Practice Management

Marketing can be not only more sensitive, but also more effective, if it takes the backgrounds of the audience being reached in mind, suggested an expert panel at the recent NTSA Summit.  Panelists included 2018 NTSA President Tamara Indianer, Regional Vice President, Northeast, Lincoln Investment... READ MORE

Fund selectors see interest rate hikes, inflation, valuations and volatility as among the growing list of portfolio risks as they look to manage investments and client emotions, a new survey reveals.  According to findings by Natixis Investment Managers, 80% of the investment managers say that... READ MORE

Running any employee benefit plan, and serving one, entails challenges—and that certainly is true of 403(b) and 457 plans. A Feb. 7 session of the 2022 NTSA Summit in Phoenix, AZ featured a panel discussion concerning some of them.  Panelists included John Adzema, President, National Associates,... READ MORE

The ink was barely dry on the Supreme Court’s recent ruling in an excessive fee case—and a federal judge who “…been awaiting the Supreme Court’s decision in Hughes v. Northwestern University,” has applied its ruling in refusing to dismiss another, similar suit. The participant-plaintiffs[1] here (... READ MORE

There is work to do regarding increasing teachers’ knowledge and understanding of retirement benefits and plans, according to a recent study. It’s time to educate the educators, they suggest.   In  “Teachers’ Knowledge and Preparedness for Retirement: Results from a Nationally Representative... READ MORE

Against a backdrop of record-setting litigation and workforce management challenges, many retirement plan committees are asking what steps they can take to put participants on a path to creating a fully funded retirement income stream. To address those challenges and more, a new blog post from... READ MORE

As the new year begins, here are the big retirement policy challenges we’re facing, in the view of Michael P. Barry. He writes in MarketBeat that these are our long-run problems—as opposed to, say, clarifying the rules on ESG investments or for fiduciaries who provide advice. READ MORE

In MarketBeat, Ted Godbout writes about a study that suggests that while the current environment appears ripe for self-directed brokerage accounts (SDBAs) as various plan participants welcome the opportunity to select investments that reflect their values and priorities, plan sponsors should... READ MORE

Tech Talk discusses who should be invited to a plan review.   READ MORE