Collecting Social Security is a big worry for a lot of financial advisors' clients -- could a conversation help?
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Marlene Y. Satter has worked in and written about the financial industry for decades.
By Lynn Cavanaugh | April 23, 2025
Since the Court took a worker-friendly approach on behalf of the University’s 28,000 employees in this excessive fees suit, the final ruling could burden plan fiduciaries and open the floodgates of meritless litigation, say retirement industry groups ERIC and the Spark Institute.
By Lynn Cavanaugh | April 22, 2025
The justices are now seeking input from the Department of Labor in this Home Depot case, after unanimously agreeing that the burden of proof lay with plan fiduciaries in the Cornell University excessive fee case last week.
By Lynn Cavanaugh | April 22, 2025
Beginning May 5, the department will begin collection on student loans of the 5 million borrowers now in default, and soon, the department will begin wage garnishment, after giving borrowers a 30-day notice.
Guide
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Best Practices for Modern Leave Management
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Guide
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The Insider's Guide to Reliable Provider Directories for Brokerages and FMOs
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Case Study
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How One Employer Helped 1 in 3 Employees Improve Blood Pressure
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
