Extending a helping hand to employees
Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.
Practice management
Uber-like cleaning firm’s contractors are workers, U.S. alleges
The NLRB has issued a complaint against the digital on-demand platform Handy Technologies Inc., alleging that workers who provide its home cleaning services are employees.
Plan sponsors changed retirement plans in anticipation of fiduciary rule
The regulation enacted in June spurred plan sponsors to update their plan design and investment menus and some are even shopping for new plan advisers.
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.
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.
Benefit pros on the move: Mercer, HealthJoy, Zenefits and more make key appointments
The latest hires and promotions inside advisory forms across the nation.
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.
Why Mercer repositioned its private exchange
The firm has shifted to a year-round experience, with future product enhancements to focus on personalization and mobile capabilities.
‘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