Practice Management

Practice Management

Practice Management includes the ways that advisors can profitably and successfully run their businesses from practical topics like business systems, advisor fees and client services to professional development and growth strategies. Also covered are overall industry trends, ethics and compliance, as well the various service providers and vendors that advisors need to partner with in order to build, grow and manage their practices.

By John Iekel 8/14/2018 • 0 Comments

A recent blog entry argues that when an employee retires matters not only to that individual, but also to their employer. READ MORE

By John Iekel 8/10/2018 • 0 Comments

A recent report offers a look at that measure and finds that retirement readiness — or the lack thereof — is not uniform across all groups and worker populations. READ MORE

By John Iekel 8/8/2018 • 0 Comments

Missing participants are challenging to plans, TPAs and recordkeepers — but cashouts ultimately are an even bigger issue, a service provider suggests. READ MORE

By Ted Godbout8/7/2018 • 0 Comments

While interest surrounding financial wellness programs appears to be growing in the workplace, there continues to be a lack of understanding about the value they deliver, according to a recent report. READ MORE

By John Iekel 8/6/2018 • 0 Comments

Retirement income solutions that seek to help provide financial resources for a lifetime are on the rise; a recent paper offers ideas on how a retirement plan professional can evaluate the effectiveness and worth of those solutions. READ MORE

By Ted Godbout8/6/2018 • 0 Comments

While most active retirement savers agree that accumulating enough savings is important in being able to retire comfortably, a significant subset worry they’re already too far behind, a new study finds. READ MORE

By ASPPA Net Staff8/3/2018 • 0 Comments

Things continued to heat up in July for those average 401(k) balances. READ MORE

By John Iekel 7/27/2018 • 0 Comments

It isn’t hard to find a plan that has invested in TDFs, but it can be hard to find assessments that ask hard questions about them. A recent white paper does just that. READ MORE

By John Iekel 7/27/2018 • 0 Comments

Individuals’ financial information is so valuable that identity thieves will do just about anything to steal it, including gaining entry into retirement plan records that aren’t properly protected. But you can act to prevent a break-in. READ MORE

By Jack Towarnicky7/27/2018 • 0 Comments

In part three of a three-part series concerning retirement preparedness, we confirm that there is no solution for workers who do not have retirement preparation as a priority. READ MORE

By Nevin Adams 7/26/2018 • 0 Comments

In my experience, two big questions loom over financial wellness. READ MORE

By Nevin Adams7/24/2018 • 0 Comments

Which adds up to more retirement income: working 6 months longer or saving 1% more for 30 years? READ MORE

By Ted Godbout7/18/2018 • 0 Comments

In addition to being an administrative headache, the inability to locate terminated participants of qualified retirement plans can result in heightened legal risks, a recent blog post reminds readers. READ MORE

By Jack Towarnicky7/18/2018 • 0 Comments

In Part 2 of a three-part series on retirement in America, we look at the decline of traditional pension plans and the rise of defined contribution plans. READ MORE

By Nevin Adams 7/18/2018 • 0 Comments

A recent report suggests that participants are “clueless” about decumulation. And who can blame them? READ MORE

By Nevin Adams7/16/2018 • 0 Comments

An excessive fee suit that had alleged “astronomical” fees in a $25 million plan has been dismissed. READ MORE

By Ted Godbout7/16/2018 • 0 Comments

A new study reveals a number of remarkable developments in plan design trends and participant savings behaviors among small business defined contribution plans. READ MORE

By John Iekel 7/13/2018 • 0 Comments

A good offense is often the best defense. A maxim used in many contexts, and a July 10 ASPPA Webcast suggests that taking extra care to ensure that your Form 5500 is correct is one of them. READ MORE

By Nevin Adams 7/13/2018 • 0 Comments

There was good news – and some not-so-good news – about plan designs and participant behaviors in a recent industry survey. READ MORE

By Jack Towarnicky7/13/2018 • 0 Comments

A recent article misrepresents the facts related to the decline of employer-sponsored pension plans. Employer-sponsored, individual account retirement savings plans continue to be the best vehicle for improving long-term outcomes for American workers. READ MORE

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