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1 week ago | 
benefitnews.com | Bruce Shutan
Part two in an on-going series about how these former retirement advisers transitioned to healthcare consulting. Read part one here. With fiduciary stakes rising for health plan sponsors, more retirement pros have explored growing opportunities to lend their expertise for better compliance.
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2 weeks ago | 
benefitnews.com | Bruce Shutan
Part 1 A decades-long erosion of wages and retirement savings in the face of significantly rising healthcare costs continues to reshape benefits advising for middle-market employers.
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3 weeks ago | 
benefitnews.com | Bruce Shutan
Manual regulatory compliance can be time-consuming and error-prone, especially for financial institutions, broker-dealers and registered investment advisers (RIAs) serving the employer-sponsored retirement savings space. With this in mind, Trua has launched a cloud-based platform to deliver continuous, automated verification of broker registrations, licenses, exam credentials and disciplinary history.
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1 month ago | 
benefitnews.com | Bruce Shutan
Ever feel pressured to market your resource-strapped agency to the hilt in a competitive digital age when you'd much rather engage in actual client work and grow business? A new digital marketing solution tailored to benefit advisers and insurance agencies might just be the answer. It features semi-custom websites, mobile-friendly professional designs, do-it-yourself tools that require minimal setup and no advanced expertise — all within a fully connected platform.
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1 month ago | 
benefitnews.com | Bruce Shutan
Growing complexity within the employee benefits space, along with various economic developments, will offer benefit brokers and advisers tremendous growth opportunities in the future, new LIMRA research suggests. Nearly 60% of employers expect to have a greater reliance on brokers over the next five years, according to The Future Is Now — Workplace Benefits Distribution Amid a Changing Landscape.
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1 month ago | 
benefitnews.com | Bruce Shutan
Fintech is raising the bar on financial wellness in the workplace with digital platforms that merge personal finance tools with employer-provided benefits. A more holistic approach enables employees to learn budgeting, consolidate their debt and plan for the future, combating mounting financial stress while improving benefits engagement, boosting productivity and burnishing retirement readiness.
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1 month ago | 
benefitnews.com | Bruce Shutan
This is the second installment in this series. Read part 1 here. Becoming a published book author has often been described as the ultimate calling card in business, especially at a time when self-publishing has equalized opportunities for anyone who is determined to share their story. Benefits advising is no exception.
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1 month ago | 
benefitnews.com | Bruce Shutan
Class-action lawsuits alleging breaches in fiduciary responsibilities involving group health plans and pharmacy benefits at several blue-chip companies continue to make headlines as they command the full attention of benefit advisers. Filed amid a federal crackdown on price transparency, the common denominator is inflated prescription drug prices. The latest involves JPMorgan, which also was sued over 401(k) forfeited funds and plan assets invested in an in-house stable value fund.
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2 months ago | 
dig-in.com | Bruce Shutan
When Chris Wolpert founded Group Benefit Solutions in 2016, a certain inspirational quote about growing business always stuck with him: Sales guys have business cards, but experts have books. "I was in my early 30s at the time and looking for little credit credibility," he sheepishly confessed. "With a background in writing and storytelling, I wanted to leverage that skill and thought writing a book would be a good way to do that." It didn't take long for the benefits adviser to be published.
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2 months ago | 
benefitnews.com | Bruce Shutan
When Chris Wolpert founded Group Benefit Solutions in 2016, a certain inspirational quote about growing business always stuck with him: Sales guys have business cards, but experts have books. "I was in my early 30s at the time and looking for little credit credibility," he sheepishly confessed. "With a background in writing and storytelling, I wanted to leverage that skill and thought writing a book would be a good way to do that." It didn't take long for the benefits adviser to be published.
