Beyond the Benefits with Savoy SAVOY

Chris Vanderwolk sits down with Stacy Fry to discuss how NABIP is working to improve broker resources and networking opportunities. NABIP continues to support brokers as they play an essential and meaningful role in the healthcare industry.

Chris Vanderwolk, Chief Compliance Officer of Savoy, sits down with Jessica Brooks Woods, CEO of NABIP, to discuss how Jessica is driving and leading strategy and innovation at NABIP following a 26-year leadership change and ensuring NABIP continues to play an essential and meaningful role in the healthcare industry and delivery of care. Thank you to all the volunteers!

Join Jeff, Cassandra and our PEO partners for this focused discussion on the PEO landscape.

Learn firsthand from top industry experts everything you need to know to bring this valuable solution to your clients.

• How PEOs enable small businesses to thrive
• Guidelines for choosing a PEO
• Technology trends within PEOs (AI and other tools)

To learn more, contact our team today:
https://www.savoyassociates.com/PEO-Contact-Form

Colleen sits down with Barbara in this spotlight episode to discuss her start in the industry, how Savoy’s deep bench of experts supports brokers, and some different ways she is breaking out of her comfort zone.

In this episode, Chris and Colleen discuss ERISA and fiduciary duties following the Johnson and Johnson (J&J) fiduciary lawsuit recently filed.

Fiduciaries include financial advisors, trustees, board members and attorneys. In an ERISA environment, fiduciaries can also include HR administrators, brokers and benefits consultants if they meet the functional test.

• What is a functional fiduciary?
• What does it mean to exercise discretionary authority?
• What are broker and HR administrator responsibilities?

Our Compliance Team is ready to help. Contact us to learn more:
https://www.savoyassociates.com/employer-services

In this spotlight episode, Colleen sits down with Sean where they discuss his personal journey in the industry, strategic approach in the Florida market, how he overcomes challenges, and his advice for brokers of all levels in the industry.