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 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 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 Staff10/29/2015 • 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 Staff10/28/2015 • 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

By NTSA Net Staff10/13/2015 • 0 Comments

In MarketBeat, Amy L Simonson and Robert J. Toth provide a discussion of the use of Asset allocation models and the sensitive issues that can entail. READ MORE

By NTSA Net Staff10/13/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employer that offers a 403(b) non-ERISA plan has the legal and fiduciary responsibilities it would have if it were an ERISA plan. READ MORE

By NTSA Net Staff10/9/2015 • 0 Comments

Recent reports indicate that both private and public plans’ funded status declined in September. READ MORE

By NTSA Net Staff10/6/2015 • 0 Comments

The NTSA has made two recommendations to the IRS in a comment letter concerning IRS Announcement 2015-19 and how the announcement affects 403(b) plans. READ MORE

By NTSA Net Staff10/6/2015 • 0 Comments

In Tech Talk, Tech, Ellie Lowder tells us whether an employee who becomes a part-time employee and does not log 20 hours per week consistently can continue to contribute to the employer’s 403(b) plan. READ MORE

By NTSA Net Staff9/30/2015 • 0 Comments

The latest issue of Employee Plans News, which the IRS issued on Sept. 30, provides comprehensive access to information concerning forms, correcting mistakes, plans and more that have been updated since the last issue of the newsletter. READ MORE

By NTSA Net Staff9/30/2015 • 0 Comments

ERISA does not preempt the application of all federal laws and regulations to retirement plans — and that includes website privacy standards set by the Federal Trade Commission. READ MORE

By NTSA Net Staff9/21/2015 • 0 Comments

IRA investments were more heavily allocated to stock equities in 2013, says “IRA Asset Allocations 2013, and Longitudinal Results, 2010-2013,” a study recently released by the Employee Benefits Research Institute (EBRI). READ MORE

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