Assurance Agency sees massive growth under Liz Smith’s leadership
The suburban Chicago brokerage’s benefits department has grown 600% in recent years with this Most Influential Woman at its helm.
Practice management
Passion-fueled benefits veteran saves clients millions while raking in new business
Marybeth Gray uses data analytics and pharmacy management expertise to bring down cost drivers for Trion Group clients.
Benefits Think How to help clients stay compliant with the ADAAA
Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.
Jeffery D. Smith
Standard Insurance Company
Benefits Think How to get 401(k) participants to think long-term
Employers should reach employees where they are by incorporating solutions to current financial problems into the retirement saving process.
Mark Singer
The Financial Literacy Toolbox
How the private exchange model has become more ‘refined’
First seen as a silver bullet to cut costs, consultants now know the true value of the platform, Willis Towers Watson mid-market exchange head Rob Harkins says.
A focus on clients leads adviser Marne Bell to success
Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.
Benefits Think How to get 401(k) participants to think long-term
Reach employees where they are by incorporating solutions to current financial problems into the retirement saving process, says adviser Mark Singer.
Mark Singer
The Financial Literacy Toolbox
Benefits Think 4 ways to foster innovation in an organization
Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.
Aldor Delp
ADP
Advisers are not being honest with employers about compensation, and it’s hurting their business
Brokers are killing their businesses by not discussing with employers what their work is actually worth and restructuring their payment system accordingly, says Q4intellligence’s Kevin Trokey.
Benefits Think 4 key differences between CITs and mutual funds
Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.
Shelby George
Manning & Napier
Benefits Think Using alternative strategies to circumvent compliance requirements
Brokers can maximize the value of their clients’ 401(k) participation and group health offerings by ensuring employers meet timely regulatory obligations.
Cort Olsen
Employee Benefit Adviser
From semi pro-athlete to benefit adviser
Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.
Benefits Think The do’s and don’ts of getting smaller employers to move online
Avoid longer conversations about automating the benefits enrollment. They won’t work in the adviser’s — or the client’s — favor.
Alex Tolbert
BerniePortal
Benefits Think Stoking demand for voluntary products
A digital enrollment platform can help advisers boost benefit sales through easier data entry and a customer-friendly portal.
Mike de Waal
Global IQX
Why advisers need to vet client technology
With a vast array of digital options for employers to choose from, executives lack the time and resources necessary to make an informed decision on what platforms best fit the needs of their employees.
Benefits Think The fiduciary rule: Now that it’s here, what comes next?
A substantial watering-down of the protections in the rule is possible, says Carol Buckmann, so the ultimate status of the new regulation is still in question.
Carol Buckmann
Cohen & Buckmann PC
The risk and rewards of ‘Uberizing’ benefits
Advancement in benefits communication and utilization will not come from arbitrary use of available technology, but rather a strategic balance of multiple products.
10 ways the hiring process is changing
HR managers might be noticing some interesting new trends regarding jobseekers and how they are trying to get their perfect position.
Benefits Think Wanted: The ideal client
To build a strong business, advisers should go after prospects that will be a good fit for their agency.
Wendy Keneipp
Q4intelligence
No end in sight for voluntary sales growth
Bringing in more than $7 billion in revenue last year, Eastbridge’s Gil Lowerre says product sales will keep accelerating for the foreseeable future.
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