Podcasts about Employee benefits

#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   

The OBBBA introduces major shifts for employers, transforming employee benefits, executive compensation, and workforce compliance. Are you prepared to adapt? Essential Impacts for Employers Dependent care and education benefits—higher flexible spending account limits and tax-favored student loan repayment programs Health savings accounts—expanded eligibility and coverage options for employees Executive compensation rules—new tax implications for public companies and nonprofits Epstein Becker Green attorneys Elliot Katz and Lucas Peterhans break down these updates in this episode of Employment Law This Week®. Get the insights you need to stay ahead of these sweeping changes. Read more insights on the OBBBA from our benefits team: https://www.workforcebulletin.com/hot-dogs-fireworks-and-the-one-big-beautiful-bill-what-employers-need-to-know-about-the-employee-benefits-and-executive-compensation-changes Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw396 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/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.

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

In the latest episode of HR Benecast host Mike Stull and Brandee Bell, senior benefits specialist at Designer Brands, discuss the importance of a clear, engaging and effective year-round benefits communication strategy. She shares insights on engaging employees using creative techniques and measuring results. She also provides real examples her team has used to improve open enrollment through effective communication. 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.

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, we sit down with Justin Wagner, AIF®, Henssler Financial's Director of Business Development, to explore the real value of offering—and participating in—a 401(k) plan. For employers, we discuss the end of traditional pensions and why the shift toward defined contribution plans like the 401(k) makes sense today. Justin explains how company contributions are tax deductible, how a strong plan can enhance your ability to attract and retain top talent, and how it can make your company more appealing by demonstrating a commitment to employees' long-term financial wellness.On the employee side, we break down how contributions can reduce taxable income, the benefits of employer matching, the advantages of tax-deferred growth, and current annual contribution limits. Plus, we address some of the most common myths and misconceptions that prevent people from fully maximizing this powerful retirement tool.Whether you're an employer considering a plan or an employee looking to make smarter retirement decisions, this episode has something for you.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — July 5, 2025  |  Season 39, Episode 27Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable to discuss confusion about 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.

Small businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down how accountants can help clients navigate the cost and complexity of offering health insurance, retirement plans, and other benefits. The conversation reveals how positioning yourself as a benefits advisor can double or triple your fees while helping clients attract better talent and reduce costly employee churn.Learn more about Gusto https://gusto.com/product/benefitsChapters(00:56) - Meet Our Guests (01:26) - The Growth Story: Dark Horse CPAs' Success (02:04) - Advisory First Approach: Transforming Client Relationships (03:38) - Gusto's Role in Benefits: An Overview (07:37) - Challenges and Solutions: Small Businesses Offering Benefits (10:25) - The Cost and Complexity of Benefits: Breaking It Down (15:00) - Advisory Conversations: Identifying Client Needs (19:23) - Gusto's Support for Accountants: Tools and Resources (25:43) - Affordability and Competitive Advantage (26:40) - Partnering with Gusto for Benefits (28:19) - Gusto's Software Solutions (29:12) - Client Experiences with Gusto (29:52) - Gusto's User-Friendly Platform (39:10) - Implementation and Timeline (47:42) - Increasing Revenue through Advisory Services (49:52) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Julia MillerLinkedIn: https://www.linkedin.com/in/julia-g-millerJustin KurnLinkedIn: https://www.linkedin.com/in/justinkurnWebsite: https://darkhorse.cpa/justin-kurn-cro/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Ryan Sachtjen is the Co-founder and CEO of Threeflow, building software for employee benefits brokers and insurance carriers.We start with a deep dive into the nearly $2 trillion dollar employee benefits market, including the structural issues that actually give the smallest companies the most leverage.We also talk about insurance more broadly, AI opportunities in insurance, lessons from kickstarting a marketplace doing nearly $3B in volume, when his wife got cancer two months after closing Threeflow's seed round, and how his co-founders adjusted to support him.Special thanks to Bolt for supporting this episode! Join the world's largest hackathon - up to $1m in prizes. Sign-up here.Timestamps:(3:57) Threeflow: B2B benefits marketplace(5:50) How the benefits industry works(9:20) The importance of brokers in insurance(12:32) Benefits broker software stack(15:36) How to make money in employee benefits(21:11) Ways to compete in insurance(26:34) How AI is changing insurance(31:01) What its like to be an insurance broker(35:37) Starting ThreeFlow in 2016 pre-LLMs(40:13) The 128 day walk through Europe before Threeflow(44:47) When his wife was diagnosed with breast cancer(50:23) Advice for founders on surviving large personal events(52:46) Threeflow's unorthodox Seed round(59:46) How to vet your investors(1:04:14) Why insurance brokers exist(1:05:08) How to build a marketplace on top of Vertical SaaS(1:10:53) Choosing a marketplace entry point(1:15:05) $2.5B in premium volume on Threeflow workflows(1:26:39) Importance of supply side volume in a marketplace(1:31:21) Fundraising without a formal process(1:33:03) Hiring for “just get stuff done”(1:36:22) AI opportunities in insurance(1:41:05) Building software in insurance(1:44:56) Tactics for running a distributed team(1:49:04) Creating your own playbooksReferencedTry ThreeflowCareers at ThreeflowFollow RyanLinkedIn: https://www.linkedin.com/in/ryansachtjen/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

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.

Find out what this company did to their employees!See omnystudio.com/listener for privacy information.

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, Richard Coulthard from Ison Harrison Solicitors joins the hosts to provide a comprehensive look at Employer Ownership Trusts (EOTs). The discussion covers the growing popularity of EOTs in the Managed Service Provider (MSP) space, their tax advantages, the practical aspects and benefits of transitioning to employee ownership, and the long-term financial and operational implications. Richard explains how EOTs enable business owners to sell their shares to a trust for the benefit of employees, tax-free profit distributions, and reduced corporation tax. The episode also addresses the succession planning process, the impact on company culture, financial safeguards, and the responsibilities of the trust versus day-to-day management. The conversation emphasises that while the tax benefits are significant, the overarching motivation for considering EOTs should be the legacy and future success of the business.    00:00 Introduction and Welcome  00:13 Understanding Employee Ownership Trusts (EOTs)  02:02 Tax Benefits and Financial Implications  02:50 Profit Distribution and Employee Benefits  08:13 Management and Operational Structure  13:47 Valuation and Regulatory Compliance  14:55 Personal Experiences and Case Studies  23:55 Comparing EOTs with Other Exit Strategies  30:30 Final Thoughts and Contact Information    Connect with Richard Coulthard on LinkedIn by clicking here –https://www.linkedin.com/in/richard-coulthard-8b840677  Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/daniel-welling-54659715/  Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/   Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned!   

Essential employee benefits for working caregivers. In this insightful episode, we explore into the critical intersection of caregiving responsibilities and career management. With a staggering 73% of employees juggling work and caregiving, it's essential to explore how workplaces can better support this significant portion of their workforce. We discuss leveraging Employee Resource Groups (ERGs) as valuable tools for both employers and employees. For organizations, ERGs provide crucial insights into the needs of working caregivers, informing the development of relevant employee benefits and fostering a supportive company culture. We explore which employee benefits are most valued by caregivers. Furthermore, we address the challenges faced by individuals who have stepped away from their careers to provide care. We offer practical advice on effectively positioning oneself for re-entry into the workforce, emphasizing how to highlight the valuable skills acquired through caregiving. This episode provides essential guidance for both employers seeking to support their caregiving employees and individuals navigating the complexities of balancing career and care. Our Guest: Zack Demploplous, author Working Caregivers - The Invisible Employees Zack Demopoulos has over 36 years of diverse experience working in the corporate and small business environments. His expertise spans across sales management; executive leadership; human resources; diversity, equity, and inclusion; small business; board leadership; and caregiving. Zack was drafted into a long distance caregiver for his father when he had a stroke and needed help with activities of daily living for six years until he passed away in 2011. During this time Zack traveled back and forth to North Carolina while holding down a full-time high-level leadership role for his organization. Today, Zack does the same for his mother who also lives in North Carolina.

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

Stacey Richter has a second take on the original episode 433 since it is so relevant right now. Stacey engages in a compelling conversation with Justin Leader, CEO of BenefitsDNA, about the opaque practices of third-party administrators (TPAs) and their impact on healthcare costs.  They discuss the hidden fees tucked into weekly claims wires, including shared savings fees, prior authorization fees, prepayment integrity fees, pay and chase fees, and TPA adjudication fees.  The episode emphasizes the need for transparency, understanding hidden costs, and ensuring fiduciary responsibility for self-funded employers. Additionally, Leader shares insights from a Health Affairs article and mentions ongoing legal cases that highlight the financial discrepancies in TPA practices. === LINKS ===

Sponsor de la tertulia: GuruSupAutomatiza el 90 % de tus consultas de atención al cliente (WhatsApp, email y chat) en cualquier idioma con IA. Integra Gurusup en tus apps y mejora tus flujos. Más información en https://gurusup.com/es/En esta tertulia en directo desde Barcelona, el equipo de Itnig recibe a Álvaro Falcones, cofundador de TaxDown, para una conversación cargada de visión empresarial, tecnología aplicada a la fiscalidad e inteligencia artificial.Álvaro comparte cómo han escalado TaxDown hasta gestionar más de un millón de declaraciones en España y su expansión en México, donde han tenido que adaptarse al contexto local de desconfianza fiscal. También se analizan sus campañas de marketing con figuras como David Bustamante y el papel de la IA en la automatización del asesoramiento fiscal.Factorial, por su parte, anuncia su nuevo producto de Employee Benefits, explicando su integración nativa con nómina, infraestructura fintech y deducciones automáticas.Se comentan los movimientos de OpenAI, la competencia entre open source y modelos cerrados, y cómo la inversión en infraestructura para IA (como data centers) está reconfigurando la economía digital. Una tertulia imprescindible para entender cómo la IA se cruza con la fiscalidad, el producto digital y el futuro del trabajo.Sigue a los "tertulianos" en Twitter:• Bernat Farrero: @bernatfarrero• Jordi Romero: @jordiromero• César Migueláñez: @heycesrSOBRE ITNIG

On this episode of Engage, host First Officer Ryan Argenta discusses how Delta is actively opposing state laws that were enacted to provide employees with an enhanced sick leave benefit. Specifically, the Company is attempting to circumvent, ignore or litigate state sick laws that provide employees who live or work in that state with benefits more generous than those offered by their employers. Pilots based in LAX, MSP, DTW, SEA and NYC are familiar with Delta's ongoing efforts to prevent them from using their state sick benefit in order to care for themselves and their families. Those attempting to use their sick leave are often meet with resistance, have their sick claims denied or receive “counseling” from Chief Pilots. Special guests David Martin, Senior Legislative Rep, and Jeff Pavlak, Manager of Policy and Legislation for ALPA National, discuss this concerning problem and address how ALPA is aggressively fighting for Delta's compliance. The group talks about what pilots can do to affect change on a broader level and specifically what pilots can do who need to use their state sick enhanced benefits or have been denied by Delta. (Recorded May 22, 2025)

Essential employee benefits for working caregivers. In this insightful episode, we explore into the critical intersection of caregiving responsibilities and career management. With a staggering 73% of employees juggling work and caregiving, it's essential to explore how workplaces can better support this significant portion of their workforce. We discuss leveraging Employee Resource Groups (ERGs) as valuable tools for both employers and employees. For organizations, ERGs provide crucial insights into the needs of working caregivers, informing the development of relevant employee benefits and fostering a supportive company culture. We explore which employee benefits are most valued by caregivers. Furthermore, we address the challenges faced by individuals who have stepped away from their careers to provide care. We offer practical advice on effectively positioning oneself for re-entry into the workforce, emphasizing how to highlight the valuable skills acquired through caregiving. This episode provides essential guidance for both employers seeking to support their caregiving employees and individuals navigating the complexities of balancing career and care. Our Guest: Zack Demploplous, author Working Caregivers - The Invisible Employees Zack Demopoulos has over 36 years of diverse experience working in the corporate and small business environments. His expertise spans across sales management; executive leadership; human resources; diversity, equity, and inclusion; small business; board leadership; and caregiving. Zack was drafted into a long distance caregiver for his father when he had a stroke and needed help with activities of daily living for six years until he passed away in 2011. During this time Zack traveled back and forth to North Carolina while holding down a full-time high-level leadership role for his organization. Today, Zack does the same for his mother who also lives in North Carolina. +++++++++++++++++++++++++++ Related Episodes: Surprise! Your Employer Has Benefits to Help With Caregiving Money Talk: How to "Have the Talk" ++++++++++++++++++++++++++++++++++++++++ Sign Up for more Advice & Wisdom - email newsletter. ++++++++++++++++++++++++++++++++++++++++ Please help us keep our show going by supporting our sponsors. Thank you. ++++++++++++++++++++++++++++++++++++++++ Make Your Brain Span Match Your LifeSpan Relevate from NeuroReserve With Relevate nutritional supplement, you get science-backed nutrition to help protect your brain power today and for years to come. You deserve a brain span that lasts as long as your lifespan. ++++++++++++++++++++++++++++++++++++++++ Feeling overwhelmed? HelpTexts can be your pocket therapist. Going through a tough time? HelpTexts offers confidential support delivered straight to your phone via text message. Whether you're dealing with grief, caregiving stress, or just need a mental health boost, their expert-guided texts provide personalized tips and advice. Sign up for a year of support and get: Daily or twice-weekly texts tailored to your situation Actionable strategies to cope and move forward Support for those who care about you (optional) HelpTexts makes getting help easy and convenient. ++++++++++++++++++++++++++++++++++++++++ List of the Top 20 Alzheimer's Podcasts via FeedSpot! See where we rank. Join Fading Memories On Social Media! If you've enjoyed this episode, please share this podcast with other caregivers! You'll find us on social media at the following links. Instagram LinkedIn  Facebook Contact Jen at hello@fadingmemoriespodcast.com Or learn more at Our Website

In this episode of Troutman Pepper Locke's Employee Benefits and Executive Compensation podcast, hosts Lydia Parker and Lynne Wakefield explore the complex legal landscape surrounding the coverage of GLP-1s prescribed for weight loss purposes within self-insured medical plans. As these medications gain popularity, plan sponsors face the challenge of controlling costs while meeting participant demand and maintaining legal compliance. The discussion covers various design alternatives, including cost-sharing strategies, waiting periods, and wellness program rewards, while addressing potential legal risks under HIPAA, the Affordable Care Act, and the Americans with Disabilities Act. Tune in to explore how plan sponsors can navigate these issues effectively as a means to attract and retain employees, while mitigating financial exposure.

Kota, the insurance benefits platform and API, has announced it has raised $14.5m in Series A funding bringing total funding to $22.9 million. The round was led by Eurazeo, along with existing investors EQT Ventures, Northzone, Frontline Ventures and new investors in 9Yards and Plug and Play. The investment will power Kota's mission to make employee benefits globally accessible and frictionless for employees - delivered through its intuitive platform and flexible API. Alongside their Series A, they are also announcing that they've obtained their Central Bank of Ireland Authorisation, making it one of the few technology platforms to be regulated . Kota is rebuilding employee benefits from the ground up. Millions miss out on essentials like pensions and healthcare - not because employers don't care, but because the system is broken. Legacy providers, PDFs, and manual processes make benefits inaccessible and unmanageable. Kota fixes this. Like Revolut did for banking, Kota delivers a modern, user-first experience for employee benefits. It integrates directly with insurers and pension providers, giving employees real-time access and control, and HR teams a single, reliable platform to manage everything. By combining their regulation, infrastructure, and user friendly platform and app, they make benefits effortless for HR & Finance, and engaging for employees. The funding will be used to expand the Kota team, increase the variety of insurance carrier partners in its products, and accelerate customer acquisition. Luke Mackey Founder and CEO said "Employee benefits, which can make up 25% of total compensation, are systematically undervalued and expensive. I experienced this as a founder and a GM -- managing benefits in email, between brokers and insurance companies, completely disconnected and alien from anything else in the business. It's entirely out of date. Ultimately, no one on the team connected or engaged with them, no matter how much we invested. It's not surprising. Insurance benefits are delivered in clunky portals or in PDFs, which is so un engaging compared to the financial experiences employees are used to.Kota integrates directly with insurance companies so we can control that experience and make it easy to roll out and run benefits, no matter who you are or where your team is. This means that employees can quickly understand, enrol, access coverage, retirement plans, or other benefits, and actually value them." Elise Stern from Eurazeo said "Kota really stood out to us. With a tech-first approach, they've built a robust technical and financial infrastructure: deep integrations with insurers across dozens of countries, visibility across the benefits stack, and a seamless API that allows partners - from HRIS to payroll - to embed benefits natively." Since launching in 2023, Kota has helped hundreds of small and medium sized companies seamlessly access, easily manage, along with tens of thousands of employees understand and value their cover. Kota integrates with and offers some of Europe's leading insurance providers, like Vitality in the UK, ONVZ in the Netherlands, Sanitas in Spain, Irish Life Health in Ireland, Allianz Global Care internationally, and many more. Kota powers benefits for Remote.com, and has become the benefits platform of choice for leading scale-ups across Europe such as Zoe Health, Poolside, Carwow, Tines, &Open and Protex AI. Last year, they launched Kota Embed, their embedded insurance offering for HR platforms to make insurance benefits available to their customers without leaving their HRIS or Payroll tool, with customers like Remote, Helios and insurance companies like Irish Life Health as customers. Historically employee benefits have lived offline outside the stack that HR and employees have come accustomed to and are difficult to manage and understand. Employee benefits, while growing into a $70bn market, are still completely unfit for lean, forward-thinking start-ups and scale-ups - parti...

Mathias Lemos Castillo (He/Him/El), Founder / CEO, MLC Consulting, and I recap the latest 5 Things (good vibes in DEI) in just 15 minutes. This week, our conversation is about keeping hands off our brain data, the ultimate retention hack, accessibility at first swipe, and more!Here are this week's good vibes:Accessibility at First SwipeQueer Cover Breakthrough!Hands Off Our Brain DataFree Childcare: The Ultimate Retention HackFreedom UnlockedGood Vibes to Go: Bernadette's GVTG: Yesterday was Global Accessibility Awareness Day aka GAAD. It's amazing how much we don't know. My firm has strived to follow best practices for digital inclusion, but we're not perfect. Here's a great checklist from Meryl Evans.Mattias' GVTG: Turn challenges into opportunities. Identify ways to transform road blocks into an opportunity for growth, then not just internally, but in our community settings and our organizations and lean into the curiosity of what is possible for us.Read the Stories.Connect with Mathias Lemos Castillo.Subscribe to the 5 Things newsletter.Watch the show on YouTube. Join thousands of readers by subscribing to the 5 Things newsletter. Enjoy some good vibes in DEI every Saturday morning. https://5thingsdei.com/

In this episode of Benefits Influencer, host Dennis Carlson interviews Steve Santangelo, Chief Revenue Officer at Garner Health, about their unique approach to healthcare cost management through provider quality assessment. The conversation offers benefits brokers and consultants valuable insights into innovative solutions for addressing rising healthcare costs at a time when employers are seeking more effective alternatives to traditional health plans. ------------------------------------------------- Steve Santangelo brings his decade of carrier-side experience to explain how Garner Health uses data analytics to identify high-quality healthcare providers and incentivize employees to choose them, resulting in both better care and lower costs. The discussion explores: Key Takeaways: Provider Quality Focus: Garner Health analyzes physicians on over 500 metrics using data representing 320 million patients to identify high-performing providers. Their approach connects patients to top doctors within existing networks, finding that higher quality care typically costs less, delivering average savings of 27% per healthcare episode. Market Transformation: We've reached a "tipping point" in healthcare where employers are actively seeking alternatives as costs become unsustainable. CFOs are now directly involved in benefits decisions, and previously "too disruptive" solutions like reference-based pricing are gaining traction as companies face higher healthcare cost increases. Broker Strategy: Successful benefits consultants need to develop multi-year strategies for clients rather than temporary solutions. Vendors should work closely with brokers throughout the client lifecycle, focusing on delivering promised results that help brokers demonstrate value when renewals arrive. The episode also covers insights on price transparency developments, how self-funded employers can leverage concentrated membership for direct contracting, and why brokers remain essential partners in implementing innovative healthcare solutions.

Today's episode is the finale of our season on Asurion, the world's leading tech care company with more than 300 million customers. In an interview with legendary long-time director, Irv Grousbeck, we discuss Irv's path to investing in Asurion, his stewardship across several cohorts of PE ownership, and compare Asurion to Irv's previous power law experience at Continental Cable. Learn more and dive into our research at⁠ ⁠50xpodcast.com⁠⁠   For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ here.⁠⁠ —- 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 —- 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 (00:01:19) Sponsorship: Ramp (00:02:36) Sponsorship: Oberle (00:04:08) Irv Grousbeck Introduction (00:06:53) Irv's Background with Continental Cablevision (00:12:39) Meeting Kevin and Jim (00:16:52) Investing in Road Rescue (00:23:06) Early Success: Hold or Sell — Pivotal Moment? (00:27:30) TA Investment (00:30:29) Building the Team (00:35:49) Capital Allocation in the Search Fund Period (00:38:53) The Lock/line Acquisition (00:45:07) 2007 Equity Recap (00:47:22) Board Dynamics (00:52:23) Irv's Asurion Investment (00:53:43) Lessons in Management (00:55:28) Comparing Continental and Asurion

Curtis Vincent, CHRO at The Estate Registry, offers a fascinating look at how digital estate management is transforming employee benefits packages and addressing a critical gap in financial wellness programs. The days of the fireproof lockbox stuffed with important papers are long behind us. As Curtis explains, modern employees lead increasingly complex digital lives with countless online accounts and digital assets that require organization and protection. Legacy Now provides a secure, intuitive platform that not only stores traditional estate planning documents but also preserves family legacies through digital photographs and videos that can be passed down through generations.What makes digital estate management particularly valuable is its relevance to employees at every career stage. Curtis challenges the notion that estate planning only benefits those approaching retirement. "Almost everybody, regardless of age or net worth, has something worth protecting," he notes. For younger professionals, the platform offers organization around guardianship arrangements, documentation of existing benefits like 401(k)s and insurance policies, and the foundation for building their own legacies. By centralizing important information, these tools alleviate the stress and anxiety that come with managing complex financial lives, allowing employees to focus better at work.For HR professionals considering implementation, Curtis recommends prioritizing cybersecurity, user support capabilities, and ease of administration. Start by gauging employee interest, arranging demonstrations, educating HR teams about the probate process, and carefully reviewing options. Ready to transform your benefits package with this missing piece of financial security? Connect with Curtis on LinkedIn or visit Estate Registry's website to explore how digital estate management can enhance your employee wellbeing strategy.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

Stephen Snyder joined me this week for a wide-ranging discussion on Kentucky, college baseball, transitioning from voluntary to employee benefits, and bourbon.Stephen made the shift a few years ago and shares some of the key differences, such as the different volume in sales, completely unique sales cycles, and the need to think differently when selling employee benefits. He also shared how content has allowed him to build a brand for himself, both in the VB and EB worlds. If you're currently in voluntary benefits and looking to switch, or have just made that transition, you'll get a lot out of this episode of the Accelerate Your Insurance Sales Podcast.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) From Voluntary Benefits To Employee Benefits | with Stephen Snyder(00:00:24) Growing Up In Kentucky(00:05:15) Juco Baseball(00:13:23) Career Shift from Voluntary Benefits to Employee Benefits(00:19:22) Why Employee Benefits Is So Different(00:36:12) Networking and Growth Through Content CreationCONNECT WITH ANDY NEARY

In the latest episode of Ask Michelle, Michelle shared key compliance updates, including the upcoming April Supreme Court ruling on the U.S. Preventive Services Task Force's (USPSTF) authority over preventive care recommendations, the San Francisco Health Care Security Ordinance (HCSO) annual reporting deadline on May 2, 2025, and President Trump's recent Executive Order aimed at lowering drug costs. Michelle also highlighted the upcoming Fisher Phillips webinar on April 30, 2025, covering the latest in labor and employment law.Michelle addressed several listener questions, such as whether beneficiaries are taxed if an employer fails to impute income on excess group term life insurance, the requirement to issue a Summary of Material Modifications (SMM) after a plan and carrier change on January 1, 2025, and if fully insured group health plans must conduct a Non-Quantitative Treatment Limitation (NQTL) analysis for Mental Health Parity compliance.She also discussed the rise in class action lawsuits against employer wellness programs related to tobacco surcharges and reminded listeners about the BCBS Provider Settlement Fund claims deadline of July 29, 2025. Are you curious about a compliance issue? Please submit your questions to AskMichelle@imacorp.com, and Michelle will answer them in the next episode. 

It's annual review season at Employers Health — when clients meet with our team to hear how their pharmacy benefit plan is performing, what they should watch for in the future and plan changes to consider to reduce or minimize future pharmacy benefit costs. In the episode, we sit down with Devon Feriance and Tori Sinclair to hear the main themes they're seeing in these reviews, how employers are dealing with the onslaught of legislative changes and, of course, GLP-1s and benefits trends for 2026. 

In the second part of the two-part Workplace Strategies Watercooler 2025 podcast series on changes employers can expect from the new administration, Jim Plunkett (shareholder, Washington, D.C.) continues his discussion on post-election policy changes with three additional panelists. Stacy Bunck (shareholder, Kansas City) covers the recent changes at the U.S. Equal Employment Opportunity Commission (EEOC), including the Commission's new makeup, its impact on the agency's priorities and actions, and how employers can comply with recent EEOC guidance on diversity, equity, and inclusion (DEI) policies and the Pregnant Workers Fairness Act (PWFA). Next, Tina Ho (shareholder, Washington, D.C.) discusses the new administration's immigration policy actions, which include increased vetting procedures and secondary inspections, delays in processing times for visa and green card applications, revocations in visa status and visa stamps, and employee reporting obligations. Stephanie Smithey, a shareholder in the firm's Indianapolis office and co-chair of the Employee Benefits and Executive Compensation Practice Group, wraps up the discussion by focusing on the new administration's goal to deregulate and streamline rules. She covers topics such as mental health parity compliance, HIPAA privacy regulations, environmental, social, and governance (ESG) investing rules, cryptocurrency, and more.

Today's episode is the second in a series of three on Asurion, the world's leading tech care company with more than 300 million customers. In an interview with Co-Founder and Chairman Kevin Taweel, we dive deep into Asurion's divinely discontent culture, hyper-rational approach to talent management, growth over $1 billion in sales, and transformational acquisition of Lock/line.  Learn more and dive into our research at ⁠50xpodcast.com⁠   For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠ here.⁠ —- 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 Risk Strategies. 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 —- 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 (00:01:19) Sponsorship: Ramp (00:02:36) Sponsorship: Oberle Risk Strategies 00:04:08) Asurion Rebranding (00:05:58) Building the Team (00:15:39) Building the Culture (00:23:04) Talent and Compensation (00:31:51) Giving Back: Compassion Forward Program (00:36:26) Customer Concentration (00:41:07) Crisis Management (00:42:56) Strategy by Experimentation (00:43:08) Acquiring Lock/line (00:51:44) Integrating Lock/line (00:54:12) Capital Allocation in the TA Period (00:59:11) 2007 Equity Recap

This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to outcomesrocket.com Mental health startups targeting employers need to understand employer challenges, build relationships, and innovate to make care accessible, affordable, and integrated. In this episode, Ryan Koo, Employee Benefits Consultant at Marsh McLennan Agency, talks about critical challenges and opportunities in the mental health landscape. Ryan highlights actionable insights for startups aiming to succeed in employer markets. He discusses the vital role of community and relationships in the healthcare ecosystem. Ryan also discusses emerging trends like integrated mental health solutions addressing acute and chronic needs. Tune in to discover how to bridge gaps in mental health care, foster innovation, and navigate the complex employer ecosystem with actionable strategies and expert insights! Resources: Connect with and follow Ryan Koo on LinkedIn. Follow Marsh McLennan Agency on LinkedIn and visit their website.

Like the show? Show your support by using our sponsors. Promotive can help you find your dream job. Touch HERE to see open jobs. Need to update your shop systems and software? Try Tekmetric HEREIn this episode, Jeff is joined by Lisa Coyle and Joelle Pollak from Promotive! Lisa emphasizes the importance of choosing a workplace based on people and culture, not just pay, while Joel shares insights on the multi-step vetting and placement process Promotive uses to ensure strong fits between shops and technicians. Jeff also reflects on his career journey, highlighting how finding the right shop culture made all the difference in his job satisfaction and performance.We're so thankful for the support of Promotive as a sponsor of the podcast! Show your support for this show by thanking them for their sponsorship. And use them if you're looking for a job!00:00 Work's Impact on Personal Life06:09 Discover Interests Beyond Resume11:20 "Impact of Declining Practical Skills"19:47 "Challenges in Attracting Talent"25:58 "Unicorns: The Elite Problem Solvers"27:31 Value Beyond the Job37:11 Rejecting the Flat Rate Work Model39:03 Unicorn Diagnostic Tech Traits47:07 "Work Boot Replacement Benefits"49:54 Beer Exchange Rumor at Shops56:31 "Challenges of Working Interviews"01:00:53 "Honeymoon Phase in Dealerships"01:07:17 "Quirky Industry Changes"01:09:09 Consider Job Fit Before Switching01:17:30 "Tire Tech Job Dilemma"01:19:42 Mechanic's Seasonal Job Struggle Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

Guest Bio This episode featured the co-founders of a first-of-its-kind fertility insurance solution called Flora Fertility. Dr. Christy Lane, President and Co-Founder Dr. Christy Lane is global leader of InsurTech, an investor, founder and award-winning health scientist with expertise in AI, digital health, and wearable devices. Dr. Lane is the Co-Founder of Flora Fertility, the Stanford Wearable Health Lab, as well as Founder and former CEO of Vivametrica. Dr. Lane is also a Venture Partner with IA Capital, an InsurTech/fintech venture firm in New York. Dr. Lane has built her career in women's health research since the 90's, and is blazing a new path forward to combine critical components of wearable tech to help inform insurance policy to make fertility treatments more accessible. As a mom of 3, Dr. Lane has gone through IVF herself and deeply understands the emotional and financial challenges of treatment. She has been recognized as Top 40 Under 40 in Calgary, Female Founders of Insuretech Winner and Top 20 Women in Tech. Laura McDonald, CEO and Co-Founder Laura McDonald is the Co-Founder of Flora Fertility, the first individually-owned insurance solution for fertility and women's health. She formerly founded, scaled, and sold Canada's largest financial media company focused on women and wealth and is passionate about educating women about financial freedom and helping them achieve those goals. She has guided product wholesaling for a major insurance company and helped scale a DTC AI model in the e-commerce space to have global market adoption across 100+ countries. She is a mother of four and the author of two best-selling personal finance books and a former media personality in the financial sector.  Highlights from the Show The interview discusses the innovative approach of Flora Fertility, a company co-founded by Christy Lane and Laura McDonald. The company focuses on providing individually owned private insurance coverage for fertility, aiming to address the high demand and financial burden associated with fertility treatments. The discussion highlights the prevalence of fertility issues, with statistics indicating that one in six people may require fertility treatment, a figure recognized by the World Health Organization as a global health issue in 2023. Flora Fertility's insurance product is designed to be accessible and affordable, targeting women aged 20 to 34 with policies ranging from $15 to $70 per month, offering up to $50,000 in coverage for fertility treatments. The founders emphasize the importance of community and education, aiming to create a supportive environment for policyholders that includes perks, benefits, and educational resources. The episode also touches on the broader implications of women's health and the need for more investment and innovation in this area. It highlights the potential for Flora Fertility to change perceptions of insurance among younger generations and to serve as a gateway for other insurance products. The founders' personal experiences with infertility and their professional backgrounds in healthcare and entrepreneurship are key drivers behind the company's mission. Key Points: Innovative Insurance Solution: Flora Fertility offers a unique insurance product specifically for fertility treatments, addressing a significant gap in the market. Global Health Issue: Fertility issues affect one in six people globally, as recognized by the World Health Organization in 2023, highlighting the importance of accessible fertility treatment options. Affordable Coverage: The insurance policies are designed to be affordable, with monthly premiums ranging from $15 to $70, providing up to $50,000 in coverage. Target Demographic: The primary target audience for these policies is women aged 20 to 34, a demographic that can greatly benefit from early and proactive fertility planning. Community and Education: Flora Fertility emphasizes the importance of building a supportive community for policyholders, offering educational resources and additional benefits. Broader Implications for Women's Health: The initiative underscores the need for more investment and innovation in women's health, potentially reshaping perceptions of insurance among younger generations. Founders' Motivation: The personal experiences of the founders with infertility, combined with their professional expertise in healthcare and entrepreneurship, drive the mission and vision of Flora Fertility. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

HR and Employee Benefits with Pat Haraden This week, join guest host Patrick Haraden, from Lockton Companies in Boston for a discussion about HR and Employee Benefits McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

John Uhas and Larry Small/Benalytics Benalytics Consulting Group, LLC, offers an alternate approach to helping employers address human resource and benefit challenges. After 20 years as a Principal and Consultant with leading global HR and benefit firms, their founder recognized the need for a different type of service model. Since their inception in 2005, Benalytics […] The post John Uhas and Larry Small with Benalytics appeared first on Business RadioX ®.

Gina Alsdorf has more than 15 years of experience in employee benefits, working on complex issues involving ERISA, employee benefit plans, and related laws. Her past clients include trustees, plan committees, plan sponsors, consultants, registered investment advisors, broker-dealers, banks, insurance companies, third-party administrators, and recordkeepers for retirement plans and individual retirement accounts. Gina received her JD, cum laude from University of Georgia Law School and was awarded an LLM in Employee Benefits with honors, from the University of Illinois, Chicago Law School.In this episode, Eric and Gina Alsdorf discuss:Evaluating PBM contracts with expert oversightPrioritizing transparency in pricing modelsAlign PBM incentives with participant outcomes, if possibleInvest in education and oversight for long-term successKey Takeaways:Engage legal and consulting professionals to analyze contract terms, ensuring alignment with fiduciary responsibilities and plan objectives.Understand the financial structure of PBM arrangements, favoring models that clearly show how costs and profits are distributed.Select partners and structures that place plan participant benefit above corporate profit, especially in vertically integrated PBM organizations.Encourage continuous learning and mentorship among benefit managers to adapt to a complex and evolving pharmacy benefits landscape.“ERISA does not give you the duty to go for the cheapest price. You're supposed to get the best service for the money for your people.” - Gina AlsdorfConnect with Gina Alsdorf:Website: https://www.carltonfields.com/team/a/gina-alsdorf LinkedIn: https://www.linkedin.com/in/gina-alsdorf/ 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 is general in nature and is 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 change.It 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.

SummaryIn our latest episode of The Daily Groomer, I chat with Don Greene, co-owner of Rainbow Mobile Grooming. We talk about how they've built a happy, motivated team and why that's been key to their success. Don also shares how they're blending mobile grooming with pet wellness to offer something truly different. Tune in to hear how their values and fresh approach are driving real growth.Timestamps06:39 Mobile Pet Grooming Benefits10:14 Prioritizing Employee Well-being14:10 Maintaining Culture After Onboarding19:10 Employee Benefits and Compensation Boost24:12 Enhancing Pet Health Monitoring28:08 Pricing and Controlling Extra CostsStay connected with our guest speakers! Follow them on their social media Rainbow Grooming Company. For more grooming tips, insights, and stories, check out our website at ⁠⁠⁠⁠The Daily Groomer⁠⁠⁠⁠. Join the pack and be part of ⁠⁠⁠⁠⁠The Daily Groomer Community⁠⁠!

Like the show? Show your support by using our sponsors.Promotive can help you find your dream job. Touch HERE to see open jobs.Need to update your shop systems and software? Try Tekmetric HEREIn this episode, Jeff is joined by Tom Schearer of Schearer Sales and Service. Tom talks about the complexities of used car sales, emphasizing the importance of honest communication with customers and building long-term relationships over short-term profits. The conversation also touches on investing in specialized tools and training to stay competitive, and the value of strong shop culture and effective team collaboration.Want to go to TOOLS? Register HERE00:00 Challenges in Used Car Dealership08:34 "Dealers Prefer Used OEM Brands"12:13 Limited Used Car Warranty Realities19:53 "Tackling Car Repairs Holistically"22:58 "Leadership Transition and Delegation"26:16 Inconsistent Terminology Causes Confusion35:17 Post-Warranty Car Maintenance Shift38:33 Dealerships: Balancing Sales and Relations45:36 Employee Transition Concerns47:25 Chrysler Dealers' Hiring Agreement56:23 Recognition Over Pay: Valuing Appreciation01:01:36 Overcoming Fear: Embrace Collaboration01:06:14 "Collaborative Collision Repair Insights"01:12:32 "Importance of Knowledge Sharing"01:14:50 Retirement and Mentorship Goals01:18:49 Apology and Anticipation Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

This is Derek Miller, Speaking on Business. IMA Financial Group is a leading provider of insurance and risk management, committed to protecting assets and driving growth for businesses across Utah and beyond. Vice President of Employee Benefits, Miles Romney joins us with more. Miles Romney: At IMA Financial Group, we empower Utah businesses with customized solutions to exceed their property and casualty insurance, employee benefits and 401(k) retirement needs. Our mission is to guide our clients through complex risks using personalized strategies, blending local expertise with extensive national resources. By leveraging deep industry knowledge, we transform risks into opportunities for sustainable growth. Recognized as one of Utah's fastest-growing insurance firms, we've successfully supported businesses across diverse industries, from start-up to IPO and beyond. Our dedicated team takes pride in delivering proactive guidance and innovative solutions. Our deep commitment to Utah's vibrant business community drives us to actively advocate for smarter strategies that enhance economic strength, increase employee satisfaction and overall community well-being. At IMA, our goal is simple: making a meaningful difference for the businesses we serve. Visit IMACorp.com to learn more. Derek Miller: Utah's insurance industry is a cornerstone of our economic resilience, providing essential services and driving growth. Companies like IMA Financial Group demonstrate their unwavering commitment by investing in our community, supporting local businesses and fostering long-term success across industries. I'm Derek Miller, with the Salt Lake Chamber, Speaking on Business. Originally aired: 5/2/25

In this episode, Dr. Cherry breaks down the financial challenges oil and gas executives face—like managing complex pay packages, stock units (RSUs), and big tax bills. He shares smart strategies to avoid tax surprises, protect wealth, and plan for a secure retirement.Takeaways:• Plan for tax hits• Watch RSU timing• Limit company stock• Max out 401(k)• Think long-termWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In episode 198, Coffey talks with Kelly Baringer about 2025 trends in employee health benefits and strategies for reducing healthcare costs. They discuss value-based care and directed networks that steer patients to providers with better outcomes; consumer-driven healthcare plans with transparent pricing and no balance billing; the rising costs of pharmacy benefits and hidden broker compensation; and fiduciary responsibilities of HR professionals when managing employee healthcare plans. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.  If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.  About our Guest: Kelley Barringer is a Vice President of Employee Benefits Consulting, with the Employee Benefits team located in Dallas, Texas. She serves as a senior client executive, client advocate, and key liaison with our clients' executive teams, human resources, benefits, finance, and operations contacts. She provides oversight of the USI service team including overseeing the day-to-day needs of clients and is responsible for conducting periodic dialogue with key client contacts to assume overall satisfaction with the USI team. She joined USI in 2022 and has been in the insurance industry since 2015.  Prior to USI, Kelley worked at Ardent Solutions/Alera Group for 6.5 years in employee benefits. Before that, she worked in technology sales and services at Canon USA. Kelley spent time in the medical device industry working with physical therapists and in operating rooms with implants.  She has her B.S. in Exercise Science from (UTA) The University of Texas at Arlington and achieved her M.B.A. through (SMU) Southern Methodist University's executive program. She was a Specialist in the US Army Reserve's 441st Ambulance Unit, deployed to Camp Buehring, Kuwait as a medic.    Kelley is involved in her local SHRM chapter, DallasHR, as a board member, and is a Tri-chair for the Richardson Chamber of Commerce's Women in Leadership Committee. She and her oldest daughter are involved with their local National Charity League chapter. She also sits on the City of Richardson's Tax Increment Financing (TIF) Board.  Kelley was raised in Garland, TX and resides in Richardson, TX.  She and her husband have three school-aged children. Kelley Barringer can be reached athttps://www.usi.com/https://www.linkedin.com/in/kelleybarringer/  About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives: 1.       Investigate value-based care options like UHC's app-based plans that use provider ratings and incentivized co-pays to guide employees toward higher quality care while reducing costs.2.       Identify and understand broker compensation structures within your healthcare plans to fulfill fiduciary responsibilities and ensure transparency in benefit costs.3.       Evaluate personal and company liability protection needs regarding employee benefits decisions, including whether HR professionals need to be covered under errors and omissions policies.

Motheo Khoaripe speaks to Andrew Levy, Labour economist on the role of unions in South Africa's socio-economic landscape and to Blessing Utete, Managing Executive of Old Mutual Corporate Consultants about on how employee benefits are driving the talent war. In other interviews, Grant Nader, Portfolio Manager at Benguela Global Fund Managers chats about assisting a young build and investment portfolio and long-term wealth The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Summer Bacon is a spiritual teacher, and has been a Trance Medium for the beautiful spirit, Dr. James Martin Peebles since 1994. She first met Dr. Peebles in 1989, through Trance Medium, Thomas Jacobson [To Dance with Angels, by Don & Linda Pendleton]. When Thomas quit channeling, she decided that she did not want to lose her connection with Dr. Peebles, and proceeded to set out to "find" him with her heart.Summer has been a spiritual seeker all of her life. At the age of 11 months she realized that she was here on earth to find out "what this truth thing is about once and for all." For most of her early life, Summer spent much of her time trying to avoid or deny the spiritual occurrences that bombarded her on a daily basis. Visitations from spirits and angels, memories from other lifetimes, powerful psychic experiences (including prophetic dreams), visits from extraterrestrials, and out of body experiences were part of her days and nights while she attempted to live like a "normal" child and teenager.She obtained a Bachelor of Arts degree in English Literature from UCLA in 1984, and immediately went to work for ABC-TV during the 1984 Summer Olympics in Los Angeles. Later she was hired to work for Goodson-Todman Productions as a Prize Coordinator for the game show Super Password. She also spent two years managing her family's state-of-the-art 24-track recording studio, Skyline Recording, in the early 1980s. In 1984 she was hired by a staff leasing company where she worked as Director of Employee Benefits, and eventually as Director of Employee Communications. In 1989, she bought the Communications Division and began working independently as a graphic designer, typesetter, writer and marketer.As a graphic designer, developing corporate images and writing ad copy couldn't have been easier. Making use of her natural psychic skills, she would consult one-on-one with Spirit about what her clients' needs were and through this guidance was often able to design the perfect corporate image before she even met with them.Still, there was a burning desire to reconnect with Dr. Peebles again, and so she sat night after night relentlessly seeking him with her heart for nearly seven years, until December 4, 1994 when she at last went into a deep trance, and he spoke through her. For the next three years she channeled hundreds of spirits, including dearly departed loved ones, for anyone who needed help. She did all of the channelings for free, while still running her graphic design business and raising her two daughters.During this time, Summer was also in a very abusive marriage, and eventually made the difficult decision to escape. She began to raise her two children alone, with very little financial support. She was living on the edge of poverty when two of her dear friends encouraged her to go public with her channeling. She nervously did her first Open Session as a Trance Medium for Dr. Peebles in 1996. From there, word of mouth kept her busy with Open Sessions and Private Sessions, and she was able to buy a house in 2004During the fiscal collapse of 2008 she ended up filing bankruptcy and surrendering her home. She knows what it means to lose everything, start over, and keep moving forward, and then lose everything, start over, and keep moving forward again.Although it was difficult, she knows that she would not be the spiritual teacher that she is today, with the ability to relate to people and their challenges. Her deep and abiding love and for, and relationship with, God and Spirit kept her going during the darkest times of her life. As she says, "God's love is real and constant," and was, and still is, her strength in life.Summer's mission is not to prove the existence of God and Spirit to anyone, but rather to help demystify mysticism in order to empower people to create their own relationship with God and Spirit. Aside from channeling Dr. Peebles, her greatest passion has been about sharing of her experiences through group seminars and coaching session. For nearly 30 years, she has helped and guided thousands of individuals to develop a deeper personal connection with God and Spirit, and understand and conquer the fears and misconceptions that often accompany this desire for spiritual growth.Please enjoy my conversation with Summer Bacon.Become a supporter of this podcast: https://www.spreaker.com/podcast/next-level-soul-podcast-with-alex-ferrari--4858435/support.

In this episode, Dennis Carlson sits down with Kristen Rivers, SVP of Sales at ParetoHealth. They discuss how mission-aligned benefits consultants and employers can access premium healthcare solutions typically reserved for large companies through captive healthcare models, highlighting the limitations of traditional fully-insured and level-funded plans while emphasizing the value of actionable data transparency and stronger contractual protections available through alternative funding approaches. Key Takeaways The healthcare market is at a watershed moment where employers are seeking alternatives to unsustainable cost increases in traditional fully-insured plans, with many consultants becoming catalysts for this change. Contrary to popular belief, level-funded plans are often "fully insured, repackaged with a little more data" but without the ability to meaningfully act on that data to control costs. Pareto Health's model provides stronger contractual protections (no-new laser provision and 30% rate cap for the entire membership duration) while giving employers access to cost-saving levers like alternative drug sourcing and patient assistance programs. Contact Information To connect with Kristen Rivers or learn more about Pareto Health, reach out to her directly on LinkedIn or contact any member of the Pareto team in your market.

Terry Crocker, CEO of Tropical Texas Behavioral Health, holds master's degrees in psychology and business. Since 2003, Terry has led the agency's growth into one of Texas's largest community centers, now serving 34,000 people annually with a $123M budget and 1,400 staff. Honors include Behavioral Healthcare Champion (2013), the National Council's Visionary Leadership Award (2018), and appointment as an inaugural Commissioner on the Texas Judicial Commission on Mental Health.Scott Hayes is President and CEO of ISC Group, Inc., based in Dallas. With 30 years of industry experience, he joined ISC in 1997. Scott is a past president of the American Retirement Association and NTSAA, and served on the ASPPA Board. He's a founding member and contributor to 403(b) Advisor magazine and currently serves on the board of the Texas Public Plan Coalition.Mannix Smith brings 28 years of experience in defined contribution, ESOP, and executive benefit plans, including 27 years with ISC Group. For the past decade, Mannix has led retirement plan strategy, compliance, and relationship management at ISC, overseeing key programs and client partnerships.In this episode, Eric, Terry, Scott, and Mannix discuss:Engaging employees about company benefits and earning their trustMaximizing retirement optionsEngage through presence and educationLeverage plan design for growthUphold fiduciary and financial excellenceKey Takeaways:For eligible government entities, contribute fully to both 457(b) and 403(b) plans. Take advantage of unique plan features that are part of a 457(b). Understand the strategic layering of 401(a), 457(b), and 403(b) plans for greater retirement flexibility.Promote benefits actively. Offer regular communication and face-to-face consultations. Build trust and increase participation through consistent, visible leadership.Encourage enrollment through generous matching programs. Consider the best use of forfeitures to support benefit enhancements. Structure plans to drive long-term participation and asset growth.Conduct quarterly investment reviews. Monitor advisor performance carefully. Maintain adequate reserves and use professional strategies focused on liquidity, safety, and return.“Take the time out to listen to the client's needs, to understand exactly what they are asking of you” - Mannix SmithConnect with Mannix Smith: https://www.linkedin.com/in/mannix-o-smith-5802b728/Connect with Scott Hayes: https://www.linkedin.com/in/scotthayescfa/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 is general in nature and is 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.

After the Eagles' Super Bowl LVII loss in 2023, Jalen Hurts said, “You either win or you learn.” It was a powerful reflection on turning setbacks into lessons. Fast forward to 2025, Hurts led the Eagles to a dominant Super Bowl win, exemplifying how learning from past defeats can pave the way to future success. But here's the question: Do we need to wait for failure to start learning? Success can be a comfortable place, but it's also where complacency can creep in. The key is to stay proactive in our growth, even when things are going well. What if we could learn while we're winning, so we don't have to learn because we lost? In this special Million Dollar Careers edition of The Aerospace Executive, we delve into strategies for continuous learning during times of success.  We discuss how high achievers can maintain their edge, avoid complacency, and prepare for future challenges by embracing a mindset of constant improvement. Tune in to discover how to keep evolving, even at the top of your game.    You'll also learn: Why learning doesn't have to be punitive  Why you need to watch the tape even if you won the game How to self-awareness into self-actualization  Guest Bio Robert is the Founder & President of Houghton Search Group (formerly Management Recruiters of Fairfax, Inc.). Rob inspires trust and guides the Mid-Atlantic insurance community in the acquisition and retention of Top Talent. Rob specializes in the executive placement of Property and Casualty and Employee Benefits professionals across the United States. Connect with Rob on LinkedIn.  About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.      Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Recently on Relentless Health Value, we've been tinkering around with a few recurring themes—recurring through lines—that are just true about American healthcare these days. In this episode of Relentless Health Value, host Stacey Richter speaks with Dr. Christine Hale about high cost claimants and the implications for healthcare plans in 2025 and beyond. They discuss the importance of trust in patient care, the financial incentives behind patient steering, and the critical role of timely and comprehensive data analysis. Dr. Hale emphasizes the need for an integrated approach to medical and pharmacy claims data to avoid expensive consequences and improve patient outcomes. She also shares strategies for plan sponsors to effectively manage high cost claimants through evidence-based care, appropriate treatment settings, and creative problem-solving, while underlining the importance of patient engagement and satisfaction. Don't miss next week's episode with Dr. Eric Bricker for a deeper dive into these topics. === LINKS ===

In this episode, we ask: Would you like to meet with Mark? What are the challenges for small businesses? What's wrong with a small business's 401(k) offering? What is the problem with fees? What is the problem with liquidity? What are the penalties? What about the severe loss of control? What about forced participation? Why,...

John Pollock and Brandon Thurston discuss issues among WWE staff with employee incentive programs cut. Pollock and Thurston discuss new details of a consolidated shareholder lawsuit against WWE. The lawsuit alleges that the company manipulated its sales process and that the investigation into Vince McMahon was a “sham.” SLAM Wrestling editor Greg Oliver joins the show to discuss the late Jamie Hemmings and the history of WWE in Toronto as the Elimination Chamber prepares to take place at Rogers Centre.Plus: Ryan Nemeth files a lawsuit against AEW, Tony Khan & Phil Brooks, The Rock returns on SmackDown & more.RELATED:Ongoing WWE shareholder lawsuit alleged Board's investigation was a “sham”Ryan Nemeth sues AEW, Tony Khan & CM PunkWWE employee benefits and raises limited Jamie Hemmings tribute page Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy