Podcasts

Jamie Overberg, a partner at TaxOps Minimization, has been executing and managing all aspects of R&D credits for over 20 years at companies. She links nexus to qualified expenses by business component or project accounting. She can be reached at joverberg@taxops.com.

As an alternative to placing restrictions on lump sum withdrawals, employers could provide retirees more distribution flexibility.

Larry Sher is a partner in the New York office of October Three. He has been a pension actuary for over 35 years, specializing in cash balance and other innovative retirement plans. Larry is a highly sought after expert and advisor and, in August 2014, was appointed to the New Jersey Pension and Health Benefits Commission by Governor Chris Christie. Larry is a Fellow of the Society of Actuaries (FSA), a Fellow of the Conference of Consulting Actuaries (FCA), a Member of the American Academy of Actuaries (MAAA) and an Enrolled Actuary (EA). He has been a Board Member and Vice-Chair of the Actuarial Standards Board, the group that establishes actuarial standards of practice for all US actuaries. Larry has also been on the Boards of the American Academy of Actuaries and the Conference of Consulting Actuaries, and was recently President of the Conference.

More brokers are offering HR technology to employers. Here’s how you can use tech to get a quick read on clients.

Lauren Hoeck is a director of retirement and financial well-being consulting at Willis Towers Watson.

Josh Mayfield is director of security strategy atAbsolute.

Robert Dale is editor at BetterDefend and AntivirusRanking. He has been fascinated in cyber-security for years and firmly believes that with mankind's absolute reliance on technology, the need to educate and involve the public with cyber knowledge is essential.

Some states are moving to control their employees’ health plan costs, and it's triggering alarm from the hospital industry.

Employer clients should look to employee assistance programs and paid time off to alleviate mounting pressures.

The sandwich generation is feeling the impact of financial stress the most, and looking to employers for help.