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These young advisers represent a new generation of leaders from around the country who are approaching benefit offerings with fresh perspectives.
January 16 -
Big employers including Amgen and News Corp. look to help employees better manage family responsibilities.
January 16 -
The payroll company has rolled out workflow approval and performance management tools, as well as an events calendar and real-time analytics.
January 16 -
While a majority of survey respondents report using software to help manage workflow, few are using technology to manage the full scope of HR.
January 16 -
Employers in these areas may want to beef up their retention efforts so their best employees don’t move on to other opportunities.
January 16 -
Many workers overlook the importance of diversification, but employers have tools to guide them in a better direction — including financial wellness programs.
January 15
Charles Schwab -
Robert Dumas is the founder and CEO of
TaxConnex , which provides outsourced sales tax services. An accountant, consultant and entrepreneur, he began his public accounting career on the tax staff at Arthur Young & Co., followed by a brief stint at Grant Thornton. In 1998, he founded Tax Partners, which became the largest sales tax compliance service bureau in the country, and later sold it to Thomson Corporation. He founded TaxConnex in 2006 on the principle that the sales tax industry needed more than automation to truly help clients, thus building within TaxConnex a proprietary platform and network of sales tax experts to take sales tax off client’s plates.January 15 -
GJ King is president of RIA in a Box, a firm which provides compliance and operations support to more than 1,400 RIA firms.
January 15 -
Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.
January 15 -
Without an efficient, cost-effective way to transfer 401(k) account balances from plan to plan, participants are more likely to strand their accounts — or worse, prematurely cash out their savings.
January 15
Portability Services Network and Retirement Clearinghouse










