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Advisers and plan sponsors must follow a diligent routine to avoid losing the farm, says columnist John Ludwig, who shares 3 mid-year duties to consider.
July 15
LHD Retirement -
Perhaps stymied by industry terminology, many employers are still reluctant to adopt such platforms, Liazon survey finds.
July 15 -
Employers and advisers who still hew to a paper-based processing system incur costly errors, wasted staff time and poor healthcare decisions.
July 14
Corporate Synergies -
What advisers can do on their own and where they need carrier assistance, according to Global IQX’s Michael J. de Waal.
July 14
Global IQX -
Moving to a private benefit exchange was a bumpy road for TMX Finance, parent company of TitleMax.
July 14 -
Key decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage.
July 13
Colibri Insurance Services -
Shopping for technology is one of the most important decisions an employer can make in this age of mobile apps and online benefit platforms.
July 12 -
Some brokers are more tuned in to clients’ plans than others, but all would benefit from a comprehensive understanding of DI, says The Standard’s Brian Kost.
July 12
Standard Insurance Company -
Market segmentation, such as specializing in the education field, can be a prosperous business decision for advisers, says columnist Jack Kwicien.
July 11
Daymark Advisors -
The past month has seen mergers and acquisitions throughout the benefits industry as organizations such as HUB International look to increase their presence in a growing market.
July 11 -
Although the task force’s 88-page report may be burdensome to digest, attorney Krista Cabrerra points to the executive summary as an excellent source of easy-to-digest information.
July 8
Foley & Lardner LLP -
Proper education of brokers and advisers is critical to the success and improved public trust of long-term care insurance
July 8 -
The majority of Americans believe such a step should be mandatory in the hiring process.
July 7 -
Trust in your all-star performers’ capabilities and use positive motivation, says adviser Eric Silverman.
July 7
Voluntary Benefits -
Lawley Benefits executives discuss how their PBE has become a market differentiator for their brand, and what the product brings to employers.
July 7 -
It’s a broker’s duty to keep their representatives informed of health reform’s impact on clients, says former president of NAHU, Tom Harte, who recently testified in front of a Senate committee on the subject.
July 7 -
The majority of Americans believe such a step should be mandatory in the hiring process.
July 7 -
The brokerage is offering an integrated program that aims to save employees time as a single access point for retirement and other accounts.
July 6 -
The carrier sought adviser feedback on a new way of thinking about benefit communication that may transform the industry, says Frenkel Benefits’ Craig Hasday.
July 6
Frenkel Benefits -
Despite the rhetoric to the contrary, employers are challenged by a tight labor market. Here are some strategies that can help.
July 6












