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There's a simple reason for the drop-off in overall flows.
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
By Lynn Cavanaugh | April 30, 2025
Two weeks ago, the Supreme Court heard arguments in Cornell University’s 403(b) excessive fees lawsuit, but the high court refused to hear AT&T’s bid for review of its 401(k) ERISA lawsuit on Monday.
By Allison Bell | April 30, 2025
The resolution, which was backed by TIAA and Nuveen, encourages state governments to support efforts to add the options to defined contribution retirement plans.
By Lynn Cavanaugh | April 30, 2025
The number of Gen X managed account holders with at least 3 months of emergency savings more than doubled from their point of enrollment in a managed account, which improves their financial confidence.
Report
Sponsored by isolved
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.
Guide
Sponsored by Nonstop Administration and Insurance Services, Inc.
Best Practices: Vetting Alternative Funding Models
A guide to closing more deals by strategically introducing alternative health plans
Report
Sponsored by isolved
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.