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 Staff7/9/2015 • 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

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

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