Practice Management

Practice Management focuses on how to successfully and profitably run an advisory practice, including topics like client services, financial reporting, capital investments, hiring and managing people and integrating vendor partners, as well as the nuts and bolts of the business, like insurance and risk management.

 

 

Practice Management

Practice Management

By NTSA Net Staff12/1/2015 • 0 Comments

Legislation that would amend the rules for church plans and 403(b)s in a variety of ways is now before both chambers of Congress. READ MORE

By NTSA Net Staff11/25/2015 • 0 Comments

The good news is that the Securities and Exchange Commission (SEC) has established a date for issuance of a notice of proposed rulemaking (NPRM) for the Personalized Investment Advice Standard of Conduct. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

Underestimating how much one will need to be financially prepared for retirement is rife, and that can have serious consequences, says a recent study. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In MarketBeat, Robert Toth argues that when a 403(b) plan purchases collective trust interests there can be trouble in the details and identifies two issues that must be addressed. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder makes an offer regarding info an employer that does not provide or even allow education of staff on financial matters can be provided on why that is important. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us whether, in calculating the 403(b) 15 year catch-up contribution opportunity, one includes all previous 403(b) and 457(b) contributions or just the previous 403(b) contribution. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In MarketBeat, Robert Young argues that robo advisors are here to stay, but that human advisors remain important. READ MORE

By NTSA Net Staff11/6/2015 • 0 Comments

With concerns about the final Department of Labor (DOL) fiduciary rule and its potential impact on low- and middle-income families still percolating on Capitol Hill, a bipartisan group of House of Representatives members has outlined a series of legislative principles to help guide those efforts. READ MORE

By NTSA Net Staff11/6/2015 • 0 Comments

The IRS has issued a draft of the Form 5500-EZ to be used by one-participant retirement plans for 2015 information reporting. READ MORE

By Ray Harmon11/6/2015 • 0 Comments

“In my 40 years of doing this, I never thought I’d see the day we’d have a president giving us direct instructions …” [on state-run, automatic enrollment IRA programs], Assistant Secretary of Labor Phyllis Borzi told the ERISA Advisory Council Nov. 2-3. READ MORE

By NTSA Net Staff11/3/2015 • 0 Comments

PenServ Plan Services President and NTSA Immediate Past President Sue Diehl, in the latest NTSA Podcast, “457 Top Hat Plans: Tips and Traps,” discussed non-profit employers looking to set up 457(b) plans like their governmental counterparts. READ MORE

By NTSA Net Staff11/2/2015 • 0 Comments

In MarketBeat, Richard H. Ford offers a discussion of the origin and growth of charter schools and how retirement plans are handled for their employees. READ MORE

By NTSA Net Staff11/2/2015 • 0 Comments

The Social Security Administration and the IRS have issued the Fall 2015 edition of their joint online newsletter, the SSA/IRS Reporter, This edition includes information on issues related to retirement plans and compliance. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

The IRS issued a reminder in IR-2015-122 on Oct. 29 that those born before July 1, 1945 generally must receive payments from their IRAs by Dec. 31. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

The Department of Labor’s proposed fiduciary rule would make many changes; one of which is the definition of what constitutes a recommendation. READ MORE

By NTSA Net Staff10/28/2015 • 0 Comments

The U.S. House of Representatives passed legislation Oct. 27 that would block the Department of Labor from finalizing its fiduciary proposal until the Securities and Exchange Commission weighs in. READ MORE

By NTSA Net Staff10/27/2015 • 0 Comments

Every interaction we have with somebody trains them what to do with us the next time — part of the core of the message Shari Harley, founder and President of Candid Culture, delivered in the latest NTSA Podcast.

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By NTSA Net Staff10/26/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us which forms you would use if you are helping an employer with 10 employees establish a SIMPLE IRA. READ MORE

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