Embracing diversity to reach new retirement plan clients
In a diverse America, plan administrators and sponsors need to attract, retain and develop new talent outside the box.
Practice and client management
Adviser delivers healthcare answers to Seattle’s tech start-ups
The 32-year-old vice president of the technology practice at Parker, Smith and Feek motivates employees to seek high quality providers for affordable procedures.
Lobbying for public sector benefits
HUB International adviser Melissa Koontz works to oppose legislation that undermines her Washington state school district clients.
Bringing a fresh set of eyes to the benefits industry
Rising Star in Advising Rachel Miner has been in the field for just over three years, fixed on improving transparency and health costs for her clients.
This Rising Star’s business model? Benefits for vets
GCG Financial’s Cory Friedman is building his book by delivering a uniform set of health programs to animal hospitals and dental practices nationwide.
4 digital HR trends shaping the workforce
Automation and AI-enabled tools are among the tech trends human resources professionals need to know about, says Oracle’s Emily He.
Benefits Think The importance of ‘style’ when selecting an investment manager
Advisers and plan sponsors should include this important tool in their analytical toolbox.
Jess DeGabriele
LHD Retirement
Cisco adds AI tools, cheaper devices to WebEx chat offerings
The tech firm says it plans to expand the use of artificial intelligence in its online collaboration and video-conference products to make meetings more useful and efficient.
Starbucks to temporarily shut cafes for bias training
The coffee chain plans to shut its more than 8,000 company-owned stores during the afternoon of May 29.
Dads say they deserve parental leave, even if they don’t take it
A vast majority of men don’t take more than a week off, and they’re less likely to take time for a second child.
Randstad debuts digital proficiency test for employers
The tech transformation overtaking the workplace is here, but more than half of companies are slow to participate in it. A new quiz aims to help.
Containing costs through hospital network partnerships
This rural-Missouri adviser won deep discounts from local-area providers for the benefit of her self-funded and group captive clients.
Benefits Think How strategic alliances help advisers survive and thrive
To stay two steps ahead of the herd, advisers should seek out partners with a complimentary set of skills.
Jack Kwicien
Daymark Advisors
Keeping clients on their toes
Benefits adviser John Clay has some tough questions for employers. They’re usually glad he asked.
Applying a litmus test to clients
Adviser Scott Haile has turned away clients who refuse to also be partners. He now has fewer than before—but he’s also making more money.
White glove service sets Raffa Financial Services apart
The thriving, Washington DC-area benefits brokerage says it “does more” for its clients. Its wide spectrum of clients seems to agree.
Workforce engagement, recognition drive retention
While benefit offerings still carry significant weight in keeping talent, more employees are saying they crave meaningful human connections in the workplace.
Embracing diversity to reach new retirement plan clients
In a diverse America, plan administrators and sponsors need to attract, retain and develop new talent outside the box.
How to help employees negotiate their retirement salary
Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio
Benefits Think After #MeToo, employees need to ask #IsItOK?
How a new approach to harassment prevention training programs can address workplace issues.
Gina M. Roccanova
Meyers Nave