Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
More From Employee Benefit News
How employers can help women avoid the ‘daughter tax’
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
Benefits Think Why tackling student loan debt will pay off
As employees decide whether to stay with their employer, support tied to student loan debt and education benefits is becoming a clear differentiator.
Bill targets $10M+ retirement accounts with new distribution rules
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
Why some advisors prefer HSAs over IRAs for retirement savings
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
The pros and cons of rolling over a client’s 401(k)
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.