The expanding role of AI in open enrollment, part 2
The most effective strategies for open enrollment are expected to balance automation with access to trusted experts who guide employees on complex decisions.
Practice and client management
The expanding role of AI in open enrollment, part 1
As artificial intelligence continues to move into the mainstream, opportunities abound for eliminating confusion, personalizing content and improving outcomes.
Benefits Think Why employees don’t feel protected at work
The majority of employees say misconduct is overlooked when it involves a top performer or leader, inspiring silence versus speaking up.
The pros and cons of rolling over a client’s 401(k)
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
How companies can keep their lone workers safe
While employers often think they have strong safety measures in place, those protections don't always extend to employees working in the field.
401(k) convos give advisors inroads with next-gen clients
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
Benefits Think Building a culture that thrives through change
Leadership lessons learned on the field — and the front lines of innovation.
Why more U.S. workers are hitting the panic button
Panic-button technology is empowering workers in high-risk environments to alert first responders, supervisors and loved ones in the face of growing threats.
Rising tide of workplace violence takes its toll
Nonprofit's low-cost insurance policy seeks to close coverage gaps seen in the wake of exclusions as attacks claim more than 2 million victims.
What 2026 open enrollment reveals about cost pressures ahead
Advisers say the health insurance market could stay hardened in 2027 and beyond amid greater involvement in benefit design strategies from executive teams.
6 questions that help leaders connect with their team
Running a successful team means understanding their needs, work habits and communication styles.
OE look-back: Advisers reach a cost tipping point in 2026
Benefit advisers unpack their latest client experiences helping employers respond to a hardening group health insurance market and employee education challenges.
Avoid IRS penalties: How advisers can streamline federal filings
Handing off clients to an e-filing expert can help reduce administrative strain while allowing HR and benefits teams to focus on employee support and plan strategy.
Advisers are the new go-to source for estate planning — here’s why
Some 80% of respondents said they expect estate planning to be integrated into financial wellness offerings.
Cash-pay option expands care access
Sidecar Health's approach removes barriers associated with provider network restrictions, prior authorization, formularies and step care.
Flexible work is now a core benefit as burnout and RTO resistance rise
As RTO mandates expand, flexibility alone isn't enough — but removing it could push talent out the door.
How to close the LTC insurance gap
Alternatives to costly standalone long-term care insurance include hybrid life policies with an LTC rider, extended premium payment periods and annuities.
This adviser coaches ex-NFL players on health insurance
Gina Downs does the blocking and tackling for retired athletes and their families when it comes to accessing medical and behavioral healthcare.
Validation Institute recognizes advisers who meet ERISA fiduciary standards
The Validation Institute has put its stamp of approval on a dozen benefit advisers with a fee-based model that avoids conflicts of interest.
Benefits ‘Shark Tank’ hedges bets on next big innovator
At the upcoming You Powered Symposium, vendors compete for $50,000 and investment in their benefit solution.
