Banco Popular de Puerto Rico

While working for a benefits enrollment firm, I managed to get a coveted appointment with the senior vice president for voluntary benefits at a major regional brokerage. He started the meeting with an invitation to pitch: "We already work with several enrollment firms. Why should we work with you?"

Strategic partnerships come in all shapes and sizes. They can run the range from partnering on service offerings to joint marketing programs, but sometimes they involve technology. And when they do, you want to make sure that your partner's technology is aligned with your market strategy and the technology needs of your clients today and in the future.

What is the difference between a manager and a leader? According to Warren Bennis, founder of the Leadership Institute at the University of Southern California, "Managers do things right, but leaders do the right thing." A world of difference exists between these two individuals. Which camp do you fall into? Most people have some management acumen, but a minority has the stuff it takes to be a great leader.

This month we discuss the use of article writing in your marketing and positioning yourself as an expert in your industry.

Offering a retirement plan can be one of the most challenging - yet rewarding - decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer all may benefit when a retirement plan is in place. Administering a plan and managing its assets, however, requires certain actions and involves specific responsibilities governed by the Employee Retirement Income Security Act.

Though the 401(k) and defined contribution market gets lots of attention from all sectors of society and has a significant amount of assets, there are only about 110 national providers and advisory firms focused on this market.

Employees do not save enough for their eventual retirement needs, research shows. But, with tools, help and education from financial advisers that paradigm may shift - benefiting not only the employee but the employer and adviser.

While many brokers are worried about the future, Mike Sullivan of Digital Insurance is excited about it and the many opportunities that will present themselves.

The health care system is "so screwed up in where we invest our money," and that needs to change for costs to become manageable, said a health researcher in late January.

What's the first thing that comes to mind when you hear the word 'social?' In today's connected world, you probably answered social media. Chances are, so did your clients' human resource professionals. Social media is definitely on everyone's radar, but when it comes to a corporate wellness program, you need to tune into another kind of frequency - social culture.