Podcasts about Employee benefits

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...

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.

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. 

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.

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!

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.

Motheo Khoaripe speaks to Blessing Utete, Managing Executive of Old Mutual Corporate Consultants, about how employee benefits have become a crucial factor in the talent war, with companies competing to offer attractive packages to retain and attract top talent. 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 newsletters The Money Show is brought to you by Absa. Follow us on: 702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702 702 on Instagram: www.instagram.com/talkradio702 702 on X: www.x.com/Radio702 702 on YouTube: www.youtube.com/@radio702 CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkza CapeTalk on X: www.x.com/CapeTalk CapeTalk on YouTube: www.youtube.com/@CapeTalk567 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,...

Christian Kobes is quickly scaling 19:21 Consultants Co, an independent health insurance and employee benefits firm. They've found their niche providing better, modern service to clients with +50 employees. Christian expects revenue to nearly double again this year. We discuss the M&A landscape in health insurance, what their company might be worth today, and if they'd sell soon. Christian Kobes on X: https://x.com/christian_kobes19:21 Consultants: https://www.1921consultants.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, vice president of investment consulting at SageView Advisory Group, who discusses the recent federal ruling against American Airlines, which has set a precedent that could reshape how corporate fiduciaries approach investment oversight and governance. They'll explore why fiduciary duty to loyalty is under scrutiny and best practices for plan sponsors to avoid similar lawsuits.

In the latest episode of Ask Michelle, Michelle provided crucial updates, including the upcoming April Supreme Court ruling regarding the U.S. Preventive Services Task Force's (USPTF) authority on preventative care recommendations, the San Francisco Health Care Security Ordinance (HCSO) annual reporting deadline of May 2, 2025, and the CMS 2025 Marketplace Integrity and Affordability Proposed Rule. Michelle also addressed listener questions, such as the legality of adding an international prescription drug sourcing program to a self-funded medical plan, the necessity of issuing a Summary of Material Modifications (SMM) after a plan and carrier change on January 1, 2025, and whether a fully insured group health plan needs to conduct a Non-Quantitative Treatment Limitation (NQTL) analysis for MHPAEA compliance. Are you curious about a compliance issue? Please submit your questions to AskMichelle@imacorp.com, and Michelle will answer them in the next episode.

Like the show? Show your support by using our sponsors. Promotive can help you find your dream job, or help you hire. Touch HERE for more. Need to update your shop systems and software? Try Tekmetric HEREToday, Jeff is joined by Keith Perkins from L1 Training and Diagnostics. Keith gets fired up about investing in your own skills and tools to succeed in the automotive repair industry. They both comment on issues with flat rate systems and how they can negatively impact the teamwork culture within a shop. Additionally, Keith shares his journey of starting L1 as a mobile diagnostic and programming service, emphasizing the need for proper diagnostic processes and the challenges faced with aftermarket parts.00:00 "Finally Got Keith on the Podcast!"06:21 "High Crime and Prison Density"13:00 Christian Brothers Franchise Challenges18:15 Invest in Self-Toolkit Development21:46 "Flat Rate Industry Frustrations"27:09 Quick and Dirty Car Repairs35:46 Engine Troubleshooting Steps39:16 "Basic Diagnostics: Data Scans First"46:26 Admiring Unique Perspectives49:46 "Intense Training Experience Reflected"54:04 Faulty PCM Causes Car Malfunction01:02:10 Hiring Tension Among Technicians01:07:31 Hourly vs. Flat Rate Talent Debate01:10:02 Winning Arguments with Confidence01:13:43 "Frustration with Unanswered Questions"01:21:44 Employee Benefits and Compensation Issues01:23:41 Industry Challenges and Perseverance01:32:15 "Impact of Time on Flat Rate Work"01:35:45 Car Part Procurement Challenges01:39:47 Holistic Approach in Auto Repair 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

Amid a sea change in policies and practices, how do employers design the types of plans and policies that ensure employees feel safe and supported? Listen in to this episode for guidance and tips from Ali Schaafsma, director of absence consulting for Brown & Brown Strategic Non-Medical Solutions; and Melanie Payton, CLMS, assistant vice president of Absence Consulting and Audit Practice for Brown & Brown Strategic Non-Medical Solutions.Resources:The Business Case for Inclusive Leave Programs in DMEC @Work magazineDMEC AbsenceNavigator™ leave planning toolHear more from Ali Schaafsma during the 2025 DMEC Annual Conference Aug. 3-7 in Washington, D.C. Register today!

In this episode of Don't Waste the Chaos, Kerri Roberts sits down with Jesse Sitze, a strategic benefits advisor at Caravus, to tackle one of the biggest challenges facing business owners and HR leaders today: employee benefits. With nearly 13 years of experience, Jesse specializes in crafting strategic and cost-effective benefit solutions that mix traditional coverage with innovative non-insurance options. They discuss the most pressing healthcare challenges for small and mid-sized businesses, shifts in employee expectations, and how to offer competitive benefits without breaking the bank. Kerri also shares her personal experience working with Jesse and his team at Caravus, offering real-world insights on how employers can take ownership of their benefits strategy to better serve their employees and their bottom line. If you're looking to better understand how to build a benefits package that truly works for your team, this episode is packed with insights just for you! Tune in to hear: ✔️ The biggest healthcare challenges facing small and mid-sized businesses today ✔️ Shifts in employee expectations when it comes to benefits and how to stay competitive ✔️ The advantages of working with an independent benefits brokerage vs. a captive agency ✔️ Why education is key when it comes to employee benefits (and how to simplify it!) ✔️ How AI and technology are shaping the future of benefits administration ✔️ Innovative strategies to balance cost and coverage while maximizing employee value ✔️ Why COBRA compliance and ACA reporting should be on every employer's radar Resources Mentioned:

In this episode of Main Street Matters, Elaine Parker is joined by Lauren Winans, an HR consultant and employee benefits expert, they explore the evolving landscape of employee benefits, the challenges and intentions behind Diversity, Equity, and Inclusion (DEI) initiatives, the rapid advancement of AI technology and its implications for small businesses, and the future of remote work. The conversation emphasizes the need for balance in organizational practices and the importance of leveraging technology to enhance business operations. Main Street Matters is part of the Salem Podcast Network. For more visit JobCreatorsNetwork.comSee omnystudio.com/listener for privacy information.

On this episode of Ask Michelle, Michelle provides crucial updates on paid sick leave laws in Missouri and Michigan, discusses an alternative method for distributing ACA 1095-C forms, and gives an update on the BCBSA class action lawsuit for plans and subscribers.  Michelle tackles listener questions, including whether intranet posting of 1095-C notices is acceptable, and clarifies the ALE status for controlled groups with multiple entities and tax IDs. Are you curious about a compliance issue? Submit your questions to AskMichelle@imacorp.com, and Michelle will answer them in the next episode. 

In this episode, Kerri Roberts, a 20+ year HR Pro, dives into the growing emphasis on holistic employee wellness—encompassing mental, physical, and financial well-being. Employee wellness isn't just a perk; it's a strategy for better retention, higher engagement, and stronger performance. Tune in to hear: Why EAPs (Employee Assistance Programs) are underutilized and how to make them more accessible to your team The small (but impactful) ways businesses can support physical health—from hydration to movement and recovery How financial stress affects over 60% of employees' ability to focus at work—and what you can do about it • A quick training on the 50/30/20 rule for employee financial well-being

Health insurance costs are rising, and most CEOs feel trapped in a system that seems impossible to control. But what if there was a way to cut costs, improve employee benefits, and take back control?In Part 2 of our conversation with Chris Hamilton, partner at Hotchkiss Insurance, we dive into practical strategies that business owners can use to build a high-performance, cost-saving health plan—without sacrificing quality care.

What if the path to successful entrepreneurship isn't just about finding a compelling market idea, but also about crafting an intentional exit strategy that benefits an entire community? On this episode of The Angel Next Door Podcast, we dive into an unconventional exit strategy that prioritizes employees and community sustainability. Marcia, our host, welcomes Gina Schaefer, a pioneering entrepreneur who transitioned her successful hardware store chain to an Employee Stock Ownership Plan (ESOP), ensuring her legacy and providing her team with a stake in the business – not to mention a nice payout for her and her family.Gina Schaefer, along with her husband Mark, founded what began as a single hardware store in a once-struggling neighborhood in Washington, D.C., and expanded it to a 13-store enterprise under the Ace Hardware cooperative. Her entrepreneurial journey, defined by community revitalization, culminated in a unique exit strategy that included selling a 30% stake of the company to its employees through an ESOP, with plans to eventually transition to 100% employee ownership. Gina's commitment to her team and community shines through, highlighting her innovative approach to succession planning.In this must-listen episode, Gina unravels the process of establishing an ESOP, discussing the transformation it brings to company culture, employee ownership, and wealth generation. Listeners will gain insights into the benefits and complexities of ESOPs, as well as the broader impacts on community and economic structure. By highlighting this thoughtful and community-oriented exit strategy, Gina's story offers a fresh perspective on how entrepreneurship can go beyond personal success to foster community growth and empowerment. To get the latest from Gina Schaefer, you can follow her below!https://www.linkedin.com/in/ginaschaefer-speaker/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

The Hidden Costs of PBMs: How Aggregate Discount Guarantees Inflate Drug Prices. In episode 465 of Relentlessly Seeking Value, host Stacey Richter interviews Chris Crawford, CEO of RxSaveCard, about the inflated costs within the pharmacy benefits industry. The discussion centers around a lawsuit involving J&J, highlighting how large PBMs can significantly overcharge for drugs that are available much cheaper through cash-pay options like Mark Cuban's Cost Plus Drugs. Crawford explains how Aggregate Discount Guarantees, a common contracting mechanism, often fail to control spread pricing effectively and instead may lead to higher costs for plan sponsors and employees. The episode also covers how RxSaveCard can help employers and employees access these lower cash prices, circumventing the inflated costs from traditional PBMs. === LINKS ===

In this episode of "Just Compensation," Megan Monson, Taryn Cannataro, and Jessica Kriegsfeld of Lowenstein's Executive Compensation, Employment and Benefits practice group discuss employment and employee benefit considerations in the context of an M&A transaction. The conversation explains typical treatments of certain types of payments and equity in connection with an M&A transaction, as well as certain employment law considerations and best practices. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsTaryn E. Cannataro, Counsel, Executive Compensation and Employee BenefitsJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

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

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, a unified front among the defendants against Janel Grant's amended complaint, The Rock returns on SmackDown, and WWE staff lose several incentive packages post-merger. VIDEO VERSION: https://youtube.com/live/tFWselH3sNsRELATED: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.comSupport this podcast at — https://redcircle.com/wrestlenomics-radio2532/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

You've heard of paid family leave—but what about paid prenatal leave? Today's episode highlights good news for women, workers, and families in the Empire State. As of January 1, 2025, New York enacted a first-of-its-kind new benefit that provides 20 hours of paid prenatal leave benefits to all pregnant private-sector workers.Learn more about this groundbreaking new law and what it could mean for the rest of us:What rights pregnant New York workers are now entitled to;How this benefit came to pass in the New York State House;And how we might advocate for similar legislation nationwide. Related Links:Episode 414, New Rights for Pregnant Workers - https://www.bossedup.org/podcast/episode414Episode 311, How to Talk About Marital Status, Parental Status, and Pregnancy in the Interview - https://www.bossedup.org/podcast/episode311Episode 494, Matrescence and the Transformation of Motherhood - https://www.bossedup.org/podcast/episode494TAKE ACTION with Bossed Up - https://www.bossedup.org/takeactionBossed Up Courage Community - https://www.facebook.com/groups/927776673968737/Bossed Up LinkedIn Group - https://www.linkedin.com/groups/7071888/

In this episode, Bill interviews Levinson General Agent Grant Zimmerman, President of Alloy Insurance Group. This episode is a must, as Grant shares with all of us what has gotten him to extraordinary levels of success. He is driven like no other, he is relentless and his compassion for other human beings is unparalleled. Listen to Grant as he shares the secrets & Levinson's Tools that lead him to one success story after another. Amazingly, Grant is barely 30 years of age, yet he has already molded a career which will only expand and become more successful with each passing day. Listen to Bill and Grant as they explore the insurance industry, as it could very well, change your life. Grant Z. Bio:   Grant Zimmerman is the owner of Alloy Insurance Group, a diverse Insurance Brokerage based out of Ormond Beach, Florida.  When Zimmerman founded his company, he did it with the intentions of serving the unique needs of clients nationwide, and teaching agents how to expand beyond their single line focus to create additional streams of income.  Alloy Insurance Group assists individuals and businesses with Life Insurance, Annuities, Employee Benefits, Long-Term Care Planning, Disability Income Coverage, Individual U65 Health, and Medicare.   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

On Tuesday's show: Measles alerts have been issued in San Antonio, New Braunfels, and San Marcos as an outbreak spreads across portions of Texas and other states. We talk with epidemiologist Dr. Catherine Troisi of UTHealth about the prospects of cases in Houston and who's at risk.Also this hour: As more Houston businesses dial back remote and hybrid work, what other benefits might entice good workers to stay? We learn about some of the latest employee benefit trends.Then, we discuss whether school vouchers shifting funds from public schools to private ones might ultimately impact teacher pensions.And we reflect on the music of Houston-based ska band Los Skarnales, who play Friday night at The Heights Theater.

Keren Maldonado, SHRM's own director, total rewards, unpacks the nuanced art of communicating your organization's benefit offerings in ways that are inclusive, easily accessible, and relevant to the diverse needs of your workforce. Maldonado shares practical tips for making benefits communication clear and engaging, while emphasizing how tailored strategies can enhance employee recruitment and retention. Subscribe to the All Things Work newsletter to get the latest episodes, expert insights, and additional resources delivered straight to your inbox: https://shrm.co/fg444d---Explore SHRM's all-new flagships. Content curated by experts. Created for you weekly. Each content journey features engaging podcasts, video, articles, and groundbreaking newsletters tailored to meet your unique needs in your organization and career. Learn More: https://shrm.co/coy63rRate/review All Things Work on Apple Podcasts and Spotify.

Building Resilience and Disrupting HR with Chrissy Myers | The Beacon Way PodcastIn this episode of The Beacon Way Podcast, host Adrian welcomes Chrissy Myers, CEO of AUI and Clarity HR, and author of 'Reluctantly Resilient'. Chrissy shares her journey of taking over and scaling her family business, starting a new venture, and leading through personal and professional challenges. They discuss the importance of resilience, authenticity in leadership, and navigating the evolving HR landscape. Tune in to hear Chrissy's insights on managing generational businesses, the impact of the pandemic on work environments, and the critical role of peer groups for business leaders.About Chrissy Myers: Chrissy is the author of Reluctantly Resilient and the CEO of AUI and Clarity HR which serve small and medium sized businesses in both for profit and non-profit sectors in the areas of Human Resources and Employee Benefits.  Chrissy describes herself as the chief cheerleader setting direction, steering marketing content, and finding creative ways to disrupt two established business sectors.  Chrissy is also the author of AUI Gives Back & Clarity Cares two community impact programs where employees serve in the community, track their impact and share what they are doing on behalf of their customers.  Around Akron Chrissy works to leave her community a better place.  She is a graduate of Leadership Ohio, Torchbearers, Leadership Akron, Goldman Sachs 10,000 Small Businesses, Sclaerator NEO and Community Leadership Institute.  She has received the 30 for the Future Award from the Greater Akron Chamber and an Achievement on Excellence Award from National Sales and Marketing Executives.  As an advocate for families struggling with addiction and mental health issues, Chrissy currently serves as Chair for the County of Summit Alcohol, Drug Addiction, and Mental Health Services Board, and is a member of the Board of Directors for the Greater Akron Chamber and Goodwill Industries of Northeast Ohio.  Previously Chrissy has served on the Board or Committees for Jobs for Ohio Graduates, Red Oak Behavioral Health, Community Partnership of Summit County, and Social Venture Partners. Chrissy received her bachelor's in business administration from John Carroll University and her MBA from the University of Akron.  When she is not plotting world domination of the insurance industry or volunteering in the community Chrissy can be found at home with Team Awesome Sauce including Steve, her husband, two kiddos - Maddy & Caleb.  Purchase Chrissy's Book Here: https://www.amazon.com/dp/B0D4RHL17L?ref=cm_sw_r_ffobk_cp_ud_dp_4FJ68Q15WSE8XVMMHHCQ&ref_=cm_sw_r_ffobk_cp_ud_dp_4FJ68Q15WSE8XVMMHHCQ&social_share=cm_sw_r_ffobk_cp_ud_dp_4FJ68Q15WSE8XVMMHHCQ&bestFormat=true00:00 Introduction to the Beacon Way Podcast00:46 Chrissy Myers' Background and Journey01:57 Generational Business and AUI's History04:11 Launching Clarity HR07:07 Navigating HR Challenges During COVID-1914:54 Resilience and Leadership as a CEO18:16 Navigating Entrepreneurial Challenges18:40 The Myth of Perfection in Business19:25 Authenticity in Leadership20:08 Balancing Transparency and Leadership20:56 Building Resilient Teams23:05 The Reality of Startup Life24:53 Managing Growth and Transitions26:41 The Entrepreneurial Mindset34:32 The Importance of Peer Groups

On today’s episode, Nathan sits down with Marie Davis, Executive Director of the Georgia Center for Employee Ownership. Nathan and Marie explore how businesses can transition to employee ownership, a move that preserves the founder's legacy and empowers their employees in the process. Marie shares her personal connection to this work, reflecting on how her family's business could have possibly lived on if her parents had known about employee ownership models. Marie will also break down the different forms of employee ownership from ESOPs to employee ownership trust to co-ops, and discuss how these models provide real financial and cultural benefits for businesses and their teams, or as she puts it, a “win-win-win.” If you're a business owner, an entrepreneur, or just someone interested in how companies can build lasting wealth for employees, this is an episode you won't want to miss. RESOURCES RELATED TO THIS EPISODE Learn more about the Georgia Center for Employee Ownership at https://www.gaceo.org/ Learn more about Joma Construction at https://www.jomaconstruction.com/ Follow Marie on LinkedIn at https://www.linkedin.com/in/mariebdavisinatlanta/ Visit https://www.blocalgeorgia.com/ CREDITS Theme Music

In today's episode of The Root Cause Medicine Podcast, we explore holistic approaches to aging and improving skin health without invasive procedures with Dr. Anthony Youn. You'll hear us discuss: 1. How to enhance skin health and appearance naturally 2. The role of nutrition and supplements in aging 3. Achieving youthful skin without invasive procedures 4. The 21-Day NEW YOU Jumpstart program for healthy aging 5. Dr. Youn's skincare routine for youthful skin With his unique ability to approach beauty, Dr. Anthony Youn is known as America's Holistic Plastic Surgeon®. He is a board-certified and nationally recognized plastic surgeon and the most followed in his field on social media, with over 5 million YouTube subscribers and 8 million TikTok followers. Recognized as a leader in his field, he is the author of several best-selling books, including the newly released "Younger for Life."

Click here to work with us! Employee benefits are one of the most overlooked aspects of financial planning. We often check a few boxes during open enrollment and move on—but are we truly maximizing what's available to us?  This week, we sit down with Joe Saul-Sehy, host of Stacking Benjamins, to uncover the hidden value in workplace benefits. From disability insurance pitfalls to term vs. whole life insurance, Joe walks us through key strategies to ensure we're not leaving money (or protection) on the table. Joe also introduces a powerful HR benefits guide, a resource designed to help us navigate workplace perks with confidence. Whether it's understanding own-occupation disability insurance, avoiding junk policies, or knowing when to self-insure, this conversation is packed with actionable advice. If you've ever wondered whether you're making the most of your benefits—or if you're just blindly accepting what's offered—this episode is for you.  Outline of This Episode (0:00) Maximizing Workplace Benefits (2:32) Disability Insurance: Are You Really Covered? (6:50) The Truth About Accidental Death Policies (10:30) How Your Emergency Fund Can Replace Certain Insurances (14:50) The Hidden Costs of Small-Dollar Insurance Policies (18:00) Term vs. Permanent Life Insurance: What's Right for You? (24:20) How Much Life Insurance Do You Actually Need? (27:40) The Ongoing Evolution of Workplace Benefits & Joe's HR Guide Resources & People Mentioned The Retirement Podcast Network Website: Stacking Benjamins Connect with Joe Saul-Sehy Twitter: @AverageJoeMoney Instagram: @StackingBenjamins LinkedIn: Joe Saul-Sehy Connect with Benjamin Brandt Become a Client: www.retirementstartstoday.com/start Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Join us for an engaging conversation with Brandy Burch, CEO of Benefit Bay, as she shares her inspiring entrepreneurial journey and unexpected rise to leadership. After initially joining as VP of Operations, Brandy found herself stepping into the CEO role, navigating the challenges and opportunities that came with it. She candidly discusses balancing her new responsibilities with her personal life, particularly the pressures of leadership while being a mom. Brandy also highlights Benefit Bay's innovative approach to revolutionizing employee benefits through software technology, with a focus on supporting brokers and expanding from small businesses to larger employers. We also explore the transformative impact of adopting individual coverage health reimbursement arrangements (ICHRA) on employee benefits programs. Reflecting on our own company's successful implementation, we examine how personalized benefits can empower employees and improve workplace culture. Sharing personal experiences, we touch on the importance of relationship building in client retention and the challenges faced by businesses of varying sizes. The discussion emphasizes the need for tailored solutions that cater to the unique needs of different organizations, especially those with diverse employee compensation structures. Connect with Brandy:Website: www.benefitbay.com LinkedIn: Brandy Burch     Let's keep the conversation going!Website: martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest  Watch my TEDx talk: http://bit.ly/martatedx Ever wonder how one person can truly make an impact on the world? Tune into The Angel Next Door podcast, where we demystify early-stage investing, share inspiring investor and founder stories, and explore how YOU can do good while doing well. New episodes drop weekly—join us and start your journey toward meaningful change today!