Click on the archives below to read articles and summaries pertaining to regulatory changes, industry trends and events, and any updates to NQR service offerings.
“Very insightful! Great discussion.” “Overall a great experience.” “Any opportunity with peers to discuss processes, achievements, pain points, etc., is extremely valuable.” Only positive sentiments followed our first ever NQR Intermediary INSIGHT Client Conference earlier this year. The event featured a keynote address from the Investment Company Institute (ICI), a client panel, roundtable discussions, …
Continue reading “Managing Omnibus Relationships with FICCA – An Intermediary’s Perspective”
NQR is excited to share the detailed agenda and highlights of our first ever Intermediary INSIGHT Client Conference. The one-day event, held on April 26, 2018 at the Seaport Hotel in Boston, provided attendees with an opportunity to gain valuable perspective from industry experts as well as to share their experiences with peers. Conference Highlights …
Continue reading “NQR’s 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights”
Retirees who turned 70 ½ in 2017 must take their first Required Minimum Distribution from their IRA or their employer-sponsored retirement plan no later than April 1, 2018. Account owners of Traditional IRAs, SEPs, and SIMPLE IRAs must take their first Required Minimum Distribution no later than April 1 of the calendar year …
Continue reading “April 1 Alert! – Required Minimum Distributions”
NQR is proud to present the services that assist in our clients' compliance and oversight operations. Click on any of the events below to schedule a presentation or find details on an event NQR is attending.
NQR is attending the 2019 ICI General Membership Meeting (GMM) from May 1-3. Stop by Booth #303 to chat with Catherine Coyne, Polly LeBarron, and Jackie Tilton about the latest updates to our INSIGHT services.
NQR is attending the 2019 ICI General Membership Meeting (GMM) from May 1-3. Stop by Booth #303 to chat with Catherine Coyne, Polly LeBarron, and Jackie Tilton about the latest updates to our INSIGHT services.
NQR is attending the 2019 ICI General Membership Meeting (GMM) from May 1-3. Stop by Booth #303 to chat with Catherine Coyne, Polly LeBarron, and Jackie Tilton about the latest updates to our INSIGHT services.
Schedule a 30-minute presentation of our industry-leading Intermediary INSIGHT service. We’ll cover the NQR expertise behind our SOC 1 and FICCA document review in addition to a brief overview of our online reporting. An NQR representative will contact you shortly after the registration is received.