One-hundred and fifty employee benefit industry leaders walk into a room . . . and, of course, the International Foundation polled them with a couple questions about their thoughts on retirement security and financial education. This gathering occurred at a recent International […]
You already know you need to find and pay your lost or missing pension participants who’ve reached their Required Beginning Date (usually the April 1 following age 70½). But what do you say in the notice you send to missing participants, whether by […]
If you are a baseball fan, you are probably familiar with this quote often credited to legendary baseball coach Sparky Anderson—”Losing hurts twice as bad as winning feels good.” I’ve got to wonder whether Sparky knew how right he was. His words […]
Wow! That was fast! Less than a month ago, on March 28, 2016, to be exact, federal agencies closed the comment period for the proposed revision of the Summary of Benefits and Coverage (SBC) template and its related documents. On April 6, […]
Supplying a regular paycheck is an obvious role employers play in supporting their employees’ happiness, but there are other ways organizations can help their employees and plan members be content. The World Happiness Report 2016 Update came out last month, ranking happiness levels […]
You may have dreaded the process, rejoiced over extensions and delays or even lost sleep as the March 31 deadline approached to provide the Affordable Care Act (ACA) 1095 forms to employees. But you did it—Your health plan participants are in possession of […]
Many employees face more personal financial challenges today than five years ago, with credit card and other debt and trouble saving for retirement being their most common challenges, according to our latest Financial Education for Today’s Workforce: 2016 Survey Results. The […]
On April 6, 2016, the U.S. Department of Labor released the highly anticipated final version of its fiduciary/conflict of interest rule. Brokers, agents and financial advisors recommending investments to retirement plan sponsors and participants will be held to a higher standard than […]
Getting financially fit is fun when you have the right playlist to keep you motivated! Celebrate National Employee Benefits Day today by changing the lyrics to these popular songs. And since today is your special day, feel free to sing these wherever […]
People tend to fall into one of three categories when they are planning for their retirement. Do you have any idea what kind of planner you are? How about the others who are participating in your retirement plan? The answers to these […]
