Open Enrollment Readiness Benchmark

Richard Chambers is the CEO of Richard F. Chambers & Associates, a global advisory firm for internal audit professionals, and also serves as senior advisor of risk and audit at AuditBoard. Previously, he served for over a decade as the President and CEO of the Institute of Internal Auditors, where he led the organization to record global membership and countless milestones. Prior to the IIA, Chambers was national practice leader in Internal Audit Advisory Services at PwC and vice president of the IIA's Learning Center.

Joe Nestlerode is a partner at Alpha FMC with over 28 years of industry experience in senior technology and business roles in the wealth management industry.

He has overseen large strategic engagements including M&A, advisor platform development, client portal design and development and capability optimizations across front-, middle- and back-office functions. Prior to joining Alpha FMC, he was a product and technology executive for the RIA, IBD and 1099 channels at Wells Fargo Advisors.

Garrett Oakley is a partner at Alpha FMC with nearly 15 years of experience in wealth and asset management. 

Before joining Alpha FMC, he worked in the deal advisory and strategy practice at KPMG with a specialization in the retail wealth management space. Prior to that, he was financial advisor and held positions in fintech firms Betterment and LearnVest. He is a certified financial planner and a certified public accountant.

Vasu Srinivasan is Genpact's global head of insurance claims, with over 21+ years of work experience in providing services to the P&C insurance industry. Genpact is a global advanced technology services and solutions firm helping over 300 insurers across the globe with digital transformation

Kelly Rodriques is the CEO of Forge Global.

By offering access to micro-investing, employers can remove the financial barriers that keep many from long-term savings.

These are the best and worst states for remote work based on factors including home size and internet costs.

Most employers expect to have a greater reliance on advisers over the next five years amid growing demand for data driven-insights about the value of benefits.

Making sure younger employees have a clear understanding of their benefit offerings can help them stay healthy and cut down on unnecessary costs.

With more than a decade of experience in the digital and clinical health space, Kristen Larson specializes in cultivating positive, long-term client relationships that reach organizational goals. At Personify Health, she leads and develops a team that delivers experiences that build loyalty and guide program growth to drive peak performance, health outcomes, and healthcare cost impact. Kristen is a graduate of the University of Illinois, Urbana-Champaign.

Kyle Mack is the CEO of Middesk.

Leaders aren't safe from the same job instability and uncertainty employees have been facing for months.

The company's partnership with Common Impact allows employees to participate in skills-based volunteering efforts that lead to community and professional growth.

AI offers continuous feedback by analyzing employee mental health data, identifying necessary areas of investment.

To learn a vendor's true value, it's best to survey disengaged non-users as well as users and ask three simple questions.

Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.

Affordable healthcare shouldn't come at the expense of high premiums and low-quality care.

Layoffs of delivery drivers and package handlers will be accompanied by facility closures and other methods of cost-cutting.

Cary Carbonaro is an award-winning certified financial planner with over 25 years of experience.

She is the managing wealth advisor and the women and wealth ambassador at Ashton Thomas, where she leads a financial planning practice focused on empowering women. Cary is the bestselling author of "The Money Queen's Guide" (2015) and the just-published "Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune" (2025). She has been on Investopedia's Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. 

Rice University's executive director of HR operations ditched a traditional model for one that's providing lower costs and better customer service.

Thomas W. Warsop III is the president and CEO of ACI Worldwide.

The majority of employees feel confident about their retirement savings, though are fearful of cuts to Social Security.

From diagnosis to post-remission, employees need an empathetic, well-prepared approach from their organizations.

Employees are feeling overworked but refuse to take the time they need for themselves, so this company created an incentive.

Why life insurance, short-term disability and long-term disability are not as accessible to employees of smaller companies.

Employees who eat a healthy diet are 25% more likely to have higher job performance and increased cognitive function.