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 Fred Barstein4/14/2014 • 0 Comments

Responding to the lack of access to work-site retirement plans, Illinois became the latest state to propose a mandatory retirement plan for private-sector employers. The “Illinois Secure Choice Savings Program” would be a portable IRA-like plan mandatory for all companies with 25 or more employees that have been in existence for at least two years.


By John Iekel4/13/2014 • 0 Comments

The funding ratio of DB benefit plans sponsored by employers in the S&P 1500 offer fell slightly in March. Mercer found that the funding ratios of those companies’ DB plans slipped to 85 percent; it had been 87 percent in February.  READ MORE

By Fred Barstein4/13/2014 • 0 Comments

While some mid-market and small record keepers have been heralding the equitable allocation of revenue sharing, very few if any micro market providers offer it. But since June 2013, as a new white paper by Fred Reish tells us, Paychex has offered the service to the smallest of plans.  READ MORE

By John Iekel4/7/2014 • 0 Comments

More than 50 million employees in the United States participate in a 401(k) plan, and recent research shows strong employee interest in contributing part of one’s salary to achieve a comfortable retirement. Employers have a variety of features they can incorporate in the plans they offer, and they can use them to increase not only assets, but employee participation and involvement too.  READ MORE

By John Iekel4/6/2014 • 0 Comments

Target date funds reflect that flexibility and engagement have become firmly entrenched aspects of retirement plan management for both participants and plan sponsors. In a NAPA webinar, “Target Date Trends and Evaluation,” T. Rowe Price’s Jerome A. Clark discussed how TDFs reflect greater discretion over how funds are managed. READ MORE

By John Iekel4/5/2014 • 0 Comments

Research released by EBRI March 18 shows that a sizable portion of the population has saved very little. That’s sobering by itself, but a closer look reveals more regarding what that means for retirement plan participants and sponsors. READ MORE

By John Iekel4/3/2014 • 0 Comments

The words have barely faded from the teleprompter, but retirement experts have wasted no time in expressing caution regarding the “myRA” retirement accounts President Obama unveiled in his State of the Union Address. Chris Carosa of Fiduciary News provides a comprehensive list of 10 reasons to be cautious about myRAs. READ MORE

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