Lee Conrad
Former senior editor
Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
More From Employee Benefit News
Bill targets $10M+ retirement accounts with new distribution rules
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
Why some advisors prefer HSAs over IRAs for retirement savings
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
How sticking with ICHRAs minimizes disruption, part 1
Experts suggest locking in this emerging alternative to traditional health insurance coverage to help stabilize soaring health benefit costs.
The pros and cons of rolling over a client’s 401(k)
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
5 ways advisors can get more out of HSAs
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
