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Practice Management

Recently, I was walking some clients to the door and as they were walking away I overheard something special. The woman remarked to her husband, “I always feel better coming in here.” I’ve long wondered what exactly it is that I do during meetings that makes people want to remain clients. I feel... READ MORE
The NTSA Certified Retirement Education Specialist (CRES) initiative has been launched, and a complimentary, members-only webcast on Feb. 7 featured a panel discussion about the new program. Panelists included Tamara Indianer of Lincoln Investment; Adam Pearce, also of Lincoln Investment; Bill... READ MORE
The 30th Anniversary NTSA Summit is fast approaching! And the NTSA is pleased to announce that the summit, which will be held Jan. 27-29, 2019 in Tampa, will include a presentation by Dr. John Evans on the Art of WOW. Evans, who is Executive Director of Knowledge LabsTM Professional Development... READ MORE
K-12 educators are better prepared for retirement if they work with a licensed financial professional, says a recent white paper. The researchers found that with advice, the 403(b) plan participants studied achieved higher retirement plan balances, made better decisions and had greater confidence... READ MORE
As practices grow, the time and distance between clients and their service providers can grow as well. Technology can help bridge those gaps, Bill Fisher writes in MarketBeat, discussing ideas for doing just that. READ MORE
The price of recordkeeping services is not uniform; it can vary depending on type of retirement plan. A blog entry discusses why pricing for 403(b)s is different than that for 401(k)s. In “The Differences Between 403(b) and 401(k) Pricing,” Michael Webb of Cammack Retirement offers some... READ MORE
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement.... READ MORE
What do you do if things have changed a great deal since you entered the financial services industry? In MarketBeat, Brad Corbin argues that one way to adapt to the changing world of the 403(b) is to take control of it by careful business planning and disciplined implementation, and outlines a four... READ MORE
Editor’s Note: ERISA Tips is provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement.org. This... READ MORE
As a 403(b) advisor, if you’re able to implement a set of best practices in the plans you serve, then everyone wins: you, the employer and the existing participants. In MarketBeat, Jim Phillips offers simple, practical ideas he argues will improve an advisor’s value in a crowded 403(b) marketplace... READ MORE
Suppose you’re a young advisor looking for any way to build my business — or a not-so-young advisor who wants to do the same thing. In MarketBeat, George Webber argues that seminar presentations are a great way to market your services and offers tips for using them. READ MORE
An upcoming NTSA webcast will take a closer look at business succession for advisers who are considering retiring.Thursday, May 31, 2018 2:00-2:50 p.m. ET Speaker: Ron Culverson, First VP, Sales; and Kevin Twohy, Regional First VP, Partner Development, PlanMember Securities Do you have a personal... READ MORE
In MarketBeat, Bill Fisher, Chairman of the NTSA Professional Education Committee sat down with Jerry Miletics of AXA Advisors, LLC to talk about advocacy and practice development. The result illustrates how they are connected, and how it really is all about relationships. READ MORE
Be prepared. The motto of the Boy Scouts of America, but applicable in so many situations. Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be... READ MORE
The differences between the Non-ERISA and ERISA 403(b) worlds are also found in the expectations and structure related to the servicing of 403(b) plans, writes Bill Fisher. In MarketBeat, he provides a primer for those interested in moving into the ERISA 403(b) marketplace. READ MORE
Editor’s Note: ERISA Tips is a new feature for the 403(b) Advisor. It is provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b)... READ MORE
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement.... READ MORE
We all have the same goal — providing school employees with access to retirement plans and means to save. In MarketBeat, John Iekel provides a look at a panel discussion on that matter that took place at a Jan. 25 session of the NTSA Summit held Jan. 23-25 in Houston. READ MORE
Does the federal Tax Cuts and Jobs Act (TCJA), enacted Dec. 22, 2017, affect contribution limits and integration of plans? In Tech Talk, Susan Diehl outlines its effects. READ MORE
An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) EmployersWednesday, Feb. 28, 20182:00 - 2:50 p.m. ETSpeaker: Susan D. Diehl, QPA,... READ MORE

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