Products August 13, 2019

Fiduciary Education Offers Courses Within Tiered Membership Program

The courses are designed for both plan advisers and sponsors to help them manage 401(k) plans more effectively.

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Fiduciary Education is now making its online courses and certifications available as part of a three-tiered membership program for advisers and plan sponsors. The courses are designed to help them make informed decisions in the best interest of organizations and participants.

“There’s a massive amount of information and tools available that are often unknown or underutilized,” says Brent Wiley, co-founder and director of Fiduciary Education. “We’re centralizing this knowledge with a community-focused membership that challenges the trillion-dollar retirement and benefits industry to push forward.”

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The three tiers for membership subscriptions are Basic, Guided and All-Access, ranging from free to $999 a year. Plan fiduciaries, committee members, human resources and benefits professionals, chief financial officers, business owners, retirement advisers and anyone else looking to improve overall plan management can benefit, Fiduciary Education says.

More information can be found here.

Products August 13, 2019

Financial Planning Association Offers Health Plan to its Members

The plan, in development for the past two years, is being offering in partnership with Ryan Insurance Strategy Consultants.

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The Financial Planning Association (FPA), in partnership with Ryan Insurance Strategy Consultants (RISC), is offering a FPA Health Plan to help financial planners who are members of FPA gain access to affordable health care coverage for themselves and their employees. In response to member demand, FPA and RISC worked to develop the health plan for the past two years.

The offering includes level self-funded health plans with rates approximately 25% lower than comparable Affordable Care Act (ACA) plans. Group health plans can be customized with different co-pays and deductibles. Employers can offer short-term medical plans, medi-gap products, customized health savings account (HSA) plans and such senior-oriented products as Medicare supplement and advantage plans.

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The plans can include dental and vision plans, critical illness and accident plans, individual life insurance, individual disability income, long-term care insurance, deductible credits for the same calendar year and AETNA Signature Administrators PPO medical network.

“FPA is thrilled to be one of the first-to-market with a national group health plan to help our members address their personal health care needs, but also stay competitive, attract the right employees and grow their business,” says FPA Executive Director and CEO Lauren Schadle. “Designed to meet the growing needs of our members, this new benefit is another example of how FPA drives member value to help practitioners create scalable businesses and achieve desired outcomes.”

Initial rates and coverage eligibility will be shared with applicants shortly after their employees complete medical history statements and submit forms for underwriting.

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