OptionTrax的动态

Are your recordkeeping partners helping you build connections with plan participants, or does it feel like they're competing against you?? Participants stand a much better chance of achieving their financial goals when they leverage the expertise of a financial professional. That's why, at Sentinel Group, we make sure that participants always know how to connect with you! One of the ways we do that is through our partnership with Venrollment. Every TotalChoice plan receives a custom Venrollment video, highlighting plan-specific benefits and features, connecting participants with plan-related notices, documents, and other resources, and pointing participants to YOU for advice and investment assistance. We are your PARTNER, not your competitor, and we are committed to your success. Want to learn more? I'd LOVE to talk to you about it!!

One of the many factors that attracted me to #Newfront is its use of technology to simplify how participants navigate their company #benefits, while also easing the workload for the #PeopleOps team. I am thrilled to share the hard work and dedication of our service team and engineers with the introduction of #BenefitsU. Historically, we've provided clients with custom client-branded benefit websites (powered by a third party) to educate their employees on the Total Reward programs they offer. Now, we're taking this to the next level with #BenefitsU. #BenefitsU is designed to enhance the employee education experience with intuitive plan comparisons, resources, FAQs, and clear guidance on where employees should go for questions and support. How does this help our clients' #PeopleOps team? - Extension of Newfront Navigator: BenefitsU seamlessly integrates with our Newfront Navigator platform. - Reduced Build Time: Significantly reduces the build time for the upcoming plan year. - More Time for Review: Allows the People Ops team more time to review upcoming plan year communications. - Earlier Open Enrollment: Enables hosting an earlier Open Enrollment after making final program decisions. - Fewer Employee Questions: Reduces employee benefit-related questions, improving overall efficiency. And that's not all—stay tuned for more exciting employee experience tools on the horizon! Learn more:

Ask not what you can do for your broker, but what your broker partner can do for you. I think that's how it went, right? ?? But in all seriousness, Jellyvision had an entire session at Engage this past year diving into how #HRTeams can demand more support from their brokers and consultants to navigate the overwhelming challenges of 2024. (Catch the on-demand recording here: https://lnkd.in/gE3xYd5T) And as you're starting #OpenEnrollment prep, this is even more critical. ?? Use these 1?? 0?? questions as a guide to better leverage your partnership. ?? And for the #Brokers and #Consultants in my network, you can use this framework to better support your clients, too! Win-Win.

“Fall Backward” for a Strong Q4 and Strategic 2025 ?? As we “fall backward,” it’s a great reminder, strategies for benefits enrollment should move forward with the times. With 75% of companies planning to increase their investment in digital enrollment tools, digital strategy isn’t just a trend—it’s a necessity. Are you aligning with the evolving digital landscape to meet client demands? #EmployeeBenefits #DigitalStrategy #Q4Enrollment Stat: “75% of companies plan to increase their investment in digital benefits enrollment over the next two years” (Gallagher, 2023). P.S.Did anyone else grow up surrounded by clocks? My dad's parents owned an antique store, and he had an impressive collection of clocks that filled our home. This picture instantly took me back to one of our living rooms from my childhood. With my passion for creating inspiring workspaces and with time not slowing down, I’m excited to embark on my own clock collection.

Exciting News! ?? Benefitfirst has officially partnered with Jellyvision, a leading provider of interactive software that simplifies complex financial and benefits decisions for employees. Our integration collaboration provides mutual clients flexibility in finding the right solution to support their employee population through a seamless user experience. Learn more about our new partnership (and find out how you can take advantage): https://lnkd.in/dNYfdqnd #PartnershipAnnouncement #HRCommunity #HRLeadership #HRManagement #Benefits #BenefitsAdministration

Why did the add-on cross the road? ??? To give users a better experience on the other side! All kidding aside, did you know Vacation Tracker offers powerful add-ons? One of our most popular ones is Blackout Periods, which prevents employees from taking time off during essential business periods. ???? In this special product walkthrough, David Vero shows you how to set up this feature to improve planning, ensure staff availability, and streamline communication. #BlackoutPeriods #BlockTime #PTOManagement #HRTech

Today, we invite you to read the second article in our series: How to Pick the Right Leave Management Software for Your Small Business. ?? Read the full article: https://lnkd.in/eJ6wBRZF Choosing the right leave management software is crucial for the smooth operation of your small business. With the right tools, managing employee leave becomes easier, more organized, and stress-free. In our second article, we will guide you through everything you need to know to choose the best leave management software for your needs. ?? Why does it matter? For small businesses, effective leave management is a key for avoiding micromanagement, keeping payroll accurate, and ensuring a happy team. ?? Key takeaways: Online Time Off Requests & Approvals Leave Tracking & Calendar Sync Automated Alerts & Reports Integration, Security, & Mobile Access ?? Why choose BM4A VRM? Our leave management software offers everything your small business needs, along with extensive customization options to perfectly match your unique requirements. If you’re frustrated with systems that don’t quite meet your needs, BM4A VRM provides a tailored solution just for you. ?? Check out the full article to see how BM4A VRM can simplify leave management for your business. ?? Read the full article: https://lnkd.in/eJ6wBRZF #LeaveManagement #SmallBusiness #HRSoftware #BM4A #EmployeeProductivity #Customization #FutureOfWork

Businessolver, the industry-leading platform, has launched personalized enrollment tools, decision support being front and center. Choosing the best plan that matches your needs is critical. Discover more details in their most recent press release https://lnkd.in/e-7V5Mm6 #HRWins #TechwithHeart #EmployeeEngagement #BenefitsExperience

We support those who support employees, for the purpose of building financial resilience in the workplace. Investing in the support funnel offers a range of benefits for employers and employees alike. Take our work for Nationwide for example: https://lnkd.in/eEnthEPA #financialresilience #financialsupport #supportemployees #supportfunnel

Ditch Paper Checks, Empower Participants! #WorkforceDevelopment Workforce Program Admins: Still struggling with checks? Beam offers secure, quick payments for participants. Faster funds, less hassle! ? CA GROWS Program: They streamlined payments, reduced admin burden, & got funds to participants quicker with Beam! ?? https://lnkd.in/gfTnDBEN Let's chat! See how Beam can transform your Workforce Development Program. #GoDigital #BeamPayments