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 Staff3/20/2015 • 0 Comments

In this week’s MarketBeat, Ellie Lowder tells us how top hat plans work under Internal Revenue Code Section 457(b). READ MORE

By NTSA Net Staff3/13/2015 • 0 Comments

The Retirement Advisor Council announced on March 12 that it has developed a template request for proposal for institutions of higher education to use in searching for advisors for their retirement plans. READ MORE

By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that it for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

By John Iekel3/12/2015 • 0 Comments

Most states are making a good faith effort to meet their annual required contributions to their state pension systems, concludes the National Association of State Retirement in a recent study.

By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s MarketBeat, Michael Webb provides an overview regarding the sections of the federal tax code apply to governmental plan sponsors, public school districts and public higher education organizations. READ MORE

By NTSA Net Staff3/3/2015 • 0 Comments

Public pension plans had a good month in February, according to BNY Mellon Investment and Strategy Group. READ MORE

By NTSA Net Staff3/3/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth argues that addressing some of the more intractable daily 403(b) problems requires dealing with “small amounts” in former employees’ 403(b) annuity contracts.

By NTSA Net Staff3/2/2015 • 0 Comments

The IRS on Feb. 26 said in Revenue Procedure 2015-22 that it has updated user fees and the addresses to which applications for approval of pre-approved 403(b) plans are to be sent. READ MORE

By NTSA Net Staff3/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether 403(b) pay deferrals to a former employee can be taken from the compensation he or she receives for unused leave.

By NTSA Net Staff2/19/2015 • 0 Comments

Cincinnati's unfunded pension liability amounts to more than $860 million; a deal to address it is close to being struck, but that could be months away.

By NTSA Net Staff2/13/2015 • 0 Comments

Questions can arise about options for beneficiaries of 403(b) accounts. In this week’s MarketBeat, Ellie Lowder reviews the basics of beneficiaries’ rights to employer-sponsored retirement, as well as 457(b), plans.


By NTSA Net Staff1/12/2015 • 0 Comments

In this week’s MarketBeat, Ellie Lowder offers her ideas regarding questions an employer client may ask you about meeting the mandatory bonding requirements which must cover any employee handling plan assets. READ MORE

By Fred Barstein10/2/2014 • 0 Comments

Though markets averaged a 7.45% return from 2004-2012, unfunded liability of public pension funds tripled — to just under $2 trillion — over that same period, according to a recent Moody’s report. Along with trying to recover from the recent recession, public entities are simply not providing sufficient funding. 

By Ray Harmon9/23/2014 • 0 Comments

Republican Sen. Orrin Hatch (R-Utah) introduced the Secure Annuities for Employee (SAFE) Retirement Act (S. 1270) last year to reform the public and private pension systems and, amid recent retirement reform hearings on Capitol Hill, his public pension reform idea is now getting noteworthy support from an otherwise unlikely place: the left-leaning Urban Institute. READ MORE

By John Iekel8/12/2014 • 0 Comments

Distinguishing who the fiduciary is within a 403(b) plan or other qualified plan is an important determination, but that doesn’t necessarily mean that it’s an easy or clear determination. Quite the contrary: it is a highly confused, misinterpreted and somewhat gray area that many plan sponsors wish to forgo and would gladly delegate the role to another third-party. In MarketBeat, Kimberly Flett, CPA, QKA, QPA, discusses whether and how that can be done, and provides some common applications of the role of the fiduciary. 



By John Iekel8/4/2014 • 0 Comments

The SEC adopted new rules affecting the $2.6 trillion money market industry late in July. The purpose of the rules is to alert investors about the risk of investments that were thought to be guaranteed, and they impose floating net asset value like other mutual funds rather than a fixed $1 value. In MarketBeat, Fred Barstein notes that the rules will apply only to funds institutions hold, and also discusses more about what the rules mean.  READ MORE

By John Iekel7/29/2014 • 0 Comments

A plan sponsor has many investment options it can make available to plan participants. Should the plan offer funds that are invested in stable value or mid cap growth funds? Emerging markets? Real estate investment funds? Target date funds? But there is something else a plan sponsor can keep in mind. In MarketBeat, Earle Allen posits the notion that a plan sponsor also should consider whether it will offer funds that are invested in companies that act with a social conscience.    READ MORE

By John Iekel7/28/2014 • 0 Comments

Defined benefit plans’ decline and a proportional rise of future retirees’ need for expert help in establishing and managing retirement accounts spelled growth for the financial services industry. But the market may be saturated — there are many advisors, but the universe of clients is flat or shrinking.  READ MORE

By John Ortman7/16/2014 • 0 Comments

Are graft and fraud the next big thing for state pension plans? An industry segment already beset by massive underfunding, bankruptcy court proceedings and other litigation, politics and pension envy doesn’t need any more bad news. But that may be exactly what it gets.  READ MORE

By John Iekel6/30/2014 • 0 Comments

In nearly half of the states, state pension benefits have changed —  often in a way that reduces them. This not only hurts retirement accounts and income, it also heightens a sense of urgency in boosting participation in 403(b)s and 457(b)s in order to bolster employees’ savings. One of the ways to do that, writes Ellie Lowder in MarketBeat, is to focus on employees’ financial literacy.  READ MORE

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