While most employees would stay put if an employer provided financial advice, employers need to segment their employees to address particular needs: Who wants a live webinar? Who wants personalized in-person advice?

Fortunately for brokers, there's a solution that addresses both overspending and compliance: dependent verification audits.

2024 BenefitsPRO Advisor of the Year finalist Chris Wolpert is passionate about using creativity to educate and create change.

The Washington Saves program, which will take effect in 2027, was signed into law late last week, and will require certain employers that do not offer a retirement plan to enroll employees into the state-run auto-IRA program.