Why one millennial avoids 401(k)s and uses trading accounts instead
Investors can "make some real money trading, but you really have to know what you are doing,” says one advisor.
Small business
Trump executive order expands association plan options for small employers
Under an executive order signed Thursday, small employers would potentially be able to band together from across the country to create association health plans.
A retirement Q&A for federal workers
Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.
Small employers now offering competitive health insurance at lower cost than larger enterprises
UBA data show these companies exhibit superior cost-containment relative to larger counterparts.
Passionate small-group advocate helps employers fuel growth
For adviser Cerrina Jensen of CoreMark Insurance Services, helping entrepreneurs succeed and offer great benefits is personal.
Benefits Think Advisers must cultivate unique benefit strategies for SMBs
A long-term perspective and focus on proactive education will help support small business clients in an uncertain healthcare environment, says Paychex Insurance Agency’s Kevin McGuire.
Kevin McGuire
Paychex Insurance Agency
Family ties bind brokerages to heirs
Working alongside relatives involves honesty, work-life balance, synergies and occasional conflict.
Protecting clients’ retirement savings from a crash
One step is to avoid investing the money that they will need within a five-year period.
SMBs providing better benefit packages than larger employers
Small and midsize businesses covering, on average, 73% of their employees’ costs, new report finds.
SMBs providing better benefit packages than larger employers
Small and midsize businesses covering, on average, 73% of their employees’ costs, new report finds.
Small companies have a big retirement problem
Thinking about taking a job at a small company? Don’t expect a good retirement plan.
Fidelity looks to scale up its exchange product
After a successful launch in the Northeast, Joe Laurin, president of Fidelity Health Marketplace, shares where the company plans to take its marketplace next.
Benefits Think How employers want benefit offerings to evolve after the election
There’s been little discussion between Clinton and Trump, but plan sponsors remain concerned about post-ACA healthcare.
Shandon Fowler
Four8 Insights
Fidelity looks to scale up its exchange product
After a successful launch in the Northeast, Joe Laurin, president of Fidelity Health Marketplace, shares where the company plans to take its marketplace next.
Benefits Think How employers want benefit offerings to evolve after the election
There’s been little discussion between Clinton and Trump, but plan sponsors remain concerned about post-ACA healthcare.
Shandon Fowler
Four8 Insights
New fiduciary help for smaller employers
Modest-sized firms now have access to plans that once were only offered to larger enterprises.
Taking a political stance on benefits
Campaign issues are impacting employers in the United States, a new survey finds.
Taking a political stance on benefits
Campaign issues are impacting employers in the United States, a new survey finds.
Zenefits announces product launch: ‘Small business has been left behind’
Z2 unveiling focuses on HR technology for SMBs, including an app store, payroll functionality in California, and more
Zenefits announces product launch: ‘Small business has been left behind’
Z2 unveiling focuses on HR technology for SMBs, including an app store, payroll functionality in California, and more
