Advisers Latest

The new wave of HHS-run desk audits plans to focus on financial organizations and is expected to cover breach notification and the security rule’s risk analysis and risk management requirements, says attorney Becky Williams.

There are two foundational pieces that are often missing from plans, says adviser Andy Torelli.

In this business and political climate, advisers need to be optimally adaptive, flexible and prepared, says columnist Jack Kwicien.

One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.

Largest U.S. life insurer, will phase out the use of Peanuts characters in its marketing.

Claims increased by 13,000 to 260,000 in the period ended Oct. 15, a Labor Department report showed Thursday in Washington.

The increase provides an opportunity for employers looking to attract new talent, says WorldatWork.

With new ACA regulations potentially changing how plans operate, Bill Bade of Milliman offers solutions on to stay prepared.

Marrying exchanges with ben admin technology promises many cooperative advantages, says Web Benefits Design’s Jessica Campbell.

The best advisers live up to their management role and are constantly learning and elevating their firms, says columnist Wendy Keneipp.