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 Staff6/23/2015 • 0 Comments

The funded status of many public pension plans has improved, according to a recent report. But mitigating that good news is another study that suggests that lengthening lifespans will be a longer-term challenge for those plans. READ MORE

By NTSA Net Staff6/19/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn argues that the devil may be in the details when terminating a 403(b) plan, and offers questions and answers to help employers that intend to terminate their 403(b) plans.
READ MORE

By NTSA Net Staff6/19/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if vendor fees should be taken into account from a TPA perspective if a participant is requesting a loan from their retirement plan for the maximum amount available.
READ MORE

By NTSA Net Staff6/16/2015 • 0 Comments

Among the ways Massachusetts has sought to ameliorate budget challenges and the cost of paying pension benefit is encouraging early retirement of certain state employees. READ MORE

By Nevin Adams6/16/2015 • 0 Comments

A new report by the Congressional Budget Office confirms that in the years to come the U.S Treasury will receive “significant” tax revenues from retirement plan withdrawals. READ MORE

By NTSA Net Staff6/15/2015 • 0 Comments

The IRS has updated its 403(b) Plan Fix-It Guide, a guide that provides a way to fix mistakes and also includes information intended to help head problems off before they happen. READ MORE

By NTSA Net Staff6/15/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us about an employer’s responsibility under the 403(b) regulations when it changes from a multi-vendor 403(b) platform to a single vendor. READ MORE

By NTSA Net Staff6/12/2015 • 0 Comments

The DOL's fiduciary reproposal would impose big new costs and legal liabilities on advisors to SEP and SIMPLE IRAs — and “lock out” small businesses from retirement plans, a new report by the U.S. Chamber of Commerce says. READ MORE

By Kent Schutte6/11/2015 • 0 Comments

At this year’s 403(b) Summit, you’ll hear the latest on what the new IRA rules will do and how to comply with them, as well as what the most successful advisors do to grow their practices while adding efficiencies to their workflow. READ MORE

By NTSA Net Staff6/11/2015 • 0 Comments

The Department of Labor intends to finalize its re-proposed rule defining a fiduciary in May of next year, Groom Law Group Chairman Steve Saxon said on June 8. READ MORE

By NTSA Net Staff6/10/2015 • 0 Comments

The Internal Revenue Service has provided a new, permanent program for late filing Form 5500-EZ. READ MORE

By NTSA Net Staff6/10/2015 • 0 Comments

The IRS included in its latest issue of Employee Plans News a reminder concerning the changes to the Form 5500 and its schedules for 2014 reporting. READ MORE

By NTSA Net Staff6/9/2015 • 0 Comments

Hurricane season has begun, and the IRS has issued a reminder about the importance of protecting tax records — and the same principle applies to protecting records relevant to retirement plans and participants. READ MORE

By NTSA Net Staff6/8/2015 • 0 Comments

Bipartisan legislation introduced in the U.S. House of Representatives June 4 would allow pension plan participants to be automatically opted in to electronic delivery of documents. READ MORE

By NTSA Net Staff6/5/2015 • 0 Comments

A majority of households age 55 and older do not have retirement savings, according to a recently released study by the Government Accountability Office.
READ MORE

By NTSA Net Staff6/4/2015 • 0 Comments

House Education and the Workforce Committee Chairman John Kline (R-Minn.) and Health, Employment, Labor and Pensions Subcommittee Chairman Phil Roe (R-Tenn.) in a June 2 letter to Labor Secretary Perez asked again for more information concerning the DOL’s fiduciary proposal.
READ MORE

By NTSA Net Staff6/2/2015 • 0 Comments

In a June 1 NTSA podcast, John Hall, Vice President of Digital Marketing at PlanMember Services, offered his insights on the best ways for advisors to leverage the growing popularity of social media to enhance their businesses. READ MORE

By NTSA Net Staff5/29/2015 • 0 Comments

We’ve created a special resource page on NTSA Net that provides links to content and analysis that helps explain the implications of the Department of Labor's proposed rules expanding the definition of a fiduciary under ERISA READ MORE

By NTSA Net Staff5/28/2015 • 0 Comments

Funds in 403(b)s were invested more heavily in fixed annuities than in any other kind of investment in 2014, according to the Spectrem Group, a financial analysis firm. READ MORE

By NTSA Net Staff5/21/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the employees of a local school district can make elective deferrals in their 403(b) plans after they have severed employment.
READ MORE

«« First |1 2 3 4 5 6 7 ... 25 26 27 28 29 30 31 32 33 | Last ››

DNN Web Control Container

0