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 Staff7/16/2015 • 0 Comments

The IRS should better inform individuals about Internal Revenue Code provisions saying they must take required minimum distributions from their IRAs when they reach a certain age, says a Treasury Inspector General for Tax Administration report.
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By John Iekel7/16/2015 • 0 Comments

Whether we have retirement a crisis, or merely a series of hard problems, captured the ultimate issue an expert panel addressed at an American Enterprise Institute July 15 discussion at its Washington, DC offices,. READ MORE

By ASPPA Net Staff7/15/2015 • 0 Comments

The IRS in a July 14 news release encouraged eligible small businesses that did not file certain retirement plan returns to take advantage of a low-cost penalty relief program enabling them to quickly come back into compliance. READ MORE

By ASPPA Net Staff7/13/2015 • 0 Comments

Pension plans were better funded by the end of the second quarter of 2015, according to a recent report by Aon Hewitt.
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By Nevin Adams7/10/2015 • 0 Comments

Plan sponsors who want to “de-risk” their pension plans will no longer be able to give participants who are receiving monthly annuity benefits the option to convert that benefit to a lump sum, according to new rules from the IRS. READ MORE

By ASPPA Net Staff7/9/2015 • 0 Comments

Reports from the Senate Finance Committee’s five bipartisan tax working groups have been published, including policy options and recommendations on savings and investment. READ MORE

By ASPPA Net Staff7/9/2015 • 0 Comments

In a recent ASPPA webcast on the Form 5500, Janice Wegesin, President of JMW Consulting, cautioned attendees that the proposed Form 5500 SUP is on the horizon — and that they need to be prepared. READ MORE

By ASPPA Net Staff7/8/2015 • 0 Comments

Connecticut Gov. Dannell P. Malloy (D) on July 2 signed into law a measure that protects retirement plan benefits from creditors’ claims. READ MORE

By ASPPA Net Staff7/6/2015 • 0 Comments

Defined benefit plans, defined contribution plans and 403(b) annuity arrangements with calendar year plans, take note: July 31, the deadline for filing the Form 5500, is right around the corner. READ MORE

By ASPPA Net Staff7/6/2015 • 0 Comments

Overall trends in June and the second quarter of 2015 were favorable for pension plans, according to new reports. READ MORE

By ASPPA Net Staff7/2/2015 • 0 Comments

Another round of consumer surveys this week found most Americans optimistic, but not necessarily about retirement. READ MORE

By ASPPA Net Staff7/1/2015 • 0 Comments

The U.S. Census Bureau in its quarterly survey of public pensions during the first quarter of 2015 reports that the earnings that public pension plans have realized, and their holdings, have changed little since the fourth quarter of 2014. READ MORE

By ASPPA Net Staff6/26/2015 • 0 Comments

The DOL rule that went into effect June 17 containing fiduciary requirements for disclosure in participant-directed individual account plans has built in two additional months in which to provide the information. READ MORE

By ASPPA Net Staff6/26/2015 • 0 Comments

The Senate Appropriations Committee on June 25 in a 16-14 vote approved the fiscal year 2016 Labor, Health and Human Services (LHHS) funding bill, which denies funding that would enable the Department of Labor to implement the fiduciary rule. READ MORE

By ASPPA Net Staff6/25/2015 • 0 Comments

The reviews are in and WBLF conference just held in Charleston, S.C. was a big success! READ MORE

By ASPPA Net Staff6/22/2015 • 0 Comments

The IRS in Revenue Procedure 2015-34 has provided procedures by which multiemployer defined benefit plans that are in critical and declining status may apply for approval to suspend benefits. READ MORE

By ASPPA Net Staff6/19/2015 • 0 Comments

The PBGC on June 19 issued an interim regulation that makes it possible for multiemployer pension plans to apply for PBGC help in funding a portion of their benefit liabilities in order to remain solvent. READ MORE

By Nevin Adams6/18/2015 • 0 Comments

A House bill would stop the Department of Labor’s fiduciary proposal by cutting off funding to implement the measure. READ MORE

By ASPPA Net Staff6/16/2015 • 0 Comments

The Department of Labor will hold hearings on the fiduciary proposal Aug. 10-12, and will accept comments on the proposed rule and exceptions through July 21. READ MORE

By Nevin Adams6/16/2015 • 0 Comments

A new report by the Congressional Budget Office confirms that in the years to come the U.S Treasury will receive “significant” tax revenues from retirement plan withdrawals. READ MORE

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