Benefits Think Fiduciaries take aim at plan menu design
When formulating an investment strategy, plan sponsors must take into account their responsibilities.
Shelby George
Manning & Napier
Practice and client management
Benefits Think Advisers must re-think the way they’re paid
There is a way to regain the trust of clients in an industry plagued by doubt and suspicion, says Mick Rodgers.
Mick Rodgers
Axial Benefits Group
Rep. Kennedy to advisers: Make your voices heard
Speaking at The Big ‘I’ legislative conference in Washington, congressman encourages brokers to stay involved in politics.
Benefits Think 5 drivers of effective employee engagement
Knowing how a health plan influences member behavior allows advisers and employers to be proactive in improving outcomes.
Tabitha Burcham
Change Healthcare
U.S. compensation rises at fastest pace since end of 2007
U.S. employment costs rose in the first quarter by the most since the final three months of 2007 as both worker pay and benefits accelerated.
16 areas where employers want help from their broker
At least 81% of employers say an adviser plays a crucial role when developing their benefit plans, health reform compliance and more, according to MetLife.
Benefits Think How to sell more ancillary products
Demonstrating demand, laying out the benefits and focusing on plan integration will help advisers to avoid selling clients short on voluntary.
Andy Nunemaker
Dynamis Software Corp.
Proprietary process brings in new business for young broker
EBA Rising Star in Advising Andrew McNeil captures employers’ attention by capitalizing on millennials’ desire for more than solid benefits and a high salary.
Benefits Think 5 drivers of effective employee engagement
Knowing how a health plan influences member behavior allows advisers and employers to be proactive in improving outcomes.
Tabitha Burcham
Change Healthcare
Benefits Think Small employers look to advisers for guidance on health plan affordability, access
Market forces frequently conspire to keep these ideas misaligned, but brokers can provide clarity on how to manage costs and improve availability.
Ron Goldstein
Choice Administrators
16 areas where employers most want help from their broker
At least 81% of employers say an adviser plays a crucial role when developing their benefit plans, health reform compliance and more, according to MetLife.
Proprietary process brings in new business for young broker
EBA Rising Star in Advising Andrew McNeil captures employers’ attention by capitalizing on millennials’ desire for more than solid benefits and a high salary.
Benefits Think 4 areas where advisers can make a difference for clients
Brokers have work to do on prescription drug costs, price transparency and more, says Mercer’s George Lane.
George Lane
Mercer
Two brokers challenge conventional thinking to transform their agencies
Advisers in North Carolina and Virginia changed the way they interact with prospects and clients by revamping internal business practices, such as compensation models and company vision.
Adviser builds custom benefit platforms for employers
EBN Benefits Technology Innovator Tom Avery couldn’t find a technology product to meet his clients’ enrollment, compliance and administration needs — so he created one.
Benefits Think How to reinvent a brokerage to keep it current with clients’ changing needs
Advisers should analyze their professional capabilities and look at their firm as if just starting out to determine the effectiveness of existing client relationships.
Jack Kwicien
Daymark Advisors
Benefits Think Fiduciary rule delay gives plan sponsors more time to ask crucial questions
Employers should be preparing to conduct more due diligence on those advising their plans, says financial adviser John Ludwig.
John Ludwig
LHD Retirement
Benefits Think The CFO is the key to winning in the mid-market
Advisers finding it harder to break into larger accounts are discovering that HR departments at those companies are rarely interested in their innovative ideas.
Young adviser overcomes the ‘inexperience’ stigma
Cory Friedman, VP of Benefits Consulting for GCG Financial, says the greatest challenge for up-and-coming benefit brokers is lack of opportunity
Why brokers need to increase their LinkedIn presence
Evolving sales tactics are making an adviser’s ‘social selling index’ more important than ever, data show.
