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Technology updates for retirement advisors helps you run your advisory successfully and provide better client service. Learn about robo-advisors, artificial intelligence, machine learning, intake software, cybersecurity and more.

  • Best Practices  

    Banning AI in the office may do more harm than good

    Maria Dinzeo |

    "It would be like banning email," says one expert. "These are tools that are going to become part of the way people work.”

  • Expert Opinion  

    Making financial education digestible: Bite-sized lessons advisors can provide

    Shyam Pradheep |

    Promoting financial wellness is essential for employees of all ages, but especially for Gen Zers, who are on track to become the most economically influential generation - and mobile learning tools can help.

  • Event  

    LAST CHANCE: BenefitsPRO's LUMINARIES deadline extended to May 30!

    BenefitsPRO editors |

    For the second year, the BenefitsPRO LUMINARIES Awards will shine a spotlight on the individuals and organizations that are leading the way and impacting the benefits industry where it matters most.

  • News  

    Fidelity, bucking industry firings, has a plan to hire 4,000 employees in 2023

    Alan Goforth |

    The investment firm's hiring of mostly customer service and tech jobs is in contrast to other asset management firms, such as Goldman Sachs and Morgan Stanley, which have announced company layoffs.

  • Expert Opinion  

    SECURE 2.0: Implementing the mandatory 401(k) plan design changes

    Andrew Braid |

    Employers need to get ahead of the curve in engaging their plan administrators, amending their plans and communicating significant changes to employees, such as emergency withdrawals and student loan match.

  • Research  

    Gen Z, millennials, Gen X & boomers: How each generation plans to save, invest in 2023

    Scott Wooldridge |

    There’s a strong desire for help with financial decisions across generations but a strong majority (75%) of Americans said it was important that their employer offer a program to help manage finances, says a new study.

  • Market Insights  

    BlackRock, Human Interest partner to expand retirement plan access for small businesses

    Michael Popke |

    Momentum from passage of SECURE 2.0 could “accelerate” efforts to enroll millions more of employees, since fewer than 50% of small businesses with less than 50 employees currently sponsor a retirement plan.

  • Expert Opinion  

    Your 401(k) plan re-imagined: How tech plays a role (now that SECURE 2.0 has passed)

    Bruce Corcoran |

    Now, both employers and plan sponsors will need to make some technological adjustments in order to expand automatic enrollment, speed up deployments and ensure compliance.

  • Research  

    Retire at 59? Here’s why Gen Z is ‘confident’ they can do it

    Kristen Beckman |

    The younger generation is setting some lofty retirement goals, but the good news is they’re looking for help from advisors, who can provide both a long-term strategy and a short-term tactical game plan.

  • Expert Opinion  

    Okay, SECURE 2.0 hasn't passed yet, but … employers, get ready!

    John James |

    The sweeping new retirement savings legislation will likely become law any day now, however, it’s not a catch-all solution and employers still need to make some adjustments to further differentiate themselves.

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  5. 70% of Americans say the health care system has failed them

Resources

  • Closing The Cancer Gap: Health Inequities And How Employers Can Help

    Closing The Cancer Gap: Health Inequities And How Employers Can Help

    From Grail

    Cancer prevention, diagnosis, and treatment outcomes remain stubbornly dire for underserved and hard-to-reach populations. But employers are in a powerful position to address the health inequities and social determinants that shape those statistics. Download this eBook to learn strategies to affect meaningful change in employee health.

    Download Resource ›

  • Plan Change Shock Absorber

    Plan Change Shock Absorber

    From ArmadaCare

    Plan changes are inevitable. And changes can often lead to unhappy clients. Download this infographic and learn how to mitigate those unwanted changes now without breaking the bank.

    Download Resource ›

  • 6 Steps to Support Colleagues Going Through Menopause

    6 Steps to Support Colleagues Going Through Menopause

    From Peppy Health Corporation

    Download this white paper and learn about a high-impact tool to improve your employees’ health and well-being; helping your organization become a destination employer.

    Download Resource ›

  • Why Virtual Second Opinions Should Be Part of Your Benefits Strategy

    Why Virtual Second Opinions Should Be Part of Your Benefits Strategy

    From The Clinic by Cleveland Clinic

    Most Americans will be misdiagnosed at least once, according to research by the Institute of Medicine. Download this white paper to learn why interest in second opinions for complex diagnoses is growing--and why health plans and employers should consider virtual second opinions an integral part of their benefits strategy.

    Download Resource ›

  • Why Virtual Second Opinions Should Be a Part of Your Clients' Benefits Strategy

    Why Virtual Second Opinions Should Be a Part of Your Clients' Benefits Strategy

    From The Clinic by Cleveland Clinic

    Most Americans will be misdiagnosed at least once, according to the Institute of Medicine, having a substantial impact on employers and their employees. Download this white paper and use it as a tool with your clients to educate them on the importance of including second opinions in their benefits strategy--and how they can offer them virtually.

    Download Resource ›

  • A Health Plan Everyone Can Love

    A Health Plan Everyone Can Love

    From Gravie

    Traditional health benefits fail to hit the mark for employers and employees alike, and the appetite for innovative, consumer-focused health plans has never been greater. Learn how Gravie’s forward-thinking health plans help members put their health first, while giving employers the biggest bang for their buck. Because healthier employees benefit your bottom line.

    Download Resource ›

  • A Health Plan Everyone Can Love

    A Health Plan Everyone Can Love

    From Gravie

    Traditional health plans fail to hit the mark for employers and employees alike, with few employees actually benefiting, out-of-control prices, low perceived value and low satisfaction. Download this eBook and learn how you can help your clients enjoy new options in the health benefits landscape.

    Download Resource ›

  • Digital Healthcare Solutions: Improving Employee Satisfaction While Decreasing Costs

    Digital Healthcare Solutions: Improving Employee Satisfaction While Decreasing Costs

    From Zelis

    Only 61 percent of employees are satisfied with their benefits, but brokers can use digital tools to help close the gap. Download this guide to learn how!

    Download Resource ›

  • 7 Trends That Will Impact Employer Healthcare Decisions in 2023

    7 Trends That Will Impact Employer Healthcare Decisions in 2023

    From Imagine360

    Curious what trends are impacting your clients so far in 2023? Check out this infographic with 7 major trends -- it’s also a great asset to share with clients and prospects as they think about renewals.

    Download Resource ›

  • Why you need a new workplace giving strategy

    Why you need a new workplace giving strategy

    From Fidelity Investments

    Employees are moving toward workplaces that have meaning and purpose, and that align with their values. What are you doing to keep employees engaged? It’s time to lean on giving programs to help define a workplace culture that supports your talent strategy.

    Download Resource ›

  • Help reduce the impact of student debt on employee stress

    Help reduce the impact of student debt on employee stress

    From Fidelity Investments

    As more people experience higher stress levels, employers are offering comprehensive services and evolving benefits to include modern options like student debt programs to help reduce the impact of everyday stressors.

    Download Resource ›

  • 5 Ways to Stay Competitive Amongst Other Health Insurance Brokers

    5 Ways to Stay Competitive Amongst Other Health Insurance Brokers

    From Healthee

    Your clients need help navigating health benefits. How can you stay ahead of the competition and solve your customers' pain points? Download this white paper for five key ways to catapult your firm into pole position.

    Download Resource ›

  • Benefits By The Numbers

    Benefits By The Numbers

    From ArmadaCare

    Know the numbers that are influencing the benefits industry.

    Download Resource ›

  • Client Tool: Tips for Creating a Menopause Policy

    Client Tool: Tips for Creating a Menopause Policy

    From Peppy Health Corporation

    By implementing a menopause policy at work, employers help to ensure that all employees feel supported by both the organization and their colleagues during this potentially challenging time - and that these individuals are treated fairly in the workplace. Download this white paper to share with your clients so that they can learn how to create a menopause policy at their workplace.

    Download Resource ›

  • At-Home Health Testing and Treatment Options Redefine Employee Benefit Opportunities

    At-Home Health Testing and Treatment Options Redefine Employee Benefit Opportunities

    From Cue Health

    Pandemic-induced shifts in healthcare delivery and accessible diagnostic testing are creating opportunities for employee wellness, productivity and retention. Download this white paper and learn how you can rethink health and wellness benefits to help boost employee loyalty.

    Download Resource ›

  • 5 Ways Menopause Is Affecting Your Workforce

    5 Ways Menopause Is Affecting Your Workforce

    From Peppy Health Corporation

    This guide explores ways menopause is impacting your workforce and strategies for overcoming negative effects, including increased support, education and resources.

    Download Resource ›

  • The Pet Effect: How Pets Enrich Employees' Lives (And How You Can Help)

    The Pet Effect: How Pets Enrich Employees' Lives (And How You Can Help)

    From Nationwide® pet insurance

    Discover an easy, high-impact way to increase satisfaction and improve the work experience for your clients’ employees. In this white paper, you’ll see how offering pet insurance builds positive perceptions of a company and lets employees of all ages benefit from pet ownership - worry-free.

    Download Resource ›

  • The Fundamentals of Self-funded Insurance

    The Fundamentals of Self-funded Insurance

    From Imagine360

    Self-funded healthcare is a health plan strategy that offers a number of advantages to employers over fully insured health plans, including new opportunities for cost containment, increased transparency, greater flexibility and more control over health plan design--all of which are reviewed in this guide.

    Download Resource ›

  • Restaurant Chain Rolls Out New Health Plan to 87 Locations, 650+ Employees:  Saves $1M+ in Year 1... and Improves Employee Retention

    Restaurant Chain Rolls Out New Health Plan to 87 Locations, 650+ Employees: Saves $1M+ in Year 1... and Improves Employee Retention

    From Imagine360

    “Our decision to change plans was driven by cost and our desire to still have great benefits available to our employees that were affordable...”

    Download Resource ›

  • A Look Behind The HDHP/HSA Curtain

    A Look Behind The HDHP/HSA Curtain

    From ArmadaCare

    HDHPs have been putting too much financial strain on employees, however, are HSAs alone really an effective solution for your clients?

    Download Resource ›

  • Combating the Burnout Epidemic Virtually

    Combating the Burnout Epidemic Virtually

    From Walmart Health Virtual Care

    In today’s 24/7 business climate, burnout has become a common occurrence: Gallup reports it now affects as many as 80% of American workers. Employers can benefit from financial and operational advantages while combating burnout and taking better care of their workforce’s behavioral health. Download this eBook to learn how you can help your clients make it easy for their employees to get the behavioral healthcare they need, conveniently and affordably.

    Download Resource ›

  • Creative Ways HR Leaders Are Using Healthcare to Save Money and Improve Employee Benefits

    Creative Ways HR Leaders Are Using Healthcare to Save Money and Improve Employee Benefits

    From Imagine360

    Download this white paper to share with your clients and learn how HR leaders are reforming their health plans, pushing back against inflated pricing -- and increasing rewards, rather than costs, for their employees.

    Download Resource ›

  • Driving Healthcare Equality in the Workplace

    Driving Healthcare Equality in the Workplace

    From Cue Health

    Diversity, equity and inclusion initiatives continue to be a priority in the workplace for employers’ policies and benefits. As employers face rising healthcare costs, they must find solutions to address these issues to ensure equitable, cost-effective access and care. Download this white paper and learn how.

    Download Resource ›

  • Healthcare Financial Journey: Reducing Friction for Employees

    Healthcare Financial Journey: Reducing Friction for Employees

    From Zelis

    The healthcare financial journey is complicated and opaque. It is challenging for employees to understand the complexities of healthcare billing. Download this white paper and learn how you can help your clients: reduce friction in the billing process, support employees in their payments, enable payers to maintain their networks, allow providers to be paid faster, and increase employee satisfaction.

    Download Resource ›

  • A Compliance Checklist: Understanding Executive Medical Reimbursement

    A Compliance Checklist: Understanding Executive Medical Reimbursement

    From ArmadaCare

    This checklist will help your clients protect their key leadership and meet their healthcare coverage needs with supplemental coverage including a strategic health and wellness program to keep top performers healthy, productive and focused on their work.

    Download Resource ›

  • Infographic: 4 Wins of Executive Medical Plans

    Infographic: 4 Wins of Executive Medical Plans

    From ArmadaCare

    It’s tax season. And employers are reminded of how much they have to pay. They are wondering how they can get more tax breaks, especially on healthcare expenses.

    Download Resource ›

  • Retaining Today's Talent: 3 Strategic Factors HR and Benefits Leaders Must Rethink

    Retaining Today's Talent: 3 Strategic Factors HR and Benefits Leaders Must Rethink

    From Cue Health

    Faced with an uncertain macroeconomic climate, shifting employee expectations, and evolving post-pandemic work experiences, organizations must identify innovative ways to meet business and employee needs. Download this white paper and learn how HR leaders drive retention strategies by implementing innovative solutions that engage employees and empower them to take a proactive approach to their health and well-being.

    Download Resource ›

  • Empowering Employees to Focus on Preventive Health Care in a Post-Pandemic Environment

    Empowering Employees to Focus on Preventive Health Care in a Post-Pandemic Environment

    From Cue Health

    With health care costs expected to increase 7.5% in 2023, employers are seeking innovative solutions, including accessible diagnostic testing, to address changing employee priorities. Download this white paper and learn how easy-to-access preventive care and testing can be a key factor in detecting health issues while also helping control costs.

    Download Resource ›

  • A Guide to Emerging Trends Shaping the Employee Benefits Landscape

    A Guide to Emerging Trends Shaping the Employee Benefits Landscape

    From ArmadaCare

    Discover the Top 2023 Benefit Trends!

    Download Resource ›

  • Go Beyond Ordinary Benefits

    Go Beyond Ordinary Benefits

    From ArmadaCare

    Discover how your clients can use modern workplace benefits to become an employer of choice.

    Download Resource ›

  • More Than a Trend: Why Telehealth Is the New Standard Post-Pandemic

    More Than a Trend: Why Telehealth Is the New Standard Post-Pandemic

    From Walmart Health Virtual Care

    Virtual care’s rapid evolution has permanently transformed the healthcare landscape. Are your clients capitalizing on this cost-saving benefit? Download this white paper to help your employer clients realize the bottom-line benefits of telehealth including increased cost savings, greater ROI, improved productivity and easy administration.

    Download Resource ›

  • By the Numbers: The Unintended Consequences Of HDHPs

    By the Numbers: The Unintended Consequences Of HDHPs

    From ArmadaCare

    Check out these numbers on the unintended consequences of HDHPs.

    Download Resource ›

  • A Transformative Solution to Manage Healthcare Costs

    A Transformative Solution to Manage Healthcare Costs

    From Imagine360

    While employers are in the driver’s seat when it comes to business operations, managing healthcare costs can be an elusive exception. Traditional health plan approaches present several challenges, but transformative cost-containment solutions are in reach. Download this white paper to help your employer clients manage their healthcare costs and transform their business.

    Download Resource ›

  • Executive Physicals: A Personalized Roadmap to Optimize Leaders' Health & Wellness

    Executive Physicals: A Personalized Roadmap to Optimize Leaders' Health & Wellness

    From ArmadaCare

    Protect Client Decision-Makers: EP Exam Coverage & More

    Download Resource ›

  • Case Study: How the World's Largest Boat Retailer Found Ongoing Health Plan Success

    Case Study: How the World's Largest Boat Retailer Found Ongoing Health Plan Success

    From Imagine360

    Dreading upcoming renewal discussions and the potential double-digit increases from traditional carriers? You don’t have to deliver bad news this year! There’s a better option for your clients. Download this case study and learn how one business and its broker lowered plan costs by $5 million, reduced co-pays and deductibles for the first time in 40 years, and added new health benefits.

    Download Resource ›

  • Coverage Gaps with Jack and Jill

    Coverage Gaps with Jack and Jill

    From ArmadaCare

    Gap plans that cover everyday health expenses

    Download Resource ›

  • The True Cost of Cutting Healthcare Coverage

    The True Cost of Cutting Healthcare Coverage

    From ArmadaCare

    Quick stats you and your clients need to know.

    Download Resource ›

  • Unlock your health plan's hidden potential

    Unlock your health plan's hidden potential

    From Imagine360

    Download this white paper and learn how you can help your clients gain control of rising healthcare costs, deliver better benefits, and provide superior service and support for their employees.

    Download Resource ›

  • Powerful Workforce Solutions

    Powerful Workforce Solutions

    From ArmadaCare

    Coverage they will use, love and want to renew!

    Download Resource ›

  • Supplemental Simplified: A Quick Reference Guide

    Supplemental Simplified: A Quick Reference Guide

    From ArmadaCare

    There’s a lot more to supplemental health insurance than you might think. For instance, voluntary plans aren’t the only type available on the market.

    Download Resource ›

  • Telehealth, COVID-19 and Health Equity: The Good, the Bad and the Future

    Telehealth, COVID-19 and Health Equity: The Good, the Bad and the Future

    From MeMD

    The pandemic has fundamentally changed the way Americans access healthcare, and telehealth popularity has soared. Telehealth not only saves employers on benefits costs, but it also closes the gap in healthcare inequity. Download this white paper to help your clients offer competitive benefits in the digital age.

    Download Resource ›

  • Carve-Out Coverage: A Closer Look at Excepted Benefits

    Carve-Out Coverage: A Closer Look at Excepted Benefits

    From ArmadaCare

    Carve-out coverage is a powerful way to help clients manage overall health plan costs. But to start, it is important to have an understanding of excepted benefits. This interactive infographic explores the four categories and how they can help.

    Download Resource ›

  • Top 6 Conversation Starters for Better Benefits

    Top 6 Conversation Starters for Better Benefits

    From ArmadaCare

    This conversation starter guide for better benefits will walk you through six simple ways to start a productive conversation with your clients that will add value and position you as their broker of choice. Download now to stay ahead in 2023.

    Download Resource ›

  • What Type of Broker Are You?

    What Type of Broker Are You?

    From ArmadaCare

    There are five different approaches and consulting types when it comes to working with employers on benefits. Identify which type you fall into and learn fresh ideas from the other approaches in this guide.

    Download Resource ›

  • The Evolving Role of Telehealth Benefits in a Post-COVID World

    The Evolving Role of Telehealth Benefits in a Post-COVID World

    From Walmart Health Virtual Care

    Help your clients meet expectations of today’s workforces while controlling costs and improving productivity.

    Download Resource ›

Browse More Resources →

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