Library

Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 5: Unlocking the Potential of HSAs

February 09, 2015 | Retirement Plans

More and more individuals cite health care costs in retirement as a top concern, and an area where they need help with planning. Advisors who have the tools to help navigate this complicated topic may be in a strong position to assist their clients with preparing for a secure retirement. In …

Library » Converge, Volume 5: Emerging Issues in Fiduciary Responsibility

February 09, 2015 | Retirement Plans

If you have ever heard anyone on your 401(k) investment committee assert, “You know, we can’t/won’t get sued for using [insert household name here] on our investment menu” - or if you have said this yourself -- read on. The spike in 401(k) plan-related litigation over the past few years should …

Library » Converge, Volume 4: Preparing for an Audit by the Department of Labor

December 10, 2014 | Retirement Plans

The Department of Labor (DOL) has recently stated that it intends to focus additional scrutiny on health plans in its auditing and enforcement programs. Some guidance was recently provided at the Annual Meeting of the International Foundation of Employee Benefit Plans in Boston. In particular, it …


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