Browsing Tag
Cafaro Greenleaf
4 posts
Why Recent CAA Legislation is a MAJOR Opportunity for 401(k) Advisors
The Consolidated Appropriations Act of 2021, signed into law at the end of December, brings significant changes with…
Episode 12—TILT’s Jamie Greenleaf on the New Healthcare Rule and What it Means for HSAs
When three major government agencies want to take credit, it’s gotta be good. The Transparency in Coverage final…
Look Back at 2019’s Top Advisor By Participant Outcomes (TAPO)—Jamie Greenleaf
How to Demonstrate True Value with a ‘Better’ Benefit Package We’ve heard it for some time—the importance of…
As Good as It Gets: What Advisors Want and Need from 401k Fintech
Ask top advisor Dorann Cafaro what she needs from 401k fintech firms and recordkeepers and you’ll get a…