We are sometimes asked whether a self-funded group health plan is required to cover gender-affirming medical services. As this post explains in detail, it is generally impracticable for a self-funded ...

Under Section 404 of ERISA, plan fiduciaries must act for the exclusive benefit of plan participants and beneficiaries and use plan assets only to provide benefits and defray reasonable expenses of ...

The landscape of employer-sponsored healthcare is rapidly evolving, with rising costs (registration required) driving the need for innovative funding alternatives. As a group health plan consultant ...

DEERFIELD, Ill.--(BUSINESS WIRE)--Alera Group, a top independent national insurance and financial services firm, announced today the acquisition of Fraser Group, a retirement plan consulting practice ...

Wealth management firm Wealth Enhancement Group, founded in 1997, more than doubled its 401(k) plan clients in 2019 to about 160 with acquisitions. Now, about five years later, the firm is nearing ...

A solo 401(k) plan is a retirement savings option for self-employed individuals or small business owners with no employees, aside from a spouse. When an individual owns multiple businesses or has a ...

Capital Group is deepening its focus on the small- and mid-sized retirement plan market with a slate of updates to its RecordkeeperDirect platform, aiming to make it easier for advisors to win new ...