HSAs remain a mystery to half of Americans

New joint study finds a big opportunity to educate consumers, employers and even advisors on the value of using Health Savings Accounts for tax-free asset growth and as a financial hedge against retirement health care costs.

Congress tacks SECURE Act to 2020 spending bill

House and Senate leaders include landmark retirement reform bill benefitting annuities in must-pass federal budget agreement.

Less than half of employed Americans have workplace group life coverage

New survey finds that many employees who do not have voluntary group life insurance provided by their employer say it is because their employer doesn't offer it.

Retirement plan reviews often miss the mark in terms of frequency and focus

ENFIELD, Conn. – Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many sponsors want, and,...

Put empathy to work in managing workplace DI claims

If disability claims are part of your world, you need to consider ensuring that compassion is part of your agenda. Here’s an inside look at how the claims operations team at a carrier fosters compassion.

COVID-19 a top cause of disability for U.S. workers

Disability claims for behavioral health on the rise according to internal data from Unum.

Small businesses are constantly challenged to figure out how to affordably attract employees

Small businesses are constantly challenged to figure out how to affordably attract employees while retaining the ones they have – and do so with...

DOL’s Fiduciary Rule goes into effect Tuesday

Controversial investment advice exemption that aligns with SEC’s Regulation Best Interest being implemented as scheduled.

Zenefits under scrutiny over allegations of unlicensed brokers selling health insurance

Zenefits, the fast-growing Silicon Valley startup offering cloud-based software as a service to companies for managing their human resources with a particular focus on...

Even Superheroes need protection

Your high-end clients – superheroes in their chosen profession – are not invincible to the perils of mortals. They need superhero-level disability income protection.