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The Missouri law firm is accused of diverting retirement plan contributions to pay company operating expenses. The retirement plan advisory industry continues to evolve, both in business structure and ... The trusted information and solutions resource for America's retirement benefits decision makers | PLANADVISER
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Small Retirement Plans, Big Opportunities
1+ week, 4+ day ago (999+ words) For many retirement plan advisers, micro plans have long posed a difficult question: Are plans with just a handful of participants worth the time, effort and resources required to serve them? Nate Moody, a partner in and senior adviser at…...
2027 Employer Healthcare Costs Projected to Grow up to 11%
2+ week, 4+ day ago (493+ words) Recent reports credit catastrophic claims, specialty drugs and chronic medical conditions for the heightened figures. Record healthcare costs are already here, and employers expect them to skyrocket even further due to the costs of catastrophic claims and specialty drugs, according…...
HSAs Reach Record Balances, Low Levels of Investments
3+ week, 3+ day ago (245+ words) Only 18% of health savings accounts in 2024 had investments in assets other than cash, according to EBRI. While retirement plan professions tout health savings accounts’ tax advantages for long-term savings, most people continue to use their HSAs for short-term spending, according…...