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 NTSA Net Staff9/28/2015 • 0 Comments

The assets of the 100 largest U.S. public employee pension systems fell slightly from the first quarter of 2015 to the second, according to the U.S. Census Bureau. READ MORE

By NTSA Net Staff9/24/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the rules regarding when deferrals to a 457(b) plan can begin are different for new hires than for other employees. READ MORE

By NTSA Net Staff9/21/2015 • 0 Comments

IRA investments were more heavily allocated to stock equities in 2013, says “IRA Asset Allocations 2013, and Longitudinal Results, 2010-2013,” a study recently released by the Employee Benefits Research Institute (EBRI). READ MORE

By NTSA Net Staff9/21/2015 • 0 Comments

In the latest NTSA podcast, Shari Harley discusses ways that advisors can give and receive criticism openly and respectfully, while improving relationships with their clients. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

In MarketBeat, Diane Capone discusses the SPARK Institute’s updated standards and best practices for sharing participant data of 403(b) and 457 plans. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us how 403(b) assets are handled in a bankruptcy. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on terminated plans with outstanding participant loans. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

Much has been made of student loan debt repayment and also of the need to save for retirement — so what’s a millennial — or Gen Y member — to do? READ MORE

By NTSA Net Staff9/15/2015 • 0 Comments

State pension plan funds’ median annualized returns for the period July 1, 2004-June 30, 2014 were stronger than those of defined contribution plan target date funds. READ MORE

By NTSA Net Staff9/15/2015 • 0 Comments

The IRS issued procedures Sept. 14 for a waiver from the requirement that Forms 8955 and 5500-EZ be filed electronically. READ MORE

By NTSA Net Staff9/14/2015 • 0 Comments

The Department of Labor (DOL) has launched a new initiative in the communication “war” about its conflict of interest proposal. READ MORE

By NTSA Net Staff9/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us what happens to 403(b) loans if the person who takes them out files for bankruptcy. READ MORE

By NTSA Net Staff9/9/2015 • 0 Comments

The DOL announced Sept. 8 that the public comment period will close on Thursday, Sept. 24, 2015, and that no hand-delivered comments will be accepted after 6:00 p.m. ET on that date. READ MORE

By NTSA Net Staff9/9/2015 • 0 Comments

Recently the Internal Revenue Service’s Employee Plans Compliance unit announced plans to collaborate with the Department of Labor’s Office of the Chief Accountant to contact Form 5500 non-filers identified using payroll and plan data in their records. READ MORE

By NTSA Net Staff9/8/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses the importance of Social Security and of projecting its role in funding retirement. READ MORE

By NTSA Net Staff9/4/2015 • 0 Comments

The California State Teachers’ Retirement System (CalSTRS) is considering adopting new risk-mitigating strategies — investing a portion of its holdings in more stable funds not subject to the vagaries of a volatile stock market. READ MORE

By NTSA Net Staff9/4/2015 • 0 Comments

A report Moody’s released Sept. 1 says that the IRS’ continued use of existing mortality tables could save DB plans $18 billion or more in 2016. READ MORE

By NTSA Net Staff9/3/2015 • 0 Comments

An at least tacit understanding of the importance of saving for retirement may be a common language of the current workforce, but the three generations that compose the bulk of it — Baby Boomers, Generation X and Millennials — each speak their own dialect. READ MORE

By NTSA Net Staff9/1/2015 • 0 Comments

We may be in the cyber age, but don’t be too quick to discount the personal — at least regarding defined contribution plan education and assistance.
READ MORE

By NTSA Net Staff9/1/2015 • 0 Comments

In MarketBeat, Michael Webb outlines differences under current law between and employees and independent contractors, and explains the impact of that determination on 403(b) and other types of retirement plans. READ MORE

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