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News and analysis about trends that affect retirement advisors include the changing workforce demographic, the public's awareness of fiduciary duty, the retirement crisis, the move to MEPs, and the use of robo-advisors. Experts in finance, aging, demographics and retirement policy as well as technology and social media help to round out news you can use about the trends affecting the retirement industry.
Participants in 401(k) and 403(b) plans arent getting the support they want from their employers when it comes to ways to help them reach their retirement goals.
Yes, it turns out, California's teacher pension fund had hundreds of millions invested indirectly in gun companies. Those investments have changed overnight.
Older men and women are better decision makers than their younger counterparts; an ironic development considering the issues of retirement planning.
The private equity firm Cerberus will sell off its ownership in a major U.S. firearms company, a nod to complaints from the California teachers' pension system.
Among their New Year's resolutions, many Americans feel they don't make enough money to worry about financial and retirement planning in 2013.
Business owners who bank on using the assets of their own businesses as their retirement plan are increasingly finding that to be a flawed strategy.
Bonuses on net new assets in 2013 are tied to fee-based flows, loans and other products, though benefits for retiring advisors can be generous.
While pre-retirees look for guarantees and stability in their investments, more innovative annuity solutions will come to the market in the new year.
Long-term interest rates will creep higher as the economy gradually gains strength. The wild card is Washington, where talks are under way to avert tax increases and government spending cuts scheduled to start in January.
The firm selected TIAA-CREFs Intelligent Variable Annuity as the platform for nonqualified savings.
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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 ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom SwellSpace
AI isn’t just poised to reshape workflows for benefit brokers - it already is. This paper explores why AI is a force multiplier for benefits advisors, and how it can increase your profits while enabling more personalized outcomes for clients.
Download ResourceFrom RxBenefits
This discussion guide is designed to help benefits advisors quickly understand current and potential clients’ requirements to build the perfect, tailored pharmacy benefits solution.
Download ResourceFrom Gallagher
Mistakes happen in retirement plan administration, but they can cost you time, money, and trust. This guide will help identify and resolve 401(k) errors quickly to save significant costs and maintain compliance.
Download ResourceFrom ArmadaCare
Help clients meet new employee benefit needs even if they don’t want to make primary health insurance plan changes.
Download ResourceFrom SwellSpace
Discover detailed strategies for creating compelling content that engages employees across generations and drives positive outcomes for your organization. By understanding generational communication preferences, HR can develop tailored strategies that engage each group effectively, helping them make the best benefits choices.
Download ResourceFrom Ivím at Work
As obesity rates soar and new treatments like GLP-1s emerge, understanding your coverage options has never been more critical. This guide can help you navigate the complexities of obesity treatment to find an effective, sustainable solution for your workforce.
Download ResourceFrom SwellSpace
Amidst rising healthcare costs and evolving employee expectations,discover how to distinguish yourself in a crowded market, retain clients, and grow your business by meeting the challenges employers face today. Get actionable strategies in this white paper.
Download ResourceFrom Ivím at Work
As obesity rates soar and new treatments like GLP-1s emerge, understanding coverage options has never been more critical. This guide can help you navigate the complexities of obesity treatment to find an effective, sustainable solution for your clients.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Read on to get the need-to-know compliance considerations before you offer a Medical Expense Reimbursement Plan (MERP).
Download ResourceFrom Gallagher
Learn key strategies to help ensure nondiscrimination testing (NDT) compliance and strengthen your workforce retirement plans. This guide provides actionable insights to keep plans compliant and attractive.
Download ResourceFrom Gallagher
Discover why the latest Federal Funds Rate cut could bring more than a ripple effect to your pension plans. This comprehensive guide breaks down potential shifts in long-term interest rates and offers strategic actions to protect your balance sheet.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
In this case study, read how PSG’s broker introduced them to first-dollar coverage.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Offer a new plan to make a meaningful difference for your clients and boost your business.
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.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
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 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.
Explore alternative plan designs, including HSAs, HRAs, QSEHRAs, ICHRAs, and MERPs, in this brief e-book.
Download ResourceFrom ArmadaCare
In the world of benefits, knowledge is power, and numbers tell the story.
Download ResourceFrom RxBenefits
Get actionable steps to help your clients lower their pharmacy spend, improve plan performance, and increase employee satisfaction.
Download ResourceFrom ArmadaCare
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.
Download ResourceFrom ArmadaCare
Ready to make your busy season better? Here are four key plays that can help you strategize with new and existing clients to make the new plan year a success.
Download ResourceFrom ArmadaCare
In today's competitive market, employers are seeking innovative ways to solve business challenges through benefits. Are you ready to offer them a game-changing solution?
Download ResourceFrom ArmadaCare
Degrading healthcare coverage to control benefit costs can have huge ripple effects and drive-up costs in other areas. This infographic looks at the many consequences that you and your clients need to know.
Download ResourceFrom ArmadaCare
Unlock the secrets to becoming the go-to advisor for CEOs, CFOs, and HR leaders with our comprehensive Benefit Stakeholder Cheat Sheet. Discover key business goals, pain points, and conversation starters tailored to each stakeholder. Equip yourself with the tools to add value and stand out in a competitive market.
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 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 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 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.
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