After the Cincinnati bank started a personal assistant service for new mothers, it learned new parents needed help with budgeting, and that motivated it to team up with a Goldman Sachs firm to establish a financial wellness program for all its employees.
Axial Benefits Group’s Mick Rodgers makes his mark as creator of healthcare coalitions and advocate of total transparency around broker-adviser compensation.
With more than $60 million in gross annualized revenue over the past eight years, Silverman Benefits Group’s Eric Silverman successfully partners with group brokers.
Employers who struggle with plan participation should rethink how they engage employees, analyze what motivates them, and then adjust their approach to match.
When benefit plans are poorly designed, with flaws in incentives, pricing or other basic features, employers find themselves with unhappy employees and unable to reach engagement goals.