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Top Industry Articles

Client Service
Finding Money for Both HSAs and Retirement Plans Can Be a Challenge for Employees

Willis Towers Watson suggests portals integrated with financial planning tools can help employees make strategic decisions about where to best save their money based on their unique financial situation.

October 5, 2018
Compliance
Congress Actively Taking Up HSA Legislation

Speaking at PLANSPONSOR's 2018 HSA Conference, Shad Fagerland, of counsel at Ivins, Phillips & Barker, discussed two bills, passed by the House, that would expand the use and benefits of health savings accounts (HSAs).

October 5, 2018
exclusives
Open MEPs Could Create Many Opportunities for Advisers
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.
October 8, 2018
Compliance
Fidelity Faces a Myriad of Allegations in New ERISA Lawsuit

In addition to self-dealing allegations, the complaint calls out Fidelity for not negotiating revenue sharing refunds for its 401(k) plan participants and not considering stable value options for its plan investment lineup, among other things.

October 11, 2018
Data & Research
Millennials Not Confident About Making Investing Decisions

They are also not interested in robo advisers, preferring to work with financial professionals in person.

October 5, 2018

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Insights

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