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 Iekel 3/28/2018 • 0 Comments

The DOL Advisory Council on Employee Welfare and Pension Benefit Plans’ latest report centers on one overarching theme: simplifying plan disclosures to participants and beneficiaries. READ MORE

By John Iekel 3/27/2018 • 0 Comments

A recent DOL report confirms that DC plans have long been advancing at the expense of defined benefit plans, but also shows surprising vitality among DB plans. READ MORE

By John Iekel 3/26/2018 • 0 Comments

Plans that are abandoned or have missing participants make plan administration a lot more complicated. A recent ASPPA webcast addressed those unwelcome situations. READ MORE

By Ted Godbout3/26/2018 • 0 Comments

Given recent attention and lack of formal guidance on missing participants, there are increasing calls for the government to formally address how far plan sponsors need to go to find them. READ MORE

By Ted Godbout3/23/2018 • 0 Comments

Many would argue that comparing the returns of DB and DC plans is not an apples-to-apples analysis; nonetheless a new report examines DB and DC plan performance. READ MORE

By ASPPA Net Staff3/20/2018 • 0 Comments

Employers are taking steps to improve the financial well-being of their workforces — but there’s evidence that some of their efforts could actually be creating more financial stress for workers. READ MORE

By John Iekel 3/19/2018 • 0 Comments

There may not be much guidance on how to avoid breaking plan administration rules, but you’re not helpless; a recent blog entry offers suggestions about what to do about and before a DOL investigation. READ MORE

By Nevin Adams 3/16/2018 • 0 Comments

While it’s hardly a new topic, the subject of missing participants is much in the news today — and arguably a growing concern for plan sponsors, particularly with the expansion of automatic enrollment. READ MORE

By ASPPA Net Staff3/16/2018 • 0 Comments

New research suggests that the best ways of motivating participant behaviors differ depending on whether the plan relies on voluntary or automatic enrollment. READ MORE

By Ted Godbout3/15/2018 • 0 Comments

While the majority of HSA account holders are spenders, a new report indicates a potential shift in the saver/spender trend, as more employees express concern with health care costs in retirement. READ MORE

By John Iekel 3/12/2018 • 0 Comments

The PBGC provides a listing by state of the number of retirees to whom it provided benefits in 2017, as well as how much it provided; it breaks down state data on recipients and benefits paid by congressional district as well. READ MORE

By Nevin Adams 3/12/2018 • 0 Comments

Last fall, the FBI raided the offices of Vantage Benefits Administrators “amid concerns that money may be missing from retirement accounts the company manages.” Lawsuits brought by plans affected by the fraud now shed light on what went on. READ MORE

By John Iekel 3/7/2018 • 0 Comments

Major employers are among those that have increased their retirement benefits in the wake of the enactment of the Tax Cuts and Jobs Act (TCJA), according to a recent report. READ MORE

By John Iekel 3/5/2018 • 0 Comments

A recent analysis discusses the importance of plan monitoring and offers tips and ideas on designing a process and procedures for monitoring the way a plan and its funds are managed. READ MORE

By Nevin Adams3/5/2018 • 0 Comments

The PSCA recently released its 60th Annual Survey of Profit-Sharing and 401(k) Plans; key trends it found include increases in participation, deferral rates, target-date funds and automatic enrollment. READ MORE

By ASPPA Net Staff3/5/2018 • 0 Comments

A new study finds that those who use both health savings accounts and 401(k)s save more — not just in total, but also in the 401(k)s alone. READ MORE

By ASPPA Net Staff3/1/2018 • 0 Comments

The IRS has issued revised versions of Form 8915A, Qualified 2016 Disaster Retirement Plan Distributions and Repayments. READ MORE

By Ted Godbout3/1/2018 • 0 Comments

While still making the most of what they can in today’s market, institutional investors have been bracing for the impact of renewed market volatility,acting to diversify and construct durable portfolios, say new survey findings. READ MORE

By John Iekel 2/28/2018 • 0 Comments

Employees are in the mood to save more for their retirement, and an increasing number of employers are tapping in to that sentiment, say recent reports. READ MORE

By Ted Godbout2/28/2018 • 0 Comments

A Willis Towers Watson study finds that most large employers now provide only defined contribution and other account-based plans to newly hired employees. READ MORE

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