Banco Popular de Puerto Rico

Understanding participant needs means having the courage to directly ask what topics are the most pressing, and then address them.

Though workplace offerings such as on-site gyms, foosball and pool tables are common among tech giants, companies should make sure that benefits align with culture.

Many claims filed by former employees have a very low chance of success, but that does not eliminate the need for the employer to put in the time and money to fight them.

These alterations can involve adjustments to the individual plan benefits, plan eligibility and new state and federal laws.

Company gyms can be convenient and personalized for employees, while also helping workers better manage stress levels.

Using lowest-cost share classes, performing an annual investment fund review and distributing required fee notices are among best practices.

With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.

Employers will need to remain up-to-date on salary history bans, equal income standards and transparency provisions.

Two success stories demonstrate the benefits for advisers who developing a specific client market and succession blueprint.

Advisers must make the case that stable value funds are a good fit to include in defined contribution plans for risk-averse employees.