How SAP works with their benefit advisers to ‘tell their story’
The VP of total rewards at SAP reveals her approach to building benefits — and how advisers can play a pivotal role.
Advisor strategies
Benefits Think Use technology to support and complement HR and benefit advisers — not replace them
Digital tools can streamline and speed up tedious processes. But don’t let technology overshadow the power of personal relationships and service.
Charlotte Santa Cruz
Santa Cruz Insurance Group
Benefits pros are reevaluating their policies around remote work
Our most-read Views columns explore the in-demand benefits helping organizations maintain a productive and resilient workforce.
On-Demand Web Seminar Why a communication strategy is no longer optional for benefits consultants (and the tools that can help)
2020 changed nearly everything about how benefits consultants communicate with their clients and employees. And while on-the-fly tactics may have worked last year while we were adjusting to the “new normal,” we need to prepare with purpose in 2021.
Benefits Think Emerging trends for pooled group advisers present new challenges
The job of the pooled group adviser is to meet the varying needs of multiple employers comprehensively to maintain a healthy, well-run collective that enables their member groups to offer high-value benefits at an appropriate cost.
Seth Hall
Businessolver
One adviser’s commitment to education drives her passion for helping employers
Before the pandemic changed the way brokers work with their clients, Danielle Capilla was making a name for herself as an adviser who gets things done.
Aon-Willis Towers Watson $30 billion megadeal signals ‘wake-up’ call for brokers, advisers
The newly combined “powerhouse” will be a rival for Marsh & McLennan, which had been the top name in that sector in terms of revenue.
Benefits Think Gig economy benefits focus on convenience, lifestyle offerings
The “pure joy” of being your own boss is one advantage of working in the gig economy. Finding good benefits is another story.
Walden Siew
Arizent
Proposed law could change rules for IRA withdrawals
The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
2 ways to boost retirement savings
Many workers are unaware they have the option of making catch-up contributions to retirement accounts, missing out on an opportunity to boost savings.
How your client might lose Social Security benefits
Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.
Should your client downsize their home in retirement?
Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.
Benefits Think How social media can connect advisers with clients
The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.
Tim Laehn
Denim
Benefits Think How social media can connect advisers with clients
The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.
Tim Laehn
Denim
Benefits Think Brokers will always be fiduciaries
It is widely anticipated that the March 15 ruling will soon take effect, restoring the DOL’s 1975 regulation defining fiduciary investment advice to plan and IRA investors.
Joshua J. Waldbeser
Drinker Biddle
Benefits Think Who do you work really for—the insurance carrier or your clients?
Advisers paid on commission often have conflicting interests. Performance-based pay resolves them in the clients’ favor.
Benefits Think For benefit advisers marketing has become a whole new ballgame
To get your prospects’ attention, you need a highly visible presence that speaks to their needs.
Wendy Keneipp
Q4intelligence
Benefits Think To grow their business, benefit advisers need to become better sales managers
Recruiting, hiring and utilizing topnotch salespeople requires time, effort and a different set of skills.
Jack Kwicien
Daymark Advisors
Lessons from the World Health Care Congress
At the event in Washington DC, benefit brokers learned new, innovative ways to reduce healthcare costs for their employer clients.
Benefits Think The importance of ‘style’ when selecting an investment manager
Advisers and plan sponsors should include this important tool in their analytical toolbox.
Jess DeGabriele
LHD Retirement