Podcasts

Lindsey Brannon is Head of Public Finance at Neighborly. If you’re an investor interested in helping finance future resilience projects explore open and upcoming offerings here.

By helping employees make better choices, advisers can help clients get more out of their benefits investment.

Ken Toffolo is a Vice President of Research and Consulting at Novarica. He is an expert in insurance technology transformation with more than three decades of experience. His recent experience includes serving as Vice President of Application Development at New York Life. During his tenure at New York Life, he led both domestic and international programs in life/annuity core systems, business technology strategy and architecture, and distribution systems. His other experience includes roles at IBM, DXC, and CSC. Ken began his career at Home Life Insurance Company. He holds an MBA from NYU Stern School of Business and a BS in Computer Science magna cum laude from Saint John’s University, as well as various industry certifications including Chartered Life Underwriter and Chartered Financial Consultant. He can be reached directly at ktoffolo@novarica.com.

If a third-party administrator makes an error, it can be very expensive for the plan sponsor and investment adviser.

Employees who think they have lost their retirement assets are advised to seek help from the DOL or nonprofit pension counseling centers funded by HHS.

Employers should consider these programs to help control medical expenses while maintaining employee coverage levels.

To stay two steps ahead of the herd, advisers should seek out partners with a complimentary set of skills.

Benefits adviser John Clay has some tough questions for employers. They’re usually glad he asked.

Tim Doherty, head of Pinnacle HR Solutions, seeks out employers with a strategic view of health benefits.