Tech

There are five key attributes that make a successful combination of high-tech and high-touch actions to drive beneficial health and cost-saving decisions.

Most brokers see themselves contending with ben admin platform vendors and outsourcers for business.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBN’s Benefits Forum & Expo say.

Requirements can be difficult to follow, but mistakes can cost a broker and their client big money in fines, penalties, civil lawsuits, audits and more, says Word & Brown’s Marc McGinnis.

By identifying and then treating issues that are hindering a variety of savings goals, advisers can help clients feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBA’s Workplace Benefits Summit say.

More than 50 million U.S. adults either don’t have a bank account or are underserved, but companies like Logan’s Roadhouse are helping workers overcome the challenge.

Employers can use technology to allow workers to pick and choose savings account options and to see the value of their savings.

The technology company recently announced a partnership with benefits consulting firm Willis Towers Watson to expand its reach.

Torchlight service helps advisers build client conduit to EAPs or behavioral health providers.