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
Salespeople often are advised not to talk about politics or religion, and for good reason. People have strong opinions about these two issues, and being too open about our views is a good way to run off potential customers.
A former public official accused of orchestrating a scam that nearly bankrupted a working-class Los Angeles suburb set up a secret pension fund containing $4.5 million to skirt retirement limits for California public employees, according to a newspaper report Monday.
Senior members of Congress, both Democrat and Republican, have signed letters calling for a delay or end to the Labor Department’s effort to rewrite the 5-part retirement plan fiduciary definition that deals with those who sell investment retirement accounts.
There are a few instances where an HSA account holder might be required to pay a penalty, and they all have to do with contributing more than the allowed amount to the account.
The misclassification of a worker can have serious financial consequences. Penalties and interest involving payroll taxes can pile up if someone is incorrectly treated as an independent contractor.
With last years open enrollment season fading into memory, it would seem like a good time to move on to other business. But that would be a mistake. The reality is that your clients need you more than ever particularly if they introduced a high-deductible health plan with health...