Fringe Benefit Group fails to stop lawsuit over excessive fees on 401(k)s, health plans
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Medical FO model from Genéva: essential part of any FO, what's more of any comprehensive financial planning service for HNWIs and w/ some limitations, the mass affluent as well. W/o establishing a powerful set of HC capabilities, Retirement planning, LT Investment portfolios n RM/Insurance Mgmt suffer badly n can NOT be considered as strong&reliable financial advice b/c neither the projections nor the risk assessments will hold up. I would go even further: no HC integration NO fiduciary financial planning, except simplified advice (mandate definitely limited to a single life event or product implementation excl. other planning fields n tasks). Do NOT fall for the "Life Planning" pitch, it's not what real WM requires. sip. ch/service/concierge-medical-family-office/
Medical Family Office
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"Employers want to be able to have choice and accessibility - and balance that with reduction in overall costs. These issues are important to employers, but they're also important to the beneficiaries, who have to deal with cost-sharing and out-of-pocket costs." Director Sarah Wells Kocsis talked to BenefitsPRO about our “Reimagining the Future of Employer-Sponsored Health Care to Drive Value: Survey Insights” report that sought to understand attitudes and perceptions related to accountable care and where there are meaningful opportunities for employers to improve health outcomes. Read our Survey Insights report here: https://lnkd.in/eHkSYuN6 Read the article here: https://lnkd.in/gspsZC9q #healthcare #insurance #employer #cost
BenefitsPRO | LinkedIn
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A Comprehensive Review of Health Savings Accounts (HSA) – 2024-2025 Update https://buff.ly/3WTQJNC If you have a high deductible health plan, read about the triple-tax-free benefit a Health Savings Account (HSA) offers.
A Comprehensive Review of Health Savings Accounts (HSA) – 2024-2025 Update
https://apprisewealth.com
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A Comprehensive Review of Health Savings Accounts (HSA) – 2024-2025 Update https://buff.ly/3WTQJNC If you have a high deductible health plan, read about the triple-tax-free benefit a Health Savings Account (HSA) offers.
A Comprehensive Review of Health Savings Accounts (HSA) – 2024-2025 Update
https://apprisewealth.com
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🔍 Need Assistance with Health Care Advocacy or Financial Planning? Navigating the complexities of health care and financial planning can be overwhelming. Whether it’s understanding your medical options, managing health care costs, or planning for a secure financial future, I’m here to help. With experience in both health care advocacy and financial planning, I offer personalized support to help you or your loved ones make informed decisions and achieve peace of mind. 💡 How I Can Help: -Health Care Advocacy: Assistance with understanding and navigating the health care system, managing medical bills, and ensuring your preferences are respected in health care decisions. -Financial Planning: Tailored financial strategies, life insurance, retirement planning, investment management, and estate planning to secure your financial future. If you or someone you know could benefit from these services, let’s connect! I’d love to discuss how I can support you in reaching your health care and financial goals. 📩 Feel free to reach out to me directly or share this post with your network. Your well-being and financial security are my top priorities.
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Do your clients worry about the cost of health care? How about the effects of inflation and market volatility? We want to help address these questions with our products. See how the Eagle Select® Income Focus Fixed Index Annuity can work for your clients. https://lnkd.in/giGsvNk
Eagle Select® Income Focus
eagle-lifeco.com
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Solopreneur with an accomplished career in the employee benefits industry. I bring knowledge and expertise to businesses regarding compliance requirements and project management.
Happy Friday! Reminder about fiduciary duty. My previous posts talked about the importance of health plan compliance. Plan sponsors (employers) need to take steps to building a compliance plan to managed the plan and vendors/partners. Below is a great article from One Digital!
Health Plan Fiduciary FAQs: 9 Best Practices for Concerned Plan Sponsors | OneDigital
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Health benefit plans also fall under ERISA. It will not be long before employees begin to wonder how their plan fiduciaries are managing health benefit plan assets. From what we see at WellRithms and AudxGuard, plans should be very CONCERNED and start today with documented proactive compliance and best practices.
I found this article interesting. The CAA 2021 steps up the #fiduciaryduty on employer sponsored health care plans and this article should service as a good reminder. Act in the best interest of your participants period! You could be held personally liable. As prudent fiduciaries you can not let "business relationships" interfere in your duties. #CAA #fiduciary https://lnkd.in/ezhzFaem
UnitedHealth CFO named in ERISA lawsuit over ‘underperforming’ 401(k) funds | BenefitsPRO
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Empowering communities through finance and advocacy as a Board Member of Fighters For Hope Coalition
📢 Long-Term Care Planning: Transamerica's Support Long-term care planning is increasingly important, considering the aging population and rising healthcare costs. Transamerica understands this need and offers comprehensive solutions to help individuals prepare for the future. With their range of insurance products and expert guidance, Transamerica ensures financial security and peace of mind. Start planning today with Transamerica as your trusted ally in securing a worry-free future. #longtermcareinsurance #healthcare #risingcosts #transamerica
Transamerica Releases Extended Care Report Highlighting the Growing Importance of Long-Term Care Planning
transamerica.com
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Are you ready to take control of your health and financial future? We have a game-changing opportunity just for you! 💰 Introducing the Health Savings Account (HSA) – the ultimate tool to empower you on your journey to total well-being! 🔥🔥🔥 BREAKING MYTH: No, there are NO income limits for contributing to an HSA! That's right, folks! It doesn't matter if you're a high-earner or someone who's just getting by – everyone is eligible to contribute to an HSA, regardless of their income level! 🙌💸
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