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 Iekel11/20/2017 • 0 Comments

First, do no harm. A term commonly applied to the practice of medicine, but a recent blog post by Christopher Carosa applies it to fiduciary practices. READ MORE

By John Iekel11/20/2017 • 0 Comments

The retirement industry is rife with words and terms whose meaning is expanding or shifting, including terms related to DB plans, at least according to Willis Towers Watson. READ MORE

By ASPPA Net Staff11/16/2017 • 0 Comments

Sales of single-premium pension buy-out products broke records again in the third quarter of 2017, the second consecutive quarter with such results, according to a recent report. READ MORE

By ASPPA Net Staff11/14/2017 • 0 Comments

The vast majority of middle-income workers with access to a workplace plan participate, but income plays a role in how many maximize the match. READ MORE

By John Iekel11/13/2017 • 0 Comments

A recent blog entry discusses what it can mean for an erstwhile employer when a former employee fails to roll their funds out of the plan into one offered by their new employer or into an IRA. READ MORE

By John Iekel11/13/2017 • 0 Comments

Pension risk transfer is firmly entrenched, and for a variety of reasons. Some recent analyses offer their perspectives on the practice. READ MORE

By John Iekel11/10/2017 • 0 Comments

The belle of the retirement plan participation ball is auto enrollment. And a potent tool it is. But a recent article suggests it may not only be an elixir — it also may cause a delayed hangover. READ MORE

By Nevin Adams11/10/2017 • 0 Comments

All too often the innovations honored with a Nobel Prize fly under the radar of “regular” Americans. But that wasn’t the case recently when the work of University of Chicago’s Richard Thaler was acknowledged. READ MORE

By ASPPA Net Staff11/9/2017 • 0 Comments

October brought good news for corporate pension plans, a recent study suggests. READ MORE

By John Iekel11/3/2017 • 0 Comments

The universe of ways retirement plan participants can obtain information keeps expanding. But multiplicity of format does not necessarily translate to better-informed participants, points out a recent blog entry. READ MORE

By John Iekel11/1/2017 • 0 Comments

The technological revolution that has ushered in today’s electronic age is a thing of wonder. But it has also opened the door to theft and abuse of money and information, including from retirement accounts. A recent article discusses what can be done to address the threat. READ MORE

By John Iekel11/1/2017 • 0 Comments

The IRS has expanded the relief it is providing to victims of Hurricanes Harvey, Irma and Maria and the California wildfires. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

According to new research, the average account balance among consistent 401(k) participants at year-end 2015 was almost double the average account balance among all participants in the database. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

The results of a new study make it clear that having access to a 401(k) plan is critical in helping workers get on a path to having a secure retirement. READ MORE

By John Iekel10/30/2017 • 0 Comments

“All politics is local,” it has been said, and that principle holds for ERISA enforcement, too — at least according to an expert panel at the recent ASPPA Annual conference held in National Harbor, MD. READ MORE

By John Iekel10/27/2017 • 0 Comments

A recent blog entry points out that 401(k) loans may seem innocuous since a participant is taking money from his or her own account and repaying it to themselves, but they still entail risks and costs.
READ MORE

By Ted Godbout10/27/2017 • 0 Comments

Pew Charitable Trusts has issued a new report on worker perspectives on barriers to saving and the results suggest, not surprisingly, that access to an employer-sponsored plan is key. READ MORE

By John Iekel10/24/2017 • 0 Comments

While 401(k)s are ubiquitous in the for-profit sector, 403(b)s and 457 plans rule the roost among non-profits. At an Oct. 24 session of the ASPPA Annual Conference, PenServ Plan Services, Inc. President Susan Diehl provided a glimpse into the world of 403(b)s. READ MORE

By John Ortman 10/23/2017 • 0 Comments

Todd Larson is the Chief Information Officer at Sentinel Benefits and Financial Group. What are the IT vulnerabilities that keep him up at night? READ MORE

By John Iekel10/23/2017 • 0 Comments

“If you choose not to have a written document, you have voluntarily chosen to increase your risk.” Ilene Ferenczy, Managing Partner of the Ferenczy Benefits Law Center, at an Oct. 23 session of the ASPPA Annual Conference at National Harbor, MD, discussed the importance of service agreements and the protection they offer. READ MORE

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