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Seven circuit courts held that vindication of rights pertaining to the legality of a plan amendment, as opposed to an interpretation of the plan, are not subject to expenditure requirements, write attorneys Michael Stevens and Ronald Kramer.
March 30
Seyfarth Shaw LLP -
Advisers cannot afford to define their value as the point of access to benefits product information and services. They need to transcend client’s expectations, says consultant Jack Kwicien.
March 30
Daymark Advisors -
Employers should consider some of the new options available with the retirement plans.
March 30
Schwab Retirement Plan Services -
Most advisers thinking about business relationships haven’t changed since the days when men ran everything and women were secretaries, says Wendy Keneipp.
March 29
Q4intelligence -
Less volatility, lower litigation risk and greater simplicity are reasons for embracing this strategy, says adviser Robert Lawton.
March 29
Lawton Retirement Plan Consultants -
Separate brokers from their fee dependence and watch the smart ones evolve into consultative advisers, urges consultant Nelson Griswold.
March 28
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Companies need to get employees moving in order to improve health, focus and productivity.
March 27
Ergotron -
The Congressional Budget Office’s assessment that 7 million fewer Americans will have health coverage at work by 2027 ignores other opportunities proposed by the GOP, says CIAB’s Joel Wood.
March 26
The Council of Insurance Agents & Brokers -
In polling employees, a company discovers debt is holding them back from enrolling in other critical benefits, such as retirement.
March 24
PeopleJoy -
Advisers could get more clarity thanks to a temporary enforcement policy for the new Fiduciary Rule.
March 23
Frost Brown Todd LLC