Practice management

The court agreed with the plaintiff’s contention that while a church-affiliated entity may “maintain” an ERISA-exempt church plan, only plans established directly by a church or convention of churches qualify as church plans.

The case at issue is Rochow v. Life Ins. Co. of N. America. His estate sued for a denial of long-term disability benefits as well as profits allegedly made on the benefits.

Will you be prepared when the DOL knocks on your door?

Columnist Mel Schlesinger on why you shouldn't be afraid to prospect on LinkedIn, and he says that includes connection with clients.

Columnist Jack Kwicien on how you go about selecting the right merger candidate.

Benefits broker John Garven juggles enrollment meetings while using Twitter to amplify his business.

In hoping for expanded access to health insurance, proponents of the emerging HIX marketplace have had to make a few Faustian deals along the way to realizing their objectives. One such tradeoff under the Affordable Care Act involves narrower provider networks – an old strategy used to rein in runaway costs that’s rooted in the managed care era.

The guidance in Notice 2013-74 relates to the expansion of such rollovers under the American Taxpayer Relief Act of 2012, which settled the expiring tax breaks as part of the fiscal cliff deal around the New Year.

Freeing up resources that are used inefficiently can actually improve the quality of your relationships with both clients and employees.

In the advising business, you are your client list, so don't be afraid to fire a client who commits one of four cardinal sins, blogger Jerry Kalish writes.