Employee Benefit Adviser - September 2018

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

Employees may want to cash in their retirement accounts but other variables complicate the outlook.

USI’s Jim McCauley is promoting cost containment strategies such as reference-based pricing to skeptical clients who have dealt with decades of rising healthcare expenses.

All-in-one human capital management systems can easily manage some of human resources’ biggest functions — but HR managers aren’t taking the time to understand the technology.

EBA’s Advisers of the Year stand out for their work in retirement planning, voluntary benefits, wellness and technology.

To provide real cost savings for their employer clients, next-generation benefits advisers are casting off the health insurance carriers and abandoning the traditional way of procuring healthcare.

Benefits professionals must become trusted advisers and never forget to factor in relationships with chief financial officers when devising strategic plans.