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 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

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.
READ MORE

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

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