Practice management

A substantial watering-down of the protections in the rule is possible, says Carol Buckmann, so the ultimate status of the new regulation is still in question.

Bellwether states California and New York are considering measures that would have serious national implications for the employer-sponsored insurance system.

Given the range of personnel who will be expected to understand the law, advance planning by employers will be critical.

Retirement specialists are likely to increasingly turn to recordkeepers to provide data that justifies adviser fees through strong plan performance.

Keep in mind that there is no fee structure free of conflict, cheaper doesn’t mean better and recommendations don’t come in a vacuum, says investment strategist Jess DeGabriele.

Higher compliance requirements, and their associated costs, may drive firms to look for partners.

Getting past back office obstacles such as employee reluctance to change is the best way to ensure technology implementation will go well for clients.

The Crichton Group hasn’t written much PBE business, but just having one available facilitated the company’s launch of a new technology consulting wing and brought in new clients.

Advisers can help employers make better decisions by teaching leadership to be smarter consumers, says The Graham Company’s Dan Jordon.

Pratter application is able to identify by ZIP code known charges and claim allowables before services are actually rendered.