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
Have you heard of the Savers Credit? For retirees and pre-retirees, the credit can be a good reason to keep making retirement plan contributions as long as possible.
Cash balance plans, also referred to as hybrid plans, are defined benefit plans, not defined contribution plans and their numbers, and assets, are rising.
By understanding the top-of-mind employer benefit issues and responding to them appropriately and effectively, brokers and advisors can better serve existing clients, attract new ones, and help employees protect themselves and their families going forward.