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While many in the investment community are worried about the increased regulatory climate and what it means for their business, many registered investment advisors are feeling confident that their model is the correct one.
A defunct electrical contractor in California has been ordered to restore nearly $571,000 to its 401(k) plan. The company placed money that should have gone into employee retirement accounts into the company's general fund instead.
An Illinois registered investment advisory company has been ordered by a federal judge to pay back $1.2 million to four pension plan client accounts. The co-founder of the company used the money to invest in personal business interests, including a restaurant and a film distribution company.
Cynthia Weidner joins HighRoads as vice president of consulting, and Mitch Kleiman as vice president of corporate strategy.
I want to talk briefly about the statistics behind the "best cities for health brokers" study, and why a city like Chattanooga could come in at No. 1 and why New York City didnt even crack the top 20.
The ERISA Advisory Council is looking for interested individuals to fill five vacancies. Nominations are due by Aug. 3.
Besides investment managers, benefits-brokers also will feel the pinch of fee disclosure regulations when they go into effect July 1.
For those of us who are currently employed, the answer may be as easy as learning more about our employers retirement plan(s), including several tax breaks Uncle Sam affords.
An average of 64.3 percent of employees eligible to participate in their organizations 403(b) plan made contributions to the plan in 2011, new research reveals.
From 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 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 RxBenefits
Get actionable steps to help your clients lower their pharmacy spend, improve plan performance, and increase employee satisfaction.
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 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 RxBenefits
Get actionable steps to help your clients lower their pharmacy spend, improve plan performance, and increase employee satisfaction.
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 ResourceAlready have an account? Sign In Now