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By Lynn Cavanaugh | May 01, 2025
This new plan, introduced under SECURE 2.0, have lower employee contribution limits compared to traditional 401(k)s and allow for reduced recordkeeping requirements, which reduce administration costs.
By Kristen Smithberg | May 01, 2025
More than one-third of survey respondents said paid leave would have made their recovery easier.
By Lynn Cavanaugh | May 01, 2025
Most Gen Xers have adjusted their retirement goals to support their adult children or aging relatives, according to a new “sandwich generation” survey by Athene.
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Elevating HR in the Age of AI: Insights for Employee Benefits Brokers
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
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Best Practices: Vetting Alternative Funding Models
A guide to closing more deals by strategically introducing alternative health plans
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Focused Insights: Navigating Broker Challenges & Opportunities
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.