Commentary: The company’s new tactic of comparing itself to brokerages across the country “goes beyond the line of ethical standards,” says HR Technology Advisors' Joe Markland.
Commentary: There are rampant and seemingly uncontrollable costs of sustaining life in a system which lacks any semblance of common sense.
Commentary: There are other much larger and offensive “holes” in the current disclosure that are more deceptive and allow more conflict of interest than DOL’s proposed BICE.
Commentary: There is a new normal when it comes to underwriting offers in the employer-sponsored or group LTCI marketplace.
Commentary: We find our clients like having a guaranteed income, and they also like having buckets of income that start at different times and are taxed in different ways.
Commentary: Just because vendors are promising you will avoid penalties because you were able to provide a “good faith” effort, doesn’t mean you actually will be penalty-free.
Commentary: With most businesses, ours included, we derive 80% of our revenue from 20% of our clients. Frequently, we don’t take the time to analyze the characteristics of the 20%, says EBA Advisory Board member Andy Torelli.
Commentary: Where do these fees go? There are a number of hands in the pot. Here are the three entities that collect on 401(k) fees.
Commentary: Zywave’s latest survey reveals what a range of employers across the country are looking for from their benefit adviser.
Commentary: Applying advice from two legendary coaches, adviser Eric Silverman shares the mantra that drives his recruitment efforts and creates the office culture that produces consistent levels of success for his entire team.
Commentary: Many first impressions crash and burn because people are trying to present themselves as something they’re not. Here are four ways to avoid that fate.
Commentary: But are financial professionals being adequately engaged to help with 403(b) plans? ‘Surprising’ results from the latest Plan Sponsor Council of America 403(b) Survey.
Commentary: If you want to guarantee that a wellness program doesn’t make any headway in delivering positive results, be sure to commit these five common worksite wellness offenses.
Commentary: Your clients need a roadmap, a strategic plan, to guide their tactical decisions; both their actions and reactions. To do this, you will need to become much more consultative in your approach, says columnist Jack Kwicien.
Commentary: Five ways to make positive progress with transforming your business, according to EBA Advisory Board Member Mark Gaunya.
Commentary: If the owner/seller has a management team that can’t sustain the growth of the company without his personal involvement, the business represents little value to a buyer.
Commentary: Why exclude an individual if they want to sign up for short-term disability on their Xbox or refrigerator’s Wi-Fi enabled display? This is what people expect in 2015.
Commentary: Good faith effort, transition relief, 30-day extension and other safety nets for 6055 and 6066 tax filing.
Commentary: Is the way I think hurting my business, or is there a lot of groupthink going on? Should I do the opposite of what I think, like Seinfeld’s George Costanza, asks Joe Markland.
Commentary: EBA columnist Nelson Griswold says benefits RFPs are universally awful and HR should abandon them. Advisers, he says, should also be wary of them.