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Articles by Nate Glassey
Nate’s Notes: December 2025
As the calendar begins to slow down, we officially enter the final stretch of the year. December always seems to bring a different pace with it. There is still lots of travel, tons of work to be done, and numerous conversations to have, but I find that it is important to carve out time for reflection and gratitude. As I look back on the year, I am reminded just how fortunate we are to work in an industry filled with people who care deeply about those they serve.
Nate’s Notes: November 2025
Today I am writing to you from the train as I head up from DC to Philly. Don’t get me wrong, I am used to travel, as you are all well aware, but train travel is much different than airline travel. I could get used to this for sure, but it might take a minute. As I watch the country go by my window, I am amazed with all of the opportunities we have in this beautiful country. This week I get the opportunity to meet with Lincoln Investment and present a session at their Wealth Management Forum.
Nate’s Notes: September 2025
The months of August and September have been full of preparation, planning, conference fulfillment, and presentations. I have enjoyed the opportunity to travel to many of you and to spend time with so many of our members throughout the past couple of months. With all of the travel, I apologize for not writing an article in August, but never fret, Nate’s Notes is not going anywhere.
Nate’s Notes: July 2025
July has come and gone, and we are well into August. Schools are starting up again, yet everywhere you go it still is blazing hot outside. Most state legislative sessions have convened for the year. In Washington, Congress has just gone into its August recess. Vacations abound, hopefully for many of you! But soon, football will be back (eight days until my son’s season kicks off in Utah).
Nate’s Notes: April 2025
As I fly from the NAPA Conference (one of the sister organizations of the NTSA) to Chicago, Illinois to speak to the Illinois Association of School Business Officials, I reflect on another month full of twists and turns when it comes to federal and state legislation. On a Mission I am very proud of the American Retirement Association (ARA) and the way it works to ensure a secure and comfortable retirement for all working Americans.
Nate’s Notes: March 2025
I cannot believe we are already a quarter of the way through the year! We have seen so much take place in the first three months that it has flown by quickly. We have had the first couple of states adjourn their legislative session, but the majority are in full swing, and we are monitoring and engaging throughout the country.
Nate’s Notes: December 2024
December has come and gone — and along with it the holidays as well as the 2024 legislative sessions. As important as it is to reflect on the past and what we have accomplished and where we have come from, it is just as important to look to the future and all the amazing possibilities that are in front of us. Legislative Sessions For the most part, the federal session and state sessions completed without tons of movement in the retirement space.
The Multi-Vendor Market-403(b) Public School Districts
Editor’s Note: This is Part I of a four-part series providing insights concerning the multi-vendor market for 403(b) public school districts. In 20+ years in the retirement industry, most of which have been focused in the 403(b) non-Employee Retirement Income Security Act (ERISA) plan space, I have been asked why public school systems stick with the “old method” of multi-vendor programs for their retirement plans.
The Evolving Workscape - WiR Third Thursdays Podcast
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts March 2024 Episode Description: With the aging population growing so rapidly and birth rates declining, many industries could face labor shortages. As many employers face a coming wave of baby-boomer retirements, the gaps in unique skills, experience, and institutional knowledge may be difficult to fill. Keeping mature workers engaged may help ensure your company retains the employee knowledge necessary to compete.
4 Things SBOs Want Advisors to Know Before Stepping on Campus: 2024 NTSA Summit
Tuesday’s closing general session in San Diego at the 35th NTSA Summit, hosted by the National Tax-Deferred Savings Association, aimed to foster better communication and collaboration between advisors and school business officials (SBO). The session, featuring Bernie Heffernon, Divisional Vice President with Equitable, and James Rowan, Executive Director with ASBO International, was moderated by NTSA Executive Director Nathan Glassey.
What the New Era of Financial Services Leadership Means for Advisors: 2024 NTSA Summit
“In a study of financial services executives, the more adaptable the individual, the greater their effectiveness is shown by revenue and sales growth. It’s no surprise that, in a constantly changing world, the data shows adaptability is an asset in leadership. It’s also at the heart of innovation.” It’s a quote from psychologist Daniel Goleman, author of Emotional Intelligence, that kicked off a Monday morning presentation from Liz Schehl in at the 35Th NTSA Summit in San Diego.
Nathan Glassey Talks NTSA Summit and What Members Can Expect - Wowcast 2.0
Listen to the first episode of Wowcast 2.0, which features Randy Aranowitz and NTSA Executive Director Nate Glassey. They talk all things NTSA, and Glassey describes his role and responsibilities as Executive Director, as well as the challenges and opportunities conference planning poses. Aranowitz and Glassey also discuss NTSA committee opportunities and recognition.
Senate HELP to Hold Hearing on Confronting the ‘Retirement Crisis’
Amid the recent attacks on the 401(k) savings system, the key Senate committee with jurisdiction over ERISA plans to hold a hearing next week to examine what it describes as “confronting the retirement crisis facing working class Americans.” The Senate Health, Education, Labor, and Pensions (HELP) Committee, chaired by Sen. Bernie Sanders (I-Vt.), will hold a hearing on Wednesday, Feb. 28 at 10:00 a.m. (ET).
Wowcasts Are Back!
Wowcasts, a series of enlightening discussions with members from both NTSA and ARA, offering an insider's perspective on the intricacies of practice management, are back. Wowcasts unlock the secrets behind the success of some of the most accomplished professionals in the field, and provide a deep dive into topics such as retirement planning, advisory services, and strategic planning.
ARA Urges IRS to Permit Financial Incentives for Every Plan Participant
On Feb. 20, the American Retirement Association (ARA) sent a letter to the Internal Revenue Service (IRS) that addressed technical issues affecting certain SECURE 2.0 provisions. It noted a few that are of particular relevance to retirement plan sponsors and advisors. More specifically, the ARA recommended that the IRS reconsider its position on “de minimis” financial incentives to encourage enrollment and participation in company-sponsored plans.
Nate’s Notes February 2024
Working for the American worker’s retirement is extremely rewarding and non-stop. February has brought a lot of opportunities to educate in many different directions. From working on Capitol Hill in D.C. to testifying in Washington state, to meeting with individual state legislators in numerous states throughout the country, the work never slows…and I love it.
New 'Retirement Security Rule' to Roll Out Oct. 31
After months of anticipation, the Department of Labor (DOL) will release a new version of its proposed fiduciary rule for public comment on Oct. 31. The announcement will be made during a ceremony at the White House scheduled for 3:30 that afternoon. The President will attend, an indication of the importance the administration places on the issue.
Nate’s Notes: October 2023
Ok fine, I will admit it…I was wrong. I have been known for saying “I have only been wrong once in my life, but that was only when I thought I was mistaken.” But last week I read an article titled: “To Err Is Human—To Correct, Divine.” Those of you who know me understand that I make mistake after mistake, but that it is through my mistakes that I find success.
The Effective Way to Sell SECURE 2.0 to Clients
Do you feel confident selling SECURE 2.0 to clients? Joey Santos-Jones writes in MarketBeat about an Oct. 24 session of the 2023 ASPPA Annual conference, which featured PSCA Executive Director Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-about provisions in SECURE 2.0, how state-run plans affect sales, and some of the other least "sellable" options.
Tech Talk: Fiduciary Liability Insurance
Tech Talk addresses what fiduciary liability insurance is and what it covers.
Nate’s Notes: September 2023
I fear that by the time you read this, we will be entering a government shutdown or will be moments away from one. Fingers crossed that we can all come together to keep things up and running. Regardless of that, September has been a very busy month for the NTSA. I am currently writing from the Kansas City airport (and no, not coming home from the Chiefs game, although I was so close to coming in early to cheer them on).
Advisor Alley: Pension Education
A few years ago, my wife went to a garage sale and bought a box of old books for $25. She came home as excited as I had ever seen her. Why? One of the books was an 1831 edition of The Federalist Papers. We searched online and were thrilled to see an estimated value of $500. Those poor sellers had no idea what they had parted with. Alas, many public school employees have a similar experience when they leave their employment too soon. They do not realize the value of what they are walking away from.
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