10 factors to consider in dependent eligibility audits

Communication is the leading factor in the failure or success of dependent eligibility audits, ranking higher than pricing, service, or any other of the bells and whistles that are promised by vendors, research notes. Paul Passantino, senior national account manager at Dependent Specialists Inc., provides 10 questions benefit managers should consider when crafting a communications strategy for dependent eligibility verification audits.

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Bill targets $10M+ retirement accounts with new distribution rules

Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.

By Zoe Sagalow

Reporter

July 24

Benefits Think Auditing the adviser business model in a fiduciary era

If we expect the C-suite to take on the personal liability associated with a fiduciary charter, then we must provide them with a conflict-free partnership.

June 22