Practice Management

Practice Management

Practice Management

By ASPPA Net Staff12/21/2015 • 0 Comments

The departing year was a challenging one for many defined benefit plans, so Mercer outlines key investment issues they can focus on in 2016. READ MORE

By ASPPA Net Staff12/21/2015 • 0 Comments

The decision to contribute or convert to a Roth IRA incurs an immediate tax liability that could become so heavy as to be destructive, writes Michael Kitces in “Using Systematic Partial Roth IRA Conversions and Recharacterizations To Fill The Lower Tax Bracket Buckets.” READ MORE

By ASPPA Net Staff12/21/2015 • 0 Comments

A bipartisan group of lawmakers last week introduced legislation that they say will “ensure retirement advisors serve their clients’ best interests and preserve access to quality financial planning” and would also require Congress' approval of the final fiduciary rule from the Labor Department. READ MORE

By ASPPA Net Staff12/18/2015 • 0 Comments

With potential clients one has a brief chance to make a pitch, capture attention and attract a client’s loyalty — and then one has to retain it. “Elevator Pitches — and Retaining a Client’s Loyalty,” an article that appeared in the Fall 2015 edition of Plan Consultant, discusses how this can make a real difference for a practice. READ MORE

By Nevin Adams12/18/2015 • 0 Comments

A diverse group of retirement industry experts has weighed in on what the world of 2019 could look like — and while their view was relatively optimistic, in some respects it wasn’t as much change as you might think. READ MORE

By ASPPA Net Staff12/18/2015 • 0 Comments

This is the time that many are forming their end-of-year lists. Accordingly, the lawyers at Snell & Wilmer have prepared a “to do” list for executive compensation plans. READ MORE

By ASPPA Net Staff12/17/2015 • 0 Comments

Among the strongest trends of the outgoing year: growth in employee engagement in their financial wellness, use of annuities and offerings of QLACs, say two recently released studies, and next year may bring more of the same. READ MORE

By ASPPA Net Staff12/16/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) has issued the 2016 comprehensive premium filing instructions. READ MORE

By ASPPA Net Staff12/14/2015 • 0 Comments

It’s the time of year when Santa — and those who work with defined benefit plans — are making their end-of-year lists — and checking them twice; to that end, the lawyers at Snell & Wilmer have prepared the following end-of-year “to do” list for DB plans. READ MORE

By ASPPA Net Staff12/14/2015 • 0 Comments

In a bit of a different take on the time-honored tradition of end-of-the-year lists, Chris Carosa in Fiduciary News offers some ideas regarding ways to educate employees and encourage them to do something about their financial readiness for retirement.
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By ASPPA Net Staff12/14/2015 • 0 Comments

To reach students, prepare materials that will encourage them to choose to want to learn; in “Focus on Teaching First, Then Finance,” an article in the Fall 2015 edition of Plan Consultant, Brian Kallback outlines how one can do that. READ MORE

By ASPPA Net Staff12/11/2015 • 0 Comments

The House and Senate have passed a short-term spending bill that will keep the government funded through Dec. 16; whether budget legislation ultimately will include provisions affecting the Department of Labor’s fiduciary rule remains uncertain.
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By ASPPA Net Staff12/11/2015 • 0 Comments

Risk transfer events (RTEs) affected more than one million pension plan participants during the period 2009-2013, reports the Pension Benefit Guaranty Corporation (PBGC). In “Risk Transfer Study: Plan Years: 2009-2013.” READ MORE

By Nevin Adams12/9/2015 • 0 Comments

Shopping for a new provider is not something one would normally compare with a Black Friday foray, but if you have a plan sponsor — or plan sponsor prospect — who’s thinking about shopping for a new provider, here’s a list they may find useful. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

For those thinking the impetus behind the Labor Department’s fiduciary proposal might fade with a change in administrations, think again. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

The IRS in Notice 2015-86 has provided guidance on how the U.S. Supreme Court's ruling Obergefell , which overturned state laws and constitutional amendments that defined marriage as occurring between a man and a woman, applies to retirement plans. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

IRA holders and those who provide them services may be interested to know that the IRS has made modifications to the Form 5329, “Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.” READ MORE

By Nevin Adams12/7/2015 • 0 Comments

There are a lot of questions that plan fiduciaries should ask, but here are five W’s and an H that every new plan fiduciary — or every “old” fiduciary who is new to a plan — should ask. READ MORE

By Andrew Remo, Craig Hoffman12/4/2015 • 0 Comments

Congress has passed the Fixing America’s Surface Transportation (FAST) Act of 2015, which is expected to be signed into law Dec. 4 by President Obama — and which, thanks to ASPPA GAC input, includes a vital change for Form 5500 filers. READ MORE

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

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