Client strategies

Clients utilizing these best practices can springboard long-term success with recruitment, retention, lower absenteeism, reduced costs and employee happiness.

“The struggles and her success in working through it have been an inspiration for our entire community,” Elizabeth Krystyn, co-founder of BKS.

Text messages, mobile apps and videos are all methods brokers can use to get — and keep — employees attention during open enrollment and beyond.

Clients often look to advisers for guidance when implementing a new healthcare spending model.

Advisers are playing an important role in the rapid growth of the small and mid-sized software solutions industry.

Advisers who are averse to change may face an uphill battle when it comes to attracting new clients.

Advisers should focus on bringing new holistic financial wellness offerings to clients.

Workers can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

In a TMI world, advisers must make themselves knowable and accessible to buyers through the research and decision-making process.

Persevering through setbacks, these advisers are leveraging their experiences to help employer clients reach their potential.

“She’s been through the struggle and understands what we’re all going through in life,” says a client of one of EBA’s Top Women in Benefit Advising, Casey Armstrong.

Non-traditional worksite offerings like pre-payday loans and student tuition repayment are providing brokers new ways to beef up packages.

“They’re looking at their future and saying, ‘If I pay taxes today, I could potentially have more tomorrow,’ ” one expert says.

“As the acquirer you want to pay as little as possible. If you’re looking to sell your business you need to be more informed as a seller,” says one expert.

In a largely male-dominated profession, these leaders stand out for both professional and personal reasons.

A top benefits attorney discusses the legal troubles employers are dealing with when it comes to discrimination and compensation.

Moving to the C-suite is imperative if you want to become one of the advisers winning bigger groups from bigger competitors.

Soft perks and benefits emphasizing experiences over financial protection are meeting changing employee expectations — and sweetening talent management strategies beyond traditional offerings.

With so many vendors and so little time to work with each of them, bundling not only saves efficiency and time — it can save clients money, too.

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.