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Brokers should review account fee arrangements, among other actions, as they prepare for DOL’s new regulation.
April 21
Janus Henderson Investors -
Worker uptake of the benefit has been slow, yet research shows utilization rates soar when there is no employee co-pay, according to Dr. Allan Khoury of Willis Towers Watson.
April 21
Willis Towers Watson -
Purchasing critical illness insurance for employees and offering them the option to buy more encourages them to become better educated about their benefits plan, according to Sun Life’s Bryan Burke.
April 20
Sun Life -
Some employer clients may ignore perks that require specialized knowledge, but they shouldn’t, according to Captain401’s Roger Lee.
April 20
Captain401 -
Intended to hedge pension liabilities, seemingly safe bond investments have turned risky.
April 20
Principal Financial Group -
The 3% deferral rate in nearly half of auto-enrolled plans is simply too low, says State Street Global Advisors’ Melissa Kahn.
April 19
State Street Global Advisors -
Strategies such as narrowcasting can help you develop a website that creates opportunities for prospective clients to find you.
April 19
Buckingham Wealth Partners -
The DOL’s rule is good news for plan sponsors, but many are still confused, says registered investment adviser Robert Lawton.
April 19
Lawton Retirement Plan Consultants -
Employees will feel visible and valued when acknowledgement is personalized, says CSI International Performance Group’s Pete Psichogios.
April 19
CSI International Performance Group -
Now is the time for employers to ensure documentation is in order, especially if they’ve received a pre-screening questionnaire from the Office for Civil Rights.
April 18
Davis Wright Tremaine LLP