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 Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

By John Iekel6/22/2017 • 0 Comments

Automatic features can help overcome retirement saving gridlock — but they are not necessarily a panacea and can have consequences of their own. READ MORE

By Ted Godbout6/21/2017 • 0 Comments

DC plans were on the receiving end of strong market performance during the first quarter of this year, rising 4.67%, its highest quarterly return since year-end 2013, according to the latest Callan DC Index. READ MORE

By ASPPA Net Staff6/21/2017 • 0 Comments

The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28. READ MORE

By ASPPA Net Staff6/21/2017 • 0 Comments

Small plans frequently have big service needs, and a special joint NAPA/CIkR task force has developed a template designed to make it easier to obtain a consistent, apples-to-apples comparison of service features from 401(k) recordkeepers.

READ MORE

By John Iekel6/19/2017 • 0 Comments

The Carolinas share a border, a name, and a need to address problems with their state pension plans; however, their problems are as different as north is from south. READ MORE

By ASPPA Net Staff6/19/2017 • 0 Comments

In a recent blog post, Fred Reish says that one of the FAQs the DOL issued concerning the fiduciary rule "raises some significant issues” for broker-dealers and RIAs. READ MORE

By ASPPA Net Staff6/19/2017 • 0 Comments

Apparently participants aren’t the only ones struggling with behavioral biases, according to a new report. READ MORE

By ASPPA Net Staff6/19/2017 • 0 Comments

The DOL fiduciary rule — at least significant parts of it — has now been implemented. A recent analysis offers an assessment of where things stand. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

A recent report on 401(k) services, fees and expenses looks closely at usage of mutual funds in 401(k) investments. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

Pension plans largely held steady in May, with assets and liabilities growing slightly, says a recent report. READ MORE

By Ted Godbout6/15/2017 • 0 Comments

Many are not taking all of the steps they need to prepare for retirement and are relying on uncertainties like receiving an inheritance, says a recent survey by Natixis Global Asset Management. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

The PBGC has issued a final rule on interest rate assumptions affecting benefits payable in terminated single-employer plans and allocation of assets in single-employer plans. READ MORE

By ASPPA Net Staff6/14/2017 • 0 Comments

Registration for the 2017 ASPPA Annual Conference — the nation’s premier gathering of retirement industry professionals — is now open! READ MORE

By Ted Godbout6/13/2017 • 0 Comments

The vast majority of DC plan participants continued making contributions in 2016 and most “stayed the course” with their asset allocations, according to a recent Investment Company Institute study. READ MORE

By ASPPA Net Staff6/13/2017 • 0 Comments

Retirement plan providers should focus on education, retirement readiness tools, situational guidance and “next-best-step” trigger events to help workers become better prepared for retirement, a report recommends. READ MORE

By John Iekel6/12/2017 • 0 Comments

It’s heeeeere. But for many practitioners, practices and firms that read the tea leaves, the fiduciary rule has been a reality for a while and already has shaped what they do and how they do it.
READ MORE

By ASPPA Net Staff6/12/2017 • 0 Comments

In a June 8 letter, the ARA offered comments on the guidance contained in IRS Notice 2016-16 concerning mid-year amendments to safe harbor 401(k) and 403(b) plans. READ MORE

By Ted Godbout6/9/2017 • 0 Comments

The House approved legislation on June 8 that seeks to repeal major provisions of the Dodd-Frank Act, as well as the DOL’s now-effective fiduciary rule. READ MORE

By John Iekel6/8/2017 • 0 Comments

What color is the retirement readiness mood ring? Recent studies and insights give us answers as varied as the spectrum.
READ MORE

«« First « Previous |1 2 3 4 ... 43 44 45 46 47 48 49 | Last ››