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New regulations herald widespread changes in professional roles and business models for retirement planners and wealth managers.
May 6
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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.
May 6
Mintz Levin -
The DOL’s April 2017 deadline means employers should start familiarizing themselves now with their responsibilities under the new regulations.
May 6
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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.
May 6
Winston & Strawn -
Employees lack tools, and education, leaving them poorly equipped to manage high-deductible plans, says Alegeus executive John Park.
May 5
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As co-founder of Captain401, Lee launched an online platform that helps small businesses quickly and easily set up 401(k) plans.
May 5
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Despite increasing concern over cancer costs and care, there are gaps in employee coverage and support, finds new research from the Northeast Business Group on Health.
May 5
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The founder of Tuition.io makes it easier for employers to help workers with their student loan debt.
May 5
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Industry regulator levies its largest penalty involving variable annuities after claiming a long-running effort misrepresented annuity features and steered clients into costlier products.
May 5
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The three most common rationales for keeping them separate are all wrong, says benefit services expert Eric Helman
May 5
Hodges-Mace
