More From Employee Benefit News
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.
Uptick in subrogation lawsuits raises concerns
Advisers should ensure clients have a realistic payment-integrity solution on the front end and robust claims recovery program on the tail end for capturing overpayments.
Benefits Think When patterns repeat, markets will follow
With raised fiduciary expectations, the health benefits market will move toward more transparent, level-fee structures and fiduciary-aligned advice.
3 issues shaping the future of retirement planning: Morningstar
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
Validation Institute recognizes advisers who meet ERISA fiduciary standards
The Validation Institute has put its stamp of approval on a dozen benefit advisers with a fee-based model that avoids conflicts of interest.