Helping clients build the best retirement plan
Several statewide attempts to close the nation’s savings gap may cross borders and serve as a precursor to a nationwide solution for expand retirement options.
Client strategies
Do married women face greater retirement risks?
Dual-income couples benefit less from Social Security.
The flawed advice being peddled about saving for retirement
Savers can expect investment returns through compounded growth as long as they don’t lose from a market downturn.
Don’t let employees fall victim to these retirement myths
There are many misconceptions that can lead to financial hardships in retirement.
Benefits Think Finding the right voluntary benefits broker may be trickier than clients realize
The best bet for small and midsize companies is to use a third party that doesn't sell insurance products or receive commissions when clients select products.
Jay Schmitt
Strategic Benefits Advisor
As workers save for retirement, remember these 6 key HSA features
A health savings account can be a great savings vehicle for people who are preparing for retirement.
Benefits Think Finding the right voluntary benefits broker may be trickier than plan sponsors realize
The best bet for small and midsize companies is to engage an unbiased third party that neither sells insurance products nor receives commissions when its clients select insurance products.
Jay Schmitt
Strategic Benefits Advisor
Benefits Think As a savvy market strategy, try narrowing your focus to grow your revenues
One of the most powerful and effective opportunities is market segmentation. Here’s how to do it.
Jack Kwicien
Daymark Advisors
This is the voluntary benefit employers are most interested in
Employers are interested in rolling out pet insurance and long-term care benefits, but more are seeking out this offering for their workers.
This is the voluntary benefit clients are clamoring for
Employers are interested in rolling out pet insurance and long-term care benefits, but more are seeking out this offering for their workers.
Namely partnership offers employers college prep benefit
The company’s 1,300 clients will now have access to an education benefit that can help organize the college planning process.
Employees don’t need to be millionaires to retire comfortably
Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.
Benefits Think The case for cross-generational benefits selling
Understanding workers’ different values and priorities can make advisers more consultative sellers.
Bo Armstrong
DataPath
How employers can use automation, technology to boost engagement
Algorithms and AI are helping streamline administrative tasks so employers can focus on what matters most.
Benefits Think 3 reasons why your broker and HR tech provider should be the same
With so many vendors and so little time to work with each of them, bundling not only saves efficiency and time — it can save employers money, too.
Randy Cooper
PeopleStrategy
Benefits Think Why your clients can’t hit snooze on tired employees
With lack of sleep hurting the bottom line, companies should invest in tools and programs to show they value healthy sleep habits.
Amy McDonough
Fitbit Health Solutions
Benefits Think Job hopping can hamper retirement savings — but it doesn’t have to
Account balances for workers who changed jobs were 60% lower than those who stayed with one employer for a four-year period, according to one study.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
How clients can use automation, technology to boost engagement
Algorithms and AI are helping streamline administrative tasks so employers can focus on what matters most.
Winston Benefits, ConnectYourCare partner on health benefits
The two companies are working together to administer HSAs, FSAs, HRAs and COBRA to employers.
Engaging clients through technology beyond open enrollment
Brokers are “being very myopic if they believe a once-a-year interaction with a client will be enough,” one expert says.
