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 Staff7/17/2015 • 0 Comments

In MarketBeat, Ellie Lowder provides some clarity on how the 15+ years of service increased limit outlined in Internal Revenue Code Section 402(g)(7) works. READ MORE

By NTSA Net Staff7/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder discusses the timing the federal government requires for employee elective deferrals to 403(b) plans. READ MORE

By NTSA Net Staff7/15/2015 • 0 Comments

Although traditional IRAs can be opened with either rollovers or contributions, rollovers tend to be the most common source for new traditional IRAs — and account for the vast majority of those IRA openings, according to a new report.
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By Mike Bushnell7/15/2015 • 0 Comments

A study published by Northwestern Mutual reaffirms that most working Americans expect to work past age of 65, and nearly half fear that they won’t be able to retire comfortably. READ MORE

By NTSA Net Staff7/10/2015 • 0 Comments

Participant contributions and average account balances in 403(b)s grew in 2014, the Plan Sponsor Council of America (PSCA) reports in its 7th annual benchmarking survey of 403(b) plans. READ MORE

By NTSA Net Staff7/9/2015 • 0 Comments

In MarketBeat, Michael Webb discusses five basic features of public university plans for those who may be unfamiliar with this important segment of the nonprofit retirement plan marketplace. READ MORE

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 Staff7/8/2015 • 0 Comments

Despite wide divergence in their fiscal conditions, the states all share long-term challenges regarding public pension benefits, says a study by George Mason University’s Mercatus Center. 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

If you have participants who separated from service after 2007 and who have a deferred vested benefit under a 403(b) plan you sponsor, do you have to report them on the Form 9855-SSA? READ MORE

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 Staff6/29/2015 • 0 Comments

The National Tax-deferred Savings Association (NTSA) has announced the winners of its prestigious NTSA Elite Advisor Award. It made the announcement at a June 29 session of its 2015 403(b) Summit in Nashville, Tenn. 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

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