Managing a Practice

Managing a Practice covers the ways that advisors can profitably and successfully run their businesses. It includes practical topics like business systems, advisor fees and client services, as well as professional development and growth strategies. Also covered are overall industry trends and ethics and compliance, as well the various service providers and vendors that advisors partner with to build, grow and manage their practices.

Managing Your Practice


By Ted Godbout8/29/2017 • 0 Comments

That’s the average amount a 65-year-old couple retiring this year will need to cover medical expenses (in today’s dollars) throughout retirement, according to recent retiree health care cost estimates. READ MORE

By Ted Godbout8/28/2017 • 0 Comments

Health savings accounts are projected to exceed $60 billion in assets among nearly 30 million accounts by the end of 2019, according to a recent survey. READ MORE

By John Iekel8/25/2017 • 0 Comments

The head of a consultant firm in a series of blog entries warns employers and plan sponsors that it’s wise to pay close attention to defined contribution plan fees. READ MORE

By NTSA Net Staff8/25/2017 • 0 Comments

Automatic features continue to take hold among 403(b) plans, the Plan Sponsor Council of America found in a recent study. READ MORE

By ASPPA Net Staff8/22/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses how required minimum distributions (RMDs) should be handled in certain circumstances. READ MORE

By Ted Godbout8/21/2017 • 0 Comments

The Pew Charitable Trusts in a recent report found strong support among small and mid-size businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces. READ MORE

By NTSA Net Staff8/15/2017 • 0 Comments

In MarketBeat, John Iekel covers a conference session that points out that states filling coverage gaps doesn’t spell the end of opportunity for the private sector. READ MORE

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By NTSA Net Staff8/8/2017 • 0 Comments

The 6th Circuit has said participants in a university’s plan do not have to exhaust administrative remedies before pursuing ERISA claims. A recent blog entry discusses what this means for plan fiduciaries. READ MORE

By Ray Harmon8/4/2017 • 0 Comments

A bill that would require new 403(b) disclosures in New Jersey has been filed by the Deputy Republican Leader of the state's Democrat-controlled Assembly. READ MORE

By Ted Godbout7/27/2017 • 0 Comments

A new report finds that 55% of DC plan sponsors indicate they are likely to stop offering their plan in favor of in a state-run plan if one is available. READ MORE

By Ray Harmon, John Iekel7/27/2017 • 0 Comments

Nevada’s new law that imposes a fiduciary duty on broker-dealers, sales representatives and investment advisers is now in effect; it also authorizes rules on fiduciary duty. READ MORE

By NTSA Net Staff7/24/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether Internal Revenue Code Section 403(b) allows 403(b) accounts to be used to buy back DB plan service credits. READ MORE

By NTSA Net Staff7/18/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses some key terms fundamental to required minimum distributions (RMDs). READ MORE

By NTSA Net Staff7/18/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether there are age restrictions related to 403(b) loans. READ MORE

By Nevin Adams 7/17/2017 • 0 Comments

The good news is that the funding level of that critical financial underpinning of the nation’s retirement security didn’t decrease during the past year. READ MORE

By ASPPA Net Staff7/15/2017 • 0 Comments

Employers offering 457 plans demonstrate a great degree of positivity about the plans and about their role in helping employees prepare for retirement, according to a recent study. READ MORE

By Nevin Adams 7/10/2017 • 0 Comments

Another “mega” university 403(b) plan finds itself in the excessive fee crosshairs of a participant-plaintiff suit. READ MORE

By NTSA Net Staff7/3/2017 • 0 Comments

Connecticut Gov. Dannel Malloy (D) has signed HB 7161, a measure requiring disclosures by 403(b) plan administrators in Connecticut, into law. READ MORE

By John Iekel6/30/2017 • 0 Comments

The public sector's response to cybercrime to protect its retirement plans and participants is not uniform, a recent report suggests. READ MORE

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