Industry Voices

How to Walk the Line With Pension Overpayments

Mary Shah and Mindy Zatto, from Strategic Benefits Advisors, discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

Barry’s Pickings: The Future Will Be About Financial Wellness

There is more to life than saving for retirement, says Michael Barry, president of October Three (O3) Plan Advisory Services LLC, and he foresees a new model where financial wellness is implemented across a rich employee dataset exploiting the efficiency of artificial intelligence.