTRUST) has announced the addition of Patriot Pension Advisors (PPA) based in Foxborough, Massachusetts. Founded in 2002, PPA supports sponsors of retirement plans, including 401(k), 403(b), and defined benefit plans. According to a press release, the firm oversees... READ MORE
Health savings accounts (HSAs) may still be used more as spending accounts than savings accounts, but the Plan Sponsor Council of America’s (PSCA) 2022 Health Savings Account Survey, sponsored by HSA Bank, finds signs that retirement plans are starting to influence HSA program designs. Most... READ MORE
After a career in employee benefits spanning more than three decades, Nevin Adams, Chief Content Officer of the American Retirement Association, has announced his “retirement” from that position, effective March 1, 2023.  During his eight-year tenure at ARA, Adams, one of the retirement industry’s... READ MORE
The American Retirement Association has announced the officers who will lead it, effective Jan. 1, 2023. President: Missy Matrangola President-Elect: Jeff Acheson Treasurer: Marjorie Mann Secretary: Sam Brandwein Immediate Past President: Joe DeNoyior READ MORE

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