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
Retirement income is the next challenge for employers
Workers estimate they’ll need over $5K in monthly retirement income, but many have no clear strategy for turning savings and investments into a steady paycheck.
How outdated data can run afoul of ERISA
A pensions specialist explains why fiduciary responsibility extends beyond investment oversight and how proper safeguards serve as a critical layer of protection.
How employers can help women avoid the ‘daughter tax’
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
From liability to stability: Helping workers balance retirement savings and everyday expenses
Even high-income employees are uncertain about where to put their next dollar, highlighting the need for workplace guidance on financial wellness.
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.