williamjones

New fiduciary responsibilities for 401(k) plan sponsors mean new risks. Here’s what to know about the new climate.

It’s February and the open enrollment season has wrapped up—but that doesn’t mean you should stop communicating with your clients.

For most of your clients, nothing is more foundational to their financial security than the ability to earn an income. It is their income that funds every other aspect of their financial plans. And one of the biggest threats to that income is the likeliho

As 2012 moves forward, American businesses and workers will be heavily impacted by rising health care costs and continued economic concerns. The general sense of confusion and uncertainty surrounding health care reform may add more worry and financial str

After several years of decline, new studies show contingency compensation is again on the rise. And it seems, so are the groups of agents and brokers who accept them. In a shocking reversal of position, it appears that Willis will accept “traditional cont

When it comes to fiduciary liability exposures, it appears that clients could be in the dark. A recent survey by Travelers took a critical look at agent perceptions about their clients’ fiduciary liability knowledge. More than 250 agency professionals wei