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The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
Media & Resources
Retirement plan advisors learn the latest news about compliance, regulations, DOL and IRS and SEC rules, employer-sponsored retirement plans, and litigation. In addition, updates about financial industry news, new products, and best practices aim to help advisors succeed.
Last week, the world’s largest retailer announced that it will start to unwind its Center for Racial Equity, as other employers, including Boeing, Ford and JPMorgan Chase, have recently backed away from their DEI policies.
After plan sponsors understand which provisions are applicable and when they need to be implemented by, the next step is to determine who will be responsible for the implementation.
Employees who start saving an additional $7,500 per year until age 67, while earning a modest 7% compounded annually, can add $250,000 to their retirement nest egg, says Ambassador Wealth Management’s Phill Battin.
The Department of Labor is providing a sneak peek at Form 5500, which includes revisions to codes for pension-linked emergency savings accounts.
Adoption can be improved by integrating annuities into target-date funds, and providing clear communication and professional guidance, says PGIM’s David Blanchett.
For the first time in years, Gen X reported slightly worse financial wellness than Gen Z, but the new catch-up contribution rules for next year will give them a boost, according to a new Guardian report.
The DOL has “shared information with class action law firms to give them a leg up in federal litigation,” House Committee Chair Rep. Virginia Foxx wrote to the DOL’s Inspector General.
Below is a summary of provisions relevant to employers and their retirement plans that will become effective in 2025.
The American Benefits Council found most voters back current rules, while America's Health Insurance Plans found bipartisan support.
There are proactive steps employers can take to address student loan issues, such as providing better information on loan forgiveness eligibility and creating incentives like matching contributions, according to MissionSquare.
From ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom Noom Health
GLP-1s are transforming healthcare, but their impact extends far beyond weight loss. For HR leaders, understanding the full scope of benefits and managing costs is crucial. This white paper offers vital insights for your benefits strategy by showing how pairing GLP-1s with support and lifestyle changes is key to cultivating a healthier and happier workforce.
Download ResourceFrom ArmadaCare
Executive compensation is evolving. Help clients build packages that attract top talent, foster loyalty, and support leader well-being for enhanced productivity. This guide offers key strategies for brokers.
Download ResourceFrom Noom Health
GLP-1s offer health benefits far beyond weight loss, impacting chronic diseases. For brokers, guiding clients on GLP-1 coverage amidst rising costs is key. This white paper provides insights to balance cost and maximize population health.
Download ResourceFrom Progyny
Based on insights from 30 CFOs, this paper outlines three findings to help you build a compelling case for women’s health benefits and how they align with your CFO’s goals.
Download ResourceFrom Progyny
Help clients navigate budget cuts and rising healthcare costs. Based on insights from 30 CFOs, this white paper helps brokers champion comprehensive women's health benefits for their clients and prove ROI to their client CFOs.
Download ResourceFrom Trustmark Voluntary Benefits
Demographic shifts and rising costs make long-term care (LTC) a critical concern for employees of all ages. Equip yourself with insights into the LTC challenge and discover flexible hybrid solutions to help your clients prepare.
Download ResourceFrom isolved
Your HR clients often face common open enrollment pitfalls, such as administrative burdens and inadequate employee communication--leading to negative employee experiences. Learn how you can help your clients address these gaps. This guide offers brokers actionable insights to advise on streamlined processes and effective communication plans that will foster employee (and client!) satisfaction.
Download ResourceFrom New Benefits
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
Download ResourceFrom New Benefits
Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
Download ResourceFrom ArmadaCare
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
Download ResourceFrom TIAA
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
Download ResourceFrom TIAA
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Download ResourceFrom isolved
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
Download ResourceFrom isolved
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.
Download ResourceFrom isolved
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Download ResourceFrom Labcorp
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
Download ResourceFrom Labcorp
Long onboarding times and staffing shortages create costly delays. Discover how one large healthcare system streamlined its hiring process, reducing onboarding time from weeks to days while improving the candidate experience and freeing up internal staff.
Download ResourceFrom Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download ResourceFrom ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download ResourceFrom Noom Health
Your workforce's well-being is shaped by more than just what happens on the job. Environmental factors, such as housing stability and food security, can significantly impact your employee’s performance at work. This playbook equips HR leaders with the knowledge and insights they need to design equitable, inclusive benefits programs that address real-world problems to boost employee health and improve your bottom line.
Download ResourceFrom Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download ResourceFrom Noom Health
An employee’s well-being and performance are influenced by external factors, such as the communities they live in and access to affordable, nutritious food. This playbook equips benefits brokers with the knowledge and strategies they need to support clients in addressing these and other environmental factors to create an equitable, inclusive benefits program that addresses real-world challenges and boosts employee performance.
Download ResourceFrom Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download ResourceFrom LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download ResourceFrom ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download ResourceFrom ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download ResourceFrom New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download ResourceFrom New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download ResourceFrom ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom Noom Health
GLP-1s are transforming healthcare, but their impact extends far beyond weight loss. For HR leaders, understanding the full scope of benefits and managing costs is crucial. This white paper offers vital insights for your benefits strategy by showing how pairing GLP-1s with support and lifestyle changes is key to cultivating a healthier and happier workforce.
Download ResourceFrom ArmadaCare
Executive compensation is evolving. Help clients build packages that attract top talent, foster loyalty, and support leader well-being for enhanced productivity. This guide offers key strategies for brokers.
Download ResourceFrom Noom Health
GLP-1s offer health benefits far beyond weight loss, impacting chronic diseases. For brokers, guiding clients on GLP-1 coverage amidst rising costs is key. This white paper provides insights to balance cost and maximize population health.
Download ResourceFrom Progyny
Based on insights from 30 CFOs, this paper outlines three findings to help you build a compelling case for women’s health benefits and how they align with your CFO’s goals.
Download ResourceFrom Progyny
Help clients navigate budget cuts and rising healthcare costs. Based on insights from 30 CFOs, this white paper helps brokers champion comprehensive women's health benefits for their clients and prove ROI to their client CFOs.
Download ResourceFrom Trustmark Voluntary Benefits
Demographic shifts and rising costs make long-term care (LTC) a critical concern for employees of all ages. Equip yourself with insights into the LTC challenge and discover flexible hybrid solutions to help your clients prepare.
Download ResourceFrom isolved
Your HR clients often face common open enrollment pitfalls, such as administrative burdens and inadequate employee communication--leading to negative employee experiences. Learn how you can help your clients address these gaps. This guide offers brokers actionable insights to advise on streamlined processes and effective communication plans that will foster employee (and client!) satisfaction.
Download ResourceFrom New Benefits
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
Download ResourceFrom New Benefits
Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
Download ResourceFrom ArmadaCare
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
Download ResourceFrom TIAA
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
Download ResourceFrom TIAA
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Download ResourceFrom isolved
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
Download ResourceFrom isolved
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.
Download ResourceFrom isolved
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Download ResourceFrom Labcorp
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
Download ResourceFrom Labcorp
Long onboarding times and staffing shortages create costly delays. Discover how one large healthcare system streamlined its hiring process, reducing onboarding time from weeks to days while improving the candidate experience and freeing up internal staff.
Download ResourceFrom Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download ResourceFrom ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download ResourceFrom Noom Health
Your workforce's well-being is shaped by more than just what happens on the job. Environmental factors, such as housing stability and food security, can significantly impact your employee’s performance at work. This playbook equips HR leaders with the knowledge and insights they need to design equitable, inclusive benefits programs that address real-world problems to boost employee health and improve your bottom line.
Download ResourceFrom Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download ResourceFrom Noom Health
An employee’s well-being and performance are influenced by external factors, such as the communities they live in and access to affordable, nutritious food. This playbook equips benefits brokers with the knowledge and strategies they need to support clients in addressing these and other environmental factors to create an equitable, inclusive benefits program that addresses real-world challenges and boosts employee performance.
Download ResourceFrom Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download ResourceFrom LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download ResourceFrom ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download ResourceFrom ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download ResourceFrom New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download ResourceFrom New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download ResourceFrom ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download Resource