National Tax-Deferred Savings Association

National Tax-Deferred Savings Association The National Tax-Deferred Savings Association (NTSA) is the nation's only independent, non-profit association dedicated to the 403(b) and 457 marketplace.

The NTSA was formed in 1989 and has grown to include practitioners, agencies, corporate and employer members.

Mission: The NTSA's mission is to provide high quality related education, technical support, information resources and networking forums for all professionals involved in the 403(b) and 457 marketplace.

Operating as usual

Another Record Year for Retirement Savings: The Plan Sponsor Council of America’s Annual Survey shows that 2019 was a ba...
12/31/2020
Another Record Year for Retirement Savings

Another Record Year for Retirement Savings: The Plan Sponsor Council of America’s Annual Survey shows that 2019 was a banner year for retirement plans—and doubtless a valuable lifeline for many during the COVID-19 pandemic. Read more: https://www.ntsa-net.org/news-resources/another-record-year-retirement-savings

The Plan Sponsor Council of America’s Annual Survey shows that 2019 was a banner year for retirement plans—and doubtless a valuable lifeline for many during the COVID-19 pandemic.

Have you reserved your spot at the NTSA Winter Virtual Conference? Complimentary for NTSA members, we will provide a sna...
12/30/2020

Have you reserved your spot at the NTSA Winter Virtual Conference? Complimentary for NTSA members, we will provide a snapshot of the most pressing issues, to address your need for critical information ahead of the NTSA Summit. Learn more: https://www.ntsa-net.org/ntsawintervirtual

#NTSAWinterVirtual #NTSA #403b #Retirement

The Department of Labor has rolled out a new prohibited transaction exemption for offering investment advice, and some g...
12/18/2020
DOL Unwraps New Fiduciary Standard as a PTE

The Department of Labor has rolled out a new prohibited transaction exemption for offering investment advice, and some good news on rollover advice—but it may be short-lived. Learn more: https://www.ntsa-net.org/news-resources/dol-unwraps-new-fiduciary-standard-pte

The Department of Labor has rolled out a new prohibited transaction exemption for offering investment advice, and some good news on rollover advice—but it may be short-lived.

We’re focusing on what’s critical at NTSA Winter Virtual, Feb 23-24, 2021! Get a snapshot of the most pressing issues ah...
12/16/2020

We’re focusing on what’s critical at NTSA Winter Virtual, Feb 23-24, 2021! Get a snapshot of the most pressing issues ahead of the NTSA Summit in June. See what’s on the agenda at https://www.ntsa-net.org/ntsawintervirtual

#NTSA #403b #Retirement #NTSAWinterVirtual

NTSA Names Luckinbill as New Executive Director. Learn more: https://www.ntsa-net.org/news-resources/ntsa-names-luckinbi...
12/08/2020
NTSA Names Luckinbill as New Executive Director

NTSA Names Luckinbill as New Executive Director. Learn more: https://www.ntsa-net.org/news-resources/ntsa-names-luckinbill-new-executive-director

#NTSA #403b #Retirement

The NTSA has named Mark Luckinbill its Executive Director, effective January 2021. Luckinbill joins the NTSA with more than a quarter century of experience specializing in public and tax-exempt 403(b)/457(b) retirement plans, both as an advisor and in senior management roles with several of the indu...

We’re excited to announce that registration is open for the NTSA Winter Virtual Conference, Feb. 23–24, 2021! Get overvi...
12/03/2020

We’re excited to announce that registration is open for the NTSA Winter Virtual Conference, Feb. 23–24, 2021! Get overviews of critical topics you just can’t wait until the NTSA Summit to hear about. Learn more at www.ntsa-net.org/ntsawintervirtual

#NTSA #403b

Wishing you all a very Happy Thanksgiving!  Thank you!
11/25/2020

Wishing you all a very Happy Thanksgiving! Thank you!

Thanks Giving: Thanksgiving has been called a “uniquely American” holiday—and so, even in a year in which there has been...
11/25/2020
Thanks Giving

Thanks Giving: Thanksgiving has been called a “uniquely American” holiday—and so, even in a year in which there has been an unprecedented amount of disruption, stress, discomfort and loss—there remains so much for which to be thankful. Read more: https://www.ntsa-net.org/news-resources/thanks-giving

#NTSA #403b #Retirement

Thanksgiving has been called a “uniquely American” holiday—and so, even in a year in which there has been an unprecedented amount of disruption, stress, discomfort and loss—there remains so much for which to be thankful. I’m thankful that so many employers (still) voluntarily choose to off...

IRS Issues 2020 Required Amendments List for Qualified Retirement Plans and 403(b)s. Learn more: https://www.ntsa-net.or...
11/24/2020
IRS Issues 2020 Required Amendments List for Qualified Retirement Plans and 403(b)s

IRS Issues 2020 Required Amendments List for Qualified Retirement Plans and 403(b)s. Learn more: https://www.ntsa-net.org/news-resources/irs-issues-2020-required-amendments-list-qualified-retirement-plans-and-403bs

#NTSA #403b #Retirement

The IRS on Nov. 20 issued the 2020 list of required amendments (RA) for individually designed plans qualified under Internal Revenue Code Sections 401(a) and 403(b). The list is contained in Notice 2020-83.

Treasury 2020-2021 Priority Guidance Plan Includes Retirement Benefits: The priority guidance plan that the Treasury and...
11/20/2020
Treasury 2020-2021 Priority Guidance Plan Includes Retirement Benefits

Treasury 2020-2021 Priority Guidance Plan Includes Retirement Benefits: The priority guidance plan that the Treasury and IRS have issued for 2020-21 includes plans for action that will affect retirement plans. They unveiled the plan on Nov. 17. Read more: https://www.ntsa-net.org/news-resources/treasury-2020-2021-priority-guidance-plan-includes-retirement-benefits

#NTSA #403b #Retirement

The priority guidance plan that the Treasury and IRS have issued for 2020-21 includes plans for action that will affect retirement plans. They unveiled the plan on Nov. 17.

What Would You Tell a Sales Advisor in The Field? Your sales advisors are about to head out to do business. What would y...
11/05/2020
What Would You Tell a Sales Advisor in the Field?

What Would You Tell a Sales Advisor in The Field? Your sales advisors are about to head out to do business. What would you tell them? Here are some responses from heads of practices and experienced advisors regarding their words of wisdom to those in the field. Read more: https://www.ntsa-net.org/news-resources/what-would-you-tell-sales-advisor-field

#NTSA #403b #Retirement

Your sales advisors are about to head out to do business. What would you tell them? Following are some responses from heads of practices and experienced advisors regarding their words of wisdom to those in the field. Knowledge

SECURE Act 2.0 Introduced in the House. The chairman and ranking member of the powerful U.S. House Ways & Means Committe...
10/27/2020
SECURE Act 2.0 Introduced in the House

SECURE Act 2.0 Introduced in the House. The chairman and ranking member of the powerful U.S. House Ways & Means Committee have introduced a sequel to the SECURE Act—but have taken a step backward on e-delivery. Read more: https://www.ntsa-net.org/news-resources/browse-topics/secure-act-20-introduced-house

#NTSA #403b #Retirement

The chairman and ranking member of the powerful U.S. House Ways & Means Committee have introduced a sequel to the SECURE Act—but have taken a step backward on e-delivery. Ways & Means Committee Chairman Rep. Richard Neal (D-MA) and Rep. Kevin Brady (R-TX), the ranking Republican on the committee, ...

The Tax Cuts and Jobs Act made significant changes to the plan loan offset rollover eligibility and tax reporting that a...
10/13/2020
Qualified Plan Loan Offsets

The Tax Cuts and Jobs Act made significant changes to the plan loan offset rollover eligibility and tax reporting that add more complexity to tax reporting; as a result, the industry has been slow to implement the changes. Read more: https://www.ntsa-net.org/news-resources/qualified-plan-loan-offsets

#NTSA #403b #Retirement

The Tax Cuts and Jobs Act, Public Law 115-97 (TCJA), enacted in December 2017, made significant changes to the plan loan offset rollover eligibility and tax reporting. The changes add a significant amount of complexity to tax reporting for these loans, and as a result, the industry has been slow to....

Those of us who specialize in the K-12 space know well that getting on to a school campus has become more challenging ov...
10/05/2020
News

Those of us who specialize in the K-12 space know well that getting on to a school campus has become more challenging over the past 10 years, and Covid-19 has further disrupted the school market. Learn more: https://www.ntsa-net.org/news-resources/working-closed-campus

#NTSA #Retirement #403b

National Tax-deferred Savings Association (NTSA) is the only non-profit association dedicated to advisors serving 403(b) and 457 (b) plans.

WOWcast: Joe Avallone Talks Business Model and Marketing. In Segment II of the 17th Series of the NTSA WOWcasts, NTSA Pa...
09/28/2020
WOWcast: Joe Avallone Talks Business Model and Marketing

WOWcast: Joe Avallone Talks Business Model and Marketing. In Segment II of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates; they discuss Avallone’s business model, marketing efforts and more. https://soundcloud.com/user-819591154/wowcast-joe-avallone-talks-business-model-and-marketing #retirementplanning

In Segment II of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates. They discuss Av

A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for...
09/24/2020
Updated for 2020! Revised TGPC and The Source Available

A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020. Learn more: https://www.ntsa-net.org/news-resources/updated-2020-revised-tgpc-and-source-available

#NTSA #Retirement #403b

A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020. Tax-Exempt and Governmental Plan Consultant (TGPC) Credential The NTSA Tax-Exempt and Governmental Plan Consultant (TGPC) credential is the only one of its kind in the r...

The Class of 2024: Born in the immediate aftermath of 9/11, the Class of 2024 finished their senior year of high school—...
09/23/2020

The Class of 2024: Born in the immediate aftermath of 9/11, the Class of 2024 finished their senior year of high school—and began their college experience—during a global pandemic. How might that impact their retirement—and retirement planning? https://lnkd.in/g4JeXZK #retirementplanning

National Tax-Deferred Savings Association's cover photo
09/16/2020

National Tax-Deferred Savings Association's cover photo

In today’s new normal, school districts and teachers have so many things to juggle in the classroom. Things like virtual...
08/06/2020

In today’s new normal, school districts and teachers have so many things to juggle in the classroom. Things like virtual learning, student and teacher fatigue, diversity and inclusion are all at the top of their minds. Join NTSA’s conversation about “Race and Equality in School Districts” where President-elect, Darlene Flagg will lead the panel discussion to help schools, educators, and advisors frame their discussions for the classroom. Panelists Tamara Indianer (Lincoln Investment), Carey Earle (Bluestone Life), Damien Adams (National Life), and José Antonio (New York Life Insurance Company) will offer candid thoughts on how to have conversations that focus on gender, ethnicity, and sexual orientation on school campuses. https://www.ntsa-net.org/ntsa-webcast-race-and-equality-school-district #retirement #403b #ntsa

NOW ... before time runs out ... Nominations are open for the 2021 Richard Ford Volunteer Service Award. This prestigiou...
06/12/2020

NOW ... before time runs out ... Nominations are open for the 2021 Richard Ford Volunteer Service Award.

This prestigious award recognizes NTSA Volunteers who also give back to their communities through service.

Nominate someone today! https://www.surveymonkey.com/r/2021FVSANominate

Social distancing pushed many advisors into the deep end of technology. And there wasn't much time to prepare for it. Bu...
06/05/2020

Social distancing pushed many advisors into the deep end of technology.

And there wasn't much time to prepare for it. But the experience validated technology as a viable method for delivering financial advice and driving and maintaining quality relationships.

So, join Tom Lakatos — Vice President of Branch Development, Lincoln Investment — on Wednesday, June 10 from 2 p.m.–3 p.m. as he explains how to integrate technology into your practice, in a way that doesn't sacrifice effectiveness for efficiency. Learn about best practices to help you integrate technology more effectively in the current environment!

Don't miss your chance to learn and earn: Register today!
https://asppa.personifycloud.com/PersonifyEbusiness/Events/APA-Events-Calendar/Meeting-Details/productId/39716823

06/02/2020
George Floyd's brother speaks out about his death, protests l GMA

Message from ARA CEO Brian H. Graff

At the American Retirement Association we continue to strive to create an organization that not just supports diversity and inclusion, but that actually reflects it. True diversity and inclusion respects and honors all points of view regardless of the topic or challenge this country is facing.

The horrific events of last Monday demonstrate that we have still failed to adequately address the systemic racism that plagues our country. The ARA supports all those who are trying to effect real change by thoughtfully expressing their views.

We hope now is finally the time for real change. And we also hope that we never forget that a man, George Floyd, was senselessly murdered. A man with a family who deserved to be treated with dignity and as a human. But also a man that should not be dishonored by being exploited, as expressed by his own family.

https://youtu.be/N6AXZ8MU1iQ

And for those of you who choose to become actively involved in this movement, we pray that you stay safe.

Brian H Graff CEO
American Retirement Association

Terrence Floyd reacts to the protests that have erupted across the country after his brother's death as he plans to make a visit to the site in Minneapolis w...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued “deadline relief and other gu...
04/29/2020
Expanding E-delivery, Deadlines, EBSA Announces Filing Relief

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued “deadline relief and other guidance” related to the impact of the Coronavirus outbreak—including expanded “good faith” application of electronic delivery.

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued “deadline relief and other guidance” related to the impact of the Coronavirus outbreak—including expanded “good faith” application of electronic delivery.

NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, ad...
04/28/2020
Roundup of NTSA Information and Analysis Concerning COVID-19

NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can be addressed; discussion of the actions by government agencies, as well as laws enacted, and what they mean; and extensive advocacy efforts by the American Retirement Association.

NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can be addressed; discussion o...

03/24/2020
BRN AM for Tuesday, March 24, 2020

American Retirement Association CEO Brian Graff recently appeared on the Broadcast Retirement Network with an update on what we expect, hope, and need to see.

The Broadcast Retirement Network's #BRNAM for Tuesday, March 24, 2020 | Special guest: Brian Graff, Chief Executive Officer, American Retirement Association ...

03/17/2020

At the American Retirement Association (including our sister organizations ASPPA, ASEA, NAPA, NTSA, and PSCA), the health and safety of our staff is paramount, and we remain committed to the support of the critical work of our members. Consequently, amidst growing concerns about the coronavirus, the increasing number of schools and businesses that are closing, among myriad other factors, we are shifting to a telework environment, effective March 17, 2020.

This shift should in no way impact the support of, and member access to resources, including the ERISA Outline Book, as well as access to our vast library of education materials and credential preparation support. Our newsletters will continue to be published per our normal schedules, and staff will be available to respond to inquiries via email. Customer care support will continue to be available via email ([email protected]), and via our popular on-line chat function during our regular business hours.

While we don't anticipate any significant service disruptions as a result, we appreciate your patience and continued support as we pull together through this extraordinary period.

Since this crisis began the ARA team has been meeting every day to reevaluate the situation and we have directly consulted with the staff of the White House Coronavirus Task Force. Thanks to the support of our members, we are fortunate to have made the investments in technology and operations over the years that permit us to continue this level of support while providing a safe work option for our staff.

We will, of course, continue to monitor this situation and evaluate our operating status regularly.

Stay safe. Stay well. And wash your hands!

Brian Graff
Chief Executive Officer
American Retirement Association

Address

4401 N Fairfax Dr. Suite 600
Arlington, VA
22203

Opening Hours

Monday 08:30 - 17:30
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:30
Thursday 08:30 - 17:30
Friday 08:30 - 17:30

Telephone

(703) 516-9300

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