Benefits Think

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

Granted, nothing is settled, but organizations should be taking these steps to ensure they're ready for any modifications to their medical plans.

They can help clients benefit from reduced risk and longer bond durations if the employers prepare for shifts in market direction.

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

Employers are not in the driver seat of these programs but they usually get the blame when a retirement plan needs an intervention, says attorney David Pixley.

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.

Although they are set to take over the workforce, younger workers need special prompts to sign up for well-being initiatives.

Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.

Technology, employee data and help from brokers can play a key role in improving these offerings.

Brokers can maximize the value of their clients’ 401(k) participation and group health offerings by ensuring employers meet timely regulatory obligations.