Bruce Shutan

Writer at Freelance

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Articles

Health Rosetta partners with Nautilus Health Institute on healthcare field guides

4 days ago | benefitnews.com | Bruce Shutan

Imagine having unfettered access to proven tools for choosing the right health plan, giving your partnership a competitive edge. A collaborative effort is already under way to do just that. Health Rosetta has elevated its mission to provide a framework and ecosystem to improve the quality of healthcare benefits while also reducing costs by investing more than $4 million in a 501(c)3 nonprofit called the Nautilus Health Institute (NHI).
TPA court ruling spotlights fiduciary violation

1 week ago | benefitnews.com | Bruce Shutan

Benefit brokers and advisers who do business with third-party administrators (TPAs) need to be on their guard in the wake of a significant legal decision late last month. TPAs that control and profit from group health plan assets are fiduciaries under ERISA, according to a ruling by the U.S. Court of Appeals for the Sixth Circuit that reinstated fiduciary breach claims against a Michigan Blues plan.
Health plan advisers predict new trends for healthcare and retirement

2 weeks ago | benefitnews.com | Bruce Shutan

This is the final part of a multi-part series on advisers who switched from retirement to the healthcare space.
Career moves: How epiphanies led these advisers to pivot

3 weeks ago | benefitnews.com | Bruce Shutan

Part 3 in an ongoing series about making the switch from retirement to healthcare advising. Catch up on Part 1 and Part 2. In shifting from the retirement to healthcare side of benefits consulting, several industry leaders who made the change had epiphanies along the way to a new career destination. "Growing up in the retirement industry, my mother's motto was always that we wanted to provide people with the ability to retire with dignity," says Jamie Greenleaf, co-founder of Fiduciary in a Box.
Career moves: Navigating conflicts of interests as a healthcare adviser

1 month 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.
Career moves: Why these retirement advisers shifted to healthcare

1 month 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.
A new automated solution speeds up broker background checks

1 month 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.
How digital marketing tools can elevate benefits advising

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.
LIMRA shows employer reliance on brokers and advisers

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.
New technologies help advisers elevate financial wellness offerings

2 months 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.