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 Ted Godbout9/5/2017 • 0 Comments

A recent study projects the average amount a 65-year-old couple retiring this year will need to cover medical expenses (in today’s dollars) throughout retirement. READ MORE

By John Iekel8/28/2017 • 0 Comments

There’s more to RMDs than simply making payments; a recent white paper reminds that the responsibility of making them includes being on time. READ MORE

By John Iekel8/25/2017 • 0 Comments

It's wise to pay close attention to defined contribution plan fees, argues a series of blog entries. READ MORE

By Nevin Adams8/25/2017 • 0 Comments

The class of 2021 has the advantage of time, a full career to save and build, to save at higher rates, and to invest more efficiently and effectively. READ MORE

By Nevin Adams8/23/2017 • 0 Comments

A new report finds that recordkeeping, trust and custody fees didn’t drop for the first time since 2010. Then again, they didn’t increase, either. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

Many argue that re-enrolling 401(k) participants into target date funds (TDFs) benefits them and their beneficiaries. But a recent blog entry argues that it’s also good for a plan itself. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

In the next 20 years, more than a million plan participants covered by 114 multiemployer plans could lose pension benefits, according to a recent study. READ MORE

By Ted Godbout8/21/2017 • 0 Comments

The Pew Charitable Trusts in a recent report found strong support among small and mid-size businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces. READ MORE

By ASPPA Net Staff8/21/2017 • 0 Comments

While most small businesses do not offer retirement benefits, most that do found it beneficial, says a recent survey. READ MORE

By Nevin Adams 8/18/2017 • 0 Comments

A new academic study offers some insights on taxpayer preferences for pre-tax versus Roth savings — at least in certain conditions. READ MORE

By ASPPA Net Staff8/18/2017 • 0 Comments

Recent studies stress the interest of younger generations in retirement saving and sustainable investing. READ MORE

By Ted Godbout8/18/2017 • 0 Comments

Financial stress and everyday money matters are hindering Americans’ retirement savings efforts and affecting the job performance of many employees, a new nationwide survey reveals. READ MORE

By ASPPA Net Staff8/17/2017 • 0 Comments

The funded status of U.S. corporate pension plans improved in July, according to assessments by three financial services firms.

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By John Iekel8/16/2017 • 0 Comments

Recent studies discuss use of pension risk transfers to relieve the pressures associated with offering DB plans and highlight group annuities as a safety valve. READ MORE

By ASPPA Net Staff8/16/2017 • 0 Comments

The IRS on Aug. 15 announced that it seeks ideas on a video presentation it is preparing on the pre-approved plans opinion letter program. READ MORE

By Nevin Adams 8/11/2017 • 0 Comments

A plaintiff seeking class action status in a proprietary fund suit against his former employer may have hit a snag. READ MORE

By Rebekah Whitaker8/11/2017 • 0 Comments

Registration is now open! Don’t miss out on the 2017 Cincinnati ASPPA Regional Conference, Monday, Nov.13 and Tuesday, Nov.14, 2017. READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

A survey of larger plan sponsors finds most concerned about the potential participant response to a mandated shift to Roth tax treatment in 401(k) plans. READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

State-run plans slowly are gaining traction, but in a recent survey, 30% of employers say they are very likely to drop their DC plan and turn to a state plan. READ MORE

By Ted Godbout8/8/2017 • 0 Comments

The number of new cash balance plans adopted by employers increased by 17% — rising to 17,812 active plans — in 2015, according to new research by Kravitz, Inc. READ MORE

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