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The largest exchange-traded fund tracking the $3.7 trillion U.S. municipal-bond market is selling at a discount to its underlying assets for the longest stretch since 2011.
April 1 -
If youre an adviser who works with business owners, you know that the retirement plan season is the end of the year. Its that time when many business owners decide to set up a retirement plan before the year end deadline.
April 1 -
A brokers role with end of life products is to know their clients and give them choices.
April 1 -
The burden of saving and investing has shifted to the plan participant
April 1 -
Consolidating multi-vendor retirement plans, a how-to guide
April 1 -
PPACA CO-OPs have a trade organization, but funding cuts mean there isn't funding for future groups.
April 1 -
Beth Taylor on how to quantify a return on investment for advisers and companies with wellness programs
April 1 -
EBA Financial Fitness Challenge helps remake retirement benefits for six Indiana school districts
April 1 -
EBA editor Elizabeth Galentine on why brokers should shift their focus to youth in the industry to come.
April 1 -
A day in the life of Dave Morgan of Morris & Garritano in San Luis Obispo, Calif.
April 1 -
EBAs 10 Rising Stars in Advising are in their 30s or younger and have already set themselves apart from the older generation of benefit brokers.
April 1 -
Craig Davidson on three good reasons to think about selling voluntary.
April 1 -
John Lamb on how to redefine a request for proposal RFP process for a meaningful experience.
April 1 -
Mel Schlesinger on why advisers shouldnt let health care reform control their future
April 1 -
Jack Kwicien on what forward-thinking advisers are doing to adjust to ACA changes.
April 1 -
Nelson Griswold on how to deliver a less-is-more human resources HR solution for a valuable payday
April 1 -
New EBA retirement columnist John Ludwig on deferral rates for auto enrollment
April 1 -
Dependent eligibility audits could mean big cost savings for your clients, also have the potential for big disruptions.
April 1 -
I fell in love with risk management and insurance. How many people can genuinely say this? In fact, I often hear, "You are majoring in what?" As I meet people within the insurance industry and ask them how they got into the business, the common answer is usually, "my father-in-law (neighbor, cousin, etc.) was in the business and convinced me to try it out."
April 1 -
When we take a look at our industry and the landscape ahead, one can wonder who might be better equipped to handle the rigors of a rapidly changing industry: the seasoned, been-around-the-block adviser or the young and energetic newcomer who is ready to impart fresh ideas. Clearly, a younger person's thought process can be very different than a seasoned employee or adviser. This has its advantages and disadvantages. And it raises the question of how a younger adviser could help or hinder our industry.
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