Ways clients can use their tax refund toward retirement: Tax Strategy Scan

Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.

Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
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Employers are under pressure to keep benefits competitive while controlling costs, driving new scrutiny of PBMs, hospital prices and GLP-1 coverage for 2027.
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
As benefit decisions get finalized, childcare offerings may be more within reach than companies think.
Employees are facing rising financial stress, retirement savings gaps, and competing priorities but new financial wellness trends are emerging to help.
Michael Estep, (president of group insurance) discusses the importance of improving customer experiences, team communication, and making benefits a year-round priority.