Practice management

Understanding ACA compliance is critical, but it mustn’t come at the expense of fundamental employee education.

Ensuring clients understand ACA compliance is critical, but doing so at the expense of fundamental education is negligent.

If the owner and the executives are the only folks working during a storm, wouldn’t those be ideal days to reach your intended target?

Early career counseling opportunities contribute to long-term success, not only for producers, but also for the firms that hire them, new research shows

A modern consultant needs a firm command of new enrollment options and other tools, with a fresh perspective on how to use them.

To strengthen relationships, proactive brokers are implementing innovative options such as onsite clinics.

EBA’s 2016 Rising Stars in Advising use their millennial status to their advantage in building client relationships and capitalizing on their strong grasp of technology.

Bill Pragalz and nine other brokers under age 35 create new ways to connect to employer clients and grow their book of business.

A brokerage’s most valuable asset is not prouducts, but the quality of its relationship with clients, says Bottom Line Solutions’ Nelson Griswold.

The companies will pay accompanying babysitter expenses for employees with infants on business trips — a signal to advisers that the ante is upped for firms looking to attract parents.

Leslie Straus leads a fast-growing division of The Benefit Companies that focuses solely on helping clients and fellow advisers tackle the problem of tracking, monitoring and analyzing employee data.

Marketing has changed and benefit advisers must learn the new rules, says Q4intelligence’s Wendy Keneipp.

It’s in a broker’s best interest to align their performance with employer expectations, says John Graham.

This move sends a signal to advisers that things are no longer business as usual, says Joe Markland.

Whether just starting out, or expanding an existing marketing plan, Amy Evans says social media can be an engaging way to promote your agency.

Despite the chance to impact daily decision making on critical healthcare, employee benefit and broker industry issues, many politically active advisers agree they are among just 10% of brokers who are involved in local and national politics. EBA presents leading brokers in each region of the country who are actively working to change the industry.

Between our Advisers of the Year, Rising Stars in Advising and Most Influential Women in Benefit Advising, EBA highlighted five dozen individuals in 2015 who are bringing meaningful advancements to the field of benefit advising and elevating expectations of what it means to be an exceptional broker.

The Affordable Care Act, new ways to fill the sales pipeline and Zenefits dominated EBA’s BeAdvised blog commentary this year. The top 10 most-read blogs of 2015 detail the growing number of ACA regulations and reporting requirements, explain why advisers don’t accurately understand the threat behind a tech-focused brokerage and highlight simple-yet-effective ways producers can increase existing client revenue and get prospects to open the door.

Seeking an alternative to the DOL's controversial proposed fiduciary rule, some members of Congress are drafting their own proposal that would establish rules for advisers working with savers and plans without the regulatory burdens and litigation risks that critics see in the DOL's plan.

Healthcare coverage is a significant piece of your employees’ overall financial package. If your plan doesn’t appropriately meet their needs, it can be a source of stress for them throughout the year.