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 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.

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.

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.

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.


By Richard Carpenter3/2/2015 • 0 Comments

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


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.


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.

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

By John Iekel2/11/2015 • 0 Comments

Floridians who take loans against their retirement plans have to pay a state tax on those distributions. But the Florida House of Representatives is considering a bill that would change that.

By Nevin Adams2/10/2015 • 0 Comments

In a Feb. 5 letter from Senate Committee on Homeland Security and Government Affairs Chairman Ron Johnson (R-Wisc.) to Secretary of Labor Thomas Perez, the committee requests that the DOL better explain its fiduciary regulation reproposal. READ MORE

By ASPPA Net Staff2/5/2015 • 0 Comments

U.S. company-provided pension plans got mixed news from BNY Mellon Investment Strategy and Solutions Group concerning how they fared in January 2015. READ MORE

By ASPPA Net Staff2/5/2015 • 0 Comments

The IRS cautions that entering incorrect information — or in some cases, leaving a field blank — on the Form 5500 increases the likelihood of being targeted for a compliance check.

By ASPPA Net Staff2/5/2015 • 0 Comments

A new survey finds that 76% of Baby Boomers who retired within the past five years felt “in control” of their decision to retire.


By ASPPA Net Staff2/4/2015 • 0 Comments

The Department of Labor has placed 150 multi-employer pension funds in critical status, and another 85 on the list of plans it calls endangered.


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