Podcasts

Working longer and delaying Social Security could result in a bigger retirement benefit.

How brokers can benefit from this trend driving big changes, such as the CVS/Aetna merger.

Department of Labor rule changes open the door to a benefits win for brokers, associations and franchises.

Kevin Dunn is CEO of Decisely, a platform that supports benefits, HR resources, and technology for small businesses in the U.S.

The legislation presents many plan sponsors with an immediate opportunity to make a pension contribution in 2018 and obtain a deduction at the higher 2017 tax rate.

Gregory A. Gizzi is a member of the Macquarie’s municipal fixed income portfolio management team. He is also a co-portfolio manager of the firm’s municipal bond funds and several client accounts. Before joining Macquarie Investment Management (MIM), which includes the former Delaware Investments, in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm’s tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor’s degree in economics from Harvard University.

Beth Ashmore is a senior retirement consultant at Willis Towers Watson.

Artificial intelligence will play a big role in how employers retain top performers as well as help eliminate bias from candidate selection.

Deborah Matthews Phillips is managing director of payment strategy for Jack Henry & Associates.

Faith Bautista is the founder and president of the National Diversity Coalition.