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Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry. Hosted by benefits industry veteran, entrepreneur, and President of Agency Leverage, Ned Schaut. Each episode delivers actionable insights, tactics and new innovations from employee benefits brokers, benefits advisors, HR professionals, insurance company executives, tech companies and others in the Employee Benefits and Human Reso ...
 
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Ned and Dr. Frumi became fast friends in 2020 over their shared love of the book Big Five for Life by John Strelecky. In this episode Ned and Frumi share the work they did together over the past year to prepare Ned's employee benefits agency to scale. This is a powerful conversation. ---------------------------------------------- Hunter! Is the Aut…
 
Ned and Christine discuss her unique story of transitioning from 20+ years on the broker side of employee benefits to becoming an attorney. Christine shares insight on how brokers should establish partnerships to fill in the gaps of their expertise. It is important for brokers to understand their role and not put themselves or their clients in a je…
 
In his return to the show, Brad shares valuable insights to consider when weighing options for future business decisions. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.由Agency Leverage / Hurricane Brain Productions
 
Hear how the “roller coaster ride” of this pandemic has changed the lives of Ruben Navarro, fire captain II for the LA Fire Department, and his team. He shares tips and best practices on handling the pressures of essential work/front line work while maintaining mental well-being.由IFEBP
 
Host Dorothy Cociu interviews principals of Aditi Group, our Technology Partners, on cybersecurity in the workplace and home. Dorothy sits down with Ted Mayeshiba, Ted Flittner and Steve Saitman to discover what can be done to protect your business from cybersecurity threats, whether your employees are in the office or working remotely from home. W…
 
With so many products available for businesses to promote a healthy lifestyle to their employees, how does one decipher what will be best for their team? Ned and Lara discuss how to know which tools will work and which ones will not, along with what a broker should look for when implementing one of the healthy worksite benefits. -------------------…
 
Dorothy and Marilyn discuss details of the new Transparency Rules for Employers and Health Plans; Cost Transparency for Hospitals; ACA IRS Reporting Forms 1094/1095 Reporting Updates (including California FTB requirements); Grandfathered Health Plans Final Rules; Other Federal Legislation; California Updates, including FSA Account Notices under AB …
 
In part one of a two-part podcast, host Dorothy Cociu and Marilyn Monahan of Monahan Law office discuss important updates for employer plan sponsors. In Part 1 – Dorothy and Marilyn will discuss What the Future May Hold in Washington; COVID-19 updates, including an important update on the Outbreak Period that applies to COBRA and other timeframe ex…
 
Ned digs into the process Raul and Lauren recently went through as they took the leap to leave the big corporation and start their own Employee Benefits Agency. Many of us have the grand idea that we would like to do it our way, we see a hole in the marketplace and want to fill it, but we don't know how to take the leap. Raul and Lauren share the u…
 
Host Dorothy Cociu interviews Jacquelyn Thorp, CEO and Founder of Train Me Today, a California-based Human Resources Consulting and HR Training Organization. Jackie discusses the complexity of COVID-19 workplace applications, policies and procedures, and how to get people back to work safely. We discuss the most important things CEOs and CFOs need …
 
To require or not to require vaccinations? That is the question on every employer's mind. In this episode we're diving into how COVID-19 has and is still shaping the work world.Check out the International Foundation survey we reference in the episode:https://www.ifebp.org/store/Pages/covid-19-update-survey.aspxRead the International Foundation blog…
 
Ned and Jeff discuss the process of having discernment when you make decisions. Jeff has years of experience in business and has created an incredible book called Discernment. Ned and Jeff dig into the meat of the content. Connect with Jeff: Jeff@dudan.me linkedin.com/in/jeffdudan/ More about Benefits Influencer: Facebook: @agencyleverage agencylev…
 
In this last of our 3-part series on the non-benefits side of COVID-19, host Dorothy Cociu interviews Deena Piekarski, a Registered Nurse, who was hospitalized for her own emergency surgery in the fall of 2020. Listen to what it’s really like in the hospital during COVID; the isolation, the fear, the emotional toll on the patients and their familie…
 
In this episode of the Proskauer Benefits Brief, partner Robert Projansky and special guest Garrett Fenton, senior attorney at Microsoft Corporation, discuss cyber theft of 401(k) plan accounts. Tune in as we discuss why 401(k) plans are vulnerable to cyber security breaches, what kinds of cyber security frauds we are seeing in 401(k) plans, evolvi…
 
Host Dorothy Cociu continues her 3-part series on the real-world effects of COVID-19 on the community. In part 2 of this mini-series, she interviews Ruth Tello-Di-Leva, MS, BCBA, founder and president of Familias First, an Applied Behavior Analysis (ABA) therapy provider in Los Angeles county. In this candid interview, they discuss the emotional im…
 
Ned and Joe discuss an approach that many agency's talk about but don't actually deliver on the back end. Joe has created a culture of service and advisors. He shares some of the ways his agency under promises and over delivers to create long term happy clients. Connect with Joe: jdelucchi@mycalteam.com linkedin.com/in/joedelucchi/ More about Benef…
 
In part one of our 3-part series on the effects of COVID-19, host Dorothy Cociu interviews an elementary school teacher in Orange County, California to discuss how remote and hybrid learning is affecting teachers, students and parents. In an interview with Jennifer, a 5th grade teacher, we will hear first-hand what it was actually like during the s…
 
Ned and the founders of PTO Genius, Adam and Uli discuss the often overlooked employee benefit - Vacation - and how employers can get more value out of a benefit they are already offering. This is a powerful conversation as many employees are burned out and tired, yet they have a benefit that can allow them to find joy and rest...they just need to …
 
Ned and Nathan discuss the power of leading your organization from the stance of who you are. Many lead by what they do, or why they do it; but there is great power in leading from who you are. We discuss the incredible opportunity one has to build their personal brand or agency from the Core of Who they are. Connect with Nathan: linkedin.com/in/na…
 
2020 is almost over (whew!), so we’re taking a look back at the biggest benefits news headlines of the year. Plus we’ll let you know what to watch for in 2021.Check out the 2020 Employee Benefits Survey we reference throughout the episode at the link below. International Foundation members get a discount!https://www.ifebp.org/store/employee-benefit…
 
Ned welcomes Darius Mirshahzadeh, Founder of The Real Darius, as they discuss the impact a company's core values have on both customers and employees. Connect with Darius: darius@therealdarius.com therealdarius.com More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ----------------------------------------------------------…
 
Ned and Scott talk about the value and importance of building an agency around transparency. This industry can be complicated and convoluted. Scott shares his inside secrets on how he has built a culture of transparency in his agency. Connect with Scott: linkedin.com/in/scott-kelley由Agency Leverage / Hurricane Brain Productions
 
If you received a PPP loan, this podcast is a must-listen! Host Dorothy Cociu interviews tax accountant John Piekarski, who discusses the PPP loan forgiveness process, the application options, and what to have ready to apply for forgiveness. John provides helpful tips and clarifications about what forms to use in each situation, and reminders of wh…
 
Host Dorothy Cociu interviews Chris Brown, Director of Business Development of RX Benefits, a national prescription drug optimizing firm, who shares the best ways to keep costs down in your RX plan. They discuss how to design your RX plan, implement the best cost containment provisions in your contracts and how utilization management and data analy…
 
Host Dorothy Cociu interviews Ryan Dorigan, a Medicare and Senior Care expert, who will walk you through everything you need to know about enrolling in Medicare for the first time, what you can do during the annual open enrollment, types of plan options, the pitfalls you can face, and penalties that you could be hit with if you don’t do it right. T…
 
Host Dorothy Cociu interviews Marcy Buckner, VP of Government Affairs of NAHU on the legislative successes in 2019, COVID-19 Legislative Updates, Trump Executive Orders, the Biden-Harris democratic ticket, and her thoughts on whether Harris’ liberal views on healthcare will sway Biden’s health care policy. This is Part 2 of a 2-Part podcast. This i…
 
Benefits are music to our ears, so in this episode we're pointing out the (maybe not-so-obvious) ties to employee benefits in our favorite songs. Plus the producers take the mic with a surprise for the hosts. Pop in your ear buds, push play and sing along!Check out the upcoming 2020 Employee Benefit Survey here: https://www.ifebp.org/researchAnd th…
 
Host Dorothy Cociu interviews Marcy Buckner, VP of Government Affairs of NAHU on the legislative successes in 2019, COVID-19 Legislative Updates, Trump Executive Orders, the Biden-Harris democratic ticket, and her thoughts on whether Harris’ liberal views on healthcare will sway Biden’s health care policy. This is Part 1 of a 2-Part podcast. This i…
 
This podcast examines Telemedicine from a provider’s perspective and a vendor’s perspective. Host Dorothy Cociu interviews Dr. Wendy Coling from Kaiser Health on the effectiveness of telehealth, how it affects the doctor-patient relationship, the ability to diagnose conditions virtually, patient response and technology concerns. We also discuss the…
 
This special event podcast will update our listeners on current State of California legislative activities, including the upcoming elections and the election process in California. We’ll also delve into a recent report prepared by the Health California For All Commission, which looks into a “Unified Financing” system for California, which many beli…
 
Host Dorothy Cociu interviews once again attorney Marilyn Monahan of Monahan Law office. In part 2, we will start with an update from Part 1, where we discuss the newly signed California law AB 1867, which expands paid sick leave similar to FFCRA for California employers with 500 or more employees, then we discuss several California state and feder…
 
Host Dorothy Cociu interviews attorney Marilyn Monahan of Monahan Law Office. In part 1, we will discuss recent COVID-19 legislation and how it affects employers, the documentation and communications employers must be aware of, about FFCRA paid leaves and how California laws and other laws wrap around the federal law, and employer consideration reg…
 
Talking Benefits host Julie Stich reads her recent blog post on worker resilience and how employers can help.Enroll in the International Foundation's mental health virtual conference at https://www.ifebp.org/mentalhealthandcovidFind more resources on mental health at https://www.ifebp.org/mentalhealthresourcesRead this and other great blog posts at…
 
Host Dorothy Cociu interviews Larry Thompson, Chief Revenue & Strategy Officer for Advanced Medical Pricing Solutions (AMPS), one of the pioneers in reference based pricing and medical bill review that has been in business since 2005. Starting as a medical bill review company, AMPS takes a unique approach to cost savings for self-funded employers. …
 
It's that time of year again (cue the ominous music)... but this year's open enrollment experience may be a lot different for some organizations. We talk about best practices and tips from our members on taking open enrollment to the digital world.Read the research report we refer to in this episode: www.ifebp.org/researchCheck out the Case Studies…
 
Host Dorothy Cociu and Technology Consultant Ted Flittner, Principal of Aditi Group, team up to talk about how HIPAA applies to COVID-19 disclosures, other laws involved, and the challenges of employers with employees working from home. We address risks to employers, how to deal with employees and “the kid factor”, the importance of both technical …
 
The world has changed. Over the past few weeks, we’ve experienced a dramatic shift in conversation—Organizational leaders are working to find how these discussions become part of our day-to-day work. Talking Benefits Producer Stacy Van Alstyne gives her take on a recent webcast put hosted by the International Foundation. You can watch the webcast a…
 
Dennis and Chesley discuss ways to make employee benefits communication meaningful, relevant and timely in order to drive value for employers and employees. Connect with Chesley: chesley.gaddis@intrepid7.com http://intrepid7.com/ ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits…
 
We're back after our brief hiatus with a new COVID-19 series. This episode we talk about how the pandemic is impacting employer-sponsored retirement plans.Find a link to the survey mentioned in this episode and many more coronavirus-related resources at www.ifebp.org/coronavirusDiscover the magic of compounding for yourself! Watch the video Anne me…
 
Dennis and Chris talk about how benefits advisors can help employers transition to work from home by meeting employees where they are. They also discuss how an employer can create a marketing strategy for their benefits program to engage employees. Connect with Chris: https://www.linkedin.com/in/chris-wolpert/ https://gbsbenefitsgroup.com/ --------…
 
Dennis talks candidly with Ned Schaut, President of Eureka Insurance Solutions, about how to embrace the lifestyle you want as an Employee Benefits Broker and how this career allows you to pursue your passions and side-hustles. They also discuss Ned’s Rebel & Create project for men who want to be more engaged and fulfilled as fathers. Connect with …
 
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