After the storm: Benefit advisers in the wake of Hurricane Florence
Advisers lay out some tips for dealing with a hurricane near work.
Client strategies
EBA’s Adviser of the Year: A decorated soldier delivering client service, communication
Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.
Crossroads of benefit brokerage excellence and service
EBA’s Advisers of the Year stand out for their work in retirement planning, voluntary benefits, wellness and technology.
Benefits Think Direct employers to consider voluntary benefits
Most brokers make the mistake of simply asking employers about their interest in “voluntary” benefits and then wonder why most clients are not interested.
Eric Silverman
Voluntary Benefits
Benefits Think Offering a retirement plan is complicated. Here’s how a committee can help
While forming a retirement plan committee seems simple on the surface, employers should take care to form them properly, or inadvertently create fiduciary risk to stakeholders.
Jess DeGabriele
LHD Retirement
Alvin Healthcare-Tango Card partner to reward telehealth visits
The prepaid card that unlocks access to Teladoc specialists and nurses is seen as talent-management tool and latest in a series of partnerships and acquisitions to raise telemedicine’s profile.
Benefits Think First step for implementing a retirement plan: Form a committee
While forming a retirement plan committee seems simple on the surface, organizations should take care to form them properly, or inadvertently create fiduciary risk to stakeholders.
Jess DeGabriele
LHD Retirement
Check please: Employees prefer retirement advice to dining out
Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.
What employees want: More time off, better bosses
A new Randstad survey finds that workplace environment may outpace other benefits when an employee is deciding whether or not to leave a job.
Benefits Think A new way employers can use 401(k)s to attract, retain recent graduates
While a recent IRS private letter ruling is generating some buzz, employers need to do their homework before proceeding with this type of program on their own.
Amy Ciepluch
Foley & Lardner
What employees want: More time off, better bosses
Workplace environment may outpace other benefits when an employee is deciding to leave a job, a new Randstad survey finds.
Where should clients retire?
Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.
Benefits Think Nomad benefits: 6 ways to prepare employees for working abroad
Receiving medical and insurance benefits should not stop once a worker starts their job in a foreign country.
Ann Deugo
MetLife Worldwide Benefits
Benefits Think The future of work is here. Is HR ready?
Human resources leaders are in a powerful position to help meet the needs of a changing workforce.
Tom Hammond
Paychex
Benefits Think Why brokers should have the company CFO on their radar
Benefits professionals must become trusted advisers and never forget to factor in relationships with chief financial officers when devising strategic plans.
Jack Kwicien
Daymark Advisors
Benefits Think The future of work is here — and benefit advisers must prepare
If organizations are going to meet the needs of millennials and Gen Z workers, HR and benefits leaders are in a powerful position to help drive that change.
Tom Hammond
Paychex
Benefits Think Which excuse is breaking down client prospecting?
Agency owners have tried-and-true excuses for not finding and closing deals. Here’s how to face the hard truth that the need to get back to basics.
Wendy Keneipp
Q4intelligence
Benefits Think Nomad benefits: 6 ways to prepare employees for working abroad
Receiving medical and insurance benefits should not stop once a worker starts their job in a foreign country.
Ann Deugo
MetLife Worldwide Benefits
Top social media users in the adviser community
See how the top brokers are informing their followers and clients on the complexity of healthcare and enhanced benefits through news articles, blog posts, videos and even music using LinkedIn, Twitter, Youtube and even Snapchat.
The HSA opportunity clients miss
The right health insurance is all that’s needed to use this triple-tax advantaged savings account.
