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 Staff9/11/2015 • 0 Comments

In “QLACs, Practically Speaking,” the cover story of the Summer 2015 issue of Plan Consultant, Paul Kociuruba and John Ashford of Goldleaf Partners provide a discussion of the rules and operation of QLACs, and offer an assessment of their viability in the market. READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

U.S. Steel recently froze accruals for all active pension plan participants, deepening a freeze that started in 2003.
READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

The world’s pension assets hit a new milestone in 2014, but grew at half the rate of the previous year. READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

The DOL announced Sept. 8 that the public comment period will close on Thursday, Sept. 24, 2015, and that no hand-delivered comments will be accepted after 6:00 p.m. ET on that date. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

The IRS on Sept. 8 issued final regulations on the determination of minimum required pension contributions. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

The stock market downturn in August affected more than stock portfolios — like many a 401(k) balance, it also affected pension plans. READ MORE

By ASPPA Net Staff9/4/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration granted a prohibited transaction exemption for certain entities with specified relationships to Deutsche Bank AG. READ MORE

By ASPPA Net Staff9/4/2015 • 0 Comments

A report Moody’s released Sept. 1 says that the IRS’ continued use of existing mortality tables could save DB plans $18 billion or more in 2016.
READ MORE

By ASPPA Net Staff9/3/2015 • 0 Comments

An at least tacit understanding of the importance of saving for retirement may be a common language of the current workforce, but the three generations that compose the bulk of it — Baby Boomers, Generation X and Millennials — each speak their own dialect. READ MORE

By ASPPA Net Staff9/2/2015 • 0 Comments

Fewer multiemployer pension plans are in bad shape, according to figures just released by the IRS Employee Plans Compliance Unit (EPCU). READ MORE

By Nevin Adams9/2/2015 • 0 Comments

Case law has recognized the right of a fiduciary to recover overpayments, but a recent case involving a pension plan’s attempted recovery highlights some of the potential hurdles. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

The IRS has issued temporary regulations providing guidance on administering a vote by multiemployer plan participants regarding suspension of benefits when such a plan is determined to be in critical and declining status. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

A strong majority of U.S. workers are saving for retirement — but a certain percentage is not, and that segment has grown slightly recently, two studies show. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

The IRS in Notice 2015-58, which it issued on Aug. 28, has provided guidance on the minimum funding requirements for defined benefit plans maintained by groups of cooperatives and related entities, and by groups of charities. READ MORE

By Lynn Young8/31/2015 • 0 Comments

In a recent meeting, the ACOPA leadership and the PBGC discussed the changes to the PBGC termination forms and instructions for post-distribution certifications filed on or after March 1, 2015, and the ability to do default rollovers for participants with small account balances when the plan terminates. READ MORE

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

«« First |1 2 3 4 5 6 7 ... 51 52 53 54 55 56 57 ... 59 60 61 62 63 64 65 | Last ››