Advisers Latest

The CEO of PlanSource advances the use of benefits technology through the development of new tools, including a mobile benefits app for employees.

Plan sponsors have until Jan. 1, 2017 to comply with the final EEOC rules, which ban plan designs in which more generous insurance options are only available to employees who complete a health risk assessment or biometric screening.

Leaders at the country’s fastest growing large-group brokerages, such as Aon, share ways their businesses are evolving to stay ahead.

The principal at Buck Consultants/Xerox HR Consulting has developed a sophisticated modeling tool to help employers manage their pension risk.

Insurers frequently offer incentives intended to move employers to new models, networks and platforms, but they can be very confusing for clients, says CBIZ’s Zack Pace.

Benefit advisers can play a critical role in ensuring summer hiring compliance by communicating proper rules and classifications to employers, says ADP’s Aldor Delp.

Russell Investments goes a step further than target-date funds based on participant demographics at the plan sponsor level by enabling automated TDF customization at the participant level.

The U.S. Supreme Court backed out of a divisive clash involving religious groups that object to contraceptive coverage under the Affordable Care Act, issuing a compromise decision that said the two sides might be able to work out their differences.

The director of benefits at Lakeland Regional Health implemented a robust digital communications program using Jellyvision’s interactive software platform.

If allowing advisers to post freely on LinkedIn and other sites is worrisome, firm owners need to reevaluate internal communication practices, says columnist Wendy Keneipp.