Advisor strategies

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.

How do brokers position themselves as strategic partners? Talent ‘activation’ is the key, says ADP VP of Broker Strategy, Bruce Whittredge.

Doing so is one of the most important initiatives a brokerage can undertake, says Jack Kwicien.

By understand how today’s clients consume information, firms can develop and present messaging that will resonate with employers.

Plan sponsors should review progress toward initial retirement goals and assess their strategies for improvement, says John Ludwig.

When formulating an investment strategy, plan sponsors must take into account their responsibilities.

There is a way to regain the trust of clients in an industry plagued by doubt and suspicion, says Mick Rodgers.

Speaking at The Big ‘I’ legislative conference in Washington, congressman encourages brokers to stay involved in politics.

Knowing how a health plan influences member behavior allows advisers and employers to be proactive in improving outcomes.

At least 81% of employers say an adviser plays a crucial role when developing their benefit plans, health reform compliance and more, according to MetLife.

Demonstrating demand, laying out the benefits and focusing on plan integration will help advisers to avoid selling clients short on voluntary.