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First Look

New regulations herald widespread changes in professional roles and business models for retirement planners and wealth managers.

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The Latest


How employers are simplifying voluntary benefits

Making it easy for employees to shop and enroll in supplemental products increases uptake, boosts loyalty and leaves workers better protected, according to ADP’s Gerry Leonard.

Why employers should review their employee handbooks with an eye towards ACA compliance

Often overlooked, handbooks are an important form of documentation that the IRS or DOL will most likely request during an audit, says attorney Patricia Moran.