Managing Your Practice
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....
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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...
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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 [email protected].
This...
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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...
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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.
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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...
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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.
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After saving the date for your attendance at the NTSA Summit, consider ranking and or contributing topics that could help shape the conference. We have launched an innovative online polling tool to ultimately compile the best ideas for session topics at the conference.Here’s how it works: The...
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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...
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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.
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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)...
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Can a local government change its retirement plan for certain employees? In Tech Talk, Susan Diehl tells us.
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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....
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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.
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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.
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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,...
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Health savings accounts and defined contribution plans are different roads. But they’re not far apart, nor are they just parallel – they do intersect.
Greg Fowler, Vice President of Partner Services at HealthEquity, discussed the HSA/DC plan intersection at a Jan. 24 session of the 2018 NTSA Summit...
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There is no time of year like this one for peering into the future. Accordingly, the Center for State and Local Government Excellence has gazed into its crystal ball and reflects on trends to watch in 2018 regarding state and local governments’ retirement plans.
In “State and Local Government...
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Most respondents to surveys on retirement confidence and prep give irrational responses to gaps between retirement needs and saving habits. In MarketBeat, Nevin Adams discusses this disparity in a holiday way.
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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.Introduced by Rep. Jared Polis (D-CO) and Rep. Phil Roe (R-TN), along with 26 cosponsors, the “Receiving Electronic Statements to...
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