A day in the life of benefit adviser Eric Blofsky of (k)ornerstone 401(k) Services.
Its time to nominate your outstanding colleagues or yourself for Employee Benefit Advisers 2014 Adviser of the Year awards!
As reports of more DOL audits continue to spook benefit advisers into talking compliance with their clients, employers are confirming that they, too, are fearful of federal agencies monitoring.
As you hit the pools and beaches this season, take some time to get motivated and brush up on sales skills with these reads recommended by fellow benefit brokers that range from new-thinking to classic, tried-and-true strategies. Enjoy your summer months with a dose of business.
What gives brokers a competitive edge? In many cases, its giving clients the feeling that they are getting the maximum value for their investment in employee benefits.
Where in the U.S. are employees most satisfied? The online career site Glassdoor has released its annual Employment Satisfaction Report Card by City, offering a comparison of overall employee satisfaction, including with compensation and benefits, career opportunities, number of employers hiring, and business outlook expectations. We're counting them down to No. 1, we brought you 50-26 and now here are the final 25.
A significant divide exists between the open enrollment tactics employees find helpful and those that employers actually provide. For instance, 94% percent of employers agree that one-on-one, in-person meetings are an effective tactic to engage employees, but less than half implement it.
One speaker at the National Association for Health Underwriters annual conference Monday provided suggestions for brokers to protect their businesses, as well as increase referrals, when enrolling individuals and small businesses on the public marketplaces.
Benefit brokers and advisers know that an accountant can be a strong alliance for building business, especially in the post-ACA world. Heres how to maximize your proposition to CPAs.
Because of how vital sales are to a company, especially benefit brokerages, business owners frequently tend to misuse their best people, says Jack Daly, author of the book Hyper Sales Growth. To ensure continued growth, Daly says the people at the top must avoid three common mistakes.
Weve heard of buyers remorse, but vacation remorse? A new survey suggests one-in-three senior managers said taking too little time off was the biggest mistake they made with their last vacation.
According to one 401(k) experts poll, employees need to be saving 20% of their earnings for retirement. How they get there is where you come in.
While many brokers consider leaving the industry in response to the changing health care environment, most agree that reform has created a huge opportunity for advisers willing to adapt.
Road to Workplace Benefits Mania: Ahead of the July conference, speaker Scott Snow says that most employers have a large health care cost problem and arent aware that many employees have working spouses who can be covered by their own plan.
Either way, benefit firms are consolidating and its important for brokers and advisers to evaluate their options and find the right fit for their agency.