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 Staff9/21/2015 • 0 Comments

In the latest NTSA podcast, Shari Harley discusses ways that advisors can give and receive criticism openly and respectfully, while improving relationships with their clients. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

In MarketBeat, Diane Capone discusses the SPARK Institute’s updated standards and best practices for sharing participant data of 403(b) and 457 plans. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us how 403(b) assets are handled in a bankruptcy. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on terminated plans with outstanding participant loans. READ MORE

By NTSA Net Staff9/15/2015 • 0 Comments

The IRS issued procedures Sept. 14 for a waiver from the requirement that Forms 8955 and 5500-EZ be filed electronically. READ MORE

By NTSA Net Staff9/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us what happens to 403(b) loans if the person who takes them out files for bankruptcy. READ MORE

By NTSA Net Staff9/9/2015 • 0 Comments

Recently the Internal Revenue Service’s Employee Plans Compliance unit announced plans to collaborate with the Department of Labor’s Office of the Chief Accountant to contact Form 5500 non-filers identified using payroll and plan data in their records. READ MORE

By NTSA Net Staff9/8/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses the importance of Social Security and of projecting its role in funding retirement. READ MORE

By NTSA Net Staff9/4/2015 • 0 Comments

A report Moody’s released Sept. 1 says that the IRS’ continued use of existing mortality tables could save DB plans $18 billion or more in 2016. READ MORE

By NTSA Net Staff9/1/2015 • 0 Comments

We may be in the cyber age, but don’t be too quick to discount the personal — at least regarding defined contribution plan education and assistance.

By NTSA Net Staff9/1/2015 • 0 Comments

In MarketBeat, Michael Webb outlines differences under current law between and employees and independent contractors, and explains the impact of that determination on 403(b) and other types of retirement plans. READ MORE

By Brian Graff8/26/2015 • 0 Comments

There were four days of hearings on the Department of Labor’s proposed fiduciary rule and I kept waiting… and watching… and waiting. But it never came up. And that surprised me. READ MORE

By NTSA Net Staff8/25/2015 • 0 Comments

In MarketBeat, Diane Capone discusses insights offered at the recent 2015 NTSA 403(b) Summit on how to determine if your plan is at risk of an IRS audit and what to do after one. READ MORE

By NTSA Net Staff8/19/2015 • 0 Comments

Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older. READ MORE

By Mike Bushnell8/19/2015 • 0 Comments

With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies. READ MORE

By NTSA Net Staff8/17/2015 • 0 Comments

Treasurers from states in every region of the United States, as well as two of its largest cities, sent a letter to Securities and Exchange Commission Chair Mary Jo White arguing that general partners should be required to do a better job of disclosing private equity fees. READ MORE

By Andrew Remo8/14/2015 • 0 Comments

At times during Day four of the Department of Labor’s (DOL) public hearing on its fiduciary rule, it felt as if everything that needs to be said already has been; however, some new topics were discussed in the final day of testimony. READ MORE

By NTSA Net Staff8/14/2015 • 0 Comments

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. READ MORE

By NTSA Net Staff8/11/2015 • 0 Comments

In MarketBeat, Robert Toth discusses DOL Field Assistance Bulletin 2015-2 and why it is necessary for the success of the qualified longevity annuity contracts as well as defined contribution lifetime income. READ MORE

By NTSA Net Staff8/10/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a school district can make employees choose between receiving employer contributions to their 403(b)s or a health insurance benefit. READ MORE

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