Banco Popular de Puerto Rico

Too many insurance companies are focused on bringing in business with “low ball” rates and working with advisers who comply with that tactic.

The DOL recently released a FAQ to help plan sponsors understand their role before the fiduciary rule goes into effect.

Severance agreements are ripe with potential tax planning challenges and opportunities. Before drafting that next agreement, beware the following three traps.

They can help clients benefit from reduced risk and longer bond durations if the employers prepare for shifts in market direction.

Granted, nothing is settled, but organizations should be taking these steps to ensure they're ready for any modifications to their medical plans.

Participants may benefit from putting more dollars towards their plan account balance and fewer towards fees.

Investing dollars in improved care management programs, well-being initiatives and plan-design modernizations won’t produce full ROI unless the employee contribution methodology is sound.

Retirement and welfare plans are not subject to DOL regulation, reversing three appellate decisions on the matter.

Though the Better Care Reconciliation Act is similar to the House’s recent replacement legislation, there are some notable differences regarding tax credits, association health plans and Medicaid.

The best retirement providers should sign on to a plan as a fiduciary, provide a complete menu of services and have a clean background.