Benefits Think

Road to Workplace Benefits Mania: Ahead of the July conference, speaker Harry Gottlieb discusses the need for stronger benefits communication including the problems that arise when it’s not present, and how to fix this crucial element for the benefit of your clients’ employees.

Having recently gained momentum in the investment world, exchange-traded funds carry a large amount of excitement. They commonly offer lower expense ratios and higher liquidity when compared to mutual funds while still providing diversification through broad exposure to all asset classes.

Commentary: Learn about why you may be failing at cross-selling voluntary from columnist Nelson Griswold, and how to fix it.

Learn about how technology can demonstrate the link between volatility and risk in retirement planning — a distinguishing factor from other advisers, according to columnist Craig Davidson.

Employment education sessions are a critical way to get plan participants more involved in the personal choices they need to make to maximize their retirement account returns.

Your sales tactics need to change depending on the economic outlook of the times. Columnist Jack Kwicien outlines these sales tips so that you can be optimally adaptive, flexible and prepared for any challenge that comes your way.

Road to Workplace Benefits Mania: Ahead of the July conference, speaker Mark Mikelat provides tips for improving your branding as a broker.

Commentary: This fall will be a time for plan sponsors to take on additional decisions, as many prototypes sponsors are going through the process of getting their documents updated for the upcoming restatement process. While columnist John Ludwig says this is a necessary process for everyone, he shares decisions that plan sponsors should think about as they go through this process.

Commentary: The importance of the online marketing strategy cannot be overstated, says columnist Mel Schlesinger. Whether you realize it or not, he says, your prospects are going online and learning what they can about you before they ever actually meet with you.

Road to Workplace Benefits Mania: Ahead of the July conference, speaker Donald Rowe discusses why you need something new to talk about with clients and how there's a product that no one is too old, too sick, too tall, too short or too anything to be eligible for.