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Longer lives and growing inflation are just two realities that advisers and clients must remember when formulating a post-work plan, urges Jamie McIntyre.
March 15
MAC Financial -
Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.
March 15 -
Tech giant officially rolled out its Teams workplace-collaboration software, counting on integration with its ubiquitous Office and Outlook programs and partnerships with popular business software makers such as SAP.
March 15 -
Mark Skinner's quickly expanding advisory firm offers clients a sophisticated ben admin system tightly integrates health and retirement products
March 15 -
A last-minute White House bid to win the support of reluctant House conservatives for the GOP Obamacare replacement bill by discussing possible changes risks losing the support of party moderates.
March 15 -
Changing nature of performance management, leveraging big data among key drivers, according to the Society for Industrial and Organizational Psychology.
March 14 -
Even within one state, benefit compliance can be tricky for both large and small companies as policies come out from the federal level all the way down to city municipalities.
March 14 -
Employee stock purchase programs give workers an opportunity to pay off debt or save after unloading their shares.
March 14 -
As owner of Palmetto Benefit Solutions, William Hampton Greene knows the aftershocks of complex systems.
March 14 -
Academic’s proposal to streamline DC model would do away with complex terms and signup forms.
March 14 -
From healthcare and immigration to patchwork compensation policies, employers must remain vigilant in compliance efforts as lawmakers shake up the system.
March 14 -
Advisers must know how to explain their role in the Conflict of Interest era.
March 14
Manning & Napier -
401(k) automation can help more employees increase their retirement savings, and empower more sponsors to improve their plan performance metrics, without negative consequences, says Spencer Williams.
March 14
Portability Services Network and Retirement Clearinghouse -
Collaborative workers complete tasks 15% quicker than those going it alone, says ADP’s Aldor Delp.
March 14ADP -
An increase in audits and associated fines serve as a good reminder for employers to revisit training often to ensure compliance.
March 14
Corporate Synergies -
Investors can expect a bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships.
March 14 -
Agent commissions still included as part of calculation in GOP health plan, but NAIFA, NAHU, other broker groups working to engineer a solution.
March 13 -
Despite being in place for years, executives are still vexed by mandated employee time off.
March 13 -
From healthcare and immigration to patchwork compensation policies, employers must remain vigilant in compliance efforts as lawmakers shake up the system.
March 13 -
Cory Friedman, VP of Benefits Consulting for GCG Financial, says the greatest challenge for up-and-coming benefit brokers is lack of opportunity
March 13
















