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As defined in the new rule, investment advice includes recommendations to an employee benefit plan, plan fiduciary, participant or beneficiary, or an IRA, HSA, or education savings account owner.
April 14
Ascensus -
Primary care provider-based wellness tests work well for remote employees, but ones conducted at the workplace are better for an employer’s bottom line, according to an analysis of medical claims data conducted by HealthFitness.
April 14
HealthFitness -
The top companies, revealed in descending order, based on Form 5500 Schedule A reporting data from analytics firm miEdge.
April 14 -
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
April 14
Businessolver -
Helping clients understand the pension and benefit plans of seller organizations is an important part of any acquisition.
April 14 -
As fiduciary awareness grows, collective investment trusts, which often have lower fees than mutual funds, are poised for growth.
April 14 -
Benefits issues can lead to diminished productivity, finds new research, as workers spend an average of three and a half hours a month dealing with healthcare issues at work.
April 14 -
Determining what is actually ‘in the best interest’ of a client is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.
April 13
LHD Retirement -
A common problem with well-being offerings is that they are often tailored to the needs of the company, not the employee.
April 13
BCI Group -
The tech industry seems to be leading the way among industries offering robust family leave—something most Americans don't have access to—and it may be thanks to a counterintuitive factor: The industry's notable lack of women.
April 13





