Profile

The retirement scholar talks Social Security, millennials' grim retirement prospects and advice for near retirees.

2018 Broker of the Year Billy Potter is highly regarded as someone who listens before he speaks, and then delivers efficient, cost-effective solutions.

This year's outstanding brokers embrace disruption and new ways of thinking about the benefits industry, and they emphasize their roles as consultants who provide a range of services.

Katie Smith is the first chief ethics and compliance officer at Convercent, and has brought with her some new ideas about how to use technology to improve E&C.