Advisor strategies

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.

Low bandwidth to comply has led to nearly $31 billion in 2016 ACA mandate penalties.

Steady ascent for advising firms could be bolstered further by Trump presidency.

In time for holiday employment, ACH, credit and debit elections avoid cumbersome payroll deduction retroactivity.

Many of these transactions are wrought with issues that are largely avoidable, says columnist Wendy Keneipp.

Low bandwidth to comply has led to nearly $31 billion in 2016 ACA mandate penalties — and an opportunity for brokers.

Large employers note substantial savings for doctor visits, Mercer survey finds.

The holiday season is the ideal time to plan out the future of your business, says columnist Jack Kwicien.

Commonwealth Financial Network rethinks fees on qualified retirement accounts

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

When long-term care coverage is lacking, advisers can help clients find assistance through other avenues, says ARAG’s Dennis Healy.