
The Inner Workings of HSAs
Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules plan sponsors should know.

Advisers Have Expanded Their Role During the Pandemic
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding clients on vaccines and reopening their businesses.

15th Anniversary of RPAY: Everhart Advisors
Since being named the 2018 PLANSPONSOR Mega Team Retirement Plan Adviser of the Year, the practice’s assets under advisement have doubled.

Advisers Giving Back: A Big Year (and Day) of Giving for the CCF

15th Anniversary of RPAY: Ellen Lander
Lander says her practice, Renaissance Benefit Advisors Group, thoroughly enjoys its independence.

15th Anniversary of RPAY: Christopher Kulick
In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity for business development.

The Value of Determining a Retirement Plan’s Philosophy
Industry experts say delving into why a sponsor has a retirement plan can be very instructive for plan design and outcomes.
Investors Expect Their Advisers to Be on Top of Latest Technology
However, the majority would prefer to interact with a human adviser, as opposed to a robo adviser.
When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees
The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants.

Reconsider Your Practices for Improved Client Outcomes
Key changes and questions can go far when engaging with clients.
The Nuances of Conducting a Robust RFP
If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.

15th Anniversary of RPAY: Greenspring Advisors
The practice believes that since so many advisory firms are acquired by aggregators, the personal attention it offers clients will come to be viewed as a precious commodity.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients

15th Anniversary of RPAY: Atlanta Retirement Partners
While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.

15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.