Practice Management

Practice Management

Practice Management includes the ways that advisors can profitably and successfully run their businesses from practical topics like business systems, advisor fees and client services to professional development and growth strategies. Also covered are overall industry trends, ethics and compliance, as well the various service providers and vendors that advisors need to partner with in order to build, grow and manage their practices.

By John Iekel 9/17/2018 • 0 Comments

A recently released white paper argues that if employers and plan professionals understand human nature, they can better help employees’ saving rates improve — and that includes saving for retirement. READ MORE

By Ted Godbout9/17/2018 • 0 Comments

A component of President Trump’s retirement security Executive Order is to review the RMD rules to see if they may be forcing Americans to make unnecessary withdrawals, leaving them with insufficient savings later in life. READ MORE

By Ted Godbout9/12/2018 • 0 Comments

Concerns about student debt and its impact on the finances and retirement savings of workers has spurred interest in student loan repayment programs. READ MORE

By John Iekel 9/11/2018 • 0 Comments

The price of recordkeeping services is not uniform; it can vary depending on type of retirement plan. A blog entry discusses why pricing for 401(k)s is different from that for 403(b)s. READ MORE

By Nevin Adams9/10/2018 • 0 Comments

As a discussion I had with a coworker reminds me, a lot can change in (just) 18 years, but these same 18 years also make up the mindset – or “event horizon” – of today’s entering college students. READ MORE

By Martha Menard9/10/2018 • 0 Comments

There’s a great deal we actually do know about the costs of financial stress that can help us estimate the return on investment (ROI) of financial wellness. READ MORE

By ASPPA Net Staff9/7/2018 • 0 Comments

You may have taken a summer vacation, but the average 401(k) balance kept right on working! READ MORE

By Ted Godbout8/30/2018 • 0 Comments

Americans continued to save for retirement through their DC plans, with most maintaining their assets allocations even as stock values edged down during the early part of the year. READ MORE

By ASPPA Net Staff8/30/2018 • 0 Comments

Single premium pension buy-outs remained strong in the second quarter, says a recent report, marking more than four years in which sales exceeded $1 billion in each quarter. READ MORE

By John Iekel 8/29/2018 • 0 Comments

A recent column suggests some best practices for finding missing participants. READ MORE

By John Iekel 8/28/2018 • 0 Comments

A recent blog post makes suggestions regarding how to monitor and exercise active involvement in how plan funds are managed, even if functions investment committees commonly perform have been delegated or outsourced. READ MORE

By Nevin Adams 8/27/2018 • 0 Comments

Most people view automatic enrollment in a 401(k) as a good thing – but apparently it has a heretofore unappreciated “dark” side. READ MORE

By ASPPA Net Staff8/27/2018 • 0 Comments

A new study concludes that uncertainty about one specific aspect of retirement means that some investors may need to double their current savings to hit their retirement targets. READ MORE

By John Iekel 8/24/2018 • 0 Comments

Automatic enrollment has long been touted as an effective means to increase participation in retirement plans; a recent study has found strong retention among employees added to plan rolls automatically. READ MORE

By Ted Godbout8/24/2018 • 0 Comments

When ranking their interest in retirement education, employee plan participants are most interested in financial wellness and better understanding retirement planning resources available to them, new survey results reveal. READ MORE

By Nevin Adams8/22/2018 • 0 Comments

Initially dismissed without prejudice, a suit that challenged a stable value provider of taking “hundreds of millions of dollars annually in undisclosed compensation” from retirement plans and participants has come up short. READ MORE

By ASPPA Net Staff8/21/2018 • 0 Comments

Participants took a vacation from 401(k) transfers in July, with no above-normal trading days – the first time that’s happened in more than a year. READ MORE

By Ted Godbout8/20/2018 • 0 Comments

Concerns about increasing health care costs and the potential to outlive savings are dampening employers’ confidence in their employees’ retirement futures,a new survey shows. READ MORE

By Ted Godbout8/20/2018 • 0 Comments

Average individual 401(k), 403(b) and IRA account balances bounced back after a slight dip in the first quarter, showing solid year-over-year growth, according to data on Fidelity Investments clients. READ MORE

By Nevin Adams 8/17/2018 • 0 Comments

You may have seen recent coverage of a new “study” that found a surge in bankruptcy filings among retirees. READ MORE

«« First « Previous |1 2 3 4 ... 59 60 61 62 63 64 65 | Last ››