Happy Friday, readers! This weekend’s mailing focuses on the topic of Health Care and Other Benefits that remain top-of-mind for plan sponsor clients. Our adviser readers may focus on 401(k) plans and pensions, but the stories below demonstrate the important intersections of health and wealth.
The DOL fiduciary rule expansion establishes ERISA fair dealing requirements in the sale and service of health savings accounts; employers have a lot of questions about what this means.
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However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time.
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The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”
OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
