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 Staff7/31/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells whether a client can transfer money from his 403(b) account to buy years of service in his state retirement system.
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By NTSA Net Staff7/31/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses a substantial change major trade legislation that was signed into law on June 29, 2015 makes to the distribution rules applicable to the school resources officers public school districts hire.
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By Fred Barstein7/31/2015 • 0 Comments

Do not-for-profit entities that have 403(b) plans care more about outcomes than for-profit firms with 401(k) plans? READ MORE

By NTSA Net Staff7/30/2015 • 0 Comments

There has been no shortage of bad news for public pension systems from coast to coast. But the U.S. Census Bureau has just released some good news — the assets of state and local public pension systems grew in 2014.
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By NTSA Net Staff7/27/2015 • 0 Comments

In MarketBeat, Amy L. Simonson summarizes the who, what, when, where, why and how of the DOL’s re-proposed fiduciary rule. READ MORE

By NTSA Net Staff7/27/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether it is necessary to recalculate the remaining term of a plan loan if the original loan was calculated with principal and interest amortized over a 5-year payback period. READ MORE

By ASPPA , NTSA Net Staff7/22/2015 • 0 Comments

July 21 provided a poignant example of the back-and-forth over the proposed fiduciary rule, as Labor Secretary Thomas Perez testified on Capitol Hill about it, while across town SEC member Daniel Gallagher sent the DOL a public comment letter criticizing it. READ MORE

By NTSA Net Staff7/17/2015 • 0 Comments

In MarketBeat, Ellie Lowder provides some clarity on how the 15+ years of service increased limit outlined in Internal Revenue Code Section 402(g)(7) works. READ MORE

By NTSA Net Staff7/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder discusses the timing the federal government requires for employee elective deferrals to 403(b) plans. READ MORE

By NTSA Net Staff7/15/2015 • 0 Comments

Although traditional IRAs can be opened with either rollovers or contributions, rollovers tend to be the most common source for new traditional IRAs — and account for the vast majority of those IRA openings, according to a new report.
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By Mike Bushnell7/15/2015 • 0 Comments

A study published by Northwestern Mutual reaffirms that most working Americans expect to work past age of 65, and nearly half fear that they won’t be able to retire comfortably. READ MORE

By NTSA Net Staff7/9/2015 • 0 Comments

In MarketBeat, Michael Webb discusses five basic features of public university plans for those who may be unfamiliar with this important segment of the nonprofit retirement plan marketplace. READ MORE

By NTSA Net Staff7/9/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the 20% federal income tax withholding applies to all the amounts distributed in required minimum distributions READ MORE

By NTSA Net Staff7/7/2015 • 0 Comments

A recent study looks at the state of things regarding certain aspects of 403(b) plans, including how the funds in those plans are invested.
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By Mike Bushnell7/7/2015 • 0 Comments

At the 2015 NTSA 403(b) Summit, executives from small, medium and large practices came together to share advice for growing businesses of all sizes — and all of them agreed that nothing matters in this business without a strong reputation.
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By NTSA Net Staff7/6/2015 • 0 Comments

In MarketBeat, Michael Webb seeks to help make the 2014 5500 filing process easier for plan sponsors and those who work with them. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

Take note, 403(b) annuity arrangements, defined benefit plans and defined contribution plans with calendar year plans: July 31, the deadline for filing the Form 5500, is right around the corner. READ MORE

By Mike Bushnell7/6/2015 • 0 Comments

In her keynote speech at the 2015 NTSA 403(b) Summit, Shari Harley stressed that people want the truth and that no advisor — or any other employee — should get blindsided by a client who decides they don’t need their services anymore.
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By NTSA Net Staff7/6/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a client who will not have a full 15 years of service until the end of the current year must wait until the following year to utilize the 15 years of service increased limit. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

Automatic Enrollment Guide: Best Practices for 403(b) Non-ERISA Plans, a comprehensive resource prepared by NTSA that
offers best practices for 403(b) non-ERISA plans, is now available. READ MORE

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