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Savvy advisers are crunching the numbers to retain clients and win new business.

Startup backed by Silicon Valley investors, posted losses in New York, Texas and California in the first half of the year, the latest example of insurers both large and small losing money in new markets created by President Barack Obama’s health care overhaul.

Lawsuits have been filed against eight private universities sponsoring defined contribution code Section 403(b) and 401(a) retirement plans

How design thinking is helping human resources make the perk millennial-friendly.

Sharing political opinions with colleagues — and especially clients — can have a negative effect on an adviser’s business, says columnist Wendy Keneipp.

One way is to open a health savings account as it offers tax-free withdrawals that people can use to cover a portion of their insurance premiums.

Last week, yet another slew of private retirement plan managers became the target of class-action lawsuits. This time it was a bunch of universities: Yale University, NYU, MIT, and other schools have been sued for failing to properly oversee their employees’ retirement plans.

The insurer warned the government in a July letter that it would be financially forced to step back its participation in the individual insurance exchanges if the DOJ tried to block its $28 billion purchase of Humana. Guess what happened, writes Max Nisen.

The change reflects new market dynamics, including broker consolidation, says president and CEO Adam Bruckman.

The company’s new retirement program, Spark 401k, aims to boost small business participation and ease challenges those employers face in offering workers DC plans.