Podcasts

Warren Zafrin is a leader of the risk advisory group at accounting, audit and consulting firm UHY Advisors. He has over 25 years of capital markets and technology strategy experience. Over the course of his career, Mr. Zafrin has supported many of the largest companies in the world and has managed project teams across the US, Canada, Europe, and Asia.

Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.

The insurer’s 25% reduction in painkiller scripts nearly a year ahead of schedule sets new tone for managing national epidemic, catches large brokerage’s attention.

Employees who say they are not financially fit may be more prone to making poor retirement planning choices. But employers have the opportunity to step in and make a difference, experts say.

Alex Klein, CPA, is a solution consultant at LeaseAccelerator. Alex works closely with partners at Genpact, RGP, PwC and EY to design solutions for mutual clients. Prior to joining LeaseAccelerator, Alex held finance and accounting leadership roles at various technology and telecommunications firms including Eloqua, Sprint Nextel, and MCI. His experience in vice president, controller, and director-level roles has provided him with a diverse range of experience managing every aspect of finance organizations from accounting and cash management to budgeting and financial planning. Additionally, Alex has extensive financial systems experience implementing numerous ERP, general ledger, accounts payable, and financial reporting systems.

In a major win for employers, SCOTUS held that arbitration agreements with class action waivers do not violate the National Labor Relations Act.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

By not prioritizing the use of pharmacy benefit management drug rebates, the administration is hurting companies, who shoulder the burden of rising costs by all stakeholders in the supply chain.

It is widely anticipated that the March 15 ruling will soon take effect, restoring the DOL’s 1975 regulation defining fiduciary investment advice to plan and IRA investors.

Brad Campbell is a partner at Drinker Biddle, where he focuses on employer-sponsored retirement plans.