The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. Department of Labor requires plans to file annually.
The CBO reports that a GOP-backed bill to redefine full-time work from 30 hours per week to 40 hours would increase the deficit by tens of billions of dollars.
IRS Notice 2013-54[2] provides that HRAs cannot be offered by employers unless the participants are also enrolled in a major medical plan of the employer or the employers spouse.