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 Staff1/14/2016 • 0 Comments

The Employee Plans subgroup of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT) is conducting a project on the IRS’ decision to eliminate most determination letters for individually designed plans, and is looking for practitioner input. READ MORE

By ASPPA Net Staff1/14/2016 • 0 Comments

The Governmental Accounting Standards Board (GASB) recently issued exposure drafts proposing accounting and financial reporting guidance related to fiduciary activities and pension issues. READ MORE

By ASPPA Net Staff1/13/2016 • 0 Comments

The IRS has updated, for 2016, “Instructions for Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc., and IRA Contribution Information.” READ MORE

By ASPPA Net Staff1/12/2016 • 0 Comments

Retirement plan accounts benefited from higher deferrals and fewer plan loans in 2014, according to the Plan Sponsor Council of America. READ MORE

By ASPPA Net Staff1/12/2016 • 0 Comments

The Internal Revenue Service wants to encourage plan sponsors to correct certain plan failures — and they’re offering some financial incentives to do so. READ MORE

By Jim Nolan1/11/2016 • 0 Comments

The second annual ASPPA Business Managers and Owners Council (BMOC) Conference, an event tailored to the needs of senior managers and owners of pension administration businesses, will be held March 20-22 at the Hilton Rosemont Hotel in Rosemont, Ill. — close to Chicago O’Hare airport and downtown Chicago. READ MORE

By ASPPA Net Staff1/7/2016 • 0 Comments

A convicted killer won’t be able to shield his retirement assets from a $124 million jury judgment in a case brought by the estate of the wife he killed. READ MORE

By ASPPA Net Staff1/7/2016 • 0 Comments

Among the keys to providing excellent service to clients is to do so in an ethical and professional manner, and one of the ways to do that is to understand Circular 230. READ MORE

By ASPPA Net Staff1/6/2016 • 0 Comments

The advent of a new year traditionally is a time to take of stock of where one has been and what lies ahead; a recent Transamerica report offers the expectations of experts from a wide range of sectors and perspectives regarding retirement plans. READ MORE

By ASPPA Net Staff1/6/2016 • 0 Comments

The IRS has issued an updated version of Publication 575, “Pension and Annuity Income,” for use in preparing 2015 returns. READ MORE

By ASPPA Net Staff1/6/2016 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Jan. 5 announced that it is ready to accept electronic premium filings for plan years beginning in 2016. READ MORE

By Nevin Adams1/5/2016 • 0 Comments

It is something of a tradition this time of year to look back, to reminiscence about past events and lessons learned, and sometimes to look ahead. Here are some insights that should help lay the groundwork for a productive and prosperous 2016. READ MORE

By ASPPA Net Staff1/5/2016 • 0 Comments

Last year proved to be a volatile one for pension funding, but how did the nation’s largest corporate pension plans fare compared with the year before? READ MORE

By ASPPA Net Staff1/4/2016 • 0 Comments

The IRS on Jan. 4 said it will issue guidance on revisions to the employee plans determination letter program regarding Cycle A elections, determination letter expiration dates, and extension of deadlines for certain defined contribution pre-approved plans. READ MORE

By ASPPA Net Staff1/4/2016 • 0 Comments

Just before Christmas, President Obama signed into law H.R. 2029, a massive year-end spending and tax bill containing a number of provisions affecting health and retirement plans. Here’s what you may have missed. READ MORE

By ASPPA Net Staff12/30/2015 • 0 Comments

In 2016, be ready for more of the same regarding attention to fees charged plan sponsors and participants says Susan Mangiero in her blog, Pension Risk Matters. READ MORE

By ASPPA Net Staff12/30/2015 • 0 Comments

In an article that appeared in the Fall 2015 Plan Consultant, Lauren Bloom discusses the importance of codes of conduct and whether a professional who does something disgraceful but that isn’t directly related to the professional’s practice should be disciplined by their profession. READ MORE

By ASPPA Net Staff12/30/2015 • 0 Comments

Saving for retirement and paying off student loan debt may seem to be mutually exclusive goals and functions, but Beth Braverman argues in Forbes that they are not.
READ MORE

By Nevin Adams12/29/2015 • 0 Comments

Every plan, and every investment committee, is unique — and yet, conducted properly, there are inevitably areas of commonality. Here are some questions that could enhance the discussion, if not the outcome, of your next meeting.
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By ASPPA Net Staff12/29/2015 • 0 Comments

The Social Security Administration’s Office of the Chief Actuary has issued updated disability and death probability tables based on the intermediate assumptions of the 2015 Trustees Report. READ MORE

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