While business people generally know the fourth quarter of every year as “Q4,” health benefits professionals, in particular, observe a disproportionate share of work during this period that probably seems most analogous to the workload of a CPA as April 15 approaches. When you consider Q4 as the renewal months of November, December, and January, …
I love the business of insurance brokerage and employee benefit advisory. I wrote a blog post about it here. Even though I stepped away from agency leadership last year, as I relayed here, I continue to consult with some employers, insurance agencies, and other organizations (e.g. biotechnology firms). But, I miss being “in the mix” …
An important part of my business between 2010 and 2017 was pension advisory. The role of an advisor to plan sponsors was evolving as regulatory reforms were placing employers under higher scrutiny as ERISA fiduciaries. Questions that retirement services professionals had to consider included: “What should our process look like for investment selection and monitoring?” …
“In life, as in chess, forethought wins.” Charles Buxton I have enjoyed the game of chess since learning the rules from my father as a young boy. I remember my dad playing the game with me and describing the importance of “looking ahead to subsequent moves.” He would take an eternity considering his moves and …