Advisor strategies

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

Brokers are killing their businesses by not discussing with employers what their work is actually worth and restructuring their payment system accordingly, says Q4intellligence’s Kevin Trokey.

Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.

Brokers can maximize the value of their clients’ 401(k) participation and group health offerings by ensuring employers meet timely regulatory obligations.

Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.

Avoid longer conversations about automating the benefits enrollment. They won’t work in the adviser’s — or the client’s — favor.

A digital enrollment platform can help advisers boost benefit sales through easier data entry and a customer-friendly portal.

With a vast array of digital options for employers to choose from, executives lack the time and resources necessary to make an informed decision on what platforms best fit the needs of their employees.

A substantial watering-down of the protections in the rule is possible, says Carol Buckmann, so the ultimate status of the new regulation is still in question.

Advancement in benefits communication and utilization will not come from arbitrary use of available technology, but rather a strategic balance of multiple products.