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 Staff2/23/2015 • 0 Comments

What kind of retirement plan is available to private and public employees and how many assets are available in each kind continues to vary, according to a recent report. READ MORE

By ASPPA Net Staff2/20/2015 • 0 Comments

Two-thirds of American adults have experienced an event or situation that has had a negative effect on their financial plans for the long-term/retirement, according to a new report.
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By Mike Bushnell2/17/2015 • 0 Comments

Buoyed by a rising stock market, most defined contribution plan participants stayed the course, according to a new survey published by the Investment Company Institute. READ MORE

By ASPPA Net Staff2/17/2015 • 0 Comments

The ERISA public disclosure website — which houses filings by health and pension plans of private employers — is headed for the cloud. READ MORE

By ASPPA Net Staff2/12/2015 • 0 Comments

Individual retirement accounts — and the rollovers that fuel them to such an extent — are increasingly important to U.S. retirement saving. READ MORE

By John Iekel2/11/2015 • 0 Comments

Floridians who take loans against their retirement plans have to pay a state tax on those distributions. But the Florida House of Representatives is considering a bill that would change that.
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By Nevin Adams2/10/2015 • 0 Comments

In a Feb. 5 letter from Senate Committee on Homeland Security and Government Affairs Chairman Ron Johnson (R-Wisc.) to Secretary of Labor Thomas Perez, the committee requests that the DOL better explain its fiduciary regulation reproposal. READ MORE

By ASPPA Net Staff2/5/2015 • 0 Comments

U.S. company-provided pension plans got mixed news from BNY Mellon Investment Strategy and Solutions Group concerning how they fared in January 2015. READ MORE

By ASPPA Net Staff2/5/2015 • 0 Comments

The IRS cautions that entering incorrect information — or in some cases, leaving a field blank — on the Form 5500 increases the likelihood of being targeted for a compliance check.
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By ASPPA Net Staff2/5/2015 • 0 Comments

A new survey finds that 76% of Baby Boomers who retired within the past five years felt “in control” of their decision to retire.

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By ASPPA Net Staff2/4/2015 • 0 Comments

The Department of Labor has placed 150 multi-employer pension funds in critical status, and another 85 on the list of plans it calls endangered.

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By Andrew Remo2/4/2015 • 0 Comments

President Obama’s budget blueprint for fiscal year 2016 contains proposals that would change the tax treatment of IRAs and qualified retirement plans.

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By ASPPA Net Staff2/2/2015 • 0 Comments

Deferral and savings rates in 401(k) plans improved at a stronger rate than expected in 2014, recent studies reveal.
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By Nevin Adams1/30/2015 • 0 Comments

The 114th Congress has gotten off to a quick start with retirement legislation.
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By ASPPA Net Staff1/29/2015 • 0 Comments

Remember the importance of 401(k) plan committees, which can exercise their fiduciary responsibility through meetings and quarterly reviews. READ MORE

By John Iekel1/26/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) was not arbitrary and capricious when it concluded that Kentucky Bancshares was obliged to comply with the Pension Protection Act and ERISA when it terminated its retirement plan and trust, the 6th Circuit has ruled.
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By ASPPA Net Staff1/21/2015 • 0 Comments

Implementation and appreciation of the value of automatic enrollment is increasingly widespread among employers. Several recent studies have found that more employers are using it, although one points out that enthusiasm about auto features is not universal.
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By Andrew Remo1/16/2015 • 0 Comments

With President Obama poised to deliver his State of the Union address on Jan. 20, a powerful coalition of retirement, union and so-called consumer protection groups has again interjected itself into the debate over retirement plans.
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By ASPPA Net Staff1/15/2015 • 0 Comments

Funding levels of pension plans sponsored by the S&P 1500 fell by 9 percentage points in 2014, from 88% to 79%. According to Mercer, the plans’ collective deficits more than doubled last year, reaching $504 billion at year-end.
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By Nevin Adams1/15/2015 • 0 Comments

The 7th U.S. Circuit Court of Appeals has outlined the conditions for determining the existence of a partial plan termination, ruling on the fifth appeal of what it called a “seemingly interminable class action suit.”
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