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 Staff7/1/2015 • 0 Comments

The U.S. Census Bureau in its quarterly survey of public pensions during the first quarter of 2015 reports that the earnings that public pension plans have realized, and their holdings, have changed little since the fourth quarter of 2014.
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By NTSA Net Staff6/30/2015 • 0 Comments

In this week's MarketBeat, Ellie Lowder digs deep into questions that can arise concerning the definition of severance of employment. READ MORE

By NTSA Net Staff6/23/2015 • 0 Comments

Being accessible to clients is critically important for an advisor and for clients, and in a June 18 podcast Jill Snyder offers her take on why. READ MORE

By NTSA Net Staff6/19/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn argues that the devil may be in the details when terminating a 403(b) plan, and offers questions and answers to help employers that intend to terminate their 403(b) plans.
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By NTSA Net Staff6/19/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if vendor fees should be taken into account from a TPA perspective if a participant is requesting a loan from their retirement plan for the maximum amount available.
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By NTSA Net Staff6/15/2015 • 0 Comments

The IRS has updated its 403(b) Plan Fix-It Guide, a guide that provides a way to fix mistakes and also includes information intended to help head problems off before they happen. READ MORE

By NTSA Net Staff6/15/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us about an employer’s responsibility under the 403(b) regulations when it changes from a multi-vendor 403(b) platform to a single vendor. READ MORE

By NTSA Net Staff6/12/2015 • 0 Comments

The DOL's fiduciary reproposal would impose big new costs and legal liabilities on advisors to SEP and SIMPLE IRAs — and “lock out” small businesses from retirement plans, a new report by the U.S. Chamber of Commerce says. READ MORE

By Kent Schutte6/11/2015 • 0 Comments

At this year’s 403(b) Summit, you’ll hear the latest on what the new IRA rules will do and how to comply with them, as well as what the most successful advisors do to grow their practices while adding efficiencies to their workflow. READ MORE

By NTSA Net Staff6/11/2015 • 0 Comments

The Department of Labor intends to finalize its re-proposed rule defining a fiduciary in May of next year, Groom Law Group Chairman Steve Saxon said on June 8. READ MORE

By NTSA Net Staff6/10/2015 • 0 Comments

The Internal Revenue Service has provided a new, permanent program for late filing Form 5500-EZ. READ MORE

By NTSA Net Staff6/10/2015 • 0 Comments

The IRS included in its latest issue of Employee Plans News a reminder concerning the changes to the Form 5500 and its schedules for 2014 reporting. READ MORE

By NTSA Net Staff6/9/2015 • 0 Comments

Hurricane season has begun, and the IRS has issued a reminder about the importance of protecting tax records — and the same principle applies to protecting records relevant to retirement plans and participants. READ MORE

By NTSA Net Staff6/8/2015 • 0 Comments

Bipartisan legislation introduced in the U.S. House of Representatives June 4 would allow pension plan participants to be automatically opted in to electronic delivery of documents. READ MORE

By NTSA Net Staff6/2/2015 • 0 Comments

In a June 1 NTSA podcast, John Hall, Vice President of Digital Marketing at PlanMember Services, offered his insights on the best ways for advisors to leverage the growing popularity of social media to enhance their businesses. READ MORE

By NTSA Net Staff5/29/2015 • 0 Comments

We’ve created a special resource page on NTSA Net that provides links to content and analysis that helps explain the implications of the Department of Labor's proposed rules expanding the definition of a fiduciary under ERISA READ MORE

By NTSA Net Staff5/21/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the employees of a local school district can make elective deferrals in their 403(b) plans after they have severed employment.
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By NTSA Net Staff5/21/2015 • 0 Comments

In MarketBeat, Michael Webb examines the changes IRS guidance made to EPCRS regarding autoenrollment, and their impact on 403(b)/457(b) plan sponsors.
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By NTSA Net Staff5/19/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses the IRS' assertion in two newsletters that failure to properly document hardship withdrawals or home loans is a qualification failure. READ MORE

By NTSA Net Staff5/12/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has asked the Office of Management and Budget to extend for three more years authorization to gather information through the Form 5500. READ MORE

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