Advisers Latest

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

There are several provisions in the upper chamber’s text that alter existing tax treatment, and experts predict those elements will win out in final law.

Advisers should help clients ensure that separation benefits are fair, timely and backed by company support.

ABC president Jim Klein says legislators should act immediately to eliminate the ‘challenging’ compliance provision, and then repeal the ACA’s Cadillac tax.

Industry experts say the resulting rise in costs is likely to shift to employers and other stable health insurance consumers.

Advisers should encourage and assist employers to assess their DI management process to determine if it is meeting employee needs.

Employers who teach workers about money matters can profit from increased employee satisfaction and productivity levels.

Those who leave the workforce should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

The feature will let employers push individualized notices to their staffs.

Driven by new CEO Rob LaHayne, the company is focused on health advocacy to bring lower costs to both employers and employees.