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Enrollment season is upon us, making it prime time for benefits carriers to unveil new and different ways to engage employees and help them make their benefits decisions.
September 30
Sun Life Financial -
As more of the baby boom generation retires, some U.S. companies will face a potentially significant loss of talent and institutional knowledge. Companies ahead of the curve are already looking at ways to avoid the brain drain by encouraging todays workers over 50 to stay longer.
September 30 -
Despite thousands of dollars spent on marketing, one key item is missing for critical illness insurance sales. What is it and how can four simple questions help improve sales?
September 30 -
Mutual funds continue to be the leading investment choice among self-directed brokerage account participants.
September 29 -
Commentary: Extreme market volatility does not last forever. However, mistakes 401(k) plan participants make by selling out of equity funds at the wrong time can significantly damage their retirement prospects.
September 29
Lawton Retirement Plan Consultants -
Brian Heckert, the new Million Dollar Round Table president, shares the story of how he entered the industry, as well as what he hopes to accomplish and insights on other issues facing the retirement industry.
September 29 -
Adviser help is sorely needed to lessen employer/employee disconnect during open enrollment. Recent research from Aflac shows tools and resources that employees find useful are not always made available by their employers, further complicating an already confusing process.
September 29 -
The House has agreed to pass legislation that makes possible a repeal of the ACAs controversial expansion of the definition of a small employer a bill hailed by the benefits industry for protecting the small and mid-size businesses they feel the expansion threatens to harm.
September 28 -
John Engler, president of Business Roundtable, called on Secretary of Labor Thomas Perez to consider changes to the fiduciary proposal.
September 28 -
Commentary: it is particularly curious that the DOLs proposed fiduciary regulation seems to introduce prohibitions that will likely prevent future modernization of such plans, says The Principals Aaron Friedman.
September 28
Principal Financial Group -
Retirement planning is harder than sticking to a diet and exercise program, millennials say.
September 28 -
Offering a supplemental plan for retired military employees can save employers from potential claims and it also helps brokers add value to their clients and increase their book of business.
September 28 -
Health Republic Insurance of New York, the Affordable Care Act insurer that got $265 million in U.S. loans, will stop selling policies and eventually cease operations under orders from New York and federal regulators.
September 28 -
Asking questions is a vital first step for helping an employee with a medical condition at work, but how do you start that conversation and stay in compliance with ADA regulations?
September 28
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EY, formerly Ernst & Young, takes an integrated approach with its comprehensive employee assistance program, EY Assist.
September 28 -
Long an afterthought, retirement firms and advisers are pushing their clients to add auto escalation to employer plans.
September 28 -
Defined contribution savings are down but overall wealth accumulation is up.
September 25 -
Transamerica is to become Mercers preferred DC recordkeeping provider, which will likely boost Transamericas position in the retirement space, experts say.
September 25 -
Commentary: Continue to provide value-added personal service to your clients with these practical tips for marketing benefit programs, says ThinkHR's Laura Kerekes.
September 25
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Consulting firm Mercer is selling its U.S. defined contribution administration book of business to Transamerica. The deal, expected to close by the end of this year, will see Transamerica become Mercers preferred DC recordkeeping provider.
September 25





