Advisers Latest

40% of employers anticipate that their company’s wellness budget will increase in the near future, a recent OptumHealth shows — and many are finding quick, easy ways to incorporate healthy living into the work day.

Many 401(k) plan financial professionals have already capitalized on the opportunity in the 403(b) market by leveraging their 401(k) plan skills, and being able to distinguish themselves by being savvy in the dynamics that make a 403(b) plan a little different, says guest blogger Aaron Friedman of The Principal Financial.

If plan sponsors are serious about getting stellar 401(k) participation rates, the evidence is stronger than ever that auto-enrollment is a powerful way to achieve it. More hold-outs are getting the message and considering taking the plunge, although only a slim majority already do.

PPACA takes us back to the future, says blogger Mark Gaunya. Rewind the tape and go back to 1978 when cafeteria plans were born, then fast forward the tape to 2013 and apply state-of-the-art technology. What do you have? An electronic cafeteria plan we now call an insurance exchange or marketplace if we want to be politically correct.

With taxes on everyone’s mind, Jerry Kalish offers something to talk about with a prospective client who is thinking about starting a retirement plan.

The ability to provide a balance of risk between sponsor and participant through a hybrid design is drawing interest--even among small employers.

Record for 2012 hit despite de-risking by some plan sponsors, according to Milliman analysis.

Communicating ahead of open enrollment is both a broader and a more specific challenge in a post-health care reform world. One expert at Univers talks about how she is prepping her clients and tips for how employers should plan.

This week we’ll look at some important PPACA milestones on its third anniversary, why health care stocks are at a 15-year high and what MetLife’s CEO has to say about taxes.

The Senate adopted a proposal yesterday that would modestly reduce the U.S. debt through higher taxes for top earners as part of the first budget plan the Democratic-controlled body has passed in four years.