Commercial banking

Regardless of the compensation method, the future of health benefits belongs to transparency, and nothing is more transparent than acting as a fiduciary adviser.

Company leaders say the goal is to reduce complexities and allow for new positions to be created.

Understanding how a 529 works and learning how to maximize the benefit to employees will set families up for success.

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. ​​

Employee surveys, schedule flexibility and resource groups can help employees with ADHD and dyslexia succeed at work.

Amid RTO mandates, remote workers still need benefits and support to help them thrive.

In 2024, there was a decrease in the amount of companies offering HDHPs.

A better understanding of policies and benefits can help employees avoid issues that lead to missed work and lower productivity.

Ethan Blevins is a senior legal fellow at Pacific Legal Foundation.

As summer ramps up, benefit managers should review their policies and communication around vacation time.

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.

Xavier Oustalniol, CPA, CFF, CIRA, is a partner at StoneTurn and an expert in forensic investigations and compliance advisory. He focuses on complex forensic accounting issues, fraud investigations and prevention, and anti-corruption matters, and provides consulting services regarding damages analysis, securities class action litigations, arbitration, accountant malpractice and purchase price disputes, including providing expert testimony.

New wellness products are proving to be effective, but they may come with high fees for organizations to consider.

A historic decline in CEO confidence reveals that leaders will be looking to cut costs and slow hiring to address economic uncertainty.