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NICSA Webinar on 12/17 | An overview of the nicsa beneficiary designation survey

Maintaining family harmony isn't always easy, though. A recent NICSA survey, conducted with the help of the Insured Retirement Institute, finds the policies and practices with regard to beneficiary designations vary widely from company to company. As a result, investors with retirement accounts at more than one firm could well need to provide different information to each.

Get the inside scoop from the 2014 NICSA Beneficiary Designation Survey Results in this upcoming NICSA webinar, on December 17, 2014 from 2:00pm-3:00pm ET.





NICSA Industry News Digest | December 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month. Don't miss out on NICSA news, member publications and more in this month's issue of the NICSA Industry News Digest.


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The 800-pound gorilla | Floating NAV creates operational challenges for mmfS

A recent NICSA webinar, speakers from EY Global Services, BNY Mellon, Boston Financial, and Deutsche Asset & Wealth Management summarized the changes they foresee for MMFs.


Click here to read this featured NICSA News post.



The crazy mixed up world of unclaimed property

When it comes to unclaimed property, consistency is a hard thing to come by. At the 2014 NICSA General Membership Meeting, representatives from Georgeson, Prudential and UPRR gave attendees an inside look at the crazy, mixed-up world of unclaimed property in this NICSA News post.


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What the FICCA? 7 Tips for reading a service organization control report 

Speaking at NICSA’s General Membership Meeting -- in a session moderated by Eaton Vance’s Eileen Storz-Salino -- Suzanne Nersessian and Stephanie Roche of Deloitte provided an overview of the control reports used in the fund industry, including the Financial Intermediary Controls and Compliance Assessment prepared by firms providing omnibus recordkeeping services.


Read more in this NICSA News featured post.
New NICSA News | Demographics: The Movie

There are those — including an influential group of economists — who say that “Demographics is destiny.” And nowhere does that seem more true than in the U.S. fund industry.

This video, presented on September 23rd at the ALFI Global Distribution Conference in Luxembourg, summarizes population trends in the United States since 1900. Take a look...

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Upcoming Events

  • Family Fighting, Sibling Rivalries: How You May Be The Cause! The NICSA Beneficiary Designation Survey Webinar
    Sponsored by Broadridge
    December 17, 2014

    Click here for more information
  • 2015 NICSA Strategic Leadership Forum
    (33rd Annual Conference)
    February 8-10, 2015 | Hollywood, FL

    Click here for more information
  • 2015 NICSA General Membership Meeting
    October 29-30, 2015 | Boston, MA

    More information coming soon...
  • 2016 NICSA Strategic Leadership Forum
    (34th Annual Conference)
    January 31-February 2, 2016 | Hollywood, FL

    More information coming soon...
  • 2017 NICSA Strategic Leadership Forum
    (35th Annual Conference)
    January 29-31, 2017 | Hollywood, FL

    More information coming soon...

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