Advisor strategies

Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents the 2016 list of the top employee benefit brokerages in the country, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Aug. 31.

Tailored communications recommended as focus becomes more strategic, with new investment options on the horizon.

Proper use of data and benchmarking are necessary to retain and gain clients.

UBA report suggests ways to liven up employee participation and engagement.

Better education methods and communication will make a huge difference in voluntary enrollment, says The Standard’s Kevin McNamara.

Tailored communications recommended as focus becomes more strategic, with new investment options on the horizon.

EBA bloggers spent 2016 discussing major changes to employee benefits, including what can be done to stem costs and save adviser salaries.

Advisers who want to bring in new clients should make their homepage priority No. 1, says HealthJoy’s Rick Ramos.

There is a disconnect between employees’ capacity to save and advisers’ willingness to address savings education, says T. Rowe Price’s Patrick Delaney.

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans.

By acquiring LinkedIn, the software giant hopes to help salespeople zoom in on their prospects.

John Caldarella, leader of Aon’s active exchange, sees PBEs as an ‘enabling mechanism’ for employers on the road to CDHPs.

Speakers at EBA’s 2016 conferences, including Limelight Health’s Michael Lujan, encourage consultants to expand service offerings and take advantage of new business opportunities.

Industry leaders share how employers can maximize plan potential while steering clear of common pitfalls.

Benefit Advisors Network’s Perry Braun shares three questions to consider when working on an agency revamp for the New Year.

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.

Employers are worried about participants delaying retirement because of a lack of savings, but advisers can ease these concerns, says Fidelity’s Jordan Burgess.

John Caldarella, leader of Aon’s active exchange, sees PBEs as an ‘enabling mechanism’ for employers on the road to CDHPs.

Coalition survey links data to plan design, medical spend predictions with nearly universal interest in accessing metrics.

Millennials crave a personal touch in healthcare decisions, says Hodges-Mace’s Mike Maffei, who provides four ways to make it happen.