Practice management
Browse by
-
Are your plan sponsors happy with your service?
How do plan sponsors rate the services they receive from their TPA? We’ll share insightful research and five tips to help you effectively build and grow your business relationship.
Read more
-
Four talent tips for TPAs
Attracting and retaining the best talent is still one of the key drivers to a TPA firm's long-term success. We’ll look at research on TPA employee satisfaction and offer tips to help keep your employees happy.
Read more -
Planning for social connections is key to thriving in retirement
Your employees may not realize that having a social plan can be just as important as a financial plan for retirement. Help your team plan for the social aspects of retirement and longevity by sharing these five tips.
Read more -
The unexpected financial impact of family caregiving
Employees who are caring for family members spend an average of $7,200 a year on out-of-pocket expenses. Understanding how caregiving affects finances can help you develop strategies to help your employees who are caregivers stay on track for retirement.
Read more -
Rolling a 529 account into a Roth IRA―helping clients navigate the details
A change in federal law gives owners of 529 education savings plan accounts a powerful new Roth IRA rollover option, but uncertainty remains about how the rollover rules will be interpreted and which restrictions apply in unique circumstances.
Read more -
How to use artificial intelligence in financial planning
AI is a hot technology that's mostly used for internet searches but has potential to help with financial planning. Share these tips to help your employees use AI safely and smartly when it comes to their finances.
Read more -
Retirement planning for women—a key opportunity for financial professionals
Assisting women with their retirement planning can lead to more wealth management opportunities for you. Get tips for connecting with female participants.
Read more
-
Three ways to help enhance your TPA firm’s technology strategy
TPA firms that service retirement plans may be wondering what they can do to recognize and implement the technologies that will transform their processes and outcomes. Here are a few ideas to help point the way.
Read more -
How technology can help retirees
New technologies and their associated services have been developed that can help keep retirees independent and safe at home longer. As you think about supporting your employees as they near retirement, you may want to know about technologies that are available, the associated costs, and how preretirees might prepare for the expenses.
Read more -
Understanding the impact of the Federal Reserve on retirement savings
When the economy is running smoothly, you and your employees may not even notice that the Federal Reserve is meeting or what they decide. As a plan sponsor, it’s beneficial for you to understand how the Fed works so you can help your employees manage their retirement savings in changing economic conditions.
Read more