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Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

Douglas P. Simanski allegedly told clients he would invest their money in a “tax-free,” fixed-rate investment, a rental car company and a coal mining firm.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.

Kevin Grieve is North America Payments Lead for Accenture.

Michael J. Alfonsi is senior vice president of digital solutions and strategy at Exela Technologies.

Matthew Moog is a principal at research firm EY.

Clients should turn to their own timeline before making any changes to their portfolio during a market correction.

Ayalla Reuven-Lelong is a leading expert on the topic of the future of the workplace and the author of "Riding the White-Water Rapids, the Story of My Success at KPMG." For the past 12 years, she has served as an external consultant for KPMG. She was involved in the design and implementation of many of the firm’s strategic processes that were led by senior partners and mainly related to people and growth. Her work targeted the development of soft strategies within employees, leaders, and senior management in order to create a culture of a growth mindset and prepare the firm for continued success in our fast-changing reality.

Paul DeChant, MD, is a deputy chief health officer with Simpler Healthcare, a division of IBM Watson Health. His book, Preventing Physician Burnout: Curing the Chaos and Returning Joy to the Practice of Medicine, was published in December 2016.