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Understanding how a 529 works and learning how to maximize the benefit to employees will set families up for success.
May 27
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Joe McQuaid is chief operating officer at Concurrent.
With over 25 years in the financial services industry, he has held leadership roles at New York Life Investment Management and Guggenheim. He also founded Ascend Consulting and helped launch and served as COO for an RIA that grew to nearly $1.5 billion in AUM. He then founded Imprint Wealth, scaling it to nearly $1 billion in assets before
merging with Concurrent Investment Advisors . An avid adventurer, he is preparing to climb the Seven Summits and aims to complete the six major marathons over the next decade. May 27
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Employee surveys, schedule flexibility and resource groups can help employees with ADHD and dyslexia succeed at work.
May 27
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Amid RTO mandates, remote workers still need benefits and support to help them thrive.
May 27
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In 2024, there was a decrease in the amount of companies offering HDHPs.
May 27
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A better understanding of policies and benefits can help employees avoid issues that lead to missed work and lower productivity.
May 27
Health-E Commerce -
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As summer ramps up, benefit managers should review their policies and communication around vacation time.
May 23
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Abhishek Nagesh is vice president of regulatory policy oversight at Barclays. He has over 15 years of extensive experience in global banking and financial risk management.
May 22
