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Is Employee Benefit Software Changing?

For those who work as advisors to plan sponsors, understanding how their benefit software may change is crucial to maintaining a good customer service. It’s also crucial to know when that benefit software may change. So, what’s new in benefit software?

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Scripts are More than for Cold Calling: Why Using Scripts for Ethical Dilemmas Works

Just like their attorney, advisors may have specific forms they prefer to use again and again, scripts work for making sure all points are covered in talking to new clients or in describing the risk of an investment. Similarly, scripts can work for ethical situations. Here’s how.

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Up Your Presentation Game: Alternatives to Powerpoint

Not only are other options out there for communicating with your clients besides the boring PowerPoint slides but your competition may be using them. Here’s a run through of a handful of the best alternatives to Powerpoint and also how the other game in town can help you communicate with new audiences.

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Why You Need a Brag Sheet to Keep You at Your Best

Can you name what you've built, won, earned, sold and mentored? Having your elevator pitch polished and ready may help in a chance encounter with a potential client, but brag sheet may help you be more flexible in presenting your experience to potential clients over the long term.

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IRAs! Woo Hoo! Why Sponsors Should Get More Excited When Talking About IRAs

There’s plenty to love about IRAs. For some employees looking at an IRA may be the first step towards a larger, more robust retirement plan. For others, it may quench some fears around stock market stability which gets them started in investing.

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Positivity is a Powerhouse: How to Help Employees Generate Positive Attitudes to Impact Retirement Readiness

Positivity can increase your immune system, reduce your risk of heart attack and possibly even lower your rate of depression. But, can such happy vibes be good for investing and retirement readiness?

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But the contractor's get better benefits than us! How to Better Explain Employee Benefits

If your company, like most relies on outside contractors, your employees scratching their heads about why the contractor’s get better benefits. Here’s a few tips on how to talk to employees about benefits.

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Employee Satisfaction Surveys: Can New Surveys Help Plan Sponsors Meet their Employee's Needs?

Boosting employee engagement can sometimes come from new leadership or management. But it can also come without such a massive shake up. Your management can change their tune without throwing the band off the stage.

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Matchy Matchy: What's Keeping Americans From Using an Employer Match?

20% of Americans are missing out on an employer match in their retirement accounts. Read on for why that might be and what plan sponsors can do.

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What Happens When I Leave? Employee Benefits To Go

Employees are more willing ever to consider jumping ship for other opportunities. How can a plan sponsor keep up with an increasingly mobile workforce?

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More than Medical: Benefits Packages Plus

Benefits and perks are a major consideration in weighing job offers. Nearly 80% of those surveyed would take additional benefits over an increase in salary. Read on for more on benefits that capture recruit’s attention

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Start Small: Even Small Amounts Can Make a Big Difference in Retirement Readiness

So how does a plan sponsor beat news of overnight success stories to encourage saving for retirement? By using the same behavior that they want an employee to engage in: start small by using examples that are easy to digest.

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Saving for a Rainy Day in a Boom Economy: 5 Methods That Work for Client Advice

After years of stagnant wages and industry shake ups, it seems like the economy has settled and your clients can pose for selfies as they float down easy river. So how do you get those clients to be ready for the next round of rapids?

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State Regulations to Watch

With all eyes on the federal government’s various efforts at reforming the fiduciary rules for financial advisors and administrators, attention may have slipped from the States.

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What do clients look for in a financial advisor?

Clients are doing their homework more on potential advisors. So before you start that new push for more clients, make sure you can make it as easy as possible for clients to find the information they are searching for.

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The End of Algorithm Nation? The Culture of Podcasts and Love of Research

You don’t have to look too far to find the road to Wall Street littered with the shells of robo-investing platforms that just couldn’t make it. So if the algorithm has a case of the blues, what takes its place? A love of research-backed stories.

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“Future Proofing” Your Client’s Financial Investments

The newest buzzword in business lingo may already be baked in to your financial services. How can you show your clients you’ve been “future proofing” their investments all along?

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More than the MBA: How Advisors Stay Sharp Through Learning New Skills

Think hobbies are only important for work life balance? Think again. Research shows that learning new skills can help you advance your career. Aside from networking opportunities and potential referral sources, having a passion outside your job can make you better at it. Here's how.

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What’s New in Investment Monitoring and Risk Management?

In 2017, we wrote about how Investment Monitoring was a gaining prominence in financial advisory services. In the two years since that article, risk management and investment monitoring has become even more widespread. What’s changed?

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Multiple Savings Accounts: More Money, More Problems?

The advice given to many about how to pay down debt or save for a specific event, like a wedding, anniversary vacation or new house, is to create separate savings accounts. But can you have too many accounts? Is there a price to pay other than marital harmony or peace of mind?

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Spring Cleaning Your Investment Plan

Just like you probably don’t need the fifth set of towels in the guest bathroom, employees may be holding onto investments or savings processes that are no longer needed. So how can plan sponsors help their employees spring clean their investment plan?

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The Case for and Against Small Indulgences as Part of Saving for Retirement

While most Plan Sponsors would think that creating tools that help employees see how their small indulgences add up, and usually add up to keeping them from saving, is helpful, there is a small contingent of voices arguing against that advice.

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Talking to Kids about Frugality

When it comes to money, children may learn more from by the actions we take than by the words we say. For parents working with a tight budget, whether in the short or long term, this can lead children to grow up with unwarranted concerns about money. How can plan sponsors help parents prevent that?

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Vacation Planning Can Help Employees Learn to Save for Retirement

If the topic of retirement planning is slightly grim, how can a plan sponsor help employees learn to save, and learn to talk to each other about saving? Vacation planning might be a gateway into learning important aspects of saving for retirement.

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Location, Location, Location: Where does retirement planning happen?

Knowing where retirement planning happens may help advisors understand the hidden limits an investor or client is facing. Location may be everything if retirement planning happens at work.

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Beau Adams
Executive Vice President, BCG
John Correll
Client Relations Team Leader
Kevin Bonner
Regional Retirement Sales Director
Robert Terry
Retirement Plan Sales Manager
Sandra Watts
Client Relations Manager


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