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 John Iekel12/29/2014 • 0 Comments

All disbursements from a retirement plan scheduled to be made at the same time are treated as a single distribution even if they are sent to multiple destinations, a new rule that becomes mandatory as 2015 dawns. READ MORE

By ASPPA Net Staff12/23/2014 • 0 Comments

Forced plan cash-outs into individual retirement accounts (IRAs) could leave billions to be poorly invested for the long-term, according to the Government Accountability Office (GAO). READ MORE

By ASPPA Net Staff12/22/2014 • 0 Comments

Nearly half of Americans retire earlier than expected, yet retirees overwhelmingly report that they are enjoying themselves and discovering that pre-retirement fears of boredom, financial insecurity and lacking purpose are largely unfounded, according to a new study by MassMutual Retirement Services. READ MORE

By ASPPA Net Staff12/19/2014 • 0 Comments

Asked to choose between a 401(k)-type plan or a company pension plan that provides guaranteed income in retirement, a slim majority of non-retirees chose the 401(k).
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By Nevin Adams12/19/2014 • 0 Comments

A federal district court in North Carolina has ruled that the rounding decision is a discretionary one that a plan administrator can make, and that choosing to round to five decimal places was not an abuse of discretion. READ MORE

By ASPPA Net Staff12/15/2014 • 0 Comments

Top-heavy testing, fiduciary liability, minimum participation standards, non-discrimination testing, contribution limits...the best — and the worst — of ERISA. Here's your chance to weigh in! READ MORE

By ASPPA Net Staff12/12/2014 • 0 Comments

While retirement savings grew to one third (33.7%) of all household investable assets at $13.9 trillion, retirement assets of consumers age 65 to 74 surged from $2.3 trillion to a new high of $3.5 trillion, and now constitute a quarter of total retirement assets, according to a new report. READ MORE

By JJ McKinney12/10/2014 • 0 Comments

Are you a BMOC member? ASPPA’s Business Managers & Owners Council (BMOC) is the new membership option for ASPPA members who are business owners or senior executives of a pension administration or actuarial service company. READ MORE

By ASPPA Net Staff12/5/2014 • 0 Comments

Even the affluent are “terrified” of the impact of health care costs on retirement — but most haven’t discussed that topic with an advisor, according to an online survey conducted by Harris Poll for the Nationwide Retirement Institute. READ MORE

By Craig Hoffman12/4/2014 • 0 Comments

ASPPA members who own TPA firms (or who are senior executives) have a new membership option and a new conference in 2015: the ASPPA Business Managers and Owners Council (BMOC) — and the Business Executives and Managers (BEAM) Conference, which will be held Jan. 25-27, 2015. READ MORE

By ASPPA Net Staff12/2/2014 • 0 Comments

The Fortune 1000 has reported an estimated $285 billion in retiree medical obligations for 2013 — but that’s better than a year ago, according to a recent report. READ MORE

By ASPPA Net Staff11/25/2014 • 0 Comments

A recent hearing the Bipartisan Policy Commission held focused on longevity, leakage and long-term care costs amid the broader topic of threats to retirement security. READ MORE

By John Iekel11/25/2014 • 0 Comments

Fortune 1000 companies’ pension plans fared well in 2014, a continuation of trends that began in 2013. And that, says Towers Watson, means that the risks a pension plan poses an employer have shrunk. READ MORE

By ASPPA Net Staff11/24/2014 • 0 Comments

While Americans have been living longer, a new report suggests that that trend could slow in the future — and that could have an impact on pension calculations and retirement projections. READ MORE

By Nevin Adams11/19/2014 • 0 Comments

There has been much discussion about savings trends and the unique challenges of Millennials, specifically the impact of graduating with so much college debt. But adjusted for inflation, the debt totals are very much in line with those of earlier generations. READ MORE

By Donna Brewster11/18/2014 • 0 Comments

ASPPA’s new Business Managers and Owners Council (BMOC) is off to a great start. BMOC is the new membership option for ASPPA members who are owners or senior executives of a pension administration or actuarial service business. READ MORE

By ASPPA Net Staff11/14/2014 • 0 Comments

While small business owners acknowledge the importance of preparing for retirement, a new survey discusses how they find out about retirement.
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By John Iekel11/14/2014 • 0 Comments

As industry consolidation continues apace, the universe of 401(k) plan providers for employers is shrinking. But that doesn’t necessarily mean that competition among the providers is correspondingly reduced. READ MORE

By John Iekel11/11/2014 • 0 Comments

Updated mortality assumptions for participants and beneficiaries in private-sector defined benefit plans have been issued by the Society of Actuaries (SOA in its Mortality Improvement Scale MP-20141 Report, along with its companion document, the RP-2014 Mortality Tables Report. READ MORE

By John Ortman11/3/2014 • 0 Comments

Why does a TPA need a service agreement, anyway? Shouldn’t a handshake be good enough? Of course it’s not, as all TPAs know — that’s what service agreements are for. “We need service agreements to meet our legal responsibilities for fee disclosure. We need them so that we don’t get sued, ‘or sc.rewed’ on fees, and to protect ourselves if either happens,” says Summit Benefits’ Norman Levinrad. READ MORE

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