Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
AI is redefining scale, speed, and trust—and forcing leaders to rethink how work gets done. Sneha Shah, head of SEI's incubation and acceleration operation, explains.
Fidelity Investments has agreed to pay $1.25 million to resolve allegations brought by William Galvin following a 2024 data breach that exposed sensitive personal information tied to tens of thousands of individuals. The settlement underscores persistent cybersecurity vulnerabilities across wealth management platforms and the regulatory scrutiny facing firms that fail to adequately safeguard client data.