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 Staff3/20/2015 • 0 Comments

In this week’s MarketBeat, Ellie Lowder tells us how top hat plans work under Internal Revenue Code Section 457(b). READ MORE

By NTSA Net Staff3/16/2015 • 0 Comments

Americans strongly believe in and support saving for retirement, but that doesn’t necessarily mean that they’re saving as much as they are projected to need in order to be financially ready for retirement, two recent studies indicate.
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By NTSA Net Staff3/13/2015 • 0 Comments

The Retirement Advisor Council announced on March 12 that it has developed a template request for proposal for institutions of higher education to use in searching for advisors for their retirement plans. READ MORE

By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that it for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

By John Iekel3/12/2015 • 0 Comments

Most states are making a good faith effort to meet their annual required contributions to their state pension systems, concludes the National Association of State Retirement in a recent study.
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By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s MarketBeat, Michael Webb provides an overview regarding the sections of the federal tax code apply to governmental plan sponsors, public school districts and public higher education organizations. READ MORE

By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a former government employee needs a recurring contribution in order to fall under the Code Section 401(a) special pay provision. READ MORE

By John Iekel3/11/2015 • 0 Comments

Michigan’s state employee retirement plan could be paying out a sizable chunk more in benefits four years from now. READ MORE

By NTSA Net Staff3/9/2015 • 0 Comments

Retirees will need an average of $2.5 million to maintain the same quality of life in retirement, according to a recent Legg Mason survey READ MORE

By John Iekel3/9/2015 • 0 Comments

Floridians who take loans against their retirement plans have to pay a state tax on those distributions. But the Florida House of Representatives is considering a bill that could affect that tax treatment.
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By NTSA Net Staff3/3/2015 • 0 Comments

Public pension plans had a good month in February, according to BNY Mellon Investment and Strategy Group. READ MORE

By NTSA Net Staff3/3/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth argues that addressing some of the more intractable daily 403(b) problems requires dealing with “small amounts” in former employees’ 403(b) annuity contracts.
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By NTSA Net Staff3/2/2015 • 0 Comments

New York City Public Advocate Letitia James on Feb. 26 introduced legislation creating a commission of experts to study the establishment of a pension fund for private sector workers in New York City.
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By NTSA Net Staff3/2/2015 • 0 Comments

The IRS on Feb. 26 said in Revenue Procedure 2015-22 that it has updated user fees and the addresses to which applications for approval of pre-approved 403(b) plans are to be sent. READ MORE

By NTSA Net Staff3/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether 403(b) pay deferrals to a former employee can be taken from the compensation he or she receives for unused leave.
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By NTSA Net Staff2/23/2015 • 0 Comments

What kind of retirement plan is available to private and public employees and how many assets are available in them continues to vary, according to a recent report.
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By NTSA Net Staff2/19/2015 • 0 Comments

Cincinnati's unfunded pension liability amounts to more than $860 million; a deal to address it is close to being struck, but that could be months away.
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By NTSA Net Staff2/13/2015 • 0 Comments

Questions can arise about options for beneficiaries of 403(b) accounts. In this week’s MarketBeat, Ellie Lowder reviews the basics of beneficiaries’ rights to employer-sponsored retirement, as well as 457(b), plans.

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By NTSA Net Staff2/13/2015 • 0 Comments

How to handle inherited IRAs and 403(b)s continues to generate questions, and in this week's Tech Talk Ellie Lowder answers further questions about them and the regulations no which their treatment is based.
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By NTSA Net Staff1/12/2015 • 0 Comments

In this week’s MarketBeat, Ellie Lowder offers her ideas regarding questions an employer client may ask you about meeting the mandatory bonding requirements which must cover any employee handling plan assets. READ MORE

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