IRS loosens 401(k) lending rules to help Hurricane Harvey victims
The Internal Revenue Service granted relief to those hit by the storm by making it easier for retirement plans to give loans and hardship distributions.
Practice and client management
Companies in U.S. add more jobs than forecast, ADP data show
Companies added more workers than forecast in August, indicating the U.S. job market remains solid.
Adviser finds niche servicing tech and pharmaceutical market
CBG Benefits’ Jeanne Nicholson has successfully identified the needs of the biotech and pharma industries in New England by bringing them together under her HR BioTech Connect organization.
Adviser helps rural employers break the status quo
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
Benefits Think Advisers must step up for Harvey’s aftermath
Helping clients process claims, backing up data and volunteering in the next few weeks are a few survival steps in the wake of the storm, advises Jack Kwicien.
Jack Kwicien
Daymark Advisors
How Houston brokers are weathering Harvey
The storm is slowly coming to an end and advisers begin to assess the damage and offer whatever aid they can to clients and employees alike through money, gift cards or just a warm, dry place to stay
Adviser of the Year re-engineers benefit plans for substantial savings
Axial Benefits Group’s Mick Rodgers makes his mark as creator of healthcare coalitions and advocate of total transparency around broker-adviser compensation.
Benefits Think Texas storm spurs emotional déjà vu in Louisiana
Agent inundated in 2016 flood tells those affected by Harvey not to lose hope.
Trish Freeman
Trish Freeman Insurance Services
Giving special attention to larger clients and their big challenges
As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.
IRS offers tax help for Hurricane Harvey victims
The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.
Wellness Adviser of the Year brings creative programs to clients
EBS Insurance Brokers’ Valeria Tivnan introduces healthy lifestyle options, such as farm-fresh meals, directly at the workplace.
Technology Adviser of the Year builds suite of products to meet high-tech demands
Sequoia Consulting Group’s Manish Kumar grew a small team to create big benefit projects for top IT firms.
Giving special attention to larger clients and their big challenges
As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.
‘Vast knowledge’ leads to exploding growth for Voluntary Adviser of the Year
With more than $60 million in gross annualized revenue over the past eight years, Silverman Benefits Group’s Eric Silverman successfully partners with group brokers.
Benefits Think Don’t overdo the modern investment menu
Participants don’t need a million choices to save successfully for retirement.
Jess DeGabriele
LHD Retirement
Retirement Adviser of the Year spearheads client-first business model
Bob Judd, managing partner at Beltz Ianni & Associates, guides plan sponsors as they reduce expenses and boost participation.
EBA selects 2017 Advisers of the Year
The retirement, technology, voluntary, wellness and overall winners are taking charge of the future of benefits.
Benefits Think Why making changes to an agency business strategy may be a terrible idea
Advisers must weigh the pros and cons and ask themselves: How badly do I want this?
Wendy Keneipp
Q4intelligence
The ‘right side’ of client retention
HR software firm Paycor executive Dan Mayton shares why advisers must take advantage of strategic vendor relations to utilize data that will enhance employee communications and maintain business.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
