Benefits Think Using HSAs and FSAs to promote workplace financial wellness
For employees with HDHPs, these two savings vehicles offer numerous advantages.
Shelby George
Senior Vice President
Benefits Think Using HSAs and FSAs to promote workplace financial wellness
For employees with HDHPs, these two savings vehicles offer numerous advantages.
Benefits Think How to help employees avoid the ‘average participant’ retirement trap
Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.
Benefits Think 3 reasons plan sponsors are considering CITs — or should be
Collective Investment Trusts can have cost-saving advantages, are increasingly accessible and provide a long-term investment perspective.
Benefits Think How to help employees avoid the ‘average participant’ retirement trap
Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.
Benefits Think 3 reasons plan sponsors are considering CITs — or should be
Collective Investment Trusts can have cost-saving advantages, are increasingly accessible and provide a long-term investment perspective.
Benefits Think How retirement advisers can avoid the ‘average participant’ trap
Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.
Benefits Think 3 ways participants are driving a new era of retirement plan design
Increased engagement coupled with changing needs and an easier path to legal action put the onus on plan sponsors to ensure they can defend their strategy and investment choices.
Benefits Think 3 ways participants are driving a new era of retirement plan design
Increased engagement coupled with changing needs and an easier path to legal action put the onus on plan sponsors to ensure they can defend their strategy and investment choices.
Benefits Think How to be a good fiduciary and not get sued
Understanding who oversees key principals helps focus management, says Manning & Napier's Shelby George.
Benefits Think 4 key differences between CITs and mutual funds
Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.
Benefits Think Fiduciaries take aim at plan menu design
When formulating an investment strategy, plan sponsors must take into account their responsibilities.
Benefits Think HSA education will be key in Trump era
There are many steps advisers should take to help employees identify their financial goals and save accordingly.
Benefits Think Helping plan sponsors understand a fiduciary’s reasonable fees
Advisers must know how to explain their role in the Conflict of Interest era.
Benefits Think CITs can provide ‘considerable savings’ for retirement plans
Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.
Benefits Think CITs can provide ‘considerable savings’ for retirement plans
Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.
Benefits Think 4 important questions about HSAs under the new fiduciary rule
The potential ERISA status of health savings accounts can cause confusion for advisers, says attorney Shelby George.
Benefits Think 4 important questions about HSAs under the new fiduciary rule
The potential ERISA status of health savings accounts can cause confusion for advisers, says attorney Shelby George.
New metrics redefine benefit plan success
Commentary: Benefit adequacy is a recently-coined catch phrase among the retirement industry, and with good reason. Many individuals have not saved enough to pay for the costs of health in retirement, let alone broader retirement income needs.