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.
Practice management
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.
Why Mercer re-positioned its private exchange
The brokerage has shifted to a year-round experience, with future product enhancements to focus on personalization and mobile capabilities.
Benefits Think The HR implications of employee microchipping
Employers need to carefully consider the legal and privacy impact of implementing these programs.
Tom Greene
Alliant Employee Benefits
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 employees retire with dignity
Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.
Benefits Think 4 ways to check the pulse of a workforce
To understand what makes employees tick, employers should enhance leadership communication and establish skip-level meetings, among other strategies.
Aldor Delp
ADP
Benefits Think How to make the most out of an industry conference
Advance planning optimizes results and turns any event into a productive business opportunity for a brokerage.
Jack Kwicien
Daymark Advisors
Growing the female broker force
Thirteen-year veteran of the employee benefits industry Susan L. Combs considers the mentorship of new women benefit advisers to be her top priority.
When data transparency needs a strong approach
Medical data analytics is pointless if employees won’t use it. Here’s how to urge the workforce to spend their benefit dollars smartly.
Adviser helps employees retire with dignity
Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.
Benefits Think Health insurers need a strategic approach to broker relations
Broker disintermediation is not about to happen — nor is it something a smart carrier should desire.
Scott Brown
Accenture
Bringing benefits to the forefront of state legislation
Senior Vice President of Fisher Brown Bottrell Insurance Pamela Anne Files is using her knowledge and experience in the broker industry to inform legislators about worker needs.
7 up-and-coming trends in HR tech
Gamification, mobile apps and analytic tools should all be on employers' radar.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
How group voluntary benefits are changing
Different carriers are changing their position in the space, creating opportunity for advisers to find strategic partners.
Benefits Think 4 ways to check the pulse of a workforce
Understanding what workers are thinking to gain perspective on day-to-day frustrations will help advisers and employers use that information to make employees’ lives easier.
Aldor Delp
ADP