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 Nevin Adams10/13/2017 • 0 Comments

There’s an old saying that when you assume… well, here are six assumptions that can create real headaches for retirement plan fiduciaries. READ MORE

By Ted Godbout10/13/2017 • 0 Comments

A series of structural and administrative changes to the Saver’s Credit would make the program less complex and more likely to achieve its intended goal of encouraging low- and moderate-income workers to save for retirement, according to a new report. READ MORE

By ASPPA Net Staff10/12/2017 • 0 Comments

Corporate pension plans’ funded status improved in September, according to two recent studies. One of them, in fact, reports that they showed their strongest monthly gains of the year last month.  READ MORE

By Nevin Adams 10/11/2017 • 0 Comments

If you’ve never been part of ASPPA’s “March on the Hill” — or if you’ve done it a dozen times — there’s never been a time when your participation is more needed or more valued. READ MORE

By ASPPA Net Staff10/11/2017 • 0 Comments

Minneapolis-based 403(b) advisor Steven R. Berger, 44, was among the 58 people killed at the Route 91 Harvest Music Festival in Las Vegas on Sunday, Oct. 1. READ MORE

By Ted Godbout10/10/2017 • 0 Comments

A positive economic outlook and anticipated sales growth have small business owners considering increases in contributions to their retirement plans, says an annual survey. READ MORE

By John Iekel10/6/2017 • 0 Comments

A recent analysis goes a step beyond simple measurements and data and examines trends concerning pension plan underfunding. READ MORE

By John Iekel10/6/2017 • 0 Comments

When it comes to communicating with participants, meeting the letter of the rules and fulfilling the spirit behind them are not always the same thing. READ MORE

By Nevin Adams10/6/2017 • 0 Comments

If you’re still struggling to figure out how to reach Millennials (even if you are a Millennial), take heart — there’s (already) another generational cohort entering the workforce. READ MORE

By Ted Godbout10/6/2017 • 0 Comments

Suggesting that it’s time to change the ROI conversation with respect to financial wellness programs, a recent paper contends that a more effective way to prove a program’s value is by measuring employee engagement. READ MORE

By ASPPA Net Staff10/5/2017 • 0 Comments

In a month that has traditionally been the worst for U.S. stocks, how did average 401(k) balances fare? READ MORE

By Ted Godbout10/2/2017 • 0 Comments

To help plan sponsors insure their employees’ data is protected within their retirement plan, new best practices for reporting cybersecurity capabilities to plan sponsors and plan consultants have been developed by the SPARK Institute. READ MORE

By Ted Godbout9/29/2017 • 0 Comments

Retirement industry leaders appearing at a recent Capitol Hill event generally agreed that building on the existing system would dramatically improve the retirement readiness of Americans throughout the country. READ MORE

By John Iekel9/28/2017 • 0 Comments

Warnings about the need to save more for retirement are ubiquitous; a suggestion that challenges this premise will raise more than a few eyebrows. READ MORE

By Nevin Adams 9/28/2017 • 0 Comments

In the course of my day, I talk to (and email with) people, read a lot, and every so often jot down a random thought or insight that gives me pause and makes me think. See what you think. READ MORE

By Ted Godbout9/28/2017 • 0 Comments

DC plans measured as part of the Callan DC Index realized a “healthy” 3.06% in return growth during the second quarter of 2017. READ MORE

By John Iekel9/28/2017 • 0 Comments

Forgetting to repay a loan will garner one a quick reminder. But a recent Tax Court ruling suggests that it may be wise to verify that the payment really was made. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

On Sept. 21, 2017, the ASPPA/ARA Government Affairs Committee filed comments with the American Institute of Certified Public Accountants with regard to their release of a Proposed Statement on Auditing Standards. READ MORE

By Carlos Panksep9/21/2017 • 0 Comments

Ten years ago, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan Service Providers; two firms that embraced this new ASPPA certification 10 years ago are being recognized. READ MORE

By John Iekel9/21/2017 • 0 Comments

A sharper focus on how fiduciary duties are discharged and a heightened awareness of how one is performing such functions will not go away anytime soon; a recent paper discusses fiduciary risk and management. READ MORE

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