Practice management

There are a number of successful methods to use to convince a client’s staff of the value of these offerings, says benefit expert Tyson Funk.

Advisers and their clients have to start planning now to ensure they are prepared for the HSA fiduciary rules taking effect in two years.

HealthiestYou application encourages higher levels of utilization with mobile access, greater ease of use.

Traditional group coverage is dropping as employers help workers find other options, including private exchanges.

The social media site is an invaluable marketing tool, says Amy Evans, but be sure potential clients know what you do and how to contact you.

How advisers can help employers attract younger workers with this non-traditional worksite product.

Employers are already swamped enough dealing with a litany of benefit issues. That’s why, a panel of plan sponsors explained at the NAPA 401(k) Summit, they are looking for benefits help from their advisers.

It’s tough to keep good people, but EBRI CEO Harry Conaway, says employers willing to let staff work where and when they want have a better shot at maintaining all-stars.

ACA reporting requirements have brought increased scrutiny of employer-sponsored healthcare plans and the government is largely expected to respond to red flags through audits.

Some group programs are being dropped and workers being moved to individual private exchanges.

Employers are already swamped enough dealing with a litany of benefit issues. That’s why, a panel of plan sponsors explained at the NAPA 401(k) Summit in Nashville, they are looking for benefits help from their advisers.

Brokers should review account fee arrangements, among other actions, as they prepare for DOL’s new regulation.

The Department has stepped up employer compliance checks, for which brokers should be prepared, according to Zynia CEO Julie Hulsey.

EBRI CEO Harry Conaway, speaking this week at the NAPA 401(k) Summit in Nashville, says employers need to embrace the growing benefit trend to help keep and attract employees.

Strategies such as narrowcasting can help you develop a website that creates opportunities for prospective clients to find you.

Specializing in a business sector allows advisers to intelligently discuss an employer’s most pressing problems.

As it stands, the medical loss ratio could eliminate agent commissions and may force brokers out of business, Scott says.

Chris Schutt of Digital Benefit Advisors says ACA compliance requirements present one of the biggest challenges for clients.

Advisers typically focus on the benefits department and eschew corporate finance. But for those looking to grow, that’s a big mistake.

CEO Rob Butler says the offering his company recently unveiled bundles onboarding, private exchange, ben admin, and other functionality