How to use client data effectively to increase sales
Employee information uncovers specific issues and provides action points for clients, leading to more business for advisers, says Crawford Advisors’ Scott Mayer.
Data and information management
Benefits Think Negotiating cybersecurity contractual protections for retirement plans
Retirement plan sponsors should develop a comprehensive risk management strategy that includes the periodic review of contractual protections with their TPAs.
Jeffrey Hutchings
Pillsbury
Benefits Think Why ERISA fiduciaries need to be concerned about cybersecurity
Pension plans and welfare plan all store personal data on each participant and beneficiary, ranging from social security numbers and addresses to date of birth and health information. The more immediate and available personal data becomes, the greater the risk for a potential breach or unauthorized disclosure or access, as is evident from the cyber attacks on major retail operations, health care providers and the government.
Saghi (Sage) Fattahian
Morgan Lewis
How one firm’s tech solution is invigorating employers’ financial wellness plans
Adviser Alex Assaley and his agency built a Web platform to help plan sponsors educate employees and relieve their money distress.
How one firm’s tech solution is invigorating clients’ financial wellness plans
Adviser Alex Assaley and his agency built a web platform to help clients educate employees and relieve their financial distress.
Benefits Think 4 ways big data is affecting benefits administration
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
Jon Shanahan
Businessolver
Benefits Think 4 ways big data is affecting benefits administration
Big data will lead to better informed plan recommendation engines, resulting in more educated benefits decision-making and a better user experience for employees, says Businessolver's Jon Shanahan.
Jon Shanahan
Businessolver
Agency alliance launches identity theft protection
The Strategic Insurance Agency Alliance partners with LifeLock to offer ID theft protection to employer-clients.
SIAA agents to provide identity theft protection
Offered as a voluntary benefit through a partnership with LifeLock, these new services address a growing problem and mounting interest among employers.
10 traits to look for in a benefits adviser
As a result of the Affordable Care Act, employers are looking for their brokers to do more than simply provide a health insurance quote.
Q&A: Concern about ID theft presents opportunities for advisers
JD Powers of Powers Insurance and Benefits discusses cyber risks and how to protect against them.
Benefits Think U.S.-EU safe harbor framework invalidation creates uncertainty
Companies that have been transmitting data under the provision will need to identify alternative paths for compliant personal information transfers.
Nick Dobelbower
Lockton Benefit Group
Senate probes ACA tax credit problems
The head of a Senate investigative subcommittee said he plans to look into problems with the health insurance marketplaces set up for the Affordable Care Act that forced many taxpayers to owe some of the tax credit money they had received for buying health insurance.
State-run HIX streamline operations, improve efficiency
With year three open enrollment on the horizon, state-run health care exchanges are busy building out systems and processes while renegotiating contracts, all to improve the customer experience, data flow and costs.