Notes from our expert team.
December 18, 2025
Working with brokers
RFP evaluation done right: how to choose a benefits broker with confidence
RFP evaluation is one of the most important steps in choosing the right benefits broker, yet it’s often rushed or reduced to price comparisons. This guide breaks down how to evaluate broker RFPs using a structured scorecard, weighted criteria, and clear scoring practices. The result is a more confident, defensible decision that aligns with your benefits strategy and long-term goals.
5
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Explore topics
April 26, 2023
Working with brokers
5 HR Tasks to Hand Off to Your Benefits Broker Today
The HR team of a small business is overwhelmed at best and overextended at worst – and that’s where your broker should step in. Your employee benefits broker can (and should) take on tasks like answering day-to-day questions, compliance support, finding opportunities to save money, employee support, and more.
April 20, 2023
HR tips and tricks
5 Common Small Business Benefits Management Pitfalls
Small business benefits management can be a daunting task, especially for small HR teams with limited staff and resources. Here are 5 common pitfalls among small businesses when it comes to benefits management (and how to avoid them).
April 7, 2023
Working with brokers
Benefits Brokers for Small Business: How to Hire the Right Benefits Broker
Finding a small business employee benefits broker can be a daunting task. We break the process down into five easy-to-follow steps: defining your business’s goals and needs, making a list of potential candidates with small business experience, running an RFP process, getting recommendations from other small businesses, and finding a broker who’ll be committed year-round.
April 7, 2023
Employee benefits
How to Choose the Right Benefits for a Small Business
Being on a budget doesn’t mean you need to sacrifice the quality of your small business employee benefits – especially if you’re working with a great benefits broker. We’re here to guide you through the best practices needed to build or improve your benefits offerings, so you can take care of your employees without breaking the bank.
April 4, 2023
Working with brokers
What Is the Consolidated Appropriations Act of 2021 (CAA) and How Does It Impact Employee Benefits?
The Consolidated Appropriations Act (CAA) reveals the commissions, fees, and non-cash compensation that has historically been kept under wraps by benefits brokers. Our experts offer a brief overview of what the CAA means for employers, how this changes healthcare benefits, and steps to take to avoid a lawsuit.
March 30, 2023
Employee benefits
How to Market the Value of Your Benefits to Current Employees
As more states enact pay transparency laws, employees now have unprecedented access to wage data. To keep your employees engaged and satisfied while preventing compensation FOMO, employers should commit to marketing their total rewards – which means compensation as well as benefits. Here’s how your employer can market your benefits to current employees.
March 20, 2023
Employee benefits
What Is the Typical Benefits Package for a Small Business?
When building their benefits package, small to midsize businesses have to strike a balance between staying in budget and offering competitive plans. Small business leaders, here’s your guide to which benefits are typically offered by similar businesses, and how to create a great benefits offering for your employees.
January 30, 2023
Employee benefits
3 Best Practices to Recession-Proof Your Benefits Package
In the midst of an economic downturn, wise employers are taking steps to build sustainability into their employee benefits offering. Here are three practices that small to midsize employers should start now to maintain the value of their total rewards through a recession.
November 22, 2022
Employee benefits
5 Signs Your HR Team is Prepared for 2023
We predict that 2023 may be just as unpredictable as the last few years. Here are some telltale signs that HR is prepared to expect the unexpected — from making a business case for benefits, to building a relationship with the benefits broker, to remaining flexible in the face of change.
October 25, 2022
Employee wellness
How Can Financial Wellness Benefits Support Employees in an Economic Downturn?
In the midst of economic uncertainty, financial wellness benefits can help employees build savings and achieve their financial goals — with options including education, personalized coaching, budgeting tools, and long- or short-term financial planning.
