Practice management

Commentary: The Department of Labor's new proposed fiduciary regulations have caused quite a stir in the retirement plan community. A frequently asked question is who, exactly, will be affected, and who won't be.

Big data is playing an increasingly larger role in benefits strategic planning and if a broker, health plan and employer work together, the opportunities for using such data to lower costs and increase well-being can be realized.

Wellness programs have been at the forefront of employers’ minds, and in light of the recent Equal Employment Opportunity Commission’s aim to tackle the questions lingering on what plan sponsors can or cannot do, employees are voicing a disconnect in wellness program engagement.

Commentary: Why hasn’t client adoption of enrollment technology met expectations with mid-sized employers during the last two decades? Recently, overall adoption has grown at a much faster pace than we have seen in a long time.

Commentary: There may be an opportunity to partner with professional employer organizations, says EBA advisory board member Andy Torelli.

Commentary: Working with a managing general underwriter can be one of a broker's most beneficial relationships, helping to build a book while addressing clients’ major insurance issues. Selecting the right MGU partner is critical.

Nearly a year and a half after the IRS opened the door to flexible spending account carryovers, 60% of employers report they have amended or are planning to amend their FSA plans to take advantage of the added flexibility.

Of the five types of sales profiles, one sticks out as significantly more successful than the rest, but in order to emulate that success, advisers must change their habits.

There are a variety of solutions available that brokers can suggest to clients who are seeking to attract and retain millennials, who often have yet to build financial savings.

Leverage the changing ways employees access and consume technology to improve benefits communications and “look like a rock star” to your clients.