Practice management

Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.

The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks in charge, says HR Technology Advisors’ Joe Markland.

The benefits market is undergoing a transformation and few operations seem fully prepared.

When advising the youngest generation in the workforce, brokers must focus on education and technology-driven tools to enhance understanding.

Understanding ACA compliance is critical, but it mustn’t come at the expense of fundamental employee education.

Employers filing taxes must be diligent when classifying independent contractor and employees.

Healthier businesses will receive higher-than-expected rate increases because they are now being pooled with the less healthy plans that may include employees who smoke and engage in other unhealthy behaviors.

Employers served with an Equal Employment Opportunity Commission (EEOC) subpoena requesting private employee information – regardless of its arguable relevance – may nevertheless be compelled to respond.

Committed to disrupting and reimagining employee benefits, Michael Lujan of Limelight Health will share his plans in a keynote address at EBA’s Workplace Benefits Renaissance.

Ensuring clients understand ACA compliance is critical, but doing so at the expense of fundamental education is negligent.