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  • Retirement Plans
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Found 2 results

  1. Anyone knows of a designer and/or TPA that designs and/or administers defined benefit plans including the 401(h) health expenses benefits part, for financial advisors' clients?
  2. Is there any prohibition on asking for an employee's or their dependent's gender when enrolling them in group benefit plans similar to the prohibitions on asking for gender on job applications? I understand that you cannot deny benefits because of gender but are you allowed to even request that information or have your TPA request that information to administer benefits or is it prohibited? Any assistance it helpful. Thanks.
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