Advisers Latest

With increased CFO involvement in health care and benefit decision-making, benefit managers are under more scrutiny than ever before to ensure they efficiently manage their health and benefits vendor relationships.

Employees and other investors are increasingly looking to advisers for help with retirement investment advice and strategies, new research shows.

Company executives are increasingly becoming involved with health care benefit decisions. Benefit advisers hoping to win, and keep, their business must tailor their tactics to the C-suite.

Many benefit managers – especially those at smaller companies – have never had to help an employee with an accommodation at work or help chart their path back to work after a disability leave.

The Department of Labor is evaluating the use of brokerage windows in 401(k) plans and is offering employers, benefit advisers, and other stakeholders an opportunity to weigh in on the subject.

The Obama administration has announced a government workaround to allow employees of religious nonprofits access to birth-control coverage even if their employer has opted not to pay for such medicines.

Commentary: If you want to be successful at voluntary sales, columnist Nelson Griswold says you should concentrate on selling a solution, not a product — much like the Girl Scouts aim to solve your cookie craving.

Commentary: Columnist Jack Kwicien shares how to transform your business by differentiating your processes and services to achieve a sustainable competitive advantage.

Although your employer clients may consider granting employee requests for exceptions to health plan rules or limits, doing so could cause trouble down the road. Advising them to consider a plan amendment may be a better choice.

Benefit advisers and employers say a host of challenges is not only to blame for stagnant SHOP enrollment, but must be overcome if SHOP is to enjoy any success.