Podcasts

Norbert Monfort is vice president of IT transformation and innovation at Assurant, which specializes in risk management. He is also an adjunct professor at Florida International University, where he teaches IT-related subjects.

Tobi Carter is a Checkpoint Editor/Author with the Thomson Reuters Tax & Accounting Business. In this position, she serves as in-house SEC expert. Prior to joining Thomson Reuters, Ms. Carter was an associate in the Corporate and Securities Law Practice Group at Certilman Balin Adler & Hyman, LLP for nearly five years. Before practicing at Certilman Balin, Ms. Carter was an attorney for two years in the Securities Litigation Group at Greenberg Traurig, L.L.P. Prior to that, she was Associate Counsel for two years at Oppenheimer & Co. Inc. Ms. Carter earned her Juris Doctor from New York University School of Law in 2001, where she served as Senior Staff Editor of the Environmental Law Journal. In 1998, she graduated from the University of California at Berkeley with a B.A., cum laude, in Legal Studies. Admitted to practice in the State of New York, Ms. Carter is a member of the American Bar Association, as well as its Business Law Section.

John R. Beaty is general manager of excise at Avalara Inc., where he oversees the tax technology company's automated excise tax products.

Lorraine Chapman is senior director of healthcare for Macadamian.

Advisers will find a powerful tool in communicating enhanced benefits from a defined contribution perspective that puts employee’s in the driver’s seat.

Employees should first max out HSA contributions regardless of their tax bracket, and contribute to their traditional retirement plans afterwards.

Employers should start by asking if their benefits are relevant to their workforce.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Paris Wallace is CEO at Ovia Health.

It’s a common benefit to offer, and one that can add up quickly: It’s an employer paying out accumulated unused sick or vacation to their employees at retirement.