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Just because a plan is compliant with the Affordable Care Act doesnt mean its a compatible health savings account plan. Advisers need to be careful when designing HSAs to make sure plans satisfy all necessary rules.
Advisers should be providing year-round support of consumer-driven health plans, says Scott Mardis, who will kick off EBAs Workplace Benefits Renaissance in March.
While the first year of the ACA reporting requirements could create headaches for employers, its also an opportunity for advisers to increase their value and secure clients for the long-term.
Technology and better educated consumers are two factors that are reducing the costs associated with retirement plans which in turn are seeing exchange-traded funds grow in popularity, industry experts say.
New reporting requirements are forcing public agencies to deal with a massive amount of liability, largely due to unfunded retiree health benefits. One California city helped solve the problem with a private exchange. The format is gaining popularity with plan sponsors for their early and post-65 retirees.
The Affordable Care Acts reporting requirements topped the list of regulatory issues for 2015. This year also saw two major Supreme Court decisions, a four-day hearing about the DOL fiduciary rule and debate surrounding the impending Cadillac tax.
2015 was a busy year in retirement: Collective investment trusts are gaining traction, plan sponsors are mulling what it means to be a fiduciary and Americans are starting to address their lack of savings.
Zenefits made the list of the years most-read EBA stories twice, including a defamation lawsuit that ADP filed against the Silicon Valley startup. Other attention-grabbing articles included the Aetna-Humana merger, Cadillac tax repeal efforts, attempts to tweak the ACA and the elimination of broker commission.
EBA Advisers of the Year, as well as other industry insiders, share their insight on some of the major issues employee benefit brokers face. Take a look as these experts reflect on everything from the Cadillac tax to benefits technology to voluntary products.
Employees financial circumstances are unique, and an employers retirement plan must prepare to meet those different needs. Here are five questions that employers and their advisers must have strong answers to in order to help employees save for the future.
Internship and mentoring programs are popular among some of the nations top advisory firms, but they also know it takes more than a cursory relationship with universities to recruit and retain talented producers. See how brokerages such as Arthur J. Gallagher, Lockton, Willis and USI Insurance Services are securing the loyalty of the nations up-and-coming elite advisers.
Internship and mentoring programs are popular among some of the nations leading advisory firms, as is maintaining strong relationships with universities. But brokerages must also work to dispel misconceptions many people have about the industry if they want to ensure they can develop enough home-grown talent.
When a stock deal is amended, typically the shareholders of one company feel theyre being shortchanged, says USIs Michael Turpin, who shares his views on the new merger agreement and what it could mean for the industry as a whole.
TW shareholders sued Towers Watson over the original merger now stockholders of both companies have a new agreement to consider.
Deficits rose for both single-employer and multiemployer programs, a new report finds. Yet, the pension community is hopeful the new PBGC director will create a better future.
New business for validated employee benefit producers decreased over the past three years. Organic growth for independent brokers has also slowed. However, mergers are on a record-setting pace.
Outliving retirement savings is an issue that individuals must face, and a qualified longevity annuity contract is one way to address the problem as lifespans increase.
Single-employer premiums are set to increase, which could lead to fewer pension plans, resulting in less demand for DB consultants, ERIC CEO says.
A more competitive health insurance market is favorable, but not always possible. Brokers operating in a market controlled by only a few carriers need to offer a wide variety of services in order to retain clients and increase sales.
Return on investment is no longer the main measuring stick, with employers instead focusing on overall value, new research finds.