NOT FOR REPRINT
Page Printed from: benefitspro.com/retirement-advisor/?page=7
Retirement plan advisors learn the latest news about compliance,regulations, DOL and IRS and SEC rules, employer-sponsored retirement plans, and litigation. In addition, updates about financial industry news, new products, and best practices aim to help advisors succeed.
Testifying before the Senate, SSA Commissioner Martin O'Malley said the agency is changing its policy of recouping past overpayments, after it took an aggressive stance last year by clawing back $4.7 billion from beneficiaries.
There's a major shift underway in the financial services industry – the convergence of workers' retirement and wealth needs, which have been placed in separate domains, much to the dismay of the average investor, says T. Rowe Price.
With new provisions in SECURE 2.0 taking effect in 2024, employers have new options they can leverage to engage with employees who want more workplace benefits, such as student loan matching and emergency savings.
In a report that highlights generational differences, baby boomers had the highest SDBA balances, followed by Gen X and millennials, but all need practical education from plan sponsors to provide their individual desired outcomes.
Small changes can make a big difference, both for workers seeking additional help and coverage for their financial future, and for employers seeking new ways to support their employees, particularly during Women's History Month.
Among employees still in the workforce, gradually decreasing hours is the most desired way of retiring (52%) and is the most preferred method for millennials (56%) and Gen X (67%), according to a recent Principal report.
The relief for 78,000 Americans is made possible through regulatory changes at the Education Department that make it easier for borrowers to qualify for forgiveness, bringing the president's student loan forgiveness total to $144 billion.
When managing retirement plan options, employers should prioritize generative AI, fraud/cyber concerns, inflation and a convergence of retirement planning and wealth management, according to a new Marsh McLennan report.
The DOL offers guidance to assist fiduciaries in navigating a world where cyberattacks have become more and more commonplace, but plan sponsors also need to take the necessary steps to defray unwanted liability.
The RDS program has been the go-to choice for plan sponsors who offer group coverage to retired employees, however, the Inflation Reduction Act makes it difficult now for plans to meet the creditable qualification criteria.
From Imagine360
Download this white paper to share with your clients and learn how HR leaders are reforming their health plans, pushing back against inflated pricing -- and increasing rewards, rather than costs, for their employees.
Download ResourceFrom Trustmark Voluntary Benefits
Equip yourself for long-term care conversations with your clients by diving into the complexities of today’s long-term care crisis. This comprehensive guide explores its causes, impacts, and potential solutions.
Download ResourceFrom Imagine360
We interviewed ~100 executives -- they had a lot to say about their brokers. Explore insights into C-suite broker relationships and cost containment strategies in this report.
Download ResourceFrom ArmadaCare
Learn how Ultimate Health can be used as a powerful tool to open doors, stand out from the competition and solve clients’ top HR challenges related to coverage, retention, recruitment and compensation.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download ResourceFrom Trustmark Voluntary Benefits
Long-term care legislation can cause confusion for you and your clients as it evolves state-by-state. Help your clients navigate the complexities with this comprehensive playbook.
Download ResourceFrom Found
Discover the groundbreaking approach to employee weight care that drives improved health and a positive ROI.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download ResourceFrom ArmadaCare
Consultants: Are you bringing the latest in supplemental coverage to your clients? Take your supplemental health insurance knowledge to the next level with this quick reference guide.
Download ResourceFrom Enthea
Discover the transformative power of Psychedelic-Assisted Therapy (PAT) as a groundbreaking employee benefit. Unlock unprecedented mental health solutions to offer to your clients.
Download ResourceFrom ArmadaCare
Navigating the complexities of executive medical reimbursement plans is crucial for businesses and their advisors. Explore this all-in-one checklist that covers everything you need to know to help your clients reap the business benefits of these plans.
Download ResourceFrom New Benefits
Your clients are facing challenges with their benefits and budgets. Make sure you are positioned to deliver more and earn more, all year. Learn strategies you can implement immediately to grow year-round revenue and make yourself more valuable to your clients.
Download ResourceFrom Found
Obesity comes with high direct and indirect costs, but implementing one-size-fits-all plans has proven ineffective. Here’s what works--personalized weight care that promotes sustainable and lasting outcomes. Download this white paper to learn more.
Download ResourceFrom Imagine360
The realm of healthcare benefits is evolving, and next-generation RBP solutions are at the forefront of this transformation. With the guidance provided in this comprehensive guide, you'll be better equipped to navigate the changing landscape and deliver superior healthcare cost containment for your clients.
Download ResourceFrom ArmadaCare
Did you recently put a high deductible health plan (HDHP) in place or increase the deductible on an existing plan for any of your clients? Download this infographic to prepare yourself for the realities of HDHPs with HSAs.
Download ResourceFrom ArmadaCare
It’s a new year--and already new benefit trends are emerging. That’s because the workforce is changing. Dive into this guide on 2024's key trends to watch and the impact they can have on benefits.
Download ResourceFrom Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download ResourceFrom Imagine360
More and more employers are seeking to take advantage of the cost savings from a reference-based pricing (RBP) solution. This case study outlines how Huffines Auto Dealerships gained control over their healthcare spending -- reducing costs while offering even better benefits.
Download ResourceFrom Imagine360
Many of your clients are seeing significant jumps in the cost of healthcare, and are beginning to explore alternatives. Download this case study and use it as a client tool to demonstrate how they can take advantage of the cost savings from an RBP solution.
Download ResourceFrom Imagine360
Curious what trends are impacting your clients so far in 2023? Check out this infographic with 7 major trends -- it’s also a great asset to share with clients and prospects as they think about renewals.
Download ResourceFrom Imagine360
“Our decision to change plans was driven by cost and our desire to still have great benefits available to our employees that were affordable...”
Download ResourceFrom Imagine360
Self-funded healthcare is a health plan strategy that offers a number of advantages to employers over fully insured health plans, including new opportunities for cost containment, increased transparency, greater flexibility and more control over health plan design--all of which are reviewed in this guide.
Download ResourceFrom Imagine360
Download this white paper to share with your clients and learn how HR leaders are reforming their health plans, pushing back against inflated pricing -- and increasing rewards, rather than costs, for their employees.
Download ResourceFrom Trustmark Voluntary Benefits
Equip yourself for long-term care conversations with your clients by diving into the complexities of today’s long-term care crisis. This comprehensive guide explores its causes, impacts, and potential solutions.
Download ResourceFrom Imagine360
We interviewed ~100 executives -- they had a lot to say about their brokers. Explore insights into C-suite broker relationships and cost containment strategies in this report.
Download ResourceFrom ArmadaCare
Learn how Ultimate Health can be used as a powerful tool to open doors, stand out from the competition and solve clients’ top HR challenges related to coverage, retention, recruitment and compensation.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download ResourceFrom Trustmark Voluntary Benefits
Long-term care legislation can cause confusion for you and your clients as it evolves state-by-state. Help your clients navigate the complexities with this comprehensive playbook.
Download ResourceFrom Found
Discover the groundbreaking approach to employee weight care that drives improved health and a positive ROI.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download ResourceFrom ArmadaCare
Consultants: Are you bringing the latest in supplemental coverage to your clients? Take your supplemental health insurance knowledge to the next level with this quick reference guide.
Download ResourceFrom Enthea
Discover the transformative power of Psychedelic-Assisted Therapy (PAT) as a groundbreaking employee benefit. Unlock unprecedented mental health solutions to offer to your clients.
Download ResourceFrom ArmadaCare
Navigating the complexities of executive medical reimbursement plans is crucial for businesses and their advisors. Explore this all-in-one checklist that covers everything you need to know to help your clients reap the business benefits of these plans.
Download ResourceFrom New Benefits
Your clients are facing challenges with their benefits and budgets. Make sure you are positioned to deliver more and earn more, all year. Learn strategies you can implement immediately to grow year-round revenue and make yourself more valuable to your clients.
Download ResourceFrom Found
Obesity comes with high direct and indirect costs, but implementing one-size-fits-all plans has proven ineffective. Here’s what works--personalized weight care that promotes sustainable and lasting outcomes. Download this white paper to learn more.
Download ResourceFrom Imagine360
The realm of healthcare benefits is evolving, and next-generation RBP solutions are at the forefront of this transformation. With the guidance provided in this comprehensive guide, you'll be better equipped to navigate the changing landscape and deliver superior healthcare cost containment for your clients.
Download ResourceFrom ArmadaCare
Did you recently put a high deductible health plan (HDHP) in place or increase the deductible on an existing plan for any of your clients? Download this infographic to prepare yourself for the realities of HDHPs with HSAs.
Download ResourceFrom ArmadaCare
It’s a new year--and already new benefit trends are emerging. That’s because the workforce is changing. Dive into this guide on 2024's key trends to watch and the impact they can have on benefits.
Download ResourceFrom Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download ResourceFrom Imagine360
More and more employers are seeking to take advantage of the cost savings from a reference-based pricing (RBP) solution. This case study outlines how Huffines Auto Dealerships gained control over their healthcare spending -- reducing costs while offering even better benefits.
Download ResourceFrom Imagine360
Many of your clients are seeing significant jumps in the cost of healthcare, and are beginning to explore alternatives. Download this case study and use it as a client tool to demonstrate how they can take advantage of the cost savings from an RBP solution.
Download ResourceFrom Imagine360
Curious what trends are impacting your clients so far in 2023? Check out this infographic with 7 major trends -- it’s also a great asset to share with clients and prospects as they think about renewals.
Download ResourceFrom Imagine360
“Our decision to change plans was driven by cost and our desire to still have great benefits available to our employees that were affordable...”
Download ResourceFrom Imagine360
Self-funded healthcare is a health plan strategy that offers a number of advantages to employers over fully insured health plans, including new opportunities for cost containment, increased transparency, greater flexibility and more control over health plan design--all of which are reviewed in this guide.
Download ResourceFrom Imagine360
Download this white paper to share with your clients and learn how HR leaders are reforming their health plans, pushing back against inflated pricing -- and increasing rewards, rather than costs, for their employees.
Download ResourceAlready have an account? Sign In Now