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
Unlike large companies, small business founders and HR leads are navigating six major tax code changes, new retirement plan credits and reporting rules, multi-state payroll compliance, and shifting trade costs largely on their own.
HR teams are a critical element to empowering individuals and families to make the most of their employer-sponsored benefits, while supporting their financial health now, and in the future.
Baby boomers are retiring at roughly 10,000 per day, and their $30 trillion in retirement assets could be part of an $84 trillion intergenerational wealth transfer over the next two decades.