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The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.

Ask yourself, are you doing all you can to provide relevant value to your clients and your brokerage, says adviser Andy Torelli.

Technology has opened brokers up to liabilities and compliance nightmares through data breaches, hackers, and other cyber security risks.

Advisers can reduce stress for all involved through quick actions such as quarterly check-ins, says STRIVE Benefits' Saravanan Chettiar.

It’s not the presidential candidates who can have an impact on the consequences of health reform, but rather those on lower tickets, says adviser Vinnie Daboul.

Some options are better at reducing the expense of such services than others, say Universal Health Advisors John Mickner and Tim Cummings.

Advisers with this client base should take note of this ‘significant challenge’ as salary threshold for exempt employees grows.

C-suite participation on networks like Facebook, Instagram and Twitter helps solve internal communication problems.

Employers may not realize how the programs integrate and could be paying for too much coverage — or not enough, says the Principal’s Bruce Hentschel.

Unison Advisors' Nir Kaissar explores why these plans — 'an indispensable tool for insuring that workers have a comfortable experience in their twilight years' — are failing.