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Managing a Practice

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

Managing a Practice

Managing a Practice

By Fred Barstein4/7/2015 • 0 Comments

Plan records kept by Vanguard in 2014 show a growing use not only of TDFs but also of more participants using them as their single investment strategy. Almost all participants (97%) are in a plan offering a TDF; 64% have invested in them, and 80% of new participants are invested in a single TDF.

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By Nevin Adams4/7/2015 • 0 Comments

Ours is a complex and complicated business — constantly changing and evolving. And yet, there are key fallacies about today’s retirement system — and how it compares with what used to be — that will not go away. READ MORE

By Tom Rowley4/6/2015 • 0 Comments

The process seems pretty simple — you fill out the beneficiary form when you open your IRA account, tuck it away, and you’ve secured your legacy for your loved ones. What could possibly go wrong? Well, let’s see … READ MORE

By Nevin Adams4/6/2015 • 0 Comments

Seems like every other week there is a survey, or a story about a survey, that purports to chronicle Americans’ confidence (or lack thereof) about their prospects for a financially viable retirement. READ MORE

By Nevin Adams4/3/2015 • 0 Comments

Plans that have, or have been contemplating, automatic enrollment features just got some good news from the Internal Revenue Service. READ MORE

By Nevin Adams4/3/2015 • 0 Comments

Realizing that each plan can have its own measure of success, in this week’s NAPA Net reader poll we asked how your plan sponsor clients measure plan success — and how that compares with the measure(s) you use. READ MORE

By Don Trone, Steve Branham, Mary Lou Wattman4/2/2015 • 0 Comments

If you’re an RIA or IAR, you are required to have a code of ethics. If you are using the sample language provided by the SEC, then you don’t have a code of ethics — you have a code of conduct. So, what are the seven signs that you don’t have a code of ethics? READ MORE

By Fred Barstein4/2/2015 • 0 Comments

Cammack Retirement’s Jeffrey Snyder recently published a thoughtful list of trends likely to affect the retirement market.

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By Nevin Adams4/2/2015 • 0 Comments

Participants in automatic enrollment plans tend to save below the level of the employer match, clustering around the relatively low default rates. But does this trend hold over time? READ MORE

By NAPA Net Staff4/2/2015 • 0 Comments

After a string of positive months for average 401(k) balances, the markets finally took their toll in March. READ MORE

By Fred Barstein4/1/2015 • 0 Comments

For plan advisors focused on outcomes and people, a client’s HR or benefits manager can become a valuable ally and even an internal sales champion. READ MORE

By Fred Barstein4/1/2015 • 0 Comments

FiduciaryNews’ Christopher Carosa raises the controversial question of whether the time has come to eliminate 12b-1 fees and other forms of revenue sharing in corporate retirement plans. READ MORE

By Mike Bushnell4/1/2015 • 0 Comments

In the winter issue of NAPA Net the Magazine, David Levine explains how advisors have to do right by their clients while also staying on the right side of disclosure requirements. READ MORE

By NAPA Net Staff4/1/2015 • 0 Comments

The Internal Revenue Service is moving to make it easier – and in some cases cheaper – to remedy plan problems with participant loans. READ MORE

By NAPA Net Staff4/1/2015 • 0 Comments

Individuals’ contributions to Health Savings Accounts (HSAs) had been increasing until 2011, but have declined since, according to new research. READ MORE

By NAPA Net Staff4/1/2015 • 0 Comments

With the industry's focus on 401(k)s, DB plans and 403(b)s, 457 plans garner much less attention. Yet, according to a recent report by the National Association of Government Defined Contribution Administrators, to conclude that they are insubstantial is very much mistaken. READ MORE

By Nevin Adams3/31/2015 • 0 Comments

New nonpartisan data has uncovered a major uptick in retirement confidence, as millions of Americans with access to workplace retirement plans finally took advantage of the wide array of resources long available to them. READ MORE

By NAPA Net Staff3/30/2015 • 0 Comments

American retirement savers looking for an edge in achieving lifetime income security would be well advised to seek out an advisor, according to a new report. READ MORE

By NAPA Net Staff3/30/2015 • 0 Comments

Total U.S. retirement plan assets were $24.7 trillion as of Dec. 31, 2014, with defined contribution assets registering the strongest percentage growth, according to a new report. READ MORE

By NAPA Net Staff3/30/2015 • 0 Comments

The Principal Financial Group® announced March 25 that it has consolidated new and existing resources into a retirement transition program that offers an increased level of engagement, education and service for participants age 55 and older. READ MORE

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