Advisor strategies

Bellwether states California and New York are considering measures that would have serious national implications for the employer-sponsored insurance system.

Retirement specialists are likely to increasingly turn to recordkeepers to provide data that justifies adviser fees through strong plan performance.

Keep in mind that there is no fee structure free of conflict, cheaper doesn’t mean better and recommendations don’t come in a vacuum, says investment strategist Jess DeGabriele.

Higher compliance requirements, and their associated costs, may drive firms to look for partners.

Getting past back office obstacles such as employee reluctance to change is the best way to ensure technology implementation will go well for clients.

The Crichton Group hasn’t written much PBE business, but just having one available facilitated the company’s launch of a new technology consulting wing and brought in new clients.

Advisers can help employers make better decisions by teaching leadership to be smarter consumers, says The Graham Company’s Dan Jordon.

Pratter application is able to identify by ZIP code known charges and claim allowables before services are actually rendered.

Although enactment takes place on June 9, the DOL could issue more changes before the full effect of the rule is felt, says attorney Ilene H. Ferenczy.

Principals at Keller Benefit Services explain what today’s broker needs to do to be a knowledgeable consultant who offers insight into the future of group healthcare under the AHCA.

Consultants need to lead the charge to have employees ready for retirement by understanding an employer’s mission and using technology to create customized programs, consultant Alex Assaley says.

The ripple effect from individual market changes proposed under the GOP’s health reform bill will have workplace repercussions, says Willis Towers Watson’s Julia Stone.

The projected number of Americans covered, premium increases and overall costs will all have an impact on workplace-provided healthcare, says Arthur Tacchino.

There are three key components to this type of thinking, says Nelson Griswold: innovation, investment and implementation.

Too many insurance companies are focused on bringing in business with “low ball” rates and working with advisers who comply with that tactic.

Industry group hoped for more time to makes sense of ‘murkiness’ before June 9 implementation date.

The ripple effect from individual market changes proposed under the GOP’s health reform bill will have workplace repercussions, says Willis Towers Watson’s Julia Stone.

Cross-platform communication capabilities are shaped by carrier limitations, says BerniePortal’s Alex Tolbert.

Adviser David Hatter (center) turned a desire to improve peoples’ financial security into a successful business that puts his employees first so that they can take care of clients.

Not every employer is poised to adopt the latest innovation but identifying early adopters could help seal the deal, urges Veer Gidwaney.