Practice Management
The priority guidance plan that the Treasury and IRS have issued for 2020-21 includes plans for action that will affect retirement plans. They unveiled the plan on Nov. 17.
The 2020-2021 Priority Guidance Plan contains guidance projects that will be the focus of the efforts by the Treasury and...
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The sudden rise and spread of COVID-19 wreaked havoc with plan administration—including communication with plan participants concerning the plan and changes to it.
In “Communicating Retirement Plan Changes During COVID-19,” an entry in Cammack Retirement’s Insights blog, Joey Payne discusses the...
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In Segment I of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss how he started in the industry and his business backgound.
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I am in the non-mask wearing, still hugging, praying for an end to COVID-life camp. Some of my clients join me in this sentiment, others don’t. To my dismay, hugs and handshakes were quickly replaced with fist and elbow bumps. Despite some of the shutdowns, I still came to my office each day...
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In Segment III of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his community service, his efforts to support the community and what the NTSA...
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I as I reach out across the miles, I hope you and yours are safe. While many of us were together at the end of January enjoying Denver and visiting at the NTSA annual conference, little did we know that the world was about to turn upside down. Seems like a lifetime ago, doesn’t it?
Our clients...
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In MarketBeat, John Iekel discusses a blog entry by Edward Dressel, who examines how the various means by which people can save for retirement work together.
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Your sales advisors are about to head out to do business. What would you tell them? Following are some responses from heads of practices and experienced advisors regarding their words of wisdom to those in the field.
Knowledge
They emphasized the importance of knowledge. “Be an expert in...
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The speeches and debates have ended—now comes the analysis!
Hear what the elections may portend for retirement plans in a Wednesday, Nov. 11 NTSA webcast.
Join American Retirement Association Director of Legislative Affairs Andrew Remo as he offers his insights on the results of the election and...
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In Segment II of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss transitioning to advisory succession planning.
In Segment I, NTSA Past President...
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At the start of publicity surrounding COVID-19, most clients didn’t take it seriously. As soon as the schools closed, it became obvious to our clients that this was a serious situation. Many of them were scared, and many continue to be afraid of what’s to come. Many of them haven’t left their homes...
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Recently, a client shared that she had already determined what her journal entry for Jan. 1, 2021 will be. “It will read… Thank God 2020 is in Hindsight,” she exclaimed! We shared a laugh and I complimented her; telling her how clever she was to turn that phrase like she did!
After our web...
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This is a rare time. And not just in ways we’ve focused on for seemingly ages—it’s a once-every-four-years time when we select a president. That has great implications for a host of things, including investments—which can affect retirement plans and participants.
And those effects are relevant to...
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Since COVID-19 lockdowns began about six months ago, interacting with customers has become more interesting than ever. In MarketBeat, Edward Dressel, President of RetireReady Solutions, writes that he has been listening intently, wanting to know what has helped some advisors continue to succeed in...
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In a year full of extraordinary change, there’s little of that for contribution and benefit limits in 2021.
The IRS has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021. The 2021 limits are contained in...
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In Segment I of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his business background and practice.
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The IRS has updated the information on its website concerning the tax consequences of noncompliance by tax-exempt 457(b) plans.
Specifically, in the Issue Snapshot the IRS discusses rules under Internal Revenue Code Section 457 regarding nonqualified deferred compensation plans established by...
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In Segment III of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her road to community service and fundraising.
In Segment II, NTSA Past...
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When COVID hit, we were in the middle of tax season. In addition to our investment business, we have a tax preparation business as well.
All staff began working remotely, but I came into the office every day. Since our accountant was no longer onsite, I started paying all the bills and doing tasks...
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Tell us about what you appreciate in plan sponsors. Tell us about what plan sponsors think is important for their success. What are some issues plan sponsors have in smaller and larger plans? Volunteer to help with NTSA’s new project.
Plan sponsors have a unique, critical role in helping our...
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