September 14, 2018
You’ve probably heard this horror story before — someone loses a home due to a flood and learns after the fact that standard homeowners insurance doesn’t […]
September 10, 2018
Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
September 10, 2018
Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. […]
September 7, 2018
Defined contribution plans and their partners share many important pieces of personally identifiable information (PII). Therefore, plan administrators should implement measures to protect PII and their […]
August 31, 2018
A top concern for individuals nearing retirement is out-of-pocket healthcare costs. A recent survey revealed that 74 percent (of 1,316 U.S. adults aged 50 or older) […]
August 31, 2018
The Certified Insurance Counselor (CIC) designation, received through the Society of Certified Insurance Counselors is an extensive program consisted of five courses and exams over a […]