Wellness

Those who leave the workforce can maximize the tax benefits by donating a portion of their IRA assets directly through a qualified charitable distribution

Employers appear to be cooling on the practice of relying only on these high out-of-pocket cost plans for their employees.

Employers should understand how the offering works, how it affects retirement savings and potential pitfalls.

The retirement plan gives employees freedom to direct investments and to accumulate savings.

Firms seeking high engagement in health plans should look at programs in their entirety and gauge the opinion of employees.

Creating an impactful plan starts with a strong culture of health, says 2017 Wellness Adviser of the Year Valeria Tivnan.

Low participation rates shouldn’t stop advisers from offering the service, but rather provide an opportunity to gather success stories and improve engagement.

The retirement plan gives employees freedom to direct investments and to accumulate savings.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

Renewal rates in 2017 exceed five-year average, suggest employees shouldering greater cost-shifting burden, according to UBA.