Brokers say employers, carriers need to embrace benefits tech
Adding quality metrics on physicians is just one advantage for the benefits industry — if it manages to evolve from its paper-based roots.
By
Lee Conrad
Lee Conrad
Former senior editor
Brokers say employers, carriers need to embrace benefits tech
Adding quality metrics on physicians is just one advantage for the benefits industry — if it manages to evolve from its paper-based roots.
By
Lee Conrad
Inside the measles outbreak: What employers can do
Firms can take preemptive measures like expanding telecommuting options and encouraging vaccinations, but if employees dig in their heels, forget about forcing the issue.
The tax break retirees might not know about
Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.
By
Lee Conrad
What to do if you have to retire early
Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.
By
Lee Conrad
Why volatility shouldn’t scare you — even close to retirement
A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.
By
Lee Conrad
Should my wife file for Social Security retirement benefits now or delay till 70?
A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
By
Lee Conrad
Social Security isn’t America’s only public retirement crisis
Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.
By
Lee Conrad
Baby boomers in this city are plagued with the most debt
One state has two of the top three cities in terms of boomer debt.
By
Lee Conrad
HSAs march ever higher, expected to continue
The number of health savings accounts has topped 25 million, and client contributions also have increased after several years of decline.
By
Lee Conrad
One reason lawmakers are hesitant to fix Social Security: Millennials
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.
By
Lee Conrad
Congress may gut the ‘stretch IRA’ that wealthy people love
New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.
By
Lee Conrad
How corporate social responsibility can boost your bottom line
The 401(k) industry doesn’t need another acronym, but advisers would be well advised to give a little TLC.
By
Lee Conrad
Pulling heartstrings and purse strings: Grandparents spend $179B annually on grandkids
Grandparents are advised to give cash gifts without putting their future financial security at risk.
By
Lee Conrad
HSAs march ever higher, expected to continue
The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.
By
Lee Conrad
Small businesses afford major opportunity for advisers
These firms employ nearly half of U.S. workers, and fewer than half of those firms don’t offer a retirement plan.
By
Lee Conrad
A daily latte won’t ruin your retirement
If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.
By
Lee Conrad
Employees think they’re on track for retirement. Here’s where they’re wrong
Definite steps are needed to improve worker prospects: Employees should save more. Clients should offer auto-enrollment. And Congress should make it all easier.
By
Lee Conrad
Employees think they’re on track for retirement. Here’s where they’re wrong
Definite steps are needed to improve worker prospects: Employees should save more. Employers should offer auto-enrollment. And Congress should make it all easier.
By
Lee Conrad
It’s not too late to boost retirement savings for 2018
There are still several moves that clients can make to reduce their 2018 tax bill.
By
Lee Conrad