Follow Us
© 2026 Arizent. All rights reserved.
In all sectors of the financial services industry, there is an almost maniacal quest for “alpha,” or performing above the norm. Careers, fortunes and even companies are made or broken on their ability to deliver alpha.
The defined contribution industry is no exception. In the last two years, however, we have seen the emergence of a new alpha embodied by experienced defined contribution plan advisers.
For reprint and licensing requests for this article, click here.
Rising healthcare costs are forcing employers to reevaluate which benefits are worth the cost. One Pass CEO Tom Wiffler says engagement can reveal which programs deliver real value.
Advisers who treat absence as a strategic discipline, not a vendor handoff, will have a stronger story to tell and a more valuable role to play.
Employers face another steep rise in healthcare expenses in 2027, prompting a closer look at GLP-1 coverage, pharmacy spending and high-cost conditions.
A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.
The health and welfare leader and 2026 Excellence in Benefits honoree is guiding the bank in navigating them all.
