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 Staff8/28/2015 • 0 Comments

Group pension buy-outs have never been higher in the second quarter than they were this year, reports the LIMRA Secure Retirement Institute. READ MORE

By Brian Graff8/26/2015 • 0 Comments

There were four days of hearings on the Department of Labor’s proposed fiduciary rule and I kept waiting… and watching… and waiting. But it never came up. And that surprised me. READ MORE

By ASPPA Net Staff8/25/2015 • 0 Comments

A new report notes that the number of new cash balance plans surged 32% in 2013, dwarfing new plan adoption. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

Even if a pension plan you serve is frozen, the ice sheet doesn’t cover the Pension Benefit Guaranty Corporation (PBGC) reportable plan rules. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

A new study of DB and DC plans goes a little farther than just comparing them — suggesting that the best approach may be to move past the debate over which one is better. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

Overall, TPAs are content with their retirement service providers, although their satisfaction/dissatisfaction metrics continue to converge, according to new research from Chatham Partners. READ MORE

By ASPPA Net Staff8/19/2015 • 0 Comments

Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older. READ MORE

By Mike Bushnell8/19/2015 • 0 Comments

With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Fidelity National Information Services has agreed to buy financial software maker SunGard for $9.1 billion in stock and cash. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Treasurers from states in every region of the United States, as well as two of its largest cities, sent a letter to Securities and Exchange Commission Chair Mary Jo White arguing that general partners should be required to do a better job of disclosing private equity fees. READ MORE

By Andrew Remo8/14/2015 • 0 Comments

At times during Day Four of the Department of Labor’s (DOL) public hearing on its fiduciary rule, it felt as if everything that needs to be said has already been; however, some new topics were discussed in the final day of testimony. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

Fixed-income allocations by corporate pension plans are growing, a shift that is coming at the expense of equity allocations, say recent reports. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. READ MORE

By ASPPA Net Staff8/13/2015 • 0 Comments

Automatic enrollment appears to be catching on, a new study by Deloitte finds. READ MORE

By Craig Hoffman8/5/2015 • 0 Comments

Looking to gain insights, tips and tricks on issues commonly faced by the owners and senior managers of pension administration and actuarial services firms? Well look no further. READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

Beginning Oct. 1, the IRS Employee Plans Office will no longer answer technical questions by email, nor will it accept forwarded messages from IRS Customer Account Services that had been sent to its personnel by email. READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

The IRS on July 31 issued Notice 2015-53, which provides the mortality tables for minimum funding and present value requirements for use in 2016.
READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

A report by the Congressional Research Service says that although most multiemployer defined benefit plans have resources sufficient to pay promised benefits, a few large plans are expected to become insolvent in the next 20 years. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

There has been no shortage of bad news for public pension systems from coast to coast, but the U.S. Census Bureau has just released some good news — the assets of state and local public pension systems grew in 2014. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

An IRA owner must calculate the required minimum distribution separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs, the IRS reminds. READ MORE

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