Advisers Latest

Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses. As can be expected from its CEO Jon Stein, the scope is grand as the digital-first firm sees a $4.6 trillion market ripe for disruption.

Commentary: Benefit professionals should take advantage of new technology and services to protect employees and help them resolve ID theft situations, says VEBA’s Tinker Kelly.

Commentary: Being surrounded by experienced underwriters and “Excel wizards” is just enough to make one’s head spin, but it is right where Brian Murphy needs to be as he enters the world of benefit advising.

Kraft Heinz Co., which counts Warren Buffett’s Berkshire Hathaway Inc. as its largest shareholder, is pushing some of its retirees to health exchanges as the company cuts expenses.

Broker group hopeful hotline is “first step” in making enrollment through federally-facilitated marketplace an even playing field for agents and brokers

Commentary: It can be difficult for employers to create uniform employment policies across state lines due to constant changes at the federal, state and local level.

The DOL’s proposed fiduciary rule presents complex challenges to advisers, clients and will exacerbate the savings crisis in America, NAIFA warned Congress Thursday — two weeks before the comment period on the controversial rule closes.

The recently announced mergers of four of the nation’s largest health insurance companies threatens to decrease competition in multiple markets, a threat the American Medical Association says will exceed federal antitrust guidelines and warrants regulatory review. Experts agree brokers will need to work with employer clients to find creative solutions to work with limited plan choices and keep premium costs down.

Commentary: Complacency can be a dangerous strategy when it comes to defined benefit plans, says The Principal’s Mike Clark.

The IRS says employers can now do a trial run of their electronic form filing for reporting requirements under the ACA, giving nervous employers and their benefit advisers a way to test for readiness in advance of the reporting deadlines.