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 Nevin Adams3/18/2015 • 0 Comments

Your plan sponsor clients just got a little more breathing room on annual 401(k) plan investment notices, courtesy of the DOL.
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By ASPPA Net Staff3/17/2015 • 0 Comments

Record highs on Wall Street did little to motivate participant movement in February — and while transfers favored fixed income during the month, international funds also had some allure.
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By Mike Bushnell3/17/2015 • 0 Comments

Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement, says a recent study.
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By ASPPA Net Staff3/16/2015 • 0 Comments

Americans strongly believe in and support saving for retirement, but that doesn’t necessarily mean that they’re saving as much as they are projected to need in order to be financially ready for retirement, two recent studies indicate.
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By ASPPA Net Staff3/13/2015 • 0 Comments

Eight Republican senators have expressed their concerns about the potential negative consequences for American workers if the Labor Department’s fiduciary reproposal hasn’t changed significantly from the 2010 version.
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By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

By John Iekel3/10/2015 • 0 Comments

The Pension Benefit Guaranty Corporation announced on March 9 that the Office of Management and Budget has approved the 2015 PBGC premium filing instructions READ MORE

By ASPPA Net Staff3/9/2015 • 0 Comments

Retirees will need an average of $2.5 million to maintain the same quality of life in retirement, according to a recent Legg Mason survey.
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By ASPPA Net Staff3/4/2015 • 0 Comments

Legislative phoenixes that would codify the president’s MyRA proposal and change the qualified plan loan rules have arisen in both chambers of Congress.
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By ASPPA Net Staff3/3/2015 • 0 Comments

The funded status of corporate pensions in the United States was 87.5% in February, a jump of 5.1 percentage points since January, according to BNY Mellon Investment and Strategy Group (ISSG). What a difference a month makes: their funded status slipped by almost the same amount the month before. READ MORE

By Mike Bushnell3/3/2015 • 0 Comments

Many plan sponsors said they would make changes to their target date funds last year; a recent study by Callan Associates shows that many of them were true to their word.
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By ASPPA Net Staff3/2/2015 • 0 Comments

New York City Public Advocate Letitia James on Feb. 26 introduced legislation creating a commission of experts to study the establishment of a pension fund for private sector workers in New York City.

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By Richard Carpenter3/2/2015 • 0 Comments

In a world where cyber-terrorism is dramatically growing, not even TPA websites are immune.

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By Nevin Adams2/26/2015 • 0 Comments

The Government Accountability Office recommends that DOL require plan sponsors to notify the agency when they implement lump sum windows, and coordinate with Treasury to clarify guidance on the information sponsors provide participants.

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By Mike Bushnell 2/25/2015 • 0 Comments

Even as the economy has bounced back from the dark days in the late 2000s, an overwhelming number of working-age Americans still have concerns about their finances. READ MORE

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

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