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Less volatility, lower litigation risk and greater simplicity are reasons for embracing this strategy, says adviser Robert Lawton.
March 29
Lawton Retirement Plan Consultants -
A majority of baby boomers polled by Bankers Life Center for a Secure Retirement say that the economy has yet to fully recover from the 2007 financial meltdown.
March 29 -
Leaders of moderate and conservative U.S. House Republican factions are talking about how to revive the health-care bill that some of them helped bring down last week.
March 28 -
Leading a firm of four with a dozen sub-contractors, Jason Seltzer of J. Seltzer Associates is selective in developing his customer base.
March 28 -
Proposals could help employers in their ongoing struggle to slow the growth of health benefit costs, experts say.
March 28 -
A new study finds that workers struggle with expenses, making it “critically important” for employers to provide financial wellness and education.
March 28 -
Craft Hayes looks to help small business adopt HSAs and new technology.
March 28 -
A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.
March 28 -
Young employees highly value financial advice but are not receiving enough of it, according to Corporate Insight.
March 28
Corporate Insight -
These organizations need to think beyond cost savings and learn what truly engages employees.
March 28
Corporate Synergies -
A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.
March 28 -
Health savings accounts are becoming vastly more important for employees because they not only help with medical savings, but put workers on a better track for retirement, experts say.
March 28 -
Companies that offset the burden for employees with medical and support services are likely to see higher retention rates and improved productivity.
March 28 -
Austin Wilcox, an EBA Rising Star in Advising, learned early on that employers are financially responsible for a majority of what is going on in healthcare today.
March 27 -
Brokers must bridge the gap between prepping clients for retirement and keeping them satisfied for the years after employment.
March 27 -
Adding elements outside of traditional employee assistance program structure, raises utilization by more than 20%, data show.
March 27 -
Businesses see the importance of elder care and child leave but the numbers are just beginning to recover from the post-2008 lows.
March 27 -
Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.
March 27 -
In polling employees, a company discovers debt is holding them back from enrolling in other critical benefits, such as retirement.
March 27
PeopleJoy -
Rules put in place by the EEOC, HIPAA, GINA and ADA on funding and incentivizing have proved to be labyrinthine for wellness consultants and employers.
March 27
















