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Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.
March 18 -
Rising Star Josh Sailar is primarily an investment adviser. But he’s not shy about bringing healthcare into the discussion with his small employer clients.
March 18 -
The sports bar and driving range venue implemented SurgeryPlus once it moved to a self-insured health plan and saw a 2.57% return on investment.
March 18 -
From harassment lawsuits to regulation compliance, cutting edge companies are overlooking policies critical to empowering and enhancing their workforce and company ethos.
March 18 -
Employees say they are likely to move to a new employer for perks such as flexible schedules, bonuses and paid leave.
March 18 -
CVS Health, Estée Lauder Companies and Lowe’s are among hundreds of companies adding enhanced perks to address the growing concerns of today’s workforce.
March 18 -
Benefits experts believe that even if the regulations get killed entirely, best interest standards will live on.
March 16 -
It’s easy to fault the insurance industry, but dealing with the government could be a nightmare. This is why benefit advisers need to step in.
March 16
Frenkel Benefits -
A raft of under-popularized strategies are helping advisers reign in their clients healthcare costs.
March 16
Prosperity Benefits -
The managed account provider will partner with the recordkeeper to expand its financial advice and investment management services.
March 16








