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In this must-watch episode of Shift Shapers, Jennifer Berman, JD, CEO of MZQ Consulting, provides a comprehensive breakdown of everything plan sponsors and advisors need to know about these critical compliance requirements.

As health care costs rise, employers and their advisors face increasing pressure to make benefits decisions that protect their company's financial health — without shortchanging employee well-being. 

New survey indicates 7 in 10 managers anticipate escalating tensions after Nov. 5.

Company executives see labor markets normalizing, after soaring during the post-pandemic period.

The legislative agenda could rely heavily on proposals developed by physicians serving in the House.

Only 58% of plan sponsors believe participants are on track with their retirement savings, which is why most (82%) advisors are recommending a retirement income solution to DC clients, according to a Blackrock survey.

Employees appear eager to find ways to use alcohol on their terms, free from social pressures, and in ways consistent with their personal health and wellbeing goals.

"The National Strategy for Financial Inclusion" report leans heavily on the Treasury working to implement SECURE 2.0 provisions, such as Saver's Match, emergency savings programs and auto-enrollment.