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As defined in the new rule, investment advice includes recommendations to an employee benefit plan, plan fiduciary, participant or beneficiary, or an IRA, HSA, or education savings account owner.
April 14
Ascensus -
Primary care provider-based wellness tests work well for remote employees, but ones conducted at the workplace are better for an employer’s bottom line, according to an analysis of medical claims data conducted by HealthFitness.
April 14
HealthFitness -
The top companies, revealed in descending order, based on Form 5500 Schedule A reporting data from analytics firm miEdge.
April 14 -
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
April 14
Businessolver -
Helping clients understand the pension and benefit plans of seller organizations is an important part of any acquisition.
April 14 -
As fiduciary awareness grows, collective investment trusts, which often have lower fees than mutual funds, are poised for growth.
April 14 -
Benefits issues can lead to diminished productivity, finds new research, as workers spend an average of three and a half hours a month dealing with healthcare issues at work.
April 14 -
Brokers who adopt a consultative sales approach will enjoy stellar growth and set themselves apart from their competitors.
April 13
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Determining what is actually ‘in the best interest’ of a client is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.
April 13
LHD Retirement -
Recent joint-employer rules could make companies think twice about various staffing arrangements and the use of contractors.
April 13
Greenberg Traurig LLP




