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Advisers who rely on the Best Interest Contract Exemption need to comply with the three Impartial Conduct Standards, otherwise they fall under non-exempt prohibited transactions.
February 8
Drinker Biddle -
There are four ways to make the two healthcare spending accounts work together, but they are often under-utilized.
February 8
NueSynergy -
Although the IRS is not currently enforcing aspects of executive benefits in group health plans, employers must stay compliant.
February 8
Mullen & Henzell L.L.P. -
Advisers must make the case that stable value funds are a good fit to include in defined contribution plans for risk-averse employees.
February 7
The Standard -
Two success stories demonstrate the benefits for advisers who developing a specific client market and succession blueprint.
February 6
Daymark Advisors -
Employers will need to remain up-to-date on salary history bans, equal income standards and transparency provisions.
February 6
Baker Donelson -
With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.
February 5
DCW Group -
Using lowest-cost share classes, performing an annual investment fund review and distributing required fee notices are among best practices.
February 5
Lawton Retirement Plan Consultants -
Company gyms can be convenient and personalized for employees, while also helping workers better manage stress levels.
February 2
HealthFitness -
These alterations can involve adjustments to the individual plan benefits, plan eligibility and new state and federal laws.
February 1
Butterfield Schechter LLP.