Podcasts about Employee benefits

In this episode of Just Compensation, Megan Monson, Amy C. Schwind, and Jessica I. Stewart discuss employer considerations for involuntary termination of employees, including terms in the employee's contract, reason for termination, and release agreements like severance plans. They cover risks of retaliation or other claims if the employee is a member of a protected class or is on or intends to go on a leave of absence. The conversation reviews state and federal regulation as well as COBRA, 409A tax code, and the WARN act. The episode relays that terminating an employee must be a well thought-out and careful decision.  Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsAmy C. Schwind, Counsel, EmploymentJessica I. Stewart, Associate, Executive Compensation and Employee Benefits

Der Podcast mit Tricks, Tipps und Hilfe für Ihre Herausforderungen und HR Strategien. Experten und spannende Persönlichkeiten aus der HR Branche verraten Euch Ihre Hacks aus den Bereichen: Recruiting, Talentmanagement, Employer Branding, Staffing, Personalwesen, HR Tech [HR Technologie und HR Innovationen], Personalführung, Weiterbildung, eLearning, Leadership & HR Management, internationales Human Resource Management, Learning & Development, Retention [Mitarbeiterbindung & Employee Benefits], Leadership. Payroll, Lohn & Gehalt, Entgeltabrechnung, Corporate Health, Arbeitsrecht.

 Great perks can spark productivity, boost morale, and change workplace culture — but only if people know how to use them. On this week's Mind Your Business, we dive into what smart employers are offering now and how employees can make the most of every benefit available. We'll visit with Lisa Finaldi of Family Forward NC, who'll discuss popular benefits beyond just health insurance. Speaking of health insurance, we'll also hear from Susan Richards from Blue Cross Blue Shield NC with more specifics on Carolina HealthWorks.Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday afternoon at 5PM on WATA (1450AM & 96.5FM) in Boone.Support the show

In this episode of Success Leaves Clues, host Robin Bailey and co-host Al McDonald sit down with Connor Bays, Head of Sales and Partnerships at Common Wealth Retirement, to explore how technology, inclusion, and purpose are reshaping financial wellness and the future of retirement. Connor shares his journey as a competitive runner turned mission-driven leader helping Canadians achieve lifelong financial security. Through his work at Common Wealth, he's redefining how small and mid-sized businesses can offer accessible, high-impact retirement plans that support employee wellbeing and retention. Together, they dive into the realities of financial stress, the misconceptions about cost and complexity in group retirement programs, and the profound shift from viewing retirement as an ending to embracing it as a new beginning. This conversation blends insight and empathy, showing how small changes in how we save, educate, and communicate about money can spark long-term transformation, for both employees and employers. You'll hear about: Mission-driven innovation: How Common Wealth is closing the retirement gap for Canadians. Financial accessibility: Why smaller businesses can and should offer group retirement benefits. Common misconceptions: Breaking down the myths around cost and complexity. Financial stress and wellbeing: How retirement planning contributes to mental and emotional health. Engaging younger generations: Why millennials and Gen Z care deeply about their financial future. Technology meets trust: Using digital tools to personalize financial planning at scale. Redefining retirement: From an end point to a new phase of meaning, purpose, and contribution. Employer wins: Why group retirement plans are a competitive advantage for engagement and culture. We talk about: 00:00 Introduction 03:00 From competitive running to leading at Common Wealth 04:00 How Common Wealth is closing Canada's retirement gap 06:00 The biggest barriers to offering group retirement plans 09:00 Financial literacy and breaking the taboo around money 10:00 Retirement planning as part of overall wellbeing 12:00 How younger generations are engaging with retirement savings 15:00 Making financial confidence accessible through technology 18:00 Balancing fees, service, and meaningful financial outcomes 20:00 Personalization in benefits: what employees truly want 22:00 The evolution of retirement: purpose, health, and longevity 25:00 The psychology of retirement and identity beyond work 27:00 Wins for employers heading into 2026: new and upgraded plans 30:00 Planting trees for future generations through better access and education Connect with Connor LinkedIn: https://www.linkedin.com/in/connorbays Website: https://www.commonwealthretirement.com/ Connect with Us LinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group

Der Podcast mit Tricks, Tipps und Hilfe für Ihre Herausforderungen und HR Strategien. Experten und spannende Persönlichkeiten aus der HR Branche verraten Euch Ihre Hacks aus den Bereichen: Recruiting, Talentmanagement, Employer Branding, Staffing, Personalwesen, HR Tech [HR Technologie und HR Innovationen], Personalführung, Weiterbildung, eLearning, Leadership & HR Management, internationales Human Resource Management, Learning & Development, Retention [Mitarbeiterbindung & Employee Benefits], Leadership. Payroll, Lohn & Gehalt, Entgeltabrechnung, Corporate Health, Arbeitsrecht.

How much of your benefits budget actually helps people live and work better?In this episode of the HRchat Podcast, host Bill Banham sits down with David Duckworth, Co-Founder and COO at Ben, to explore why so much global benefits spend gets wasted—and how a smarter, more human approach can turn perks into performance.David draws on his background in payments, financial services, and HR tech to reframe benefits as what they really are: complex, recurring payments that deserve the same precision and transparency as payroll. That mindset, he argues, is key to building cleaner, simpler, and more impactful experiences for employees everywhere.The conversation covers:The shift from work-life balance to work-life integration—and how policy design must evolveHow Ben encourages real-time off and embeds wellbeing into daily workflowsWhy boldness and resilience define great hires and high-performing teamsThe mechanics of fixing a fragmented benefits ecosystem with AI, automation, and open architectureHow to measure ROI in practical ways—through adoption, engagement, experience scores, and retention impactWe also preview Disrupt London 25.0, hosted at Ben on November 12, 2025, and discuss why bringing innovators together accelerates progress in employee experience and HR tech.If you're rethinking your benefits strategy or building the next generation of workplace experience, this conversation is your playbook.Support the showFeature Your Brand on the HRchat PodcastThe HRchat show has had 100,000s of downloads and is frequently listed as one of the most popular global podcasts for HR pros, Talent execs and leaders. It is ranked in the top ten in the world based on traffic, social media followers, domain authority & freshness. The podcast is also ranked as the Best Canadian HR Podcast by FeedSpot and one of the top 10% most popular shows by Listen Score. Want to share the story of how your business is helping to shape the world of work? We offer sponsored episodes, audio adverts, email campaigns, and a host of other options. Check out packages here. Follow us on LinkedIn Subscribe to our newsletter Check out our in-person events

The Power of Personalized Employee Benefits: Insights from Jordan Peace, CEO & Co-founder of FringeIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Jordan Peace, CEO and Co-founder of Fringe, a platform transforming how companies design and deliver employee benefits. Jordan shares how Fringe helps employers create personalized, meaningful, and easy-to-manage benefit programs that boost engagement and retention. The conversation explores the rise of lifestyle benefits, the limitations of traditional programs, and why personalization and simplicity are key to supporting today's workforce.Rethinking Employee Benefits for the Modern WorkforceJordan explains that traditional benefits—like health insurance and retirement plans—only help employees in moments of crisis, leaving a gap in daily well-being. Modern workers expect more personalized, relevant benefits that support their everyday lives and families. That's where Fringe comes in: a lifestyle benefits platform that consolidates hundreds of perks—from streaming subscriptions and meal delivery to childcare and wellness services—into one intuitive system.The platform empowers employees to choose benefits that matter most to them using company-funded “Fringe Points.” This personalization drives engagement and makes employees feel genuinely valued, while employers gain insight into benefit usage and preferences. Jordan also highlights Fringe's Four-Filter Approach—focusing on offerings that save time, reduce stress, impact families, and spark joy—ensuring that every benefit delivers real value.Instead of offering generic cash bonuses or one-size-fits-all perks, Jordan emphasizes the emotional and cultural impact of personalized benefits. They foster connection, increase retention, and create what he calls a “flywheel of engagement.” With Fringe, companies of any size—from startups to global enterprises—can offer world-class benefits that elevate employee experience while simplifying HR management.About Jordan PeaceJordan Peace is the CEO and Co-founder of Fringe, an innovative benefits platform that helps companies offer personalized, lifestyle-based perks to their employees. With a background in financial planning and a passion for people-first culture, Jordan is redefining how organizations think about employee engagement, recognition, and well-being in the modern workplace.About FringeFringe is an employee benefits platform that consolidates rewards, recognition, wellness programs, and lifestyle perks into one seamless experience. Through the use of customizable “Fringe Points,” employees choose benefits that fit their individual needs—ranging from mental health apps to travel experiences. By simplifying benefit management and emphasizing personalization, Fringe helps companies of all sizes attract, retain, and support happier, more engaged teams. Visit https://www.fringe.us/ to learn more.Links Mentioned in This EpisodeJordan Peace LinkedIn ProfileFringe WebsiteKey Episode HighlightsTraditional benefits often miss the mark—employees want support that improves daily life.Fringe's platform personalizes perks using “Fringe Points,” empowering employee choice.The Four Filters—time savings, stress reduction, family impact, and joy creation—guide benefit selection.Personalized benefits boost engagement and retention far more effectively than cash...

How can HR leaders use AI and data-driven insights to make work fairer, more engaging, and more efficient — without adding complexity or risk?In this episode of the HRchat Podcast, host Bill Banham welcomes back Lindsay Clayborne, Chief of Staff at Cardata, the fully managed vehicle reimbursement partner helping companies modernize outdated car allowance programs with smarter, fairer, and IRS-compliant solutions.Last time, Bill and Lindsay explored the basics of why a strong vehicle reimbursement program matters to both employees and employers. This time, they go a step further — looking at how HR and People leaders can use AI and automation to free up time, improve compliance, and empower teams to focus on the work that really matters.Lindsay reflects on her own evolution into a Chief of Staff role, sharing how her lens has widened from people operations to company-wide clarity, planning, and performance. That experience shapes a broader conversation around how HR can leverage AI to streamline processes, make data actionable, and strengthen its voice in strategic business decisions.Together, they explore:How AI reduces HR admin overload, freeing up time for judgment, coaching, and culture-buildingThe evolution of vehicle reimbursement programs — from mileage tracking to integrated, automated systems that reveal valuable patternsWhy data centralization and cross-system integration are key to eliminating friction and improving workforce insightsHow to design AI guardrails to ensure safe, ethical, and compliant adoption across teamsThe growing importance of curiosity, adaptability, and critical thinking in the age of AIThe conversation also tackles a challenge many HR teams face: fear of AI. Lindsay and Bill discuss practical ways to build trust and confidence — defining sensitive data by function, educating teams on safe use, and setting clear policies that encourage experimentation without risk.Tune in for real-world insights on how HR can harness AI to boost fairness, retention, and impact — and become a smarter, more strategic business partner.Learn more about Cardata: cardata.coSupport the showFeature Your Brand on the HRchat PodcastThe HRchat show has had 100,000s of downloads and is frequently listed as one of the most popular global podcasts for HR pros, Talent execs and leaders. It is ranked in the top ten in the world based on traffic, social media followers, domain authority & freshness. The podcast is also ranked as the Best Canadian HR Podcast by FeedSpot and one of the top 10% most popular shows by Listen Score. Want to share the story of how your business is helping to shape the world of work? We offer sponsored episodes, audio adverts, email campaigns, and a host of other options. Check out packages here. Follow us on LinkedIn Subscribe to our newsletter Check out our in-person events

Der Podcast mit Tricks, Tipps und Hilfe für Ihre Herausforderungen und HR Strategien. Experten und spannende Persönlichkeiten aus der HR Branche verraten Euch Ihre Hacks aus den Bereichen: Recruiting, Talentmanagement, Employer Branding, Staffing, Personalwesen, HR Tech [HR Technologie und HR Innovationen], Personalführung, Weiterbildung, eLearning, Leadership & HR Management, internationales Human Resource Management, Learning & Development, Retention [Mitarbeiterbindung & Employee Benefits], Leadership. Payroll, Lohn & Gehalt, Entgeltabrechnung, Corporate Health, Arbeitsrecht.

In this episode, Bill interviews successful Levinson Agent Ronald, who shares his secrets and what it takes to be a top producer in today's environment! His story is extremely inspiring and one that we can all learn from! His business model includes P&C, Employee Benefits, and Financial Services, primarily with Business Owners for over 25 years! Ronald's Biography: Ronald is an experienced Financial Consultant with a demonstrated history of working in the insurance industry. He possesses skills in Life Insurance, Annuities, Health Insurance, Risk Management, Property & Casualty Insurance, Employee Benefits Design, and Sales. He graduated from Temple University - Fox School of Business and Management. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1  

Discover how telemedicine is transforming HR benefits with proven cost savings and productivity gains. We break down the specific numbers behind virtual care to explain why employees now see telehealth as a must-have benefit in today's healthcare environment. For more, visit https://go.telehealthwatch.com TelehealthWatch City: Miami Address: 8345 Northwest 66th Street Website: http://telehealthwatch.com

Why Nobody Talks About Being a Caregiver at Work (& What It's Costing Us) with Jennifer LevinIn this deeply personal episode of The WorkWell Podcast™, Jen Fisher speaks with Jennifer Levin, television writer, journalist, and founder of Caregiver Collective, about her powerful book "Generation Care: The New Culture of Caregiving." While we're in meetings and hitting deadlines, millions of workers are simultaneously managing something most colleagues know nothing about—caring for aging or chronically ill family members. Jennifer became a caregiver at 32 when her father was diagnosed with a rare degenerative illness, and what she discovered changed everything about how we should think about work, support, and what it means to show up.Episode Highlights:What makes millennial and Gen X caregiving different—and why "you don't have other responsibilities" is a dangerous assumptionWhy most young caregivers don't identify as caregivers—and what that silence costs themThe role reversal nobody prepares you for: becoming your parent's parentWhy our culture doesn't value family care as strong social capital—and the discrimination that followsThe real cost to companies: employees leaving not because they want to, but because unpaid leave forces impossible choicesSigns a team member might be struggling with caregiving (even if they haven't said anything)Ambiguous loss: grieving the person who's still here and the life you thought you'd haveWhy guilt is the one word every caregiver mentions, no matter what aspect of care they're discussingHow to create a culture of care awareness without requiring people to sacrifice their careersThe "waiting for the other shoe to drop" reality—and why caregiving emergencies don't follow a scheduleQuotable Moments:"People will question your decisions all the time when you're a caregiver. But the person you're caring for wouldn't want you to give up on yourself either." - Jennifer LevinResources:This episode of The WorkWell Podcast™ is made possible by Lyra Health, a premier global workforce mental health solution. Learn more at Lyrahealth.com/workwell.Jennifer's Book: "Generation Care: The New Culture of Caregiving" by Jennifer LevinJoin the Caregiver Collective: A national online support group for caregivers who feel younger than expected in this role

Why Nobody Talks About Being a Caregiver at Work (& What It's Costing Us) with Jennifer LevinIn this deeply personal episode of The WorkWell Podcast™, Jen Fisher speaks with Jennifer Levin, television writer, journalist, and founder of Caregiver Collective, about her powerful book "Generation Care: The New Culture of Caregiving." While we're in meetings and hitting deadlines, millions of workers are simultaneously managing something most colleagues know nothing about—caring for aging or chronically ill family members. Jennifer became a caregiver at 32 when her father was diagnosed with a rare degenerative illness, and what she discovered changed everything about how we should think about work, support, and what it means to show up.Episode Highlights:What makes millennial and Gen X caregiving different—and why "you don't have other responsibilities" is a dangerous assumptionWhy most young caregivers don't identify as caregivers—and what that silence costs themThe role reversal nobody prepares you for: becoming your parent's parentWhy our culture doesn't value family care as strong social capital—and the discrimination that followsThe real cost to companies: employees leaving not because they want to, but because unpaid leave forces impossible choicesSigns a team member might be struggling with caregiving (even if they haven't said anything)Ambiguous loss: grieving the person who's still here and the life you thought you'd haveWhy guilt is the one word every caregiver mentions, no matter what aspect of care they're discussingHow to create a culture of care awareness without requiring people to sacrifice their careersThe "waiting for the other shoe to drop" reality—and why caregiving emergencies don't follow a scheduleQuotable Moments:"People will question your decisions all the time when you're a caregiver. But the person you're caring for wouldn't want you to give up on yourself either." - Jennifer LevinResources:This episode of The WorkWell Podcast™ is made possible by Lyra Health, a premier global workforce mental health solution. Learn more at Lyrahealth.com/workwell.Jennifer's Book: "Generation Care: The New Culture of Caregiving" by Jennifer LevinJoin the Caregiver Collective: A national online support group for caregivers who feel younger than expected in this role

Austin small businesses are adopting group health insurance plans to manage rising healthcare costs, attract talent, and ensure employee well-being. These plans provide affordable, comprehensive coverage, addressing key challenges and fostering a healthier, more productive workforce while supporting local economic growth. Insurance4Dallas City: Austin Address: 1401 Lavaca Street Website: https://insurance4dallas.com/group-health-insurance-austin/ Phone: +15124104535 Email: Mail@insurance4dallas.com

Open enrollment: the time of year when HR professionals load up on caffeine and employees wonder if “PPO” is a new streaming service. In this episode, hosts Claire Deason and Nicole LeFave invite benefits attorney Anne Sanchez to help decode health plans, compliance, and the latest shiny objects in workplace benefits. From the great PPO vs. high-deductible debate to the lively world of wage deductions (spoiler: it's not just about your lunch money), Anne shares practical advice, emphasizes the importance of communication, and helps set the stage for a smoother paperwork season. Curious about what's trending in benefits this year, like GLP-1 programs or new approaches to fertility? Ready to brush up on clear communication and compliance tips? Pull up a chair and join the conversation – your benefits questions are welcome, and fresh perspectives are guaranteed. https://www.littler.com/news-analysis/podcast/littler-lounge-ppos-perks-understanding-employee-benefits-landscape

Send us a textMaximizing Your Employee Benefits During Open EnrollmentIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, breaks down essential strategies for making the most of your employee benefits during open enrollment. He covers crucial topics such as choosing the right health insurance plan, utilizing Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) effectively, optimizing retirement contributions, and ensuring adequate disability and life insurance coverage. Hunter also provides a practical year-end checklist to help listeners streamline their benefit decisions, emphasizing the financial impact of making informed choices. From tax-saving opportunities to tips on coordinating benefits with a spouse, this episode is a comprehensive guide to maximizing your workplace benefits.00:00 Welcome to The Retire Early Retire Now Podcast00:07 Understanding Open Enrollment01:53 Health Insurance Plan Decisions04:55 Maximizing Your HSA Benefits09:20 Retirement Contributions: Don't Miss Out13:22 Protecting Your Income with Insurance17:44 Exploring Additional Benefits20:04 Year-End Checklist for Financial Health23:24 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Der Podcast mit Tricks, Tipps und Hilfe für Ihre Herausforderungen und HR Strategien. Experten und spannende Persönlichkeiten aus der HR Branche verraten Euch Ihre Hacks aus den Bereichen: Recruiting, Talentmanagement, Employer Branding, Staffing, Personalwesen, HR Tech [HR Technologie und HR Innovationen], Personalführung, Weiterbildung, eLearning, Leadership & HR Management, internationales Human Resource Management, Learning & Development, Retention [Mitarbeiterbindung & Employee Benefits], Leadership. Payroll, Lohn & Gehalt, Entgeltabrechnung, Corporate Health, Arbeitsrecht.

Had an AHA or Insight? Share it:Why are healthcare costs skyrocketing for small businesses—while coverage keeps getting worse?

In this episode of The Broker Link, host John Ross Hopkin sits down with Christapher Estep, Vice President of Sales Midwest at Ameriflex to dive into the growing world of Individual Coverage Health Reimbursement Arrangements (ICHRAs). Introduced in 2018, ICHRAs are transforming how employers offer health benefits — giving businesses the ability to set defined allowances while empowering employees to choose their own health insurance plans. John and Christopher break down how this model provides flexibility, cost control, and satisfaction for both employers and employees. Tune in to learn why 90% of employers who switched to ICHRAs are staying with them, why 92% of employees say they're satisfied, and how Ameriflex's TAP plan is setting a new standard with compliance support, extra benefits, and a 98% client retention rate. This episode will give you the insights you need to understand why ICHRAs are one of the fastest-growing trends in employee benefits. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/     

Welcome to another episode of The Freelancers Tea Break with Emma Cossey, a coach and mentor for freelancers. In this episode, Emma delves into the common question of why freelancers charge higher hourly rates than employees. She explains that freelancers have to cover additional costs such as holiday pay, sick leave, pension contributions, office space, and equipment expenses, which employees typically receive from their employers. Emma also discusses the benefits of hiring freelancers, including access to specialised skills, project-focused quality work, and the lack of a long-term commitment.  Tune in to understand the true value freelancers bring and the hidden costs they bear.  Timestamps: 00:00 Introduction to The Freelancers Tea Break  00:13 Why Do Freelancers Charge More?  00:46 Employee Benefits vs. Freelancer Costs  01:27 Freelancer Expenses and Considerations  02:10 Comparing Employees and Freelancers  02:40 Efficiency and Quality of Freelancers  03:06 Conclusion: The Value of Freelancers Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz

This week, we're covering an uptick in state-level employment law activity, federal court decisions on “captive audience” bans, and Rhode Island's new menopause accommodation requirements. State Legislative Activity Increases California has introduced new laws on paid sick leave, artificial intelligence, pay equity, and protections for tipped workers. Meanwhile, other states are also rolling out new laws impacting employment practices. Courts Clash Over “Captive Audience” Bans Federal courts have issued conflicting rulings on state restrictions regarding employer-mandated meetings related to union organizing. Rhode Island Enacts First-Ever Menopause Law Through a new amendment to its Fair Employment Practices Act, Rhode Island has become the first state in the country to require employers with four or more employees to accommodate menopause symptoms. - Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw409 Download our Wage & Hour Guide for Employers app: https://www.ebglaw.com/wage-hour-guide-for-employers-app. Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com This podcast is presented by Epstein Becker & Green, P.C. All rights are reserved. This audio recording includes information about legal issues and legal developments. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances, and these materials are not a substitute for the advice of competent counsel. The content reflects the personal views and opinions of the participants. No attorney-client relationship has been created by this audio recording. This audio recording may be considered attorney advertising in some jurisdictions under the applicable law and ethical rules. The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. No representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

Der Podcast mit Tricks, Tipps und Hilfe für Ihre Herausforderungen und HR Strategien. Experten und spannende Persönlichkeiten aus der HR Branche verraten Euch Ihre Hacks aus den Bereichen: Recruiting, Talentmanagement, Employer Branding, Staffing, Personalwesen, HR Tech [HR Technologie und HR Innovationen], Personalführung, Weiterbildung, eLearning, Leadership & HR Management, internationales Human Resource Management, Learning & Development, Retention [Mitarbeiterbindung & Employee Benefits], Leadership. Payroll, Lohn & Gehalt, Entgeltabrechnung, Corporate Health, Arbeitsrecht.

#ThisMorning | #Streamlining the #Employee #Benefits #Enrollment and #Evidence of #Insurability #Process - #PartII | Michael Volpe, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness 

PPO, HMO, HSA, FSA… WTF? Understanding Employee Benefits with HR Pro Veronica Barnas | E075Open enrollment season is here — but don't just click “same as last year.” This week on The Extreme Personal Finance Show, Chris sits down with HR powerhouse Veronica Barnas, a 20-year Human Resources veteran specializing in employee benefits.They break down the alphabet soup of benefits — PPOs, HSAs, FSAs, and HMOs — in plain English and with a few laughs. Veronica explains how to stop leaving free money on the table, how to actually build wealth through your benefits, and why your 401(k), HSA, and disability coverage might be more powerful than you think.From the triple-tax advantage of an HSA to secret perks like tuition reimbursement, employee stock programs, and even pet insurance, this episode helps you take control of your financial health the same way you take care of your physical one.In This Episode You'll Learn:• Why “same as last year” could cost you thousands• The real difference between a PPO, HMO, and high-deductible health plan• How to use your HSA as a stealth retirement account• Why disability insurance is one of the most underrated safety nets• How to spot free money in your benefits package• Overlooked perks like tuition reimbursement, stock purchase programs, and gym reimbursements• How to make open enrollment season work for your wallet, not against itWhether you're new to the workforce or a seasoned pro, this episode will help you understand your benefits like a boss and maximize every dollar your employer offers.Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyConnect with Veronicahttps://www.linkedin.com/in/veronica-barnas-28ba7723/

In this episode, John Sbrocco, Founder and CEO of Virtue Health, cuts through the industry jargon to give you a clear-eyed view of the current market. He breaks down the key factors driving medical inflation—from post-COVID utilization and provider consolidation to the staggering rise of catastrophic claims.Listen to learn: The real story behind renewal increases and the key inflation drivers you need to explain to employers. Why a million-dollar claim is no longer a large claim and how orthopedic and specialty drug costs are impacting your bottom line. The critical flaw in most public pools and captives that leaves well-managed groups subsidizing the risk of others. Actionable cost-containment strategies that focus on the 4% of members driving nearly 50% of the spend. How a private consortium model creates long-term stability and delivers single-digit renewals in a double-digit market. LEARN MOREHeads Up Adviser: https://virtuealliance.com/heads-up-adviser/Show Sponsor Virtue Health: https://virtuealliance.com/CONNECT ON LINKEDINJohn W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/This is a must-listen playbook for any advisor looking to navigate tough renewal conversations and deliver sustainable results for their clients.

#ThisMorning | #Streamlining the #Employee #Benefits #Enrollment and #Evidence of #Insurability #Process | Michael Volpe, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness 

In this episode of Success Leaves Clues, hosts Robin and Al sit down with Carl Aube, Co-Founder at Optimal U Inc., to explore how lifestyle medicine is transforming preventive health across Canada. With over 25 years of experience in healthcare innovation, Carl shares how Optimal U is bridging the gap between public and private care – empowering individuals to take charge of their health through data-driven assessments, personalized care plans, and actionable lifestyle changes. Carl discusses how small, daily habits create measurable, long-term health outcomes, and how wearables, genetic testing, and AI are helping Canadians stay healthier longer. He also explains how employers can integrate lifestyle medicine into benefits programs to boost productivity, reduce absenteeism, and lower healthcare costs. This episode is a wake-up call for anyone who believes “ignorance is bliss” when it comes to their health, and an invitation to start planting the seeds of wellness today. You'll hear about: From Sick Care to Preventive Care: Why Canada's public system focuses on treatment, and how Optimal U fills the prevention gap. The Six Pillars of Lifestyle Medicine: Nutrition, exercise, sleep, stress, social connection, and avoiding risky substances. Data-Driven Health: How bloodwork, genetic screening, and wearables reveal what your body truly needs. Ignorance Isn't Bliss: Why knowing your health risks early empowers better choices and longer vitality. Employers and Well-Being: How companies can use lifestyle medicine to reduce costs and build healthier, more engaged teams. The Future of Personalized Care: How AI and continuous monitoring are making wellness more accessible and actionable than ever. If you're a benefits advisor, HR leader, or parent looking to better support families through smarter healthcare access, this episode will open your eyes to how innovation and empathy can work hand-in-hand to change the future of care in Canada. We talk about: 00:00 Introduction 03:00 What Is Optimal U and How It Works with the Public System 05:00 Prevention vs. Treatment: Why Lifestyle Medicine Matters 07:00 The Six Pillars of Lifestyle Health 09:00 Facing Your Health Fears and Taking Action 12:00 From Data to Daily Habits: Sleep, Movement, and Nutrition 14:00 How AI and Wearables Empower Real-Time Health Insights 16:00 The Mission Behind Optimal U and Carl's 25-Year Journey 18:00 Breaking Down Healthcare Silos and Improving Referrals 21:00 Integrating Lifestyle Medicine into Employee Benefits 23:00 Real ROI for Employers: Productivity, Wellness, and Retention 26:00 Lifestyle vs. Functional Medicine: What's the Difference? 29:00 Genetic Testing and the Power of Personalized Insights 36:00 Working with Family Physicians and Navigating the Public System 40:00 Collaboration Over Competition in Healthcare 41:00 Planting Seeds of Health: Carl's Vision for the Future Connect with Carl LinkedIn: https://www.linkedin.com/in/carl-aube/ Website: https://optimalu.ca/ Connect with Us LinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group

Health insurance costs are climbing, and this year's open enrollment feels tougher than ever. Premiums are up, deductibles are higher, and plans seem designed to confuse you. In this episode, Jess and Brandon walk through how to actually compare your options by looking at total yearly cost, not just the monthly premium. You'll learn how to plan for high-cost years with surgeries or pregnancies versus lower-cost preventive years, and how to understand how network changes, prescriptions, and hidden fees can impact your real out-of-pocket costs.They also break down the tools that help you fight rising healthcare costs:HSAs: triple tax advantages and long-term growth potentialFSAs and Dependent Care FSAs: pre-tax savings for medical and childcare costsShort Term Disability: using it for maternity or recovery timeGroup Life and Disability Insurance: what's covered and where the gaps areIf your health plan feels more expensive but offers less, this episode helps you make the smartest choice for your family and your wallet.Head over to our YouTube channel to catch this episode in full video form.Apply to be a guest on the show.You can also email us at: thesugardaddypodcast@gmail.comConnect with us on InstagramWe're most active over at @thesugardaddypodcastChat with BrandonWant to work together? Learn more about BrandonBook a free 30-min call to see if it's a fit.Show us some love, hit subscribe, leave a five star rating, and drop a quick review!Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jess, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

The most recent episode of the Georgia Tech Research Podcast features a conversation with Georgia Tech Human Resources (GTHR) leaders about the many benefits and programs available to Georgia Tech and GTRI employees. Host Scott McAtee, assistant director-HR business partner at GTRI, is joined by Kimberly Goler-Stubbs, Yolanda McDaniel, and Michelle Jordan-Dumas, who each oversee different aspects of employee health, benefits, and retirement. The discussion highlights how Georgia Tech's benefits go beyond health care and retirement.

Join Lydia Parker and Laura Ferguson, partners in Troutman Pepper Locke's Employee Benefits + Executive Compensation Practice, as they discuss the top five health and welfare updates from 2025 to prepare you for 2026, from significant legislative changes to emerging litigation trends that are reshaping the landscape for plan sponsors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special two-part episode of Know Your Risk and Insurance Coverage, host Chip Arenchild talks with leaders and interns from Moody Insurance and M3 Insurance to explore how real internship programs are shaping the future of the independent agency model. Guests include Ashley Canny and Hunter Rivers from Moody, and Jake Cline and Cyrus Choisy-Madon from M3. The episode dives into what makes these programs successful—from rotational department exposure to executive mentorship—and why young professionals are choosing to stay in insurance. Whether you're building a pipeline or launching your first internship, this episode delivers practical ideas and candid stories.Timecodes:00:00 – Welcome and introduction01:03 – Why RiskProNet is spotlighting internships02:00 – Meet Moody Insurance's internship leaders03:20 – How Moody's rotational program is structured04:31 – Intern Hunter Rivers on his experience and takeaways05:55 – What surprised him about working in insurance07:13 – How Moody sources and selects interns08:44 – What a “day in the life” of an intern looks like10:31 – Live work, real projects, and measurable impact11:52 – Summer School & executive mentorship at Moody13:30 – How Moody evaluates and hires from the intern class15:05 – Now to M3: Meet Jake Cline and intern Cyrus Choisy-Madon16:23 – How M3 views internships as a culture-building tool18:04 – M3's internship model: data science, pharmacy, IT & more19:46 – What Cyrus learned—and what changed his mind about insurance21:21 – Interns doing real actuarial and benefits work22:33 – The human side of the insurance industry23:40 – Why insurance is complex, valuable, and growing25:06 – Planning career paths after the internship26:18 – Final thoughts from all four guestsResources:Become a member at RiskProNet.comConnect with Chip Arenchild on LinkedInConnect with Moody on LinkedinConnect with M3 Insurance on LinkedInConnect with RiskProNet on LinkedIn

702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Host Mike Stull sits down with Mandy Rhubin, senior director, pharmacy network audit at Optum Rx, to tackle one of health care's most costly challenges: fraud, waste and abuse (FWA). Mandy breaks down what FWA really means, shares real-world examples and dives into why plan sponsors play such a critical role in spotting and preventing it. Watch or listen to Benefits Bites Episode 1 – PBM 101: Big Players, Mid-Market Movers and Industry Disruptors Register for upcoming Employers Health webinars or watch on demand at Events - Employers Health. Sign up for our monthly newsletter here. Find additional helpful benefits strategies and resources at Articles | Employers Health.

In this episode of the Real Estate Pros Podcast, host Kristen interviews Nick Dial, author of 'Insurance Makes Cents.' They discuss the importance of understanding insurance, particularly for real estate professionals, and how to leverage it effectively to protect assets. Nick shares his personal journey into the insurance industry, the inspiration behind his book, and the common gaps in insurance coverage that many overlook. He emphasizes the need for a customized approach to insurance and the importance of educating oneself about policies to avoid costly mistakes. The conversation concludes with key takeaways from Nick's book, empowering listeners to optimize their insurance strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Insurance isn't boring—it's the foundation of your wealth plan. Most people treat it like an afterthought, only glancing at benefits during open enrollment and hoping nothing bad happens. That's exactly why so many families end up scrambling when life hits them with the unexpected.In this episode, I sit down with Maxwell Schmitz, a disability insurance and income protection expert, to rip apart the myths and excuses around insurance. We cover the psychology behind why people ignore it, the real risks you're facing, and why disability insurance is more likely to impact your life than death during your working years.We break down the most common myths:“I'm too young for that.”“I've got coverage through work, I'm good.”“Insurance is a waste of money.”Max exposes the flaws in that thinking with numbers, stories, and blunt truth. We also dive into why group plans don't cover nearly as much as you think, why cost isn't the real barrier, and how insurance fits on the defensive side of your wealth strategy.You'll walk away knowing the exact policies to check before the year ends, the one question you should be asking your advisor, and why your emergency fund is the first move if you do nothing else.This is a raw, no-BS conversation about protecting your income, your family, and your peace of mind. Watch the full episode on YouTube: https://youtu.be/aCx9zCcjhIIAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

In this special episode of the Abundance Mindset Podcast, we focus on financial planning strategies specifically for Meta employees. We delve into optimizing the Meta 401k, including tax-efficient contributions and strategic investment selections. We also explore the nuances of handling Restricted Stock Units (RSUs) and their tax implications. To wrap up, we highlight Meta's other generous benefits like health savings accounts and long-term disability coverage.

In this episode of Success Leaves Clues, hosts Robin Bailey and Al McDonald sit down with Gavin Mosley, founder of the GroupBenefitz Platform and one of Canada's leading voices in private healthcare and executive benefits. With nearly two decades of experience at top insurance carriers and consulting firms, Gavin has made it his mission to simplify the complex world of group benefits and reshape how organizations think about proactive health access. From exploring the rise of private executive clinics to building insurance solutions that let Canadians access healthcare like their American counterparts, Gavin offers a masterclass in the future of employee benefits. You'll hear about: The private health gap in Canada: Why it's not new, and how infrastructure already exists for those who know where to look. The ROI of proactive health: How shorter wait times, faster recoveries, and tax-efficient benefits deliver value for executives and companies alike. Breaking down the product: A behind-the-scenes look at specialty insurance that covers diagnostics, global treatment, and post-surgery rehab. Wellness integration: Why virtual rehab, nutrition, and mental health support are essential complements to executive health coverage. The future of benefits advising: How this emerging segment could create new roles, new specialties, and an entirely new way of serving clients. Success redefined: Gavin's vision of building a business his kids would be proud to run, while leaving the industry better than he found it. If you're a business owner, benefits advisor, or HR leader curious about the next frontier of employee health and retention, this episode offers both a roadmap and inspiration for where the industry is headed We talk about: 00:00 Introduction 02:22 The Rise of Private Healthcare in Canada 03:37 Understanding the Private Healthcare System 07:39 The Growing Demand for Private Healthcare 10:54 Exploring the ROI of Private Healthcare 15:06 Introducing the Product: Best Doctors Insurance 16:53 Product Details and Benefits 24:31 Understanding Medical Procedures and Coverage 24:52 Differences Between Critical Illness and Health Insurance 25:09 Coverage and Benefits of the Health Insurance Plan 26:13 Future of Health Insurance in Canada 27:40 Addressing Gaps in the Public System 28:25 Potential Solutions and Industry Changes 28:39 Polarizing Discussions on Private Healthcare 29:31 The Role of Benefits Brokers 32:45 Navigating the Wellness Space 36:01 The Importance of Data in Wellness Programs 38:32 Defining Success in the Insurance Industry 42:58 Future of Employee Benefits and Private Health Connect with Gavin LinkedIn: https://www.linkedin.com/in/gavinmosley/ Company LinkedIn: https://www.linkedin.com/company/groupbenefitz/ Website: https://www.groupbenefitz.ca/ Connect with Us LinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group

In this episode of Just Compensation, Jessica I. Kriegsfeld is joined by Lauren M. Hollender to discuss employee handbooks, including varying state and federal laws and best practices for creating, distributing, and maintaining employee handbooks. Hollender explains that employee handbooks are not one-size-fits-all, and they should be customized to fit the company's size, location, and culture.  Speakers: Lauren M. Hollender, Counsel, EmploymentJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

In this episode of Success Leaves Clues, hosts Robin Bailey and Al McDonald sit down with Cheryl Kerrigan, award-winning Chief People Officer at BlueCat and one of Canada's most admired HR leaders. With more than two decades of global experience, Cheryl shares her journey of stepping into roles before she felt “ready,” embracing failure as a teacher, and shaping workplace cultures where people and performance thrive. You'll hear about: The power of courage and curiosity: Why putting your hand up before you're fully prepared can accelerate growth. The role of mentorship: How strong leaders and female role models shaped Cheryl's career, and why she's passionate about sending the elevator back down. Building high-performing teams: From over-communicating strategy to enabling leaders with coaching and development. Supporting resilience in tech: Wellness days, flexible policies, and innovative benefits that prioritize employee well-being in a fast-paced industry. Planting future trees: Why Cheryl is committed to connecting new graduates with opportunities and helping the next generation step confidently into business. If you've ever struggled with imposter syndrome, wondered how to foster a culture where people truly thrive, or wanted practical insights from one of Canada's top HR leaders, this episode is filled with clues you'll want to follow. We talk about: 00:00 Introduction and Podcast Overview 04:15 Cheryl's Career Journey and Leadership Insights 11:31 Building High-Performing Teams 15:35 Balancing Business Growth and Employee Well-being 21:10 Innovative Employee Benefits and Support 25:07 Future Trends in Employee Benefits 30:24 Cheryl's Mentorship and Giving Back 33:19 Conclusion and Contact Information Connect with CherylLinkedIn: https://www.linkedin.com/in/cherylkerriganWebsite: https://bluecatnetworks.com/Connect with Us • LinkedIn: Robin Bailey and Al McDonald • Website: Aria Benefits and Life & Legacy Advisory Group

Ever feel like your employee benefits package is a mystery? You're not alone! In this episode, Bri sits down with benefits expert Christy Smith from The Horton Group, a Marsh & McLennan Agency, to demystify the world of workplace perks. Christy, who has extensive experience in HR and as an employee benefits broker, shares insights on everything from health, dental, and vision insurance to the often-overlooked benefits like disability and legal support. Get ready to learn how to ask your HR team for new benefits (yes, you can do that!) 2, why understanding your options is crucial, and the surprising ways some companies are making benefits more inclusive (think doggy daycare!). Plus, we dive deep into the power of Health Savings Accounts (HSAs) and why they might be your secret weapon for retirement savings. Tune in and empower yourself to make the most of your workplace benefits!Timestamps:- 00:52: Christy's journey from HR to employee benefits broker.- 02:24: Common misconceptions about workplace benefits and how to approach your HR team.- 06:41: Navigating multiple health plan choices and software to assist in decisions.- 09:50: The evolution of vision and dental insurance.- 13:17: Inclusive benefits like "doggy daycare" and pet insurance.- 15:56: The importance of understanding company culture for tailored benefits.- 18:48: Deep dive into short-term and long-term disability, including state-paid leave benefits.- 23:14: Understanding legal benefits and Employee Assistance Programs (EAPs).- 27:50: The one employee benefit Christy wishes everyone would maximize (hint: it's about retirement!).- 33:28: Key advice for open enrollment season.Connect with Christy:- LinkedIn http://www.linkedin.com/in/christy-smith-cebs-49283810 - The Horton Group, a Marsh & McLennan Agency https://www.thehortongroup.com/  The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples. Like the show? Leave us a rating & review! If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Join our newsletter HERE. Schedule a meeting with a Childfree Wealth Specialist® HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

In this episode, Ben Markland sits down with Terry Ward, Senior VP of Sales at United Vision Plan, live from the ICMG Conference in Tampa, Florida. With over 40 years of experience in the vision benefits industry, Terry shares his journey and how technology, consumer expectations, and transparency are reshaping the way benefits are delivered. From the evolution of vision care to the rise of digital platforms, Terry offers a fresh perspective on leadership, adaptability, and meeting today's industry challenges head-on.

In this episode of Just Compensation, Jessica I. Kriegsfeld, Amy C. Schwind, and Adam Dickson discuss employment considerations for early-stage companies, including best practices to be compliant with applicable employment laws and to build a strong foundation to grow and attract talent.  Speakers: Adam Dickson, Counsel, Emerging Companies & Venture CapitalAmy C. Schwind, Counsel, EmploymentJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

In this episode of Remodelers on the Rise, Kyle, Bailey, and Kassi share highlights from the recent Rise Conference. From roundtables that sparked powerful conversations to breakout sessions on AI and marriage, they reflect on moments of learning, laughter, and even tears. You'll hear about community connections, sponsors, standout sessions, and a surprise new employee benefit—plus a big announcement about the 2026 Rise Conference. ----- Thank you to our RISE Conference Sponsors: CGN (Contractor Growth Network) Builder Funnel JobTread DreamMaker Bath & Kitchen Contractor in Charge Squirrel Solutions Seabrook Design Co. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways The Rise Conference had over a hundred attendees and multiple breakout sessions. The three I's of the conference were Ideas, Inspiration, and Implementation. Engagement during roundtables was high, with attendees sharing valuable insights. Feedback from attendees highlighted the positive energy and collaborative culture. A new employee benefit was introduced: a tattoo stipend for team members. Future events are planned, including an implementation check-in call and another Rise Conference in 2026. The importance of community among remodelers was emphasized throughout the conference. Attendees left with actionable ideas and commitments to implement in their businesses. The hosts shared personal stories and moments that made the conference memorable. The podcast encourages creativity in employee benefits and community building. ----- Chapters 00:00 Introduction to the Rise Conference Recap 03:05 Key Themes and Highlights of the Conference 06:11 Standout Moments and Personal Stories 08:57 Engagement and Community Building 12:00 Implementation and Action Plans 15:01 Feedback and Future Directions 22:42 Exploring the Henry Ford Museum and Attendee Feedback 23:59 The Importance of Focus and Implementation 26:00 Positive Energy and Culture at the Conference 27:03 Stepping Out of Comfort Zones 27:52 New Employee Benefits and Team Bonding 29:55 Creative Employee Benefits: The Tattoo Stipend 34:00 Looking Ahead: Future Conferences and Offerings

Jenny Kiesewetter has more than 24 years of experience advising businesses in ERISA, employee benefits, compensation, fiduciary responsibility, and compliance matters.As a member of the firm's Employee Benefits and Tax Practice in Nashville, she advises clients on all aspects of employee benefits and executive compensation, including qualified and nonqualified retirement plans, health and welfare benefit plans, cafeteria plans, severance plans, and equity-based compensation plans.Jenny has also worked with businesses and investors during mergers and acquisitions, focusing on due diligence and compliance related to employee benefit plans, including retirement, health and welfare, and executive compensation plans. Additionally, she has worked on many post-acquisition employee benefit matters, specifically related to plan compliance and correction.Jenny earned her law degree from the University of Tennessee College of Law, Knoxville, as well as a master's in communications. She earned her undergraduate degree from the University of Florida. She has been consistently recognized by U.S. News - Best Lawyers for ERISA Litigation and Employee Benefits (ERISA) Law.Jenny is a frequent speaker and author on topics including ERISA, employee benefits, retirement plans, health plans, and statutory and regulatory compliance. To subscribe to her LinkedIn newsletter “ERISA Explained,” please visit - https://www.linkedin.com/newsletters/erisa-explained-7083416224222601216/ In this episode, Eric and Jenny Kiesewetter discuss:Fiduciary responsibility in ERISA health plan oversightConducting proper due diligence for health plan service providersSecuring and ensuring access to health plan dataReviewing provider fee disclosuresKey Takeaways:Selecting and monitoring health plan providers is an ongoing fiduciary function. Sponsors must document their decision-making and maintain oversight even after hiring a provider.When choosing a broker or advisor, conduct thorough due diligence. Interview multiple candidates, review their experience, services, and fees, and ensure they fit your organization's needs.Plan sponsors should secure access to all necessary health plan data. Owning and understanding this data is critical for informed fiduciary decisions and compliance with federal laws.Review 408(b)(2) fee disclosures from health plan service providers. Missing or incomplete disclosures can create compliance risks and may be seen as an unreasonable relationship by the Department of Labor.“You can't make fiduciary decisions if you don't know what the data says. That's my opinion. You have to understand what the data says to be able to make the right fiduciary decisions.” - Jenny KiesewetterConnect with Jenny Kiesewetter:LinkedIn: https://www.linkedin.com/in/jennykiesewetter/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways:

In this episode of Portfolio Pulse, host Steven sits down with Scott Zimmerman, entrepreneur at Corporate Strategies (CorpStrat) one of Los Angeles' top employee benefits brokers. With 35 years in the industry, Scott shares how he found his way to a boutique agency serving over 500 companies by prioritizing relationships, strategic partnerships, and exceptional client service over flashy marketing. From his humble start buying his own life insurance policy at 19 to leading a 22-person team, Scott discusses the mindset shift that transformed his career, the challenges of breaking into the industry, and why helping people—not chasing commissions—is the true key to longevity.

In this episode Stacey Richter speaks with Jonathan Baran, CEO of Self Fund Health in a detailed exploration of what they term the 'Flywheel Downward Spiral' of American healthcare costs. The conversation delves into how electronic health records (EHR) and the incentives driving insurers, brokers, and hospital systems contribute to consistently rising healthcare premiums.  Key points include how insurers profit from high premiums, the misleading marketing focus on discounts rather than actual costs, and the role of EHR systems in maximizing hospital profits rather than improving patient care. The episode sets the stage for a subsequent discussion on reversing these trends, aiming to align healthcare outcomes with cost reductions. Self Fund Health, I am so pleased to tell you, as I am always so pleased to tell you, did make such a kind offer to help out Relentless Health Value financially. You and the tribe here are really, really great folks who I truly appreciate. Please support Self Fund Health if you are in Wisconsin. This episode is sponsored by Self Fund Health. === LINKS ===

#thePOZcast is proudly brought to you by Fountain - the leading enterprise platform for workforce management. Our platform enables companies to support their frontline workers from job application to departure. Fountain elevates the hiring, management, and retention of frontline workers at scale.To learn more, please visit: https://www.fountain.com/?utm_source=shrm-2024&utm_medium=event&utm_campaign=shrm-2024-podcast-adam-posner.Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcastFor all episodes, please check out www.thePOZcast.com Summary:In this episode of #thePOZcast Adam Posner interviews Jon Cooper, a serial entrepreneur and CEO of Overalls, a company focused on simplifying life for employees through innovative benefits. Jon shares his journey from a corporate background to entrepreneurship, discussing the lessons learned from his parents, the challenges faced while building Life.io, and the emotional transition during acquisitions. He elaborates on the mission of Overalls, the unique service model, and the importance of technology and AI in enhancing user experience. The conversation also touches on leadership in a remote work environment, hiring practices, and the evolving definition of success.Takeaways - John's parents were both small business owners, influencing his entrepreneurial spirit.- He initially struggled with understanding the corporate world and sought practical experience.- Life.io aimed to create a financial incentive for healthy living, akin to carbon credits.- The acquisition process can be complex and emotionally challenging for founders.- Overalls was born from the need to address everyday life challenges for employees.- The service model of Overalls allows employees to send any problem for assistance.- High adoption rates are achieved through simple messaging and user education.- Real-life impact stories highlight the emotional connection and trust built with users.- Navigating challenges in the business landscape requires flexibility and adaptability.- AI enhances efficiency but should not replace the human element in service delivery. Chapters 00:00 Introduction to John Cooper and His Journey02:56 Early Influences and Entrepreneurial Spirit05:46 Transitioning from Corporate to Entrepreneurship08:45 The Concept Behind Life.io and Its Impact11:44 The Acquisition Process and Emotional Transition14:48 The Birth of Overalls and Its Mission17:45 Understanding the Service Model of Overalls20:54 Adoption Rates and User Experience23:51 Real-Life Impact Stories and Trust Building26:47 Navigating Challenges in the Business Landscape30:00 The Role of Technology and AI in Overalls33:00 Leadership in a Remote Work Environment35:53 Hiring Practices and Team Dynamics38:52 Future Challenges and Growth Opportunities41:45 Defining Success and Personal Values44:02 Conclusion and Future Connections   

In this Business Matters episode we discuss employee benefits and their importance in employee retention.

Today, we are dropping a special episode in the Invest Like the Best Feed. 50X is back, a fan favorite series from Will Thorndike and the team at Compounding Labs. Will's book, "The Outsiders," is one of the best business and investing books that you'll find. You'll hear him continuing his work in the hosting chair as he looks in detail at investments that have appreciated at least 50-fold.Season two features Asurion. Colossus is excited to partner with Will as he sits down with the management and investors behind this legendary investment. We kick off this special drop with a short interview that I did with Will on everything he learned studying this business, followed by the full three-part series. Learn more and dive into our research at ⁠50xpodcast.com⁠ —- This episode is brought to you by⁠⁠ Ramp⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠ Ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. — This episode is brought to you by ⁠Oberle⁠. Oberle is a specialty insurance brokerage providing insurance services to search funds, independent sponsors, family offices, and private equity firms. Oberle supports its clients with a comprehensive insurance due diligence covering a wide range of items, including commercial insurance, Employee Benefits, key person life insurance, and reps and warranty coverage. Additionally, Oberle has a thriving personal lines practice, designed for entrepreneurs seeking a higher-level service and expertise when it comes to insuring one's home, vehicles, and valuables. If you're interested in connecting with the Oberle team:  ⁠https://oberle-risk.com/50x⁠ — This episode is brought to you by ⁠System Six⁠, a searcher-owned outsourced bookkeeping and accounting services firm that has been a great partner to us at Compounding Labs.  With the right modern tools and a strong team, System Six will eliminate headache for you and give you time back so you can focus on growing your business. Whether you're a CEO or CFO stuck in the weeds, or an investor trying to support your CEOs and portfolio companies, reach out to hello@systemsix.comand mention the podcast for your first month of ongoing bookkeeping free. —- 50X is a property of Colossus, LLC. For more episodes of 50X, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Follow us on Twitter: @50Xpodcast | @joincolossus Show Notes (00:00:00) Welcome to 50X (00:04:52) Patrick interviews Will Thorndike (00:18:16) The Early Days (‘95-‘01) with Kevin Taweel (01:24:44) The Flywheel Era (‘01-‘07) with Kevin Taweel (02:24:32) Retracing the Path to 100 times 50x with Irv Grousbeck