Practice Management

Practice Management focuses on how to successfully and profitably run an advisory practice, including topics like client services, financial reporting, capital investments, hiring and managing people and integrating vendor partners, as well as the nuts and bolts of the business, like insurance and risk management.

 

 

Practice Management

Practice Management

By Ted Godbout12/14/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/4/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses four retirement savings benchmarks that workers use more often than we’d perhaps like to admit. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

By Doug Fisher11/30/2017 • 0 Comments

Senate Republican leaders are floating the idea of increasing the deduction for qualified business income of pass-through businesses from 17.4% to 20%, which could have consequences for retirement plans sponsored by S Corporation shareholders. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018 at the NTSA Summit! READ MORE

By John Iekel11/27/2017 • 0 Comments

Required minimum distributions — and that includes those for 403(b) participants — may be among a plan's innocuous responsibilities, but a recent blog entry cautions that one fails to keep them in mind at one’s peril. READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

MarketBeat takes a look at how auto enrollment may be not only a boon, but also problematic. READ MORE

By Ted Godbout11/20/2017 • 0 Comments

If at first you don’t succeed, try, try again seems to be the motto used in a new class action lawsuit filed against New York University alleging breach of fiduciary duties for excessive plan fees in the school’s retirement plans. READ MORE

By John Iekel11/13/2017 • 0 Comments

The universe of ways retirement plan participants can obtain information keeps expanding. But multiplicity of format does not necessarily translate to better-informed participants, points out a recent blog entry. READ MORE

By NTSA Net Staff10/31/2017 • 0 Comments

On Nov. 1, the House GOP is expected to release its tax reform proposal. Find out what you need to know and how to prepare for changes that could be coming at the newly redesigned NTSA Summit. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

It’s said that reasonable minds can differ — and that turns out to be the case in another university suit. READ MORE

By Tamara Indianer10/17/2017 • 0 Comments

Why take time away from your office to participate in the NTSA Summit? There are a lot of good reasons — here are three. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By NTSA Net Staff10/3/2017 • 0 Comments

In MarketBeat, Ted Godbout discusses the insights shared at the Financial Services Roundtable on Sept. 27, 2017 — the day President Trump and congressional leaders released a tax reform plan. READ MORE

By NTSA Net Staff10/2/2017 • 0 Comments

In Tech Talk, we address the rules concerning bankruptcy protection for non-ERISA 403(b) plans. READ MORE

By ASPPA Net Staff9/26/2017 • 0 Comments

In MarketBeat, Robert J. Toth discusses offering to 403(b) plans the type of collective trust investments sold to 401(k) plans and one plan provider’s unique approach. READ MORE

By Nevin Adams9/25/2017 • 0 Comments

An excessive fee suit challenging the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees has been dismissed. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

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