Lee Conrad

Former senior editor

Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.

Retirement scan

Near retirement and have an HSA? Beware of snags when claiming Social Security

Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.

By Lee Conrad

May 17
Top Program Manager: Pivotal moment in his career offered a life lesson

Gary Collier of Pinnacle Bank repeats as our No. 1 manager. Read about his most important task and how he approaches it.

Sponsored by Raymond James
Top Program Managers, 1-10

Here we conclude the Top Program Managers list with the top 10 names. You can see all the other rankings (11 – 30) in our corresponding slideshows.

Sponsored by Raymond James
Retirement scan

The tax break retirees might not know about

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

By Lee Conrad

May 14
Top Program Managers, 11-20

Here is the second installment of the Top Program Managers list. You can see 21 – 30 in the slideshow we published yesterday, and there will be more to come later this week.

Sponsored by Raymond James
Top Program Managers, 21-30

A well-rounded approach wins the day with the annual Top Program Managers ranking. This is not a list for one-trick ponies, as multiple metrics count toward managers' scores, including team AUM, team production, growth and production-per-advisor.

Sponsored by Raymond James
Top Program Managers: Old dogs, new tricks

See how these veterans were able to change with the times and take a lead position in the bank wealth management channel.

Sponsored by Raymond James
Retirement scan

What to do if you have to retire early

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

By Lee Conrad

May 10
Retirement scan

Older Americans rely too much on Social Security as a main source of income

The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary."

By Lee Conrad

May 8
Retirement scan

Why volatility shouldn’t scare you — even close to retirement

A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.

By Lee Conrad

May 3