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 Staff4/24/2015 • 0 Comments

In Tech Talk, Ellie Lowder explains differences between the rules for withdrawal restrictions concerning 403(b)(1) annuities and 403(b)(7) custodial accounts. READ MORE

By NTSA Net Staff4/21/2015 • 0 Comments

In this week’s MarketBeat, Farhad Mirzada provides an overview of the deadlines for corrections when 403(b) plans fail actual percentage contribution nondiscrimination failed tests.

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By Andrew Remo4/10/2015 • 0 Comments

Legislators in the Bay State have been busy developing legislation that could affect the private employer sponsored retirement system should the bills become state law. READ MORE

By John Iekel4/9/2015 • 0 Comments

The IRS recently issued a reminder regarding the importance of following the Universal Availability Rule on participation in 403(b) plans, and what an employer can do if it runs afoul of it.
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By NTSA Net Staff4/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a provider is correct in applying pre-59½ withdrawal restrictions to the entire account value when a client exchanges a 403(b)(7) custodial account into a 403(b)(1) annuity. READ MORE

By Ray Harmon, John Iekel3/20/2015 • 0 Comments

Securities and Exchange Commission Chair Mary Jo White confirmed March 17 that the commission will “implement a uniform fiduciary duty for broker-dealers and investment advisors where the standard is to act in the best interest of the investor.”

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By NTSA Net Staff3/20/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a portion of a minister’s normal wage that is declared to be a housing allowance must be excluded from plan compensation for purposes of federal tax law. READ MORE

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.
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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.
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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.
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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.
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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.

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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. 
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