Advisers Latest

The Affordable Care Act, new ways to fill the sales pipeline and Zenefits dominated EBA’s BeAdvised blog commentary this year. The top 10 most-read blogs of 2015 detail the growing number of ACA regulations and reporting requirements, explain why advisers don’t accurately understand the threat behind a tech-focused brokerage and highlight simple-yet-effective ways producers can increase existing client revenue and get prospects to open the door.

Seeking an alternative to the DOL's controversial proposed fiduciary rule, some members of Congress are drafting their own proposal that would establish rules for advisers working with savers and plans without the regulatory burdens and litigation risks that critics see in the DOL's plan.

The U.S. Senate voted Thursday to repeal the core of the Affordable Care Act, bringing Congress closer to sending legislation to President Barack Obama for the first time that would dismantle his signature domestic achievement.

Commentary: An employer’s argument that their classification of a 1099 employee should be respected because it’s how the employee is classified will go over like a lead balloon. The risk of misclassification under the ACA could be significant, says lawyer Peter Marathas.

Commentary: There are a lot of misconceptions about retirement plans that may keep employees from enrolling. Chad Parks shares are some ways to help businesses navigate these often jargon-heavy waters.

Commentary: What we can do to support them, make them feel more welcome in our company culture and help strengthen our own company in the process.

Commentary: This week, the Supreme Court heard oral arguments in Gobeille v. Liberty Mutual Insurance Co., which has vital implications for employee benefit plans — and for future attempts to impose state-specific regimes to gather health data from those plans.

Commentary: Adviser David C. Smith says he’s seen “a handful of imaginative approaches that all fail to satisfy the IRS’s prohibition” on standalone Health Reimbursement Arrangements.

EBA Advisers of the Year, as well as other industry insiders, share their insight on some of the major issues employee benefit brokers face. Take a look as these experts reflect on everything from the Cadillac tax to benefits technology to voluntary products.

As LIMRA celebrates 100 years in the industry in 2016, the association will renew its focus on retirement research, education and training and continue to evaluate the impact of the DOL’s pending fiduciary rule.