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Some of these states, however, may not be tax-friendly for retirees.
September 12 -
Mick Rodgers wins clients by reassembling their healthcare plans and significantly cutting their costs
September 12 -
Careful communication of reasonable alternative standard can keep employers out of court; Macy’s lawsuit renews concern about punitive measures.
September 11 -
The platform helps employers send emergency notifications to workers in events like Hurricane Irma.
September 11 -
Requirements can be difficult to follow, but mistakes can cost a broker and their client big money in fines, penalties, civil lawsuits, audits and more, says Word & Brown’s Marc McGinnis.
September 11
The Word & Brown General Agency -
Companies that were forced to close need to determine whether they have to pay employees who stayed home as well as handle other employment issues that many may not have thought about before.
September 11
FordHarrison LLP -
The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.
September 11 -
United Income, a new money manager backed by some of the biggest names in retirement, is pitching big data as a solution.
September 11 -
Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, lists leading companies with 10% or more growth over the past year.
September 11 -
FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.
September 8 -
Agency Growth Mastermind Partnership comes together in Philadelphia to commit to a new way of doing business.
September 8 -
Brokers need to actively work to become better advisers who are more equipped to help clients, says Danny O’Connell.
September 8
Next Level Insurance Agency -
Advisers can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.
September 8 -
Closing offices, activating emergency plans and backing up data, brokerages plan to weather the storm.
September 8 -
As regulations, policies and case laws constantly change, employers struggle to reach and maintain ERISA and DOL compliance.
September 7
Butterfield Schechter LLP. -
Houston broker Cary Goss shares lessons learned from an historic storm, including information he wishes he’d sent clients ahead of time.
September 7 -
Republican Sens. Bill Cassidy and Lindsey Graham said Thursday they will introduce a revised version of their proposal to replace Obamacare, with the goal of getting a vote by the end of this month.
September 7 -
Employee brand ambassadors bring people together to drive a strong and consistent corporate environment at Hodges-Mace.
September 7
Hodges-Mace LLC -
A lack of widespread auto-portability in the present U.S. retirement system is causing many plan sponsors to pay plan cash-outs to terminated employees.
September 7
Portability Services Network and Retirement Clearinghouse -
Between taxes and penalties on early withdrawals, many people will only be getting 65 cents for every dollar they take out.
September 7















