Wincline

C-Suite Professionals

Your Checklist of What to Ask of an Employee Benefits Broker or Advisor

Reading Time: 4 minutes Seeking out an employee benefits broker or advisor is a challenging, even daunting, process. As a CEO, CFO, or HR Executive, you’re charged with a fiduciary duty to manage your employees’ health and benefits as if they were your own, and that implies you need to work with someone who understands that and helps you meet those obligations. …

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The Liability Most Employers Are Blind To: Fiduciary

Reading Time: 4 minutes The year is 1974. The day is gloomy. Amidst a worldwide inflation crisis and a deepening recession, public concerns of private pension plan funds being mismanaged and abused continue to grow. At the peak of concern, the Employee Benefits Security Administration of the DOL takes action and creates the Employee Retirement Income Security Act (ERISA). This …

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