Practice Management
In Segment I of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business and background.
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These months have been difficult for everyone. What we have to realize is that nobody has been unaffected by this pandemic. Everyone says they have never been through something like this. Unless you are over 100 years old and witnessed the Spanish Flu, this is a very true statement.
During this...
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How plan funds are invested is of great importance. One of the strategies some plans use is liability-driven investing; in MarketBeat, John Iekel discusses a recent paper that looks at how interest rates relate to such an approach.
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Tech Talk addresses how benefits are paid to an employee from a 403(b) plan.
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The recordkeeping business continues to consolidate, with the Sept. 8 announcement of a definitive agreement for Empower to acquire the MassMutual retirement plan business.
According to a press release, the acquisition will “capitalize on both firms’ expertise, provide technological excellence...
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The Treasury Department in a fourth quarter update to its 2019–2020 Priority Guidance Plan reports on the progress it and the IRS have made in meeting the plans they set regarding projects during the period July 1, 2019-June 30, 2020.
The 2019-2020 Priority Guidance Plan contained 203 guidance...
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Since March of this year, the COVID-19 pandemic has caused one of the most rapid and dramatic economic downturns in history. This has brought challenges to all aspects of life.
From the financial advisory side, COVID has limited my face-to-face meetings with clients; therefore, I have scheduled...
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The IRS has provided some answers to questions concerning the small employer automatic enrollment credit, part-time vesting rules and other provisions under the Setting Every Community Up for Retirement Enhancement Act (SECURE Act).
IRS Notice 2020-68, issued Sept. 2, provides guidance on some...
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The Department of Labor (DOL) proposed a proxy voting rule Aug. 31 that says fiduciaries should “refrain from spending workers’ retirement savings to research and vote on matters that are not expected to have an economic impact on the plan.”
The proposed regulation—issued with a goal of...
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There is a gold mine of information in the NTSA WOWcasts, special podcasts that feature discussions with NTSA Elite Advisors who are experts in their fields. NTSA WOWcasts bring their expertise to you, in a convenient and easy to listen to format that you can even access on a mobile device.
On the...
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One of the primary ways you deliver value is by helping your clients stay focused and on course. It’s not easy. Despite your best efforts, clients sometimes struggle to remember the plan you built together. A solution to this common problem is to provide them with a Client Engagement Roadmap.
...
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NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.
Recorded Webcasts
NTSA webcasts are recorded! Following are NTSA webcasts that are available.
Race and Equality in School District
Available Until...
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In MarketBeat, John Iekel writes about a recent column that argues that current challenges have changed the rulebook on communicating with employees about benefits and offers suggestions on communicating in this upended environment.
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Provide a written statement to your clients.
These should include:
the benefits of a systematic rebalancing policy;
our strategic rebalancing policy;
how frequently you rebalance their portfolios; and
your approach to strategic rebalancing policy during periods of market volatility....
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The NTSA offers an exclusive series of podcasts—the NTSA Elite Advisor WOWcasts—recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership. Their...
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In MarketBeat, Robert Toth examines whether there are partial terminations of 403(b) plans and how the rules differ from those concerning other types of retirement plans.
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With stay at home as part of our current work environment it is very evident we need to change how we do business.
This is also a great time to be innovative and try new ways to improve efficiencies. These are some of the ideas and practices our company is implementing.
1. The most popular...
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First, I would start by saying it has been a struggle, not everything comes easy—even for Elite Advisors. But we persevere and figure things out. That is what makes someone elite. Much is the same during this pandemic.
I continue to serve my clients by making outreach calls, I called every...
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The circumstances in which retirement plan professionals—like everyone—have found themselves spells opportunity to develop new ways of working with and serving clients. An Aug. 6 NTSA webcast offered practical ideas on how to capitalize on that opportunity and serve clients virtually—and in the...
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In MarketBeat, Nevin E. Adams writes that notwithstanding data breaches in which someone who had access to data for legitimate purposes lost it, it’s planned use of participant data that has emerged as a matter of concern in a handful of excessive fee litigation suits.
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