A custodial agreement empowers a professional third party to manage benefit accounts, holding assets for the owner. Discover how it simplifies retirement and health plan administration.

In the realm of personal finance, the strategic use of bank accounts with benefits can be a game-changer. Many banks offer accounts that provide cashback or rewards, which can accumulate over time, ...

Employees are taking a multi-pronged approach to saving for both the long- and short-term. New legislation, paired with supportive workplace benefits, can help employees proceed with a clear strategy.