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Retirement Adviser of the Year Bob Judd shares how escaping the traditional ‘sell, sell, sell’ environment transformed his business.
JUDD: One of the things that I hope to do in this — what will be my final company, is to really make a difference on the front-end for both plan sponsors and plan participants. So the more that we can make the opportunity for plan participants to be successful and retire successfully, and the more I can build up our millennial employees to take over the company.
In addition to finding success with a self-funded model, an in-house program gives Fello's employees access to cost-free primary and urgent care.
Public sectors are approaching chronic disease support out of necessity, leading to benefits that build a stronger workforce.
The company's Life Event Services team guides colleagues through resources and benefits that make major milestones easier to manage, and has worked on more than 700,000 cases over 12 years.
Employers are under pressure to keep benefits competitive while controlling costs, driving new scrutiny of PBMs, hospital prices and GLP-1 coverage for 2027.
With salary budgets holding steady and AI reshaping rewards, employers are looking to transparency, career growth and other benefits to retain top talent.
