Podcasts

What to know when choosing fertility and other health benefits during open enrollment.

Karin Ajmani is the Chief of Strategic Development for Progyny, a fertility benefits provider.

An increasing number of employers are tapping into their 401(k) to pay for emergency expenses. Financial education and flexible benefits are key to helping employees refrain from this practice.

Rob Whalen is co-founder and CEO of PTO Exchange, a platform that allows employees to self-direct the value of their unused paid time off for other needs and causes.

Joel Sinkin is the president and Terrence Putney, CPA, is the CEO of Transition Advisors LLC, which consults on owner transition in accounting practices nationally, including mergers & acquisitions, succession planning, and structuring owner agreements. Reach them at jsinkin@transitionadvisors.com and tputney@transitionadvisors.com, or (866) 279-8550.

Al Anderson, CPA, has been a global leader in accounting and assurance advancement for more than 30 years. Over the course of his career, he has been named to Accounting Today’s Top 100 Most Influential People a number of times, most recently in 2017, 2018 and 2019. As president and founder of Account-ability Plus, LLC, he has worked directly with auditors and firms for over 25 years to transform their operations for auditing in the future, achieve efficiency and effectiveness, and surpass client expectations. He is also a nationally recognized consultant, educator and speaker, and guides his clients and their staff through uniquely designed programs and assessments with a future-focused, reality-based approach. Having led innovation for the profession as a firm partner, director, and AICPA executive, Anderson continues to advance insight and dedicate himself to driving accounting firm excellence. He recently led the AICPA/ Rutgers Data Analytics initiative and served as advisor to the AICPA and their Audit of the Future initiatives.

Benefits that cover IVF, surrogacy and egg freezing are becoming a popular retention tool for employers.

The insurance company will provide tax advantaged savings accounts to their customers in 2021.

The company is boosting its tuition reimbursement, college savings and student loan debt repayment benefits.

The co-founder and CEO of Nubundle discusses the outlook for these benefits as well as some things advisers should be keeping in mind when offering them to clients.