Small Business Self-Funded Health Insurance Surges
For the right firm, the self-funding healthcare option can help employers mitigate the risk of rising premiums while continuing to assist employees with health coverage.
Robert Reich, Alan Simpson Take On Social Security, Debt Problems
At Schwab Impact, policy pros but friends from across the aisle address “all the issues not addressed” in presidential race.
Rethinking Asset Allocation for Aging Clients
Arbitrary notions about aging—and conventional wisdom on managing money for clients in retirement—may be off target.
DOL Fiduciary: Outsourcing Offers Small Firms a Lifeboat
The primary focus for smaller plan sponsors looking to comply with the DOL fiduciary rule will likely be on mitigating risks through outsourcing.
10 Useful HSA FAQs for 2017
HSAs are a complex area for consumers and employers to navigate; looking to 2017, here are 10 important FAQs.
Small Business Group Health Insurance: The Sequel
As the labor market improves, many small business owners want to adjust existing policies to remain competitive—especially in light of Obamacare. Here’s how to help those clients.
The No-Taxes Retirement Plan Distribution Strategy
There is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.
Medicare Deferrers Can Reap Big Benefits
While not every client will be eligible for delaying enrollment in all parts of Medicare, the financial benefits of delaying enrollment can be substantial.
The Real Lesson of Valeant's Debacle
The health care sector's problems run deep.
Obamacare's Cadillac Tax Will Not Survive
The Obama administration is floating a plan to scale back the unpopular tax in high-cost areas.