Tech

The Atlanta firm’s Chief Growth Officer Mike Sullivan explains that the deal brings the best technology and advisory services together.

While many employers use technology, not all are realizing success in the form of lower benefits administration costs. Advisers need to become students of the space to make savings a reality.

Atlanta-based OneDigital is the company’s first brokerage partner and will take over the San Francisco firm’s 7,000 client list.

The advancement of cross-vendor analytics, prescription, engagement and measurement brought on by the democratization of big data is enabling brokers and consultants to better plan performance, says Hodges-Mace's Eric Helman.

By identifying and then treating issues that are hindering a variety of savings goals, employers can help workers feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

There are five key attributes that make a successful combination of high-tech and high-touch actions to drive beneficial health and cost-saving decisions.

Most brokers see themselves contending with ben admin platform vendors and outsourcers for business.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBN’s Benefits Forum & Expo say.

Requirements can be difficult to follow, but mistakes can cost a broker and their client big money in fines, penalties, civil lawsuits, audits and more, says Word & Brown’s Marc McGinnis.

By identifying and then treating issues that are hindering a variety of savings goals, advisers can help clients feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.