Why Annual Medicare Coverage Reviews Benefit Clients Annual reviews can ensure clients who are Medicare beneficiaries have the coverage they need. During the Medicare Open Enrollment period, which starts Oct. 15, clients can select different prescription drug coverage, move to a Medicare Advantage plan, or make other changes to their coverage. PFP/PFS Section members can access over 100 ready-to-go, client-friendly communication pieces about Medicare in Broadridge Advisor. To read the full article in the InvestmentNews, click: Stay Up on Medicare Enrollment with Annual Reviews.
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Three Pointers for Choosing a Company Retirement Plan Simple IRAs and 401(k)s are typically the best retirement-plan options for companies with more than 10 or 15 employees. Kathy Kristoff, finance writer, explores what to consider when setting up such plans, including the safe-harbor provision and the discrimination tests that apply to 401(k) plans. To read the full article in Inc., click: Pick the Right Retirement Plan–for Both You and Your Employees.