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DOL Fiduciary Proposal Information. Elite Advisor Award Information. Listen to NTSA's Podcasts! NTSA Net podcasts cover the issues that matter to you and your business, in a simple and easy-to-digest audio format. Read More. Tech Talk: Timing 403(b) Remittances. The local public school district has been remitting employee elective deferrals to the 403(b) plan every three months or so. Ellie Lowder discusses the timing the federal government requires for these deferrals. Read More. By NTSA Net Staff.

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NTSA > News | welcomentsa.org Reviews

https://welcomentsa.org

DOL Fiduciary Proposal Information. Elite Advisor Award Information. Listen to NTSA's Podcasts! NTSA Net podcasts cover the issues that matter to you and your business, in a simple and easy-to-digest audio format. Read More. Tech Talk: Timing 403(b) Remittances. The local public school district has been remitting employee elective deferrals to the 403(b) plan every three months or so. Ellie Lowder discusses the timing the federal government requires for these deferrals. Read More. By NTSA Net Staff.

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Inside NTSAThe National Tax-deferred Savings Association

http://www.welcomentsa.org/Resource-Library/Inside-NTSA

The National Tax-deferred Savings Association. Skip to primary content. Skip to secondary content. Game Change: NTSAA’s New Playbook. In short time, NTSAA’s band of independent advisors has created an organization strong enough and determined enough to take on the big guys and fight for plan choice in some of America’s most populous states. John Ortman and Kristine Coffey recap the 2013 NTSAA Summit, held this past June in Chicago. NTSAA’s Journey: From Then to Now. Coming Soon: New member benefits.

2

Working for YouThe National Tax-deferred Savings Association

http://www.welcomentsa.org/Advocacy/Working-for-You

The National Tax-deferred Savings Association. Skip to primary content. Skip to secondary content. Learn more by visiting SaveMy403b.org. Your home for the latest developments in our fight to protect public school employees’ retirement plans. View the latest news updates from NTSA’s policy leaders. Read the latest NTSA legislative posts from Chris DeGrassi, such as this one. Find out who represents you. In your state legislature, as well as on Capitol Hill, and how to contact them. And much, much more!

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Managing Your PracticeThe National Tax-deferred Savings Association

http://www.welcomentsa.org/Resource-Library/Managing-Your-Practice

The National Tax-deferred Savings Association. Skip to primary content. Skip to secondary content. Finding Opportunities in 457(b) Plans. Kristi Cook discusses how 403(b) advisors can branch out into 457(b) plans with relative ease, and explains how the knowledge bases overlap heavily. Positioning Your Practice for the Future. The Consequences of Consolidation. Making the Most of Seminars in the 403(b) Market. 16 Best Practice Tips: Ignore Them at Your Own Risk. Plan advisors aren’t just managers, they’r...

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Resource LibraryThe National Tax-deferred Savings Association

http://www.welcomentsa.org/Resource-Library

The National Tax-deferred Savings Association. Skip to primary content. Skip to secondary content. NTSA members are experts on 403(b) plans, growing their practices, and improving retirement outcomes for their plan participants; this Resource Library contains some of the best articles that they have contributed for our publications. Click on the category names below to read, share, and print dozens of articles curated for you the 403(b) advisor from NTSA’s publications. Arlington, Va. 22203.

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Technical CompetenceThe National Tax-deferred Savings Association

http://www.welcomentsa.org/News/Technical-Competence

The National Tax-deferred Savings Association. Skip to primary content. Skip to secondary content. Paying “Reasonable” Plan Expenses. 403(b) advisors have the unenviable task of determining what qualifies as a reasonable plan expense, including the fees that fiduciaries receive from managing plans. Dale Vlasek writes that advisors should hold themselves to a high ethical standard, and shouldn’t shirk tough conversations or decisions. Navigating the Regulatory Waters. Preparing for a 403(b) Audit, Part 1.

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CIG Insider | Capital Impact Group

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Scott J. Strum, CFP , AIF , ChFC , CLTC. 1 East Broad Street Suite 440. 800-314-4828 Ext. 5028. Information, Forms and Documents. Markets at a Glance. I put myself through college, attending. I am also a CERTIFIED FINANCIAL PLANNER professional (CFP ), an Accredited Investment Fiduciary (. Additional information regarding these designations can be found on the Designations. My expertise. I very much enjoy giving back to the community and helping Dave's fans reach their financial goals. Additional...Which...

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Ave Benefits, Inc. We provide full administrative services for these types of contribution plan(s):. Profit Sharing Plans with/without 401(k) features. 401(k) features (Safe Harbors, Traditional, Roth, etc.). 403(b) for Non-Profit Organizations. 457(b) Plans for Government Agencies. Our administrators are members of the. National Tax Sheltered Accounts Association (NTSAA). American Society of Pension Professionals and Actuaries (ASPPA). National Association of Plan Advisors (NAPA). Save Benefits, Inc&#46...

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NTSA > News

DOL Fiduciary Proposal Information. Elite Advisor Award Information. Listen to NTSA's Podcasts! NTSA Net podcasts cover the issues that matter to you and your business, in a simple and easy-to-digest audio format. Read More. Tech Talk: Timing 403(b) Remittances. The local public school district has been remitting employee elective deferrals to the 403(b) plan every three months or so. Ellie Lowder discusses the timing the federal government requires for these deferrals. Read More. By NTSA Net Staff.

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