Podcasts

Anthony Hernandez is president and CEO of the Defense Credit Union Council. He is a retired U.S. Air Force colonel. 

Leo R. Moretti, CPA, CGMA, is an assurance services partner at Top 100 Firm Marcum, based in Providence, R.I. He currently serves as chairman of the AICPA New England Peer Review in Maine, New Hampshire, Vermont and Rhode Island.

For many workers, moving assets from old 401(k)s into a traditional IRA may not be a smart move. One reason: IRAs often don’t offer stable value or guaranteed fund investment options as do most 401(k)s.

Taking a closer look at the inner workings of ARO programs can shine a light on features that require attention, particularly in light of the recent DOL guidance on auto-portability.

Anxiety often takes shape in various thinking traps that can sabotage worker growth. But HR can help turn the tide by building a company culture that fosters employee confidence.

Acacia Parks, Ph.D., is chief scientist at Happify, a digital wellness company. Park’s research focuses on self-help methods for increasing happiness via books and digital technology, with an emphasis on objective and observable outcomes such as physical health indicators. She received her Ph.D. in psychology from the University of Pennsylvania, where her graduate research helped build the foundation for research on bringing happiness interventions to the general public. She regularly publishes articles in scientific journals, has edited three books and is also associate editor at the Journal of Positive Psychology. When she isn't doing research with Happify, she is an associate professor of psychology at Hiram College.

Deepen Desai is the vice president of security research and operations at Zscaler. He has more than 15 years of experience in security research and the analysis of advanced threats.

The media company created a public-facing website to promote its offerings, echoing a broader trend toward personalized engagement strategies.

A self-insured benefits plan for a small business resulted in substantial savings. Here's how an adviser found a competitive edge.