Least financially literate states
Benefit advisers might consider looking in these markets to beef up financial wellness product sales.
Finance
What should retirees do if the market goes against them: Opinion
Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.
The $210 billion risk in your 401(k)
The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.
Can bonds disrupt your retirement?
The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.
Why employees who claim Social Security early often live to regret it
A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.
Avoiding the storms in your retirement portfolio
When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.
Financial Engines sale signals more of money management M&A boom
Hellman & Friedman’s $3 billion agreement to buy retirement services provider Financial Engines Inc. is one of the biggest deals yet in the investment management takeover boom.
Should workers manage health savings account assets?
Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.
Benefits Think Agency owners must act now on proper business planning and perpetuation
Put together a multidimensional strategy, including the financial resources and human capital that will be required to achieve personal and company objectives.
Jack Kwicien
Daymark Advisors
How workers can get the most out of 2018 financial resolutions
One strategy to enhance financial prospects is to get a part-time job via the gig economy.
Performance-based contracting is the next wave of agency innovation
Tying compensation to outcomes has proved successful for several brokers, but they must overcome their skepticism and fear of change.
In review: 20 young leaders in benefits
The 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
2017’s worst cities for jobs
These are the toughest places to find a job based on 23 key indicators of job-market strength, according to a WalletHub analysis.
In review: Most Influential Women in Benefit Advising
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
2017’s worst cities for jobs
According to WalletHub analysis, these places had the lowest indicators of job-market strength this year.
In review: 20 young leaders in benefits
EBA’s 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
How to make a better HR tech decision
Ben Eubanks, principal analyst at human resource research and consulting company Lighthouse Research & Advisory, offers advice on avoiding purchasing pitfalls.
How to make a better HR tech decision
Ben Eubanks, principal analyst at human resource research and consulting company Lighthouse Research & Advisory, offers advice on avoiding purchasing pitfalls.
What brokers are losing when they don’t offer voluntary benefits
The best thing advisers can do is bring a proactive strategy to the sales process, says Voluntary Adviser of the Year Eric Silverman. SILVERMAN: My biggest challenge is making sure that brokers understand that when they ignore voluntary benefits, or as I like to call enhanced benefits, sure they’re missing out on revenue opportunities, but […]
Benefits Think 4 types of rude, snotty emails that are not good for prospecting
Producers have limited time to get an employer’s attention and being obnoxious will not work.
Wendy Keneipp
Q4intelligence