Employer Strategies

As co-founder of Captain401, he launched an online platform that helps small businesses quickly and easily set up 401(k) plans.

The common rationales for separating them into silos are no longer applicable, according to Eric Helman of Hodges-Mace.

Challenges include finding and vetting vendors with programs that can help and navigating regulatory and tax questions, says Willis Towers Watson’s Randall Abbott.

Making it easy for employees to shop and enroll in supplemental products increases uptake, boosts loyalty and leaves workers better protected, according to ADP’s Gerry Leonard.

New regulations herald widespread changes in professional roles and business models for retirement planners and wealth managers.

Often overlooked, handbooks are an important form of documentation that the IRS or DOL will most likely request during an audit, says attorney Patricia Moran.

The DOL’s April 2017 deadline means employers should start familiarizing themselves now with their responsibilities under the new regulations.

A Massachusetts district court recently ruled that two affiliated private equity funds were liable for the unfunded vested benefits owed to a multiemployer pension fund by its bankrupt portfolio company.

Employees lack tools, and education, leaving them poorly equipped to manage high-deductible plans, says Alegeus executive John Park.

As co-founder of Captain401, Lee launched an online platform that helps small businesses quickly and easily set up 401(k) plans.