Lee Conrad
Benefit News
Mountain View, CA, United States
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Past articles by Lee:
Brokers say employers, carriers need to embrace benefits tech
Adding quality metrics on physicians is just one advantage for the benefits industry — if it manages to evolve from its paper-based roots. → Read More
Brokers say employers, carriers need to embrace benefits tech
Adding quality metrics on physicians is just one advantage for the benefits industry — if it manages to evolve from its paper-based roots. → Read More
Near retirement and have an HSA? Beware of snags when claiming Social Security
Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan. → Read More
Top Program Manager: Pivotal moment in his career offered a life lesson
Gary Collier of Pinnacle Bank repeats as our No. 1 manager. Read about his most important task and how he approaches it. → Read More
Inside the measles outbreak: What employers can do
Firms can take preemptive measures like expanding telecommuting options and encouraging vaccinations, but if employees dig in their heels, forget about forcing the issue. → Read More
The tax break retirees might not know about
Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert. → Read More
Top Program Managers: Old dogs, new tricks
See how these veterans were able to change with the times and take a lead position in the bank wealth management channel. → Read More
What to do if you have to retire early
Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert. → Read More
Older Americans rely too much on Social Security as a main source of income
The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary." → Read More
‘Medicare for All’ isn’t Medicare
The single-payer proposal differs from Medicare in fundamental ways, including much broader coverage, no cost sharing and fewer choices of health-care plans, says an expert. → Read More
Should my wife file for Social Security retirement benefits now or delay till 70?
A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article. → Read More
Social Security isn’t America’s only public retirement crisis
Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, according to two expert on Barron’s. → Read More
Baby boomers in this city are plagued with the most debt
One state has two of the top three cities in terms of boomer debt. → Read More
One reason lawmakers are hesitant to fix Social Security: millennials
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes. → Read More
Congress may gut the ‘stretch IRA’ that wealthy people love
New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs. → Read More
How corporate social responsibility can boost your bottom line
The 401(k) industry doesn’t need another acronym, but advisers would be well advised to give a little TLC. → Read More
Pulling heartstrings and purse strings: Grandparents spend $179B annually on grandkids
Grandparents are advised to give cash gifts without putting their future financial security at risk. → Read More
HSAs march ever higher, expected to continue
The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline. → Read More
Small businesses afford major opportunity for advisers
These businesses employ nearly half of U.S. workers, and fewer than half of those firms don’t offer a retirement plan. → Read More
A daily latte won’t ruin your retirement
If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems. → Read More