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PK Kriha of Marsh & McLennan Agency oversees the sharing of best practices with clients and has taken a former intern under her wing.
July 12 -
Tabled but not dead, the proposal remains ‘fluid,’ explains Keenan SVP John Scatterday and could still have a national impact on healthcare if the bellwether state moves forward.
July 12 -
Building a book of business requires multiple branches of a production department and should not rest on the back of one broker to carry business forward.
July 12 -
Some GOP proposals, such as emphasis on HSAs and association health plans, could help put the industry on a more stable footing.
July 12
Softheon -
Those who leave the workforce are better off taking withdrawals from their accounts in their 60s so they spread out their tax liability.
July 12 -
With high medical prices causing many workers to contribute less to their 401(k)s, plan sponsors should encourage employees to consolidate savings in their current-employer plan to help them in their post-work years.
July 12
Portability Services Network and Retirement Clearinghouse -
Talks about a bipartisan fallback are based on the idea that ACA insurance markets have problems and would need to be fixed if the healthcare bill dies.
July 12 -
The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.
July 11 -
Republican leaders are now planning to retain Obamacare’s 3.8% tax on net investment income for people who earn more than $200,000 and couples with incomes over $250,000.
July 11 -
One-third of workers worry about being fired, which comes with health risks and reduced productivity.
July 11 -
Independent ben admin platform spun off by Aon focuses on health, wealth, consumer experience, technology and more to draw in mid-market clients.
July 11 -
The recent removal of two documents on independent contractors and joint employment indicates a White House that might tilt more toward the employer’s favor.
July 11
Foley & Lardner LLP -
Employers need to set goals and objectives, use a variety of methods to engage employees and eliminate jargon.
July 11
ADP -
Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.
July 11 -
Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.
July 10 -
If the Senate succeeds in passing an ACA replacement, advisers and clients should watch for potential consumer instability to impact employee benefits, NFP’s Suzanna Spradley says.
July 10 -
There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.
July 10
Q4intelligence -
Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.
July 10 -
Staffer in Sen. Bill Cassidy’s office shares updates on a new health reform timeline and why ‘repeal now, replace later’ won’t work.
July 9 -
A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.
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