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Unless youve been severely out of touch, the Tussey v. ABB case shouldnt be a wake-up call. But its one of several bellwethers for continued fiduciary investigations.
Encouraging participant involvement means offering education and clarity. For independent advisors, that may be a tough path to take.
The most daunting certainty of the Department of Labor's new 401(k) fee disclosure regulations may not be the rules themselves, but the aftermath of employee confusion and/or outrage.
With 408(b)(2) disclosures for plan sponsors looming just on the horizon, here's a checklist of five ways to properly communicate, explain fees and meet participant deadlines.
A new report by consultants Oliver Wyman paints a dire picture of the impact of the fiduciary standard on advisors selling products to IRA holders.
A little known Department of Labor regulation has the potential to expand the reach of investment advice, improve its quality and untap a substantial flow of retirement money in motion.
The Form 5500, Annual Return/Report of Employee Benefit Plan, is the form used to file an employee benefit plans annual information return with the Department of Labor (DOL).
Fiduciary proponents wince as the DOL appears poised to snatch defeat from the jaws of victory.
I think we can all agree that theres a huge amount of money at stake here. But how much?
While 401(k) record keepers and service providers are combing through the 408(b)(2) fee disclosure rules with a fine-tooth comb, looking for potential compliance problems, plan sponsors have adopted a wait and see attitude.
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.
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