Search Results

A win-win partnership between PEOs and advisors benefits both parties while empowering SMBs to navigate the complexities of HR with greater confidence and efficiency.

Over the last two years, a compliance tidal wave has loomed over employers and their benefit advisors. The crest of this massive wave has begun to touch down upon fiduciaries of employer groups, so how can benefit advisors stay dry?

Employers are not "responsible for providing for my retirement," say employees, and only 1 in 4 is comfortable leaving money in former employer plans, however, they are more open to employer involvement, says a new report.

If small businesses are going to win the talent retention battle in 2024, they may want to offer a retirement benefit that streamlines two of the most significant barriers to offering a plan: cost and ease of administration.

No question the new Pension-Linked Emergency Savings Account is a much-needed option for employees, however, employers and plan sponsors must be vigilant in protecting themselves as they navigate potential pitfalls.

Optional FSA extensions are valuable for employees, but only if they understand how these features work to help them avoid forfeiting tax-free funds.

The new law bolsters small businesses' ability to provide retirement benefits to their employees by offering tax credits to offset costs, however, for advisors, it's an unprecedented opportunity to tap into a new revenue stream.

As your employees prepare for the April 15 tax deadline, benefits managers should be communicating regularly to remind them that post-tax HSA contributions can reduce their tax bills.