Artificial intelligence introduces new tools, efficiencies and risks. But it does not create a new fiduciary standard.

In the fast-paced world of employee benefits, too many consultants and brokers focus on results — revenue growth, client retention and premium reductions — without giving due attention to the ...

Financial planning is a strategic approach to managing money that factors in both financial security and goals. The benefits of financial planning include reducing stress, increasing savings and ...

Financial wellness benefits have become a hot button topic in the last two years, as the pandemic forced many workers to rethink how they manage their money and assets for an uncertain future. Yet, it ...

Despite their reputation, traditional defined-benefit (pension) plans can be a valuable tool for small-business succession planning. Defined-benefit pension plans are often associated with unions and ...

Defined benefit plans are often referred to as pensions. For employees who meet certain criteria in the workplace, these accounts typically pay out predetermined benefits in retirement. Here's a look ...