Advisers can assist plan sponsors wrestling with how to pass IRS testing for qualified employer-sponsored retirement plans by explaining the trade-offs involved between the costs of safe harbor ...

A thorough and well-constructed business plan can help you start, operate and grow a business, as well as help attract financing. Although you might have a unique product or service, you can use the ...

Is your company interested in additional tax deductions and increased retirement savings? Does your company desire deductible contributions greater than the annual additional maximum per person of $49 ...

With more defined contribution retirement plans offering automatic features and increasing default deferral rates, Vanguard found that participant outcomes remained strong in 2024. Driven primarily by ...

As a benefits consultant, much of the consultation my team and I provide to employers focuses on health plan design. Usually, representatives from our client’s HR and finance departments consult with ...

Self-funded employer clients of Aetna have access to SimplePay Health, a new healthcare plan design that provides employees and other plan members with essentially an interest-free line of credit to ...

Traditional "on the street" businesses give customers a direct, in-person experience of the products or services offered. Just as customer experience plays a pivotal role in converting window-shoppers ...