Rates

2025 rates and coverage details

Note:  Premiums are generally deducted on a pre-tax basis. However, life insurance and accidental death and dismemberment (AD&D) premiums are deducted on an after-tax basis. Long-term disability premiums for financial advisors1 and principals after one year of service are also deducted on an after-tax basis.

2025 COBRA rates and coverage details

Select a link below based on your role:

2024 COBRA rates and coverage details

Select a link below based on your role:

1 Financial advisor reference incorporates financial advisor, service partner, and joint venture service partner roles.

Related topics

Eligibility

Eligibility

See which benefits you and your dependents are eligible for.

Documents

Documents

View and download important benefit documents, like Summary Plan Descriptions.