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As defined in the new rule, investment advice includes recommendations to an employee benefit plan, plan fiduciary, participant or beneficiary, or an IRA, HSA, or education savings account owner.
April 14
Ascensus -
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
April 14
Businessolver -
Brokers who adopt a consultative sales approach will enjoy stellar growth and set themselves apart from their competitors.
April 13
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Recent joint-employer rules could make companies think twice about various staffing arrangements and the use of contractors.
April 13
Greenberg Traurig LLP -
Telecommuting is a fast-growing trend, but clients may need help from advisers to properly oversee at-home employees and their benefit needs.
April 13
Standard Insurance Company -
Programs often try to appeal to a broad audience, and wind up appealing to no one, says Q4Intelligence’s Wendy Keneipp.
April 12
Q4intelligence -
Programs that teach employees to be in the moment can foster a better operational environment and increase productivity.
April 12
eMindful -
Helping employees better understand the value of their benefits can lead to increased enrollment and quickly change your professional reality, says Aflac’s Tyson Funk.
April 12
Aflac -
Limeade’s Henry Albrecht offers some tips on keep client programs running without a hitch.
April 11
Limeade -
Determining what is actually ‘in the best interest of the client’ is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.
April 11
LHD Retirement