Advisers Latest

Having completed nearly 2,000 1094/95 forms for clients, EmployeeTech’s Michael Weiskirch shares tips to smooth out the process.

The ACA’s waivers for small businesses are ending in 2017, so it’s time for companies to look more closely at their benefit programs, according to adviser Sue Wakamoto-Lee.

Basic savings principles are not being taught in home or at school; advisers can provide a great service to employees by making such tools available, says Mark Singer, CFP.

Plan sponsors should spend as much time developing education policy statements as they do an investment policy statement, says Jeffrey Hemker.

Since passage of the ACA, there has been a ‘huge divide’ between benefit pros and payers, according to attendees at the CIAB Employee Benefits Leadership Forum.

There is ‘tons of opportunity' for advisers to educate workers on the financial security benefits of these products, says new Cigna study.

Employers need to be prepared to handle mental health accommodations for employees, while also being ADA-compliant, says employment attorney Ben Hase.

Advisers must stay ahead of emerging trends or risk exposing clients to additional costs, says Hodges-Mace’s Eric Helman.

Women, in particular, are lagging in earnings and in the amount of income they’re saving for retirement, according to research from T. Rowe Price.

Large employers unsure of the cost savings they’d see by moving employees to an online marketplace, but health sites are still evolving, according to Pacific Resources.