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 John Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By NTSA Net Staff10/3/2017 • 0 Comments

In MarketBeat, Ted Godbout discusses the insights shared at the Financial Services Roundtable on Sept. 27, 2017 — the day President Trump and congressional leaders released a tax reform plan. READ MORE

By NTSA Net Staff10/2/2017 • 0 Comments

In Tech Talk, we address the rules concerning bankruptcy protection for non-ERISA 403(b) plans. READ MORE

By Craig Hoffman9/27/2017 • 0 Comments

An outline of the Republican tax reform plan was released today — a plan that includes a proposal to cap the tax rate on small business “pass-through” income at 25%. READ MORE

By ASPPA Net Staff9/26/2017 • 0 Comments

In MarketBeat, Robert J. Toth discusses offering to 403(b) plans the type of collective trust investments sold to 401(k) plans and one plan provider’s unique approach. READ MORE

By Nevin Adams9/25/2017 • 0 Comments

An excessive fee suit challenging the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees has been dismissed. READ MORE

By John Iekel9/19/2017 • 0 Comments

Action by the SEC due to breaches of fiduciary duty, inadequate disclosures and compliance deficiencies has prompted an RIA to issue rebates and credits to some of its clients, which include non-profits that sponsor 403(b) plans. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

By John Iekel9/7/2017 • 0 Comments

Plans, employers, service providers and administrators can act to protect plans and those they serve from the effects of hurricanes and natural disasters; the IRS and the DOL provide tips. READ MORE

By NTSA Net Staff8/31/2017 • 0 Comments

In MarketBeat, we discuss how the importance of cybersecurity goes well beyond the integrity of clients’ and plan participants’ sensitive information. READ MORE

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

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