After catching up on continuing education, attending conferences or enjoying well-deserved time off — all of which are important — many benefit advisers are switching gears this time of year. The focus is now on finding ways to strategize with clients on valuable programs, determine what’s working and decide on next steps.
If pharmacy has been carved out and shown to generate revenue, for example, will those dollars be saved or used toward enhancing the current benefit program? This could mean initiating a 401(k) or investing in a new program such as on-site child care for employees or paid gym memberships. The answer will look different for every client.
