Advisers Latest

Historically, wellness has been associated primarily with weight loss, and since many of us slip right into a food coma come Thanksgiving and don't emerge until multiple holiday parties have left us loosening a belt notch or two, it's no coincidence that EBA features our annual Wellness Challenge issue on the eve of resolution season

When Emily Wert decided to undertake EBA's 2011Wellness Challenge, a 12-week personal health coaching program, she didn't have the usual expectations about what she would learn or accomplish.

Following the Eastbridge Consulting Group report earlier this year that showed a decrease in voluntary benefits sales during 2010, it has been refreshing to see that, according to recent insurance carriers' annual surveys, employees' interest remains strong.

Nearly two-thirds, 63.8%, of plan sponsors have changed the investment lineup in their 401(k) plan in the past year, up markedly from a mere 20% in 2008, according to the Profit Sharing/401(k) Council of America.

Eighteen months after passage of the Patient Protection and Affordable Care Act, group medical benefits costs are on the rise once again, according to The November Employee Benefits Market Survey conducted by The Council of Insurance Agents & Brokers.

While 88% of small business owners do not think it is right for the government to force a state resident to buy health insurance, more than 90% of them do not intend on purchasing health coverage under the Patient Protection and Affordable Care Act.

What if you could increase your relevancy and be one of the “top 5” advisers that clients call? Read in today’s BeAdvised how remaining relevant to your clients amidst an ever-changing benefits environment will help you get there.

With new cost-basis reporting requirements in effect for the 2011 tax year, Charles Schwab is warning investment advisers to brace for a hectic tax season and prepare for a flood of questions from clients who for the first time will receive a revised 1099-B form packed with new transaction information.

Consumers who receive a financial needs analysis are more likely to buy life insurance, and purchase larger face amounts, than those who don’t receive an analysis, according to LIMRA’s 2011 U.S. Buyer-Nonbuyer study.

I know of an employer — which shall remain nameless — that began communicating its benefits enrollment period the day enrollment began. No, I’m not kidding. Yes, it’s a real company.