Benefits Think

An IPS is a key part of the fiduciary compliance process and should clearly state roles and responsibilities.

Severance agreements are ripe with potential tax planning challenges and opportunities. Before drafting that next agreement, beware the following three traps.

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

As the talent war heats up, workers are demanding perks that help improve their quality of life. And organizations are finally taking note.

Politicizing of the discussion from both sides of the aisle stands in the way of addressing the country’s chief problem of rising costs, says Hodges-Mace’s Eric Helman.

The best retirement providers should sign on to a plan as a fiduciary, provide a complete menu of services and have a clean background.

Though the Better Care Reconciliation Act is similar to the House’s recent replacement legislation, there are some notable differences regarding tax credits, association health plans and Medicaid.

Retirement and welfare plans are not subject to DOL regulation, reversing three appellate decisions on the matter.

Participants may benefit from putting more dollars towards their plan account balance and fewer towards fees.

Investing dollars in improved care management programs, well-being initiatives and plan-design modernizations won’t produce full ROI unless the employee contribution methodology is sound.