How one firm’s tech solution is invigorating employers’ financial wellness plans
Adviser Alex Assaley and his agency built a Web platform to help plan sponsors educate employees and relieve their money distress.
Dig|Benefits
Benefits Think Tips for advisers looking to build a strong digital platform
Strategies such as narrowcasting can help you develop a website that creates opportunities for prospective clients to find you.
Michael Kitces
Buckingham Wealth Partners
How one firm’s tech solution is invigorating clients’ financial wellness plans
Adviser Alex Assaley and his agency built a web platform to help clients educate employees and relieve their financial distress.
Maestro exec says new platform offers option for self-funded clients
CEO Rob Butler says the offering his company recently unveiled bundles onboarding, private exchange, ben admin, and other functionality
Benefits Think 4 ways big data is affecting benefits administration
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
Jon Shanahan
Businessolver
Benefits Think 4 ways big data is affecting benefits administration
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
Jon Shanahan
Businessolver
EBA accepting nominations for women in advising award
The honor recognizes extraordinary contributions to a firm or agency, the industry and/or elevating the status of all women in the profession.
Three ways advisers are using technology with their clients
Brokers are using tech tools to help model benefit plans and ease enrollment and communications for employers.
Private benefit exchange CaliforniaChoice offers enrollment perks
Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.
Private benefit exchange CaliforniaChoice offers enrollment perks
Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.
Benefits Think Private exchanges win converts but still face resistance
Despite early successes, many large employers are reluctant to move employees to an online benefits marketplace.
Larry Boress
Midwest Business Group on Health
Raising $100M, Betterment sets itself apart in robo space
The robo advisory firm will use the capital for investment in its 401(k) business, says Jon Stein, the company’s founder and CEO.
6 trends for employers to understand about EAPs
Increased demand and use of technology are among the insights revealed by Chestnut Global Partners in its analysis of employee assistance programs.
CaliforniaChoice private exchange offers enrollment perks
Movie, restaurant and theme park discounts are among the incentives being offered by the marketplace operator.
Benefits Think Private health exchanges win converts, but still face resistance
Despite early successes, many large employers still reluctant to move employees to an online benefits market.
Larry Boress
Midwest Business Group on Health
How Verizon uses one-on-one coaching to achieve wellness success
The telecommunications firm partners with WebMD for a weight loss program that helped nearly two-thirds of its employees shed unwanted pounds.
Will private exchanges see participant attrition?
Some of the early entrants to the PBE market may plateau because their strategy to selling exchanges is flawed, says Frenkel Benefits’ Craig Hasday.
Will private exchanges see participant attrition?
The strategy to sell exchanges as a product rather than a solution could lead to employer disinterest, says Craig Hasday.
Verizon sees value in one-on-one coaching
The telecommunications firm partners with WebMD for a weight loss program that helped nearly two-thirds of participants shed unwanted pounds.
How private exchanges are evolving
Benefit plan sponsors continue to evaluate the best-use scenarios for PBEs, says exchange head James Harmon.
