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Client Services

Delivering on the promises made to clients quickly and easily is critical to your client retention efforts. So too is your ability to add new services as they are introduced, like a mobile app, for example. This station houses posts that track innovative new services, look at best practices, explain how to measure success, and more.

 

 

 

By NTSA Net Staff10/31/2017 • 0 Comments

On Nov. 1, the House GOP is expected to release its tax reform proposal. Find out what you need to know and how to prepare for changes that could be coming at the newly redesigned NTSA Summit. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

It’s said that reasonable minds can differ — and that turns out to be the case in another university suit. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By John Iekel9/7/2017 • 0 Comments

Plans, employers, service providers and administrators can act to protect plans and those they serve from the effects of hurricanes and natural disasters; the IRS and the DOL provide tips. READ MORE

By NTSA Net Staff8/31/2017 • 0 Comments

In MarketBeat, we discuss how the importance of cybersecurity goes well beyond the integrity of clients’ and plan participants’ sensitive information. READ MORE

By John Iekel8/25/2017 • 0 Comments

The head of a consultant firm in a series of blog entries warns employers and plan sponsors that it’s wise to pay close attention to defined contribution plan fees. READ MORE

By Ray Harmon, John Iekel7/27/2017 • 0 Comments

Nevada’s new law that imposes a fiduciary duty on broker-dealers, sales representatives and investment advisers is now in effect; it also authorizes rules on fiduciary duty. READ MORE

By John Iekel6/30/2017 • 0 Comments

The public sector's response to cybercrime to protect its retirement plans and participants is not uniform, a recent report suggests. READ MORE

By NTSA Net Staff6/21/2017 • 0 Comments

The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28. READ MORE

By NTSA Net Staff6/19/2017 • 0 Comments

In MarketBeat, we discuss a blog post concerning one of the FAQs the DOL recently issued about the fiduciary rule that “raises some significant issues” for broker-dealers and RIAs. READ MORE

By NTSA Net Staff6/19/2017 • 0 Comments

The DOL fiduciary rule — at least significant parts of it — has now been implemented. A recent analysis offers an assessment of where things stand. READ MORE

By John Iekel6/9/2017 • 0 Comments

It’s heeeeere. But for many practitioners, practices and firms that read the tea leaves, the fiduciary rule already has shaped what they do and how they do it. READ MORE

By Ted Godbout6/9/2017 • 0 Comments

The House approved legislation on June 8 that seeks to repeal major provisions of the Dodd-Frank Act, as well as the DOL’s now-effective fiduciary rule. READ MORE

By NTSA Net Staff4/11/2017 • 0 Comments

In MarketBeat, Kimberly Flett writes that despite the delay in the fiduciary rule’s applicability, plan sponsors, investors and advisers should be aware of its important components and prepare. READ MORE

By NTSA Net Staff4/10/2017 • 0 Comments

Bipartisan, bicameral legislation that would require 401(k) plan sponsors to inform participating workers of the projected monthly income they could expect at retirement has been reintroduced on Capitol Hill. READ MORE

By NTSA Net Staff4/4/2017 • 0 Comments

In Tech Talk, Sue Diehl tells us what happens if a retired pastor dies before his RMD is taken for that year and if it can be deemed a housing allowance since it will be withdrawn post-death. READ MORE

By Nevin Adams3/28/2017 • 0 Comments

Plan fiduciaries largely lost their attempt to dismiss charges filed by plan participants in an excessive fee suit brought by the St. Louis-based law firm of Schlichter, Bogard & Denton. READ MORE

By NTSA Net Staff3/17/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us what a client who filed his 2016 income tax return and has now decided to make a deductible IRA contribution for 2016 needs to do, and when. READ MORE

By John Iekel3/16/2017 • 0 Comments

Not all of the reaction to the DOL fiduciary rule has been negative; some firms have been actively applying the rule before it is fully applicable and they must do so. READ MORE

By NTSA Net Staff3/16/2017 • 0 Comments

The American Retirement Association Government Affairs Committee has filed comments with the Department of Labor regarding a proposed regulation to extend the applicability date for the “Conflicted Advice” regulation by 60 days. READ MORE

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