Employer Strategies

Plan sponsors’ loyalty to their retirement service providers is slightly down year-over-year, presenting an opportunity for advisers to advocate for their clients.

Known as Explanation No 9, the document is to be used in conjunction with Form 8387, Worksheet 9 – Determination of Qualification and Form 8399, Deficiency Checksheet 9.

Although the Supreme Court upheld subsidies on the exchanges, there remain key aspects of the ACA that broker and employer lobbyist organizations continue to seek to amend and/or repeal.

Student loan debt and jobs that don’t offer 401(k) plans put added pressure on retirement savings for millennial workers.

Commentary: The Medicare Access and CHIP Reauthorization Act of 2015 allows quality measurement organizations to develop quality measures using Medicare data and share it with employers and insurers for the purposes of designing their health plans.

OneAmerica announces plans to buy BMO Financial Group’s Milwaukee-based U.S. retirement services business.

Friday’s landmark ruling on gay marriage poses both challenges and benefits to employers.

The landmark U.S. Supreme Court decision being cheered as a step toward equality is also poised to carry unintended consequences, including some that could make life harder for employees, gay and straight alike.

Women more likely than men to take advantage of workplace financial wellness programs, yet still experience more financial stress than men.

Commentary: With the Supreme Court decision behind us, there are a series of critical concerns employers and their advisers must focus on now.