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 Staff12/4/2015 • 0 Comments

Milliman’s annual Public Pension Funding Study says that the overall funded ratio for public pension plans improved in 2014, but also includes some caveats that indicate that in both the short and long run, the picture may not be entirely rosy. READ MORE

By ASPPA Net Staff12/3/2015 • 0 Comments

The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 3 released advance copies of the Form 5500 Series to be used for 2015 reporting. READ MORE

By ASPPA Net Staff12/2/2015 • 0 Comments

Adam S. Lilling in “The Hidden Risks of Employee Benefit Plan Audits,” argues that there is more to beware of than simply giving in to the temptation to roll the dice and not bother with an audit.
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By ASPPA Net Staff12/2/2015 • 0 Comments

In the webcast “Handling Participant Claims and Inquiries,” which will be held on Wednesday, Dec. 16, Kelsey H. Mayo will look at a variety of participant inquiries and how they can play into the claims process. READ MORE

By ASPPA Net Staff12/1/2015 • 0 Comments

Multiemployer defined benefit plans show stability and then some, according to a recent study that says they are enjoying sustained recovery from the Great Recession.
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By ASPPA Net Staff12/1/2015 • 0 Comments

Legislation that would amend the rules for church plans in a variety of ways is now before both chambers of Congress.
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By ASPPA Net Staff11/30/2015 • 0 Comments

The PBGC has amended its regulation on allocation of assets in single-employer plans by substituting a new table for determining expected retirement ages for participants in pension plans that are distressed or are being involuntarily terminated and that have valuation dates falling in 2016. READ MORE

By ASPPA Net Staff11/30/2015 • 0 Comments

The PBGC has reported that in federal fiscal year 2015 the agency paid millions of dollars to support multiemployer pension plans and billions to people covered by pension plans that failed, and that its multiemployer program and its single-employer program ran deeper in debt. READ MORE

By ASPPA Net Staff11/30/2015 • 0 Comments

Pension plan sponsors have long been concerned about rising Pension Benefit Guaranty Corporation premiums — but now a major ratings agency has raised its concerns as well. READ MORE

By Andrew Remo11/30/2015 • 0 Comments

The Financial Services Roundtable recently hosted an event on Capitol Hill that amounted to a retirement counseling session for Millennials working in Congress. READ MORE

By ASPPA Net Staff11/25/2015 • 0 Comments

The Securities and Exchange Commission (SEC) has established a date for notice of proposed rulemaking (NPRM) for issuance of the Personalized Investment Advice Standard of Conduct. READ MORE

By ASPPA Net Staff11/25/2015 • 0 Comments

The Obama Administration recently unveiled its myRA program, a federal effort to encourage retirement savings and provide an easy, low-impact way for those who do not participate in a retirement plan to set something aside; Chris Carosa discusses arguments pro and con. READ MORE

By ASPPA Net Staff11/25/2015 • 0 Comments

Plan fiduciaries should be careful when they choose, and retain, auditors; Morgan Lewis partner R. Randall Tracht and associate Elizabeth S. Goldberg discuss the DOL effort to provide information about plan audits and advising care in selecting auditors. READ MORE

By ASPPA Net Staff11/25/2015 • 0 Comments

In “Ethics 2015: Circular 230, Professionalism and Case Studies,” William C. Grossman will provide an overview of Circular 230, as well as a discussion of professionalism in the electronic workplace of 2015. READ MORE

By ASPPA Net Staff11/25/2015 • 0 Comments

A new study challenges the notion that the tax deferral basis of the current U.S. retirement savings system is “upside down” and finds that the benefits of the U.S. retirement system are progressive. READ MORE

By ASPPA Net Staff11/23/2015 • 0 Comments

The IRS will be holding a Dec. 18 hearing on proposed regulations relating to the administration of a multiemployer plan participant vote on an approved suspension of benefits under the Multiemployer Pension Reform Act of 2014 (MPRA). READ MORE

By ASPPA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

By ASPPA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By ASPPA Net Staff11/20/2015 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By Nevin Adams11/18/2015 • 0 Comments

Another “excessive fee” lawsuit was settled recently — but what’s more interesting than the settlement amount is the speed with which it was reached and how it’s going to be spread among the parties. READ MORE

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