Banco Popular de Puerto Rico

Form 1094 and 1095 series returns for 2017, due in the early months of 2018, are not included in tax filing and penalty relief that the IRS has extended to individuals.

Build an education program, perform an objective review of investments and benchmark features are a few of the activities advisers should encourage now.

Brokers must move away from typical carrier negotiations and bring real cost-saving strategies to clients.

Employers will be relying on brokers to know the ins and outs of each benefit account as they take a larger role in their employees’ health benefit plans.

HR professionals must embrace technology in their learning and development initiatives so that unique worker needs can be met.

Millennials don’t know how to manage stock market expectations, Gen X struggles with savings and baby boomers don’t realize the benefits they could gain from one or two extra years in the workforce.

Benefits such as student loan repayment, pay cards, and even direct bill paying are rising in popularity and could have payroll providers acting more like banks.

Knowing when to hire outside help is key to a success for program rollout, says Anne Marie Kirby, CEO of CoreHelath Technologies.

Telehealth will tackle behavioral health, second opinions for cancer and more, says Teladoc’s Dan Trencher.

Advisers and employers must fine-tune their health benefit strategies to address the specific requirements of the largest workforce generation.