HRO Today 2014
Resource Guide
Wealth & Specialty Benefits
WHAT YOU NEED TO KNOW:
Just like the health benefits market, the wealth and specialty benefits market is diversifying rapidly, fueled by consumer-driven voluntary
benefits, largely paid for by employees. The 10th annual MetLife Study of Benefits Trends reported that younger employees were not
very focused on long-term financial planning and retirement; now, 52 percent of those 21- to 30-year-olds are concerned about long-term
financial security. The defined-contribution pension, mostly known as 401(k) plans and funded almost entirely by employees, is booming.
COMPANY
Oppenheimer Wolff & Donnelly LLP
Pan-American Life Insurance Company
Perspectives Ltd.
Prudential Financial, Inc.
Putnam Investments
QTB Services, Inc.
Schwab
Securian
T Rowe Price
The Hartford Financial Services Group, Inc.
The Lionheart Group
The Newport Group
The Vanguard Group
Transamerica Corporation
Travelers Companies, St. Paul
TutorTime Learning Center
Unum Life Insurance Company of America
ValueOptions
VPI Pet Insurance
WageWorks, Inc.
Wells Fargo
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URL
www.oppenheimer.com
www.palig.com
www.perspectivesltd.com
www.prudential.com
www.putnam.com
www.qtbservices.com
www.schwab.com
www.securian.com
corporate.troweprice.com
www.hartfordlife.com
www.golionheart.com
www.newportgroup.com
www.vanguard.com
www.transamerica.com
www.travelers.com
www.tutortime.com
www.unum.com
www.valueoptions.com
www.petinsurance.com
www.wageworks.com
www.wellsfargo.com
HRO TODAY MAGAZINE
| OCTOBER 2013
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