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 ASPPA Net Staff7/17/2017 • 0 Comments

Automatic enrollment is the single most important feature an employer can adopt for Millennials and new hires to participate in a company’s DC plan, according to a new study from Wells Fargo. READ MORE

By Ted Godbout7/17/2017 • 0 Comments

Regardless of income level, most respondents in a new survey say they are behind in retirement prep and want to learn about retirement savings and personal financial management. READ MORE

By Nevin Adams7/17/2017 • 0 Comments

The good news is that the funding level of that critical financial underpinning of the nation’s retirement security didn’t decrease during the past year. READ MORE

By John Iekel7/14/2017 • 0 Comments

Financial wellness incorporates many things, and a primer on the subject argues that it also encompasses retirement readiness, but with a twist: employees’ retirement readiness also benefits employers. READ MORE

By John Iekel7/13/2017 • 0 Comments

Keeping abreast of the whereabouts and life status of retirees and beneficiaries — and even terminated vested participants — are increasingly important fiduciary responsibilities. READ MORE

By Ted Godbout7/11/2017 • 0 Comments

“Too expensive to set up” or “my organization does not have the resources” are the top reasons small to midsize businesses cite for not offering a retirement plan, says Pew Charitable Trusts. READ MORE

By John Iekel7/7/2017 • 0 Comments

Employees who may have the greatest longevity at an office in terms of circuits around the sun and as part of payroll, have — and pose — concerns unlike those of younger cohorts. READ MORE

By ASPPA Net Staff7/6/2017 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) has issued its updated Pension Insurance Data Books and Tables. READ MORE

By ASPPA Net Staff7/6/2017 • 0 Comments

Pension plans’ funded status slipped slightly in June, with mixed results for assets and slight growth in liabilities, says a recent report. READ MORE

By ASPPA Net Staff7/6/2017 • 0 Comments

While they’re not quite as strong as the numbers for the first quarter of the year, there should be plenty to celebrate in this year’s June 30 participant statements. READ MORE

By Ray Berry7/5/2017 • 0 Comments

Come to Chicago on Aug. 18 and 19 for a great ACOPA symposium with presentations by pension actuarial experts. READ MORE

By Nevin Adams 7/3/2017 • 0 Comments

A participant in a plan with 27 participants is seeking the return of the “excessive and unreasonable asset-based fees charged by Nationwide for recordkeeping and administrative services, and to prevent Nationwide from charging those excessive fees in the future.” READ MORE

By Nevin Adams 7/3/2017 • 0 Comments

Anyone who has ever found their grand idea shackled to the deliberations of a committee, or who has had to kowtow to the sensibilities of a recalcitrant compliance department, can empathize with the process that produced the Declaration of Independence. READ MORE

By ASPPA Net Staff7/3/2017 • 0 Comments

Would someone really just forget about large sums of money they had accumulated and set aside for years? As every plan administrator knows, the answer is yes. A recent blog post discusses the effects of such financial amnesia. READ MORE

By Nevin Adams 6/30/2017 • 0 Comments

Just when you think all the 401(k) plans with proprietary funds have been sued — another lawsuit emerges. READ MORE

By John Iekel6/30/2017 • 0 Comments

The public sector's response to cybercrime to protect its retirement plans and participants is not uniform, a recent report suggests.
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By ASPPA Net Staff6/28/2017 • 0 Comments

By the end of the first quarter of 2017, U.S. retirement assets amounted to $26.1 trillion, according to the Investment Company Institute. READ MORE

By ASPPA Net Staff6/28/2017 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By Ted Godbout6/28/2017 • 0 Comments

Finding more holistic, intertwined financial management solutions to help Millennials tackle their student loan debt and assist them in saving more effectively for retirement was a key takeaway at a June 21 forum sponsored by the Women’s Institute for a Secure Retirement (WISER). READ MORE

By Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

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