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As DOL’s fiduciary rule stalls, Sen. Warren blasts advisors in scathing ‘kickbacks’ report
Sen. Elizabeth Warren’s new report, “Cancun, Cruises and Cash,” found that “perks and kickbacks” allow fiduciaries to work against the best interests of “Americans who work hard and save for retirement.”
IRS’ new rules on RMDs, reflecting SECURE 2.0 changes: Industry group wants more time
The American Retirement Association is urging the IRS to delay implementation of the proposed required minimum distributions rules under SECURE 2.0 by 18 months.
Collective investment trusts: Senate Committee introduces bill to allow CITs in 403(b) plans
There’s a push by Congress, spearheaded by ranking committee member Sen. Tim Scott, to include the ability for 403(b) plans to use the low-cost CIT investment options that many 401(k) plans use today.
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Info Overview
Sponsored by ArmadaCare
A Look Behind the HDHP/HSA curtain
Employers have increasingly turned to the combination of high deductible health plans (HDHPs) and health savings accounts (HSAs) to contain benefit costs. But each can come with hidden consequences. Learn how to eliminate the downside for your clients in this overview.
eBook
Sponsored by Conduent
Recent economic challenges and the uncertainty for the foreseeable future are impacting your employees’ health, retirement preparedness and overall well being. Discover how to increase their stability and help them build toward their financial future.
White Paper
Sponsored by MagnaCare
2024 Health Insurance Premium Surge: What Brokers Need to Know
The 2024 surge in health insurance premiums presents a significant challenge for brokers, as clients feel the financial pressure. This white paper explores the issue and how brokers can turn this into an opportunity to stand out.
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