Fidelity Investments has introduced a tool to help assess the specific benefits that employees want and need most in an attempt to help employers in their efforts to create a more inclusive benefits program.
Called the Fidelity benefits equity scorecard, the tool helps companies identify workers with varying needs, such as those supporting their extended families, those with a child with special health care needs or those who are military veterans with unique needs.
“The Benefits Equity assessment and scorecard provide employers with the insight they need to help their benefits become more equitable,” Ranjan Dutta, the firm’s senior vice president of workplace consulting, said in a statement.
Voya Financial adds private equity, credit and real estate options to its AMA program, building on support for looser federal investment rules in retirement accounts.
Shannon Reid, president of Osaic and the network’s number two executive, has plenty of challenges, industry executives said.
Auditors flagged the commingling. The COO allegedly knew. Investors kept getting the pitch
The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working with business owners in the West Coast.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
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