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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.
September 14 -
EBA’s Advisers of the Year stand out for their work in retirement planning, voluntary benefits, wellness and technology.
September 14 -
Most brokers make the mistake of simply asking employers about their interest in “voluntary” benefits and then wonder why most clients are not interested.
September 6
Voluntary Benefits -
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.
September 5
LHD Retirement -
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.
September 5 -
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.
September 4
LHD Retirement -
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.
September 4 -
A new Randstad survey finds that workplace environment may outpace other benefits when an employee is deciding whether or not to leave a job.
August 31 -
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.
August 30
Foley & Lardner -
Workplace environment may outpace other benefits when an employee is deciding to leave a job, a new Randstad survey finds.
August 30 -
Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.
August 23 -
Receiving medical and insurance benefits should not stop once a worker starts their job in a foreign country.
August 22
MetLife Worldwide Benefits -
Human resources leaders are in a powerful position to help meet the needs of a changing workforce.
August 21
Paychex -
Benefits professionals must become trusted advisers and never forget to factor in relationships with chief financial officers when devising strategic plans.
August 21
Daymark Advisors -
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.
August 17
Paychex -
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.
August 16
Q4intelligence -
Receiving medical and insurance benefits should not stop once a worker starts their job in a foreign country.
August 8
MetLife Worldwide Benefits -
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.
August 8 -
The right health insurance is all that’s needed to use this triple-tax advantaged savings account.
August 7 -
An advertisement by Blue Cross Blue Shield of North Carolina has sparked debate among advisers nationwide, leaving them to ask who is really paying the broker and is anyone on the side of the employer.
July 19











