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 Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well. READ MORE

By Nevin Adams 5/19/2017 • 0 Comments

Noted journalist Horace Greeley once famously commented “Go West, Young Man.” What’s not often repeated is the rest of that quote. READ MORE

By ASPPA Net Staff5/17/2017 • 0 Comments

ASPPA Net features an updated set of FAQs that answer a wide variety of questions about membership, continuing education and more. READ MORE

By John Iekel5/15/2017 • 0 Comments

Why would one want to work with a TPA or a bundled provider? Practitioners discuss the plusses and minuses. READ MORE

By Nevin Adams5/12/2017 • 0 Comments

One of the more novel legal arguments opposing the fiduciary regulation has resurfaced in an amicus (friend of the court) filing. READ MORE

By ASPPA Net Staff5/11/2017 • 0 Comments

Public pensions’ funded ratios improved in the first quarter of 2017 — and some markedly so, according to a report on the 100 largest U.S. public pension plans. READ MORE

By ASPPA Net Staff5/9/2017 • 0 Comments

Multiemployer pension plans’ funding levels improved in the second half of 2016, a recent study says. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

Choosing an auditor to review a retirement plan is a fiduciary duty. A recent blog post offers some ideas on how to make sure the audit is one that will pass muster with the DOL. READ MORE

By John Iekel5/5/2017 • 0 Comments

The DOL's fiduciary rule has been bouncing around official Washington for years, but it may not matter that its fate is still unclear — the spirit of the rule already may be taking hold. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

For the rest of this year — the “transition period” — most firms will use either the Best Interest Contract Exemption or (more likely) the “transition” version. What will that mean for you? READ MORE

By Nevin Adams 5/5/2017 • 0 Comments

Here are five things you (or your client) may not know about ERISA fidelity bonding — and that, as a result, they may be getting wrong. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

A new survey finds that debt, exercise and work reorganizations can have a huge influence on worker well-being. And you might be surprised at which generational cohort is taking it harder than anyone else. READ MORE

By Nevin Adams5/4/2017 • 0 Comments

The DOL is planning to undertake a long-term research study to collect data and answer important research questions on how retirement planning strategies and decisions evolve. READ MORE

By John Iekel5/3/2017 • 0 Comments

A Social Security Administration issue paper examines the similarities and differences between Social Security benefits and annuities, and the factors determining lifetime retirement income. READ MORE

By John Iekel5/1/2017 • 0 Comments

Reporting and disclosure are functions all pension systems must perform, and public systems are no exception. So how are they doing? A recent study takes a look. READ MORE

By ASPPA Net Staff4/28/2017 • 0 Comments

A new survey finds that plan sponsors are enthusiastic about health savings accounts (HSAs), and the vast majority view HSAs as part of their retirement benefits strategy. READ MORE

By ASPPA Net Staff4/27/2017 • 0 Comments

A new survey of finance executives says 72% of respondents agree that employees' financial wellness is a focus for their organizations, and even more say it is important to ensure that their companies’ employees are educated on key tenets of financial wellness. READ MORE

By John Iekel4/26/2017 • 0 Comments

It’s tempting to believe the report that Millennials spend more on coffee than they save for their eventual retirement, but a recent analysis challenges what seems to be conventional wisdom. READ MORE

By Craig Hoffman4/24/2017 • 0 Comments

It appears that the IRS finally agrees with ASPPA’s recommendation that the IRS roll out the new “compliance” or “5500-SUP” questions as part of a broader Form 5500 modernization initiative. READ MORE

By ASPPA Net Staff4/21/2017 • 0 Comments

Despite the importance of educating 401(k) plan participants to prepare for their retirement by investing well, most programs that purport to do that fail in the attempt, says a recent blog entry. READ MORE

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