Banco Popular de Puerto Rico

Commentary: The instructions clarify a couple of key areas that will simplify how employers file under IRS 6055 and 6056.

Commentary: Rookie adviser Brian Murphy embraces “the complexity, the challenge and the intellectual stimulation” of onboarding a new client for the first time.

Commentary: Pharma will feel the pain of regulation sooner than they expected, adviser Craig Hasday predicts.

Commentary: Teetering on the edge of the looming retirement crisis in America, partisan politics are part of the reason we have failed to move up in the rankings, says retirement expert Chad Parks.

Commentary: New statements and interpretations are about to shatter three decades of serenity in pensions like a chair flying through a saloon window, says The Principal’s Mike Clark.

Commentary: Many employers don't know what their PBMs are doing today to actually manage their specialty drug programs, says Lockton's Sarah Martin. It's up to advisers to shine a light on PBM practices.

Commentary: After a terrific phone conversation, a prospect hangs up before booking an appointment. Consider sending a handwritten note to thank them for hanging up on you, and you just may close the sale, says adviser Eric Silverman.

Commentary: Statistics show this is an industry that doesn’t believe in social selling. Too many agencies are not meeting goals at the same time they are rejecting social selling business practices.

Commentary: it is particularly curious that the DOL’s proposed fiduciary regulation seems to introduce prohibitions that will likely prevent future modernization of such plans, says The Principal’s Aaron Friedman.

Commentary: Continue to provide value-added personal service to your clients with these practical tips for marketing benefit programs, says ThinkHR's Laura Kerekes.