Tag Archives: employee benefits

Strategic Benefits Advisors achieves WOSB certification, ranks among Atlanta’s top benefits firms for seventh year

ATLANTA, Ga., Sept. 24, 2025 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) has once again been honored by the Atlanta Business Chronicle as one of Atlanta’s top employee benefits and compensation companies. The 2025 recognition marks the firm’s seventh consecutive year on the list and coincides with its new certification under the U.S. Small Business Administration’s Women-Owned Small Business (WOSB) Federal Contract Program.

Image caption: Strategic Benefits Advisors, Inc. (SBA).

SBA has been self-certified as a woman-owned business for more than two decades. The new certification formalizes that status, enabling the firm’s current and prospective clients to count their work with SBA toward federal supplier diversity goals. The federal government’s current goals include awarding at least 23% of prime contract dollars to small businesses and 5% to woman-owned small businesses annually.

Since its founding in 2002, SBA has steadily expanded its client base, service offerings and team while remaining rooted in its Atlanta headquarters. Today, the firm employs 35 benefits specialists in Atlanta and serves employers ranging from mid-sized organizations to Fortune 500 companies with services that include benefits plan consulting, outsourcing optimization, vendor searches and implementation support.

“Atlanta continues to be the right place for SBA to thrive, and we’re proud to mark our seventh year on this list,” said Mindy Zatto, founding principal and CEO of SBA. “Earning WOSB certification alongside this recognition reflects the strength and dedication of our team while reinforcing SBA’s status as a trusted small business partner to plan sponsors nationwide.”

To view the Chronicle’s complete list of Atlanta’s top employee benefits and compensation companies, visit https://www.bizjournals.com/atlanta/subscriber-only/2025/09/19/atlantas-largest-employee-benefits–compensation-cos.html.

ABOUT STRATEGIC BENEFITS ADVISORS:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to more than 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of more than 20 years in the field, SBA’s team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit https://www.sba-inc.com/.

NEWS SOURCE: Strategic Benefits Advisors Inc.

This press release was issued on behalf of the news source (Strategic Benefits Advisors Inc.), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/strategic-benefits-advisors-achieves-wosb-certification-ranks-among-atlantas-top-benefits-firms-for-seventh-year/

Strategic Benefits Advisors welcomes Andy Clonts as director and senior benefits consultant

ATLANTA, Ga., June 17, 2025 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA’s expanding roster of clients.

Image caption: Andy Clonts of Strategic Benefits Advisors.

Clonts brings more than 25 years of leadership in the human capital and employee benefits space, including senior roles at Alight Solutions, Bright Horizons and Aon Hewitt. His background spans strategic sales, benefits administration and the development of high-impact go-to-market strategies for Fortune 500 employers. Most recently, Clonts led growth and solution development efforts for Bright Horizons’ Education Advisory Services, helping employers close workforce skill gaps through education benefits.

Before that, Clonts served as senior vice president of strategic solutions sales at Alight Solutions, overseeing cross-functional teams focused on health navigation, compliance services, retiree benefits and more. His results-oriented leadership helped reshape Alight’s client engagement model and consistently exceed revenue targets.

“Andy is a dynamic leader with deep industry knowledge and a client-first mindset,” said SBA Founding Principal Mindy Zatto. “His strategic thinking and proven ability to deliver results will help propel SBA’s continued growth as we support clients through today’s complex benefits landscape.”

Clonts earned a bachelor’s degree in management from Valdosta State University. In his free time, Andy loves being active outdoors, boating, fishing, traveling, and most of all spending time with his family

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 20 years in the field, SBA’s team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit https://www.sba-inc.com/.

NEWS SOURCE: Strategic Benefits Advisors Inc.

To view the original story, visit: https://www.send2press.com/wire/strategic-benefits-advisors-welcomes-andy-clonts-as-director-and-senior-benefits-consultant/

Strategic Benefits Advisors recognized among Atlanta’s top employee benefits and compensation companies for sixth year

ATLANTA, Ga., Nov. 19, 2024 (SEND2PRESS NEWSWIRE) — Strategic Benefits Advisors, Inc. (SBA) has been honored by the Atlanta Business Chronicle as one of Atlanta’s top employee benefits and compensation companies of 2024. This is the sixth consecutive year SBA has made the Chronicle’s annual list, which highlights metro Atlanta’s largest employers of benefits consultants. The accolade underscores SBA’s steady growth and success in delivering expert consulting and benefits delivery services to public and private-sector employers across North America.

Image caption: Strategic Benefits Advisors, Inc.

SBA has operated out of its Atlanta headquarters since 2002, supporting companies with services ranging from plan design and administration to vendor searches and actuarial services. Now, after more than two decades of continuous expansion to its client base, service offerings and team, SBA has outgrown its current office space and will soon relocate nearby to a larger, more modern facility.

“Atlanta has been a fantastic home for SBA, and we’re proud to continue building our business here,” said Mindy Zatto, CEO of Strategic Benefits Advisors. “Being recognized among the city’s top employee benefits companies for six years in a row is a testament to our team’s commitment to excellence.”

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 1,000 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 25 years in the field, SBA’s team of actuaries, consultants and systems specialists is among the most experienced in the industry.

For more information, visit https://www.sba-inc.com/.

TAGS: @AtlBizChron #EmployeeBenefits #BenefitsConsulting #Top20Companies

NEWS SOURCE: Strategic Benefits Advisors Inc.

To view the original story, visit: https://www.send2press.com/wire/strategic-benefits-advisors-recognized-among-atlantas-top-employee-benefits-and-compensation-companies-for-sixth-year/

WellVisor Partners with FlexCare Digital Health to Expand Services for Clients

ATLANTA, Ga. /ScoopCloud/ -- WellVisor, a nationwide leader in Integrated Health & Wellbeing, announced today its partnership with FlexCare, LLC, to provide employers and benefit plans the most comprehensive, integrated health and wellness solution available. This partnership allows WellVisor's employers and their members to benefit from FlexCare's comprehensive solution. WellVisor and FlexCare will start their partnership immediately to further simplify the delivery of employee benefit tools for improving lives and lowering costs.

"WellVisor is excited to welcome FlexCare to our integrated suite as we continue to simplify the employee benefits experience with all the best health and wellbeing solutions available in one place," said WellVisor Co-founder and CEO, Patrick Cooper.

Approximately 85% of employees are confused about their employee benefits (*note 1), and 62% of employees lose 32 days per year navigating workplace apps (*note 2). The growing trend of disconnected benefits not only increases costs and lowers engagement, it also further complicates the delivery and use of solutions that improve lives and lower healthcare costs for everyone. With WellVisor and FlexCare seamlessly working together in the WellVisor solution, employees and their family members now have one less app to learn to fully take advantage of their employee benefits.

"FlexCare is excited to partner with WellVisor to expand our opportunities in the employer market. We view this as a tremendous opportunity to simplify the delivery of our valuable benefit to employers and their employees," said FlexCare Founder & CEO Lee Shoemake.

"While FlexCare already has one of the highest utilization rates among virtual care providers, we are always looking for new ways to simplify delivery and increase utilization. Through this partnership and WellVisor's ability to educate members on the benefits and services available to them, we predict members will be even more aware of their FlexCare options and more likely to take advantage of our quicker, cost-saving, virtual care services."

About WellVisor:

WellVisor is the nation's only fully integrated health and wellbeing solution for employers, benefit plans, and health systems. Our single solution approach and unique AI personalized one-step-at-a-time guidance bring the best possible care to employees and their family members.

Website: https://www.wellvisor.com/

About FlexCare:

FlexCare, LLC is a leading digital health provider of online and on-demand healthcare delivery services to private and public employers, associations, brokers, school systems and more. By using digital health services instead of more expensive urgent care and ER visits, FlexCare's digital health services cuts unnecessary costs and keeps members smiling (instead of waiting).

In addition to telemedicine and the WellVisor health and wellbeing tools, FlexCare also provides Virtual Primary Care, Dermatology, TeleDentistry, Behavioral Health and Telespine benefits.

Using their proprietary online administrative system, FlexCare seamlessly provides multiple employee benefits either bundled or unbundled which makes for ease of administration for employers.

Resource Links:

Website: https://flexcare.com/

Dashboard: https://www.myflexcare.com/

Twitter: https://twitter.com/FlexCarePlus

LinkedIn: https://www.linkedin.com/company/flexcare-telemedicine/?viewAsMember=true

Facebook: https://facebook.com/FlexCarePlus

Instagram: https://instagram.com/FlexCarePlus

Notes / Sources:

*1 https://www.forbes.com/sites/forbeshumanresourcescouncil/2023/04/26/personalization-is-the-future-of-employee-benefits/?sh=1da78f475335

*2 https://www.ringcentral.com/whyringcentral/company/pressreleases/pressreleases-2018/report_app_overload_is_creating_chaos_at_work_and_costing_businesses_billions.html

WellVisor, a nationwide leader in Integrated Health & Wellbeing, announced today its partnership with FlexCare, LLC, to provide employers and benefit plans the most comprehensive, integrated health and wellness solution available. This partnership allows WellVisor's employers and their members to benefit from FlexCare's comprehensive solution. WellVisor and FlexCare will start their partnership immediately to further simplify the delivery of employee benefit tools for improving lives and lowering costs.

Related link: http://flexcare.com/

EPIC Expands Northern California Presence with Acquisition of SLCO LLC

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.

SLCO is an established leader in employee benefits, property & casualty, and personal lines. It is known nationwide for its comprehensive service capabilities, sophisticated product offerings and customized insurance solutions. SLCO will continue to serve clients from its offices in Lafayette, Santa Rosa, and Novato, California, under the leadership of Matthew M. Sitzmann, SLCO practice leader.

"Our team is excited about the opportunities ahead with EPIC. The partnership will bring both businesses added knowledge, market reach and expanded resources. We anticipate numerous opportunities to collaborate with EPIC in ways that will greatly benefit our clients and employees," said Sitzmann.

KJ Wagner, President, West Region with EPIC said, "SLCO brings extraordinary talent and client services to the EPIC Retail West business region. The SLCO team will expand and strengthen our presence within Northern California, and throughout the country, as we look forward to achieving great success together."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.

Related link: https://www.epicbrokers.com/

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

HARRISBURG, Pa. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

Joining the firm as principals are Pamela Barbush, Brian Floyd, David Schlosberg, and John Shingara. The team will be responsible for business development in employee benefits, as well as property and casualty lines at EPIC.

With over 12 years of experience, Schlosberg focuses on business development, most recently as vice president at an independent brokerage firm. He completed his MBA in 2020 and holds the insurance designations of CPCU and CIC. Barbush specializes in group casualty and single parent captives. She has over 40 years of experience, dedicating the past 22 years exclusively to captive insurance with mid to large commercial clients with a focus on the construction industry.

Floyd and Shingara both bring a background in employee benefits consulting. Floyd concentrates on mid and large group markets and is a healthcare consortium and self-funded expert. He holds the designation of Advanced Charter Benefits. Shingara is a Certified Employee Benefits Specialist. His experience includes captives, self-insurance, and other risk financing techniques.

Len Scioscia, EPIC Northeast Region President, commented, "We are pleased to welcome Pamela, Brian, David, and John to EPIC in their new roles. The team, to be based near Harrisburg in central Pennsylvania, will contribute to our buildout in Pennsylvania. We currently have a Pittsburgh office and are excited to expand further across the state."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

Related link: https://www.epicbrokers.com/

Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans. The House Ways and Means Committee unanimously passed the Securing a Strong Retirement Act of 2021 on Wednesday, May 5; now the bill moves on to the full House, where it enjoys considerable bipartisan support.

Designed to build on the SECURE Act - and, consequently, dubbed the 'SECURE Act 2.0' - the proposed retirement reform legislation seeks to enhance the long-term financial security of millions of Americans by providing wider access to retirement savings. While most provisions of the legislation would apply to plan years beginning after December 31, 2022, certain provisions would apply after December 31, 2021.

SBA Principal Andy Adams offered the following summary of SECURE Act 2.0 provisions that are likely to affect a majority of retirement plan sponsors. According to Adams, the bill:

* Requires plan sponsors to automatically enroll employees in 401(k) and 403(b) plans unless they specifically opt out

* Introduces several changes to required minimum distribution (RMD) rules:

- Raises the RMD age (the age at which participants must begin withdrawing from their retirement accounts) from 72 to 75 over 10 years

- Reduces the individual tax penalty for failure to take the RMD

- Provides more flexibility in the allowable timing, amounts and features of life annuities to satisfy RMD requirements

- Expands the amount that can be excluded from RMD rules if used to purchase qualified longevity annuity contracts

* Ties the IRA catch-up contribution limit, which allows those age 50 and older to make additional contributions beyond the standard limit, to inflation

* Creates new, higher catch-up contribution limits that apply at ages 62, 63 and 64 for those who participate in employer-sponsored retirement plans, including SIMPLE plans

* Allows individuals to pay down a student loan instead of contributing to a 401(k) plan and still receive an employer match in their retirement plan

* Allows employers to offer small, immediate financial incentives to employees to join retirement plans

* Requires plan sponsors to allow part-time employees who work at least 500 hours a year for 2 consecutive years (not 3 years, as under current law) to participate in company 401(k) plans

* Gives plan sponsors greater flexibility in correcting plan errors, for example:

- Allows more time to correct missed contributions to employees' retirement accounts without penalties

- Expands the scope of the Employee Plans Compliance Resolution System (EPCRS), which allows plan sponsors to self-report errors to the IRS and correct those errors without drastic penalties

* Limits the degree to which plans may seek to recoup excess retirement plans payments from participants

* Instructs the Department of Labor to issue new guidance for benchmarking of target date funds

* Limits the disclosures required to those not participating in plans

* Creates a central data repository for lost participants (the 'Retirement Savings Lost and Found')

* Requires plan sponsors to provide participants with at least one paper account statement per year

* Adjusts top-heavy rules for certain DC plans

* Gives employers latitude to rely on employee self-certification that hardship distribution requirements have been met

Certain additional provisions, Adams noted, apply only to public employer plans or to special classes of individuals such as military personnel, firefighters and first responders. Other provisions not summarized here are likely to affect only a small percentage of plans. Read the full text of H.R. 2954, the Securing a Strong Retirement Act of 2021, here.

"With strong, bipartisan support for this legislation among both House and Senate membership, the odds are good that the so-called 'SECURE Act 2.0' will enjoy a relatively smooth path toward final passage," said Adams. "Retirement plan sponsors should take this opportunity to familiarize themselves with the bill's provisions and put a strategy in place for implementing necessary plan changes by the end of next year."

About Strategic Benefits Advisors

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits challenges for clients ranging from 1,000 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 25 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit https://www.sba-inc.com/.

#EmployeeBenefits #BenefitsConsulting #RetirementLegislation

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.

Related link: https://www.sba-inc.com/

Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

Wong has over 30 years' experience leading benefit consulting teams with a focus on defined benefit (DB) and health and welfare (H&W) plans. Prior to joining SBA, Wong was a managing consultant at private actuarial and benefits consulting firm Cambridge Advisory Group for 13 years. Other roles include nearly two decades at global retirement and benefits consulting firm Mercer, where she was a principal. Wong's experience encompasses a range of benefits-related services for large- and medium-sized companies, including actuarial valuation, plan compliance, M&A due diligence, plan termination and plan administration.

"Kah-Lee's reputation as a highly accomplished actuary and employee benefits professional precedes her. She excels at understanding the needs of plan sponsors and guiding teams to provide exemplary service," said SBA Co-Founder and Principal Mindy Zatto. "She is a welcome addition to SBA and will play a vital role in helping clients optimize their benefits offerings."

Wong holds a bachelor's degree in business administration (BBA) with a concentration in actuarial science and finance from the University of Texas at Austin.

About Strategic Benefits Advisors

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 1,000 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 20 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit http://www.sba-inc.com/.

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

Related link: https://www.sba-inc.com/

Tapcheck Wins ‘Best Employee Benefits Solution’ in 2021 FinTech Breakthrough Awards Program

LOS ANGELES, Calif. /ScoopCloud/ -- Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced that it has been selected as winner of the "Best Employee Benefits Solution" award in the fifth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today.

Tapcheck delivers breakthrough payment and benefits solutions for both employers and employees, putting both of their interests on equal footing. For employers, Tapcheck is a convenient, cost-free way to offer workers same-day pay. Tapcheck assumes the financial risk and employers can, in turn, offer a desirable financial wellness benefit to employees that increases retention and productivity. Tapcheck is also easy to integrate into existing payroll systems without having to create new ones, alleviating a major adoption hurdle.

For employees, the clean and simple interface of the Tapcheck app, allows them to quickly and securely access a percentage of wages they have earned for a flat, low-cost fee. This provides the financial flexibility to cover a bill due mid-pay cycle, or another emergency expense without having to apply for high-interest payday loans, or risk incurring overdraft or late fees.

"Tapcheck's marriage of the human side of HR and the transformative power of fintech is making it easier for employees to get the money they've earned when they need it," said James Johnson, Managing Director, FinTech Breakthrough. "Providing meaningful benefits to employees and giving them financial flexibility when they need it most has never been more important. We extend our since congratulations to everyone at Tapcheck on their success and for their well-deserved 'Best Employee Benefits Solution' award in our fifth annual FinTech Breakthrough Awards program."

The FinTech Breakthrough Awards is the premier awards program founded to recognize the FinTech innovators, leaders and visionaries from around the world in a range of categories, including Digital Banking, Personal Finance, Lending, Payments, Investments, RegTech, InsurTech and many more. The 2021 FinTech Breakthrough Award program attracted more than 3,850 nominations from across the globe.

"Thanks to Tapcheck, employers in sectors hard-hit by the pandemic have helped their workers pay bills, cover unexpected costs, and more when financial uncertainty is at an all-time high." said Kayling Gaver, Co-Founder of Tapcheck. "It's a great resource and safety net that provides financial peace of mind, helping organizations keep the best interests of employees at heart. We are honored that this is being recognized by FinTech Breakthrough and we are looking forward to continued success and momentum in 2021 and beyond."

Tapcheck has established a strong foothold in the earned wage access category. In 2020, the company grew by 863%, signing clients including Burger King, Dunkin', T-Mobile, Home Instead Senior Care, and Comfort Keepers in addition to a diverse range of businesses including hospitals, manufacturers, grocers, retailers, and professional services.

About Tapcheck

Tapcheck is a financial wellness benefit that allows employees to access their earnings before payday. Available at no cost to employers, Tapcheck uses an intuitive mobile app to give workers greater control over their finances, which reduces their stress at home and increases their productivity at work. And thanks to Tapcheck's seamless integration with existing payroll programs, employers who incorporate on-demand earnings into their employee benefits packages find it to be a cost-effective way to distinguish their company from competitors, reduce turnover rates, and provide the financial flexibility that employees want. For more information, visit https://www.tapcheck.com/.

About FinTech Breakthrough

Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the globe, the FinTech Breakthrough Awards program is devoted to honoring excellence in Financial Technologies and Services companies and products. The FinTech Breakthrough Awards provide public recognition for the achievements of FinTech companies and products in categories including Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more. For more information visit FinTechBreakthrough.com.

Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, today announced that it has been selected as winner of the "Best Employee Benefits Solution" award in the fifth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough.

Related link: https://www.tapcheck.com/

Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series - and access to survey results - is limited to plan sponsors.

According to founding principal Andy Adams, SBA will introduce a new survey topic every other month, with 2021 topics ranging from student loan debt assistance to plan audits to the use of artificial intelligence in HR. Plan sponsors may also nominate topics for consideration.

Plan sponsors' individual responses will remain confidential. However, by sharing the aggregated, anonymized findings of each survey with those who participate, SBA hopes to provide plan sponsors with meaningful insights to better inform business decisions regarding employee benefits.

"Our goal is to give plan sponsors a lot of value for not a lot of time spent," said Adams. "Unlike the 'marathon' surveys that are so prevalent in the employee benefits space, our Lightning Benefits Surveys take three minutes or less - yet they provide actionable intelligence and peer benchmarking on topics that matter to plan sponsors."

The series' first installment, a three-question survey on the prevalence of short-term loan programs for employees, launches today and will remain open through next week. For more information or to request access to the Lightning Benefits Survey series, visit SBA's website.

About Strategic Benefits Advisors

Atlanta-based Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits challenges for clients ranging from 1,000 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 20 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry.

For more information, visit https://www.sba-inc.com/.

Tags: #StrategicBenefitsAdvisors #EmployeeBenefits #BenefitsConsulting #PlanSponsors #LightningBenefitsSurvey

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the launch of a bi-monthly Lightning Benefits Survey series designed to help plan sponsors understand where their peers stand on a variety of timely employee benefits topics. Participation in the series - and access to survey results - is limited to plan sponsors.

Related link: http://www.sba-inc.com/

Papa Partners with FlexCare to Expand Services to Families

MIAMI, Fla. /ScoopCloud/ -- Papa, a nationwide provider for older adults and families announced today its partnership with FlexCare, LLC to provide employer groups Papa's nationwide services. This partnership allows FlexCare's employer groups to benefit from Papa Pals' companionship, transportation, technology assistance, and light household chores. Papa and FlexCare will start their partnership immediately and continue to alleviate the loneliness epidemic among family members and provide respite to employees.

"Papa is excited to welcome FlexCare to the partnership family as we continue to uplift employees' family members with face-to-face or virtual companionship visits," said Founder and CEO Andrew Parker.

Currently 1 in 6 Americans working full-time or part-time report assisting with the care of an elderly or disabled family member, relative, or friend (*see note 1). In an AARP study, 69% of working caregivers caring for a family member or friend reported they had to rearrange their work schedule, decrease their hours, or take an unpaid leave in order to meet their caregiving responsibilities. In fact, most caregivers experience at least one change in their employment due to caregiving such as cutting back work hours, taking a leave of absence, receiving a warning about performance/attendance, among others (*see note 2).

With Papa and FlexCare working together, the partnership can help improve unmet needs for care and improve access to care for older adults and families. This will also reduce stress and increase well-being for family caregivers who work full-time positions.

FlexCare is excited to partner with Papa in providing caregiver/companionship services to the employer market. We view this as a tremendous opportunity to provide a valuable benefit to employers and their employees, said Principal Lee Shoemake.

According to a recent study from Harvard Business School, businesses are oblivious to the number of employees who are caring for family at home.

It may seem, on the surface, that this is something businesses can just ignore, but in reality, as unemployment is dropping, the number of family caregivers is rising. That's only going to grow more as the cost of health care rises and our population ages. Almost 44 million people are acting as unpaid caregivers in the United States alone.

More than 80% of the employees surveyed said their caregiving duties impacted their work, yet less than 25% of employers felt that caregiving impacted the work of the very same employees.

FlexCare is committed to fulfilling this important employee benefit which will not only assist with reducing absenteeism but also provide a value benefit to each employee and their family members.

About Papa

Papa is a Miami startup that has evolved to Family-OnDemand and provides assistance and companionship to older adults and families throughout Florida, California, Michigan, Pennsylvania, Louisiana, Missouri, Texas, Mississippi, Arkansas, Georgia, Tennessee, South Carolina, Illinois, and Kansas. Papa launched their service in January of 2018. For more information, visit https://www.joinpapa.com/.

Twitter: https://twitter.com/join_papa

Facebook: https://www.facebook.com/joinpapa/

About FlexCare

FlexCare, LLC is a leading telehealth provider of online and on-demand healthcare delivery services to private and public employers, associations, brokers, school systems and more. By using telehealth services instead of more expensive urgent care and ER visits, FlexCare, LLC TeleHealth cuts unnecessary costs and keeps members smiling (instead of waiting).

In addition to telemedicine and the Papa Caregiver/Companionship program, FlexCare TeleHealth also provides Dermatology, Behavioral Health and Telespine benefits.

Using their proprietary online administrative system, FlexCare seamlessly provides multiple employee benefits either bundled or unbundled which makes for ease of administration for employers.

Website: http://www.flexcare.com/

Dashboard: https://www.myflexcare.com/

Twitter: https://twitter.com/FlexCarePlus

LinkedIn: https://www.linkedin.com/company/flexcare-telemedicine/?viewAsMember=true

Facebook: https://facebook.com/FlexCarePlus

Instagram: https://instagram.com/FlexCarePlus

Sources:
Note 1: https://www.caregiver.org/caregiver-statistics-work-and-caregiving
Note 2: https://www.aarp.org/content/dam/aarp/ppi/2015/caregiving-in-the-united-states-2015-report-revised.pdf

MULTIMEDIA:
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Papa, a nationwide provider for older adults and families announced today its partnership with FlexCare, LLC to provide employer groups Papa's nationwide services. This partnership allows FlexCare's employer groups to benefit from Papa Pals' companionship, transportation, technology assistance, and light household chores.

Related link: https://www.joinpapa.com/

SBA Publishes Guidance on Which CARES Act Provisions Require Immediate Action by Health and Retirement Plan Sponsors

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.

"The CARES Act calls upon plan sponsors to act swiftly in adopting measures that will ease the financial burden of COVID-19 on individuals," said SBA Founding Principal Mindy Zatto. "Plan sponsors should coordinate with their healthcare providers immediately so they may begin complying with the law's mandatory provisions. While most retirement plan provisions are optional, they are nonetheless time-sensitive and call for coordination with the plan sponsor's recordkeeper and actuary. Any necessary plan amendments won't be required until the end of the 2022 plan year."

Required Health Plan Provisions

Health plan sponsors must comply with the following provisions expanding access to healthcare for coronavirus disease 2019 (COVID-19) patients:
* Coverage of COVID-19 Testing
Plans must cover the cost of approved COVID-19 tests and their administration. Test providers should be reimbursed at a previously negotiated rate, if applicable. In the absence of a previously negotiated rate, plan sponsors may reimburse providers an amount equal to the publicly listed cash price of the service or negotiate a lesser reimbursement.

* Coverage of COVID-19 Preventive Services
Plans must also cover, without participant cost-sharing, qualified coronavirus preventive services and vaccines recommended by the United States Preventive Services Task Force or Advisory Committee on Immunization Practices of the Centers for Disease Control and Prevention.

Required Defined Contribution (DC) Plan Provisions

DC plan participants who are due a required minimum distribution for 2020 may elect to not take the distribution without incurring any penalties.

Optional Defined Contribution (DC) Plan Provisions

DC plan sponsors may choose to extend the following benefits to plan participants who self-certify that (a) they have been diagnosed with COVID-19; (b) their spouse or dependent has been diagnosed with COVID-19; or (c) they have experienced certain other adverse financial consequences of COVID-19 as specified by the Secretary of the Treasury:

* Coronavirus-Related Distribution
Plans may allow a maximum $100,000 "coronavirus-related distribution" that must be taken by December 31, 2020. Early withdrawal penalties do not apply, and distributions are not eligible for rollover. However, a recipient of a coronavirus-related distribution has the right to pay the distribution back within three years, in which case it will be treated as a rollover contribution. The taxable amount of a coronavirus-related distribution can be spread pro-rata over three tax years.

* Increased Loan Limits
Qualified plans may increase loan limits from $50,000 to $100,000 and from 50% of the vested balance to 100% of the vested balance for loans made between March 27 and September 23, 2020.

* Delayed Loan Repayment
Plans may delay due dates for one year for individuals with outstanding loans whose repayment would normally be due between March 27 and December 31, 2020, allowing an extension beyond the normal five-year cap.

Optional Defined Benefit (DB) Plan Provisions

* Option to Defer Single-Employer Plan Funding
Plan sponsors may delay payment of any minimum required contributions that would ordinarily have been due during calendar year 2020 to January 1, 2021. The amount of each delayed contribution must be increased to reflect the interest accrued between the original due date and the actual payment date.

* Benefit Restriction Relief
For purposes of applying benefit restrictions under Code Section 436, plan sponsors may elect to use the prior plan year's adjusted funding target attainment percentage as the adjusted funding target attainment percentage for plans years that include calendar year 2020. This may allow some plans to avoid triggering certain benefit restrictions in 2020 that would have otherwise applied.

The full text of the CARES Act can be found here. To speak with Strategic Benefits Advisors' experienced team of benefits consultants about the potential impact of this law on your plans, call 770-551-8989.

About Strategic Benefits Advisors

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 25 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit https://www.sba-inc.com/.

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.

Related link: http://www.sba-inc.com/

EPIC Continues Expansion of Employee Benefits Practice with a new Pharmacy Practice Leader

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath. We are also pleased to announce that we have promoted Craig Hasday to President, National Employee Benefits Practice leader and Cindy Santangelo to National Voluntary Benefits Practice Leader.

Bob Eisendrath brings a strong background in pharmacy benefit management. He brings experience both in sales and national account management, with CVS Caremark for 20 years where he was most recently Area Vice President for Coalition Business. "The addition of Bob will further strengthen our Pharmacy consulting practice as he leads the team through the rapidly changing legislative and therapeutic landscape as our clients grapple with increasing pharmacy prices, one of the most problematic components of escalating cost," said Craig Hasday, National Employee Benefits Practice Leader.

Craig Hasday has been promoted to President, National Employee Benefits Leader. Said Steve Denton, President, EPIC Holdings, "For the past eighteen months, Craig has led EPIC's National Employee Benefits Operations Board. In that role, Craig has worked closely with the geographic employee benefits leaders and has done an incredible job bringing our national teams together."

During this time, EPIC has seen increased communication and enhancements across the board in service offerings for our clients. Further, EPIC has seen great improvement in revenue growth, profitability, and integration of its vast employee benefits platform. Employee Benefits revenue of over $170 million which represents over 20% of EPIC's retail revenue.

Promoting Cindy Santangelo to the new national role as lead of EPIC's Voluntary Benefits practice highlights EPIC's growing focus on the changing workplace dynamic of offering personalized benefits. Santangelo has been with EPIC for 12 years and spent the past 5 years building and growing the Voluntary Benefits practice within EPIC's national Employee Benefit platform. She brings a wealth of knowledge to her role in employee paid worksite benefits consulting as she fully understands how to create a customized program to meet individualized needs.

"We are fortunate to have someone with her expertise on our team to support our clients and other EPIC consultants," said John Gaffney, VP. National Employee Benefits Operations.

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

Related link: https://www.epicbrokers.com/

EPIC Adds Matthew Presutti as Managing Principal in their New York operations

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

Presutti will be based in New York City as part of Frenkel Benefits, an EPIC Company and report to Adam Okun, co-president and Larry Kirshner, co-president EPIC New York. In his new position, he will responsible for the strategic oversight, new business development and the design, placement and management of employee benefits insurance programs and solutions.

Presutti brings nearly 30 years of experience to his role within the overall EPIC organization. He has a strong background in leading teams and developing creative employee benefits programs for clients to help increase the overall success of their business. Presutti joins the firm from HM Insurance Group.

He has also held positions with: MagnaCare, Brown & Brown Metro, Horizon Blue Cross Blue Shield of New Jersey and Prudential. Presutti has served as Board President with the Tewksbury Township Board of Education as well.

"We are excited to have Matthew join our team and bring his level of expertise to EPIC and our employee benefits clients," said Adam Okun, co-president, EPIC New York, Larry Kirshner, co-president, EPIC New York, "Matt brings industry knowledge and employee benefits experience that will add to our already robust team. We are thrilled to have him onboard."

Matthew Presutti can be reached at matthew.presutti@frenkel.com or (212) 488-0214.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

Related link: https://www.epicbrokers.com/

EPIC Adds Todd Randolph in Atlanta, GA

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

Randolph will be based in Atlanta and report to Ed Oravetz, Managing Principal. In his new position, Randolph is responsible for new business development and the design, placement, and management of employee benefit programs, providing critical attraction and retention strategies for mid-market and large clients.

Randolph joins EPIC from USI Insurance Services, where he spent the last eight years of his career. As a VP and Employee Benefits Consultant at USI, he was known for implementing value-based benefit programs and specializing in advanced design and funding approaches for group medical (all ancillary lines) - including the appropriate uses of captives, self-funding, HRA/HSAs, private exchanges, and traditional, fully-insured programs.

"We are thrilled to continue the growth of our Employee Benefit operations," said EPIC's Ed Oravetz. "Todd is a well-respected, highly strategic, and consultative employee benefits professional who will deliver great value to our clients and to other EPIC team members. I could not be more excited to have Todd join our team."

"EPIC's operations in the Southeast continue to grow by welcoming power houses like Todd," said Steve Needle, Managing Principal of EPIC's Southeast Region. "This is exciting for all of us, and I look forward to officially welcoming his expertise and watching our clients benefit from our ongoing growth and collaboration."

Todd Randolph can be reached at todd.randolph@epicbrokers.com or 713-705-1485.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

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EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

Related link: https://www.epicbrokers.com/

Mode Health and On Target Living Announce Strategic Partnership to Expand Health Resources and Benefits For Small Businesses

EAST LANSING, Mich. /ScoopCloud/ -- Mode Health, the employee benefits agency for modern small businesses, today announced a strategic partnership with On Target Living, a health and performance company located in East Lansing, Michigan. Through this partnership, small business will now have the opportunity to utilize the Mode Health platform with On Target Living's engaging health expertise, content and resources, including nutrition guidance and fitness challenges along with recovery and stress management strategies.

In today's competitive talent market, employers are struggling to find solutions that provide the high-value benefits necessary to recruit and retain top talent. According to a recent SHRM study, the vast majority (86%) of HR professionals said they had difficulty recruiting suitable candidates in the past year, and 20% indicated that their organizations' health-related benefits have become more generous in the past year as recruiting strategy. Together, Mode Health and On Target Living address this issue and movement by bringing health literacy to the forefront of employee benefits.

"This partnership brings the advanced skills and content of the On Target Living approach to Mode Health clients," said Eric Hannah, chief catalyst of Mode Health. "Small businesses have often had limited access to advanced health resources. Together, we are fulfilling this demand. I've long respected and followed the On Target Living principles, and am excited to bring their energy and expertise to Mode Health's small business clients."

Both Mode Health and On Target Living are devoted to preventing and holistically managing health-related issues through health literacy to optimize employee benefits plans. The partnership will align the two businesses' expertise to bring a new benefits model to business leaders, which will allow them to take charge of their healthcare and employee benefits costs.

"There's great synergy between On Target Living and Mode Health," said Matt Johnson, president of On Target Living. "We both desire to improve the health of employees. Taking an approach that supports these employees, both physically and mentally, promotes an individualized experience. This is where the employee benefits model, as a whole, is headed."

About Mode Health

Mode Health provides agile employee benefits for the modern small business. Mode Health's mission is to inspire a culture shift in how individuals think about health literacy, health insurance and holistic well-being. Mode Health puts health first by focusing on prevention and precondition management, which in turn manages benefit spend for employers and help employees perform at their best every day. Learn more at https://mymodehealth.com/, or by calling 517-899-3404.

About On Target Living

On Target Living is not a diet or a short-term fix; it is a lifestyle for building a healthy mind and body. On Target Living specializes in working with companies to help expand human capacity. With demands and competition increasing, employers have to invest in their No. 1 asset (people), by investing in their No. 1 asset (health). On Target Living's seminars, retreats, books, products and content are centered on their Small Steps to Healthy Living approach-this allows people to create a sustainable plan that works. Learn more at https://ontargetliving.com/, or by calling 517-325-1140.

Media Contact
Eric Hannah
Mode Health
517-899-3404
contact@mymodehealth.com

Mode Health, the employee benefits agency for modern small businesses, today announced a strategic partnership with On Target Living, a health and performance company located in East Lansing, Michigan.

Related link: https://mymodehealth.com/

Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA's plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.

Immediately before joining SBA, Olds was a partner in Aon's (NYSE:AON) retirement division, where she oversaw business operations for six markets in the south region. Before that, Olds spent more than 15 years at global advisory, brokerage and solutions company Willis Towers Watson (NASDAQ: WLTW), where she was a senior consultant in the firm's retirement practice.

Olds' areas of specialty as a retirement benefits consultant include qualified and nonqualified retirement plans, post-retirement welfare plans, the design and implementation of new retirement programs, retirement plan merger and acquisition strategies and the alignment of benefits funding and accounting policies with business objectives. She has led major retirement plan projects for Fortune 500 companies, helping her clients generate hundreds of millions of dollars in cost savings.

"Leslie is a leader in retirement benefits consulting with a demonstrated track record of driving business performance, developing high-performing teams and delivering superior client service," said SBA Co-Founder and Principal Mindy Zatto. "We are proud to have a professional of her talent solving plan sponsors' benefits challenges as part of the Strategic Benefits Advisors team."

Olds holds a bachelor's degree in mechanical engineering from the Georgia Institute of Technology and a master's degree in applied mathematics from Northwestern University. She has earned the designations of Fellow of the Society of Actuaries (FSA), Enrolled Actuary (EA), Fellow of the Conference of Consulting Actuaries (FCA) and Member of the American Academy of Actuaries (MAAA).

About Strategic Benefits Advisors:
Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 250,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 20 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit http://www.sba-inc.com/.

Twitter: #EmployeeBenefits #PeopleMovers #BenefitsConsulting

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA's plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.

Related link: http://www.sba-inc.com/

EPIC’s Tiffany McClellan to Present on Designing Benefits Plans at HRE Health and Benefits Leadership Conference

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25 at 11:30 a.m. at the Aria Resort & Casino in Las Vegas, Nevada.

HRE Health & Benefits Leadership Conference is an annual gathering of the nation's top HR and benefits professionals. Attendees will gain the foresight needed to create the perfect benefits package and discover strategies that help organizations from various industries and sizes thrive. Industry experts and professionals leading the innovation will share their insight on how to keep your programs fresh and competitive.

McClellan will present on "Designing Benefits to Compete with the Big Dogs - a Tale of a Small-Niche Technology Company" alongside Cari Graham, director of human resources at BlackBag Technologies. In this presentation, McClellan and Graham will describe how to craft a world-class benefits design that's able to educate and engage a virtual workforce in their health and well-being without spending a small fortune.

Click here to see the full agenda: https://s23.a2zinc.net/Clients/lrp/benefitsconf2019/Public/Sessions.aspx

About Tiffany McClellan, CEBS, regional director of employee benefits:

As Regional Director, Employee Benefits, McClellan is focused on growing EPIC's employee benefits consulting practice in Southern California. She believes Human Resource teams bring significant value to their organizations when the HR strategy aligns with the business strategy. The key to developing a successful employee benefits program is determining the types of benefits your unique employee population value and successful employee communication. McClellan helps her clients manage the balance of aggressive financial management and continuing to offer appealing and attractive employee benefits all while remaining in compliance.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, including inquiries about employment, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25 at 11:30 a.m. at the Aria Resort & Casino in Las Vegas.

Related link: https://www.epicbrokers.com/

Mary Shah Named Principal at Strategic Benefits Advisors, Inc.

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

"Mary has displayed both a mastery of servicing various types of clients with complex benefits needs and tremendous leadership skills within our organization - characteristics we seek in a principal at Strategic Benefits Advisors," said SBA Co-Founder and Principal Mindy Zatto. "We welcome her to the senior management team and know she will continue to play a key role in guiding our consultants' and clients' success."

Shah joined SBA as a benefits adviser in 2016, bringing with her more than 25 years of consulting experience at top-tier actuarial and employee benefits consulting firms. Shah's areas of expertise include actuarial valuations, financial forecasting, risk assessment and mitigation, benefits implementation support and mergers and acquisitions due diligence. She has earned the designations of Fellow of the Society of Actuaries and Enrolled Actuary.

"Strategic Benefits Advisors prides itself on staffing only experienced, service-oriented benefits professionals, which makes it a special honor to be recognized in this fashion," said Shah. "I look forward to helping shape the future of our growing firm while continuing to serve clients with creative and effective benefits consulting."

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 250,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 20 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit http://www.sba-inc.com/.

Twitter: @StrategicBenefitsAdvisors #EmployeeBenefits

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

Related link: http://www.sba-inc.com/

Frenkel Benefits, an EPIC Company Adds Nicholas Tunno in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Tunno will report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales, and he will be based in Frenkel's New York, N.Y. office at 350 Hudson Street.

Tunno joins from the New York office of Marsh & McLennan Agency, where he was a Risk Management Consultant, focusing on the Financial Service, Technology and Transportation sectors, offering employee benefits solutions and risk management strategies to protect and strengthen the clients he served.

Tunno will be responsible for new business development; the management of employee benefits programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, including financial institutions.

Said Phil Remig, "Nick's addition further expands and enhances our operations in the greater New York City area and across the Northeast. He has a well-deserved reputation for his professional expertise; for building strong, positive relationships; and for delivering outstanding service to his clients. We're confident that Nick will be an exceptional performer as we continue to deepen and strengthen our team both regionally and across the country."

Tunno attended Florida State University in Tallahassee, Florida, where he earned a Bachelor of Science Degree in Economics and was a member of both the Delta Phi Chapter of Delta Tau Delta Fraternity as well as a member of the Florida State Entrepreneur Incubator program for a business he founded.

Nicholas Tunno can be reached at ntunno@frenkel.com 212.488.0200 (office).

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Related link: https://www.epicbrokers.com/

Strategic Benefits Advisors Adds Lesley Posey to Its Benefits Consulting Team

ATLANTA, Ga. /ScoopCloud/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

Posey joins SBA from Willis Towers Watson, where she was a consultant serving the firm's US Retirement line of business. Her career as a retirement actuary spans 30 years and several of the industry's largest firms; Posey worked nearly half of her career for Willis Towers Watson and two predecessors (Towers Perrin and Watson Wyatt Worldwide). She also spent time with Buck Consultants and Ernst & Young and served as an in-house contractor for The Coca-Cola Company through outsourcing provider Pension Resource Group.

Posey's pension and retiree medical consulting expertise includes plan design, administration and forecasting; governmental filings and nondiscrimination testing; and plan operational reviews and troubleshooting (such as data and calculation remediation and lost participant resolution). She has served dozens of pension plan sponsors and administrators across a wide range of industries.

"Strategic Benefits Advisors, where experience runs deep and service is delivered with a personal touch, is a refreshing culture to be a part of," said Posey. "Having responsibility for not just plan valuation work but also plan administration is especially rewarding; I love helping plan sponsors solve their particularly challenging benefits issues and make sure their plans are operating as they should."

"Strategic Benefits Advisors is proud to have built one of the industry's most seasoned consulting teams. When it comes to recruiting new advisors, we look for the right mix of experience and passion - which we found in spades in Lesley," said SBA Co-Founder and Principal Mindy Zatto. "We are delighted to welcome her to SBA and know that our clients will benefit from her years of serving pension plan sponsors with excellence."

Posey is an Enrolled Actuary (EA) and an Associate of the Society of Actuaries (ASA). She officially joined SBA in April 2018 and is based in the company's Atlanta metro office. Posey holds a bachelor's degree in math and economics from St. Olaf College in Northfield, Minnesota.

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 250,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition.

With an average of over 20 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry.

For more information, visit http://www.sba-inc.com/.

Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

Related link: http://www.sba-inc.com/

Worldwide Broker Network, Member Host EPIC Announce 58th Global Conference in San Antonio Texas

SAN FRANCISCO, Calif. /ScoopCloud/ -- The Worldwide Broker Network(TM) (WBN), the world's largest fully integrated international network of independent Property & Casualty and Employee Benefits brokers, has announced its 58th Global Conference on April 11-14, 2018 in San Antonio, Texas. Partnering with Member Host EPIC Insurance Brokers and Consultants, the 2018 Global Conference will include more than 300 brokers, carrier sponsors, and speakers from more than 100 countries for discussions on compliance, client engagement, specialty industry coverage, and disruptive business.

This year's program will focus on key global trends and how WBN members can comply with the European Union's imminent GDPR rules on data privacy while understanding the effects of the continuing threat of cyber and related risks across economic sectors and innovative new programs in the employee benefits arena.

The Conference and hosting partnership coincide with the appointment of EPIC Southwest Region President Jim Watt as Chairman of the Board of WBN, effective April 12, 2018. Mr. Watt, who currently serves as WBN's Treasurer, will be the first board chair of WBN from an employee-benefits background.

"I'm happy to welcome colleagues from around the globe to my home state of Texas," said Watt. "WBN's 58th Annual Conference will be its best ever, with more attendees, workshops, and opportunities to collaborate on global business partnerships than ever before. I'm particularly pleased to see so much participation by WBN clients, companies whose experience working with us to solve their most challenging cross-border needs proves WBN's value proposition year in and year out."

The thriving independent global network generates more than $5.25 billion in annual revenue - making it the fourth-largest broker network in the world. Since its founding in 1989, WBN has empowered brokers across six continents, in more than 500 cities around the globe, to conduct business internationally with maximum flexibility, innovation and success. WBN Members, clients, prospects and insurer partners meet in Global Conferences twice a year to collaborate, learn and maintain professional relationships and personal friendships.

About The Worldwide Broker Network(TM):

Founded in 1989, WBN has grown from nine firms in Western Europe to more than 100 firms spanning the globe and serving clients through 500+ offices in six continents. Today, as an important part of the insurance industry's distribution network, WBN generates over $5.25 billion in P&C and employee benefits revenue annually. For more information please visit https://wbnglobal.com/.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

The Worldwide Broker Network (WBN), the world's largest fully integrated international network of independent Property & Casualty and Employee Benefits brokers, has announced its 58th Global Conference on April 11-14, 2018 in San Antonio. Partnering with Member Host EPIC Insurance Brokers and Consultants, the 2018 Global Conference will include more than 300 brokers, carrier sponsors, and speakers from more than 100 countries.

Related link: http://www.epicbrokers.com/

Most Americans Aren’t Going for Long-Term Care Insurance, ‘But They Will, Where They Work,’ says James Dettman of ACSIA Partners

KIRKLAND, Wash. /ScoopCloud/ -- James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.

So?

He's a man with a mission. Like David with a glint in his eye, he's aiming to help bring down an American Goliath, our looming long-term care crisis.

"Nearly three in four Americans over 65 will need long-term care at some point," he says, quoting the U.S. Department of Health and Human Services. "So virtually all families will be affected. Somebody will probably need care. If not Dad, Mom; if not you, your spouse."

"This is a very big deal," he asserts, because --
* Long-term care can eat into retirement savings, costing from tens of thousands to $100,000, $200,000 or even more per year, depending on location, type of services, and type of claim.
* Family members may be forced into caregiving, disrupting their lives and affecting their ability to earn a living and protect their livelihood.
* Companies suffer, too. They report reduced productivity when employees worry about loved ones needing care.

"Long-term care insurance is the answer," Dettman asserts, "but most consumers aren't buying it. No problem. We just need to start offering it more aggressively through another channel, the workplace."

He points to key advantages over policies sold directly to consumers:
* Group rates are generally lower,
* Health screening is relaxed, and
* Family members can be included.

ACSIA Partners is a pioneer in worksite LTC with a successful team in place, and that's why Dettman joined them, he says. "I'm here to help them take it to the next level."

The potential is very large. According to the American Association for Long-Term Care Insurance, only 10 million or so Americans have bought long-term care insurance; and only a fraction have gotten it at their place of work.

By contrast, over 270 million have health insurance, and a majority, 155 million, have it through their employer, according to the Urban Institute.

"We need to go with what's working," says Dettman. "If we follow the lead of health insurance, within a few years up to 155 million can have easy access to LTC protection through their jobs," he says. "We'll have multiplied the business 15 times over, and more important, released a flood of economic and personal vitality."

To get the ball rolling, Dettman and colleagues are seeking alliances with benefit brokers, insurance brokers, consultants, human resource managers, executives and association directors. "Our focus is to help deliver financial savings strategies for employees and employers alike," he says.

For over 20 years, James Dettman has held sales, sales management, and sales consultant positions in the insurance and employee benefits fields, winning many promotions and setting sales records.

He has been a member of the National Association of Health Underwriters (NAHU) since 1997, serving on the Board of Directors for his local association and twice as President for two different Chapters. He is also a Lifetime Qualifier for the Leading Producers Round Table (LPRT).

He will serve alongside fellow Worksite Sales Directors Dan Cahn, Ed Jette, and Mario Sestito, "a crack team leading the charge toward universal LTC protection," according to Dettman.

ACSIA Partners LLC is one of America's largest and most experienced long-term care insurance agencies serving all states. The company is also a co-founder and sponsor of the "3in4 Need More" campaign, which encourages Americans to form a long-term care plan.

Dettman and colleagues may be reached at the following numbers:
* James Dettman: (901) 301-7421
* Dan Cahn: (425) 284-2148
* Ed Jette: (508) 981-6261
* Mario Sestito: (518) 817-3446

*PHOTO for Media: Send2Press.com/mediaboom/17-0619s2p-Dettman-300dpi.jpg
*Photo Caption: James Dettman, Worksite Sales Director for ACSIA Partners, with graph showing big potential for LTC insurance.

James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.

Related link: https://www.acsiapartners.com/

EPIC Insurance Presents CSRA SHRM Strategic Session

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club in Augusta, Georgia.

At the strategic session, experts from EPIC will discuss the latest news and trends in human resources and employee benefits consulting and compliance.

Chief Actuary Davin Millholland will provide insight on better ways to measure and manage your company's healthcare spend. Director of Employee Benefits Compliance Carl Pilger will discuss what impact the Trump administration is having on benefits, tax and employment compliance.

HR and Benefits Technology Specialist Mimi Bush will provide an update on the HR and benefits technology landscape. Senior Benefits Consultant Jim Baker will provide a carrier update on what the major healthcare underwriters are doing and what questions you should be asking.

Click here to RSVP to the event: http://www.csrashrm.org/index.php/events/rsvp?eventId=9&controller=event&task=individualRegister

About the Society for Human Resource Management CSRA SHRM Chapter:

As a SHRM affiliated local chapter in Augusta, GA, CSRA SHRM strives to provide a forum for personal and professional development for members by offering quality programming, networking opportunities, community resources and current information that may impact state, federal and national human resource management issues. Information: http://www.csrashrm.org/.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With roughly $280 million in run rate revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO: Send2Press.com/mediaboom/17-0605s2p-epic-csra-300dpi.jpg
*Photo Caption: EPIC's Davin Millholland, Carl Pilger, Mimi Bush and Jim Baker will share their knowledge and expertise.

*LOGO: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

Twitter Tags: @EPIC_Insurance #EPICCSRASHRM #CSRASHRM

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club in Augusta, Georgia.

EPIC Insurance Expands and Strengthens Six Year Relationship with California New Car Dealers Association

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker/consultant as their exclusive licensed broker to provide health and welfare insurance consulting to CNCDA members across the state.

EPIC was previously the CNCDA appointed health and welfare insurance broker/consultant in Northern California only, and this new agreement extends their reach and responsibilities to CNCDA members across Southern California, as well.

According to Brian Maas, CNCDA's President, "EPIC has consistently offered outstanding service and value to our members and has demonstrated a strong commitment to the association since we began working together in 2011. As the CNCDA-licensed broker in California, EPIC will continue to provide dealers with the help they need to navigate the increasing complexity of the California health insurance market."

John Connell, EPIC's West Region President, Employee Benefits said, "We are pleased and honored to have Brian Maas and his team at the CNCDA recognize the strength of our partnership and commitment to their members by further expanding our relationship in this way. The entire EPIC organization will work hard every day to continue earning the trust, respect and confidence of CNCDA and their members across California."

About the California New Car Dealers Association (CNCDA):
The California New Car Dealers Association is the country's largest state association of franchised new car and truck dealers representing over 1,100 dealer members. CNCDA members are primarily engaged in the retail sale and lease of new vehicles, and also engage in automotive service, repair and part sales. CNCDA promotes fair and ethical business practices through a wide range of educational programs, services and industry publications. Learn more about CNCDA at: http://www.cncda.org/.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit: http://www.epicbrokers.com/.

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

Twitter Tags: @CNCDA @EPIC_Insurance #EPICCNCDA

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive licensed broker to provide health and welfare insurance consulting to CNCDA members across the state.

EPIC Insurance Kicks Off 2017 Energy Forum in Houston

HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next week.

EPIC's Ascende Division, their southwest regional hub and the premier benefit consultant for the oil and gas industry, kicked off its annual Energy Forum roadshow in Houston on Thursday, May 25 moments after OPEC announced it would extend the status quo an additional nine months-curbing oil output until the end of March 2018.

The event attracted 50 different energy companies for a total showing of nearly 200 HR executives and consultants.

The EPIC Energy Forum provides HR professionals in the energy industry the opportunity to learn the results of EPIC's annual Energy Acumen Employee Benefit Plan Survey and network with their peers facing similar market challenges. The Energy Acumen survey is the leading source of benefits benchmarking information for the oil and gas industry and provides sector-specific reports, as well as a unique report on international assignee benefits to companies that participate in EPIC's Global Employee Benefit Plan Survey.

In addition to a detailed overview of EPIC's employee benefit plan survey data, Houston attendees also heard from a panel of HR executives representing Archrock, Diamond Offshore and Pioneer Energy Services, who candidly discussed key HR issues impacting energy companies.

Employers use the survey's benchmarking data to gauge where their company stands among peer companies in the industry, leveraging the survey's reported trends to support their strategies with executive leadership.

"The first words out of my CEO's mouth when we talk benefits strategy is 'What is the market doing?'" said Jane Johnapelus Munoz, director of Global Employee Services at Diamond Offshore. "The second question out of my CEO's mouth is 'Are we going to hit the Cadillac Tax, and when?'"

The panel also encouraged putting heightened focus on employee retention, since no one can afford to lose key talent. The key is communicating each employee's total rewards and not failing to promote benefit offerings that help your company stand out, panelists noted.

By using the survey's benchmarking data to realign HR programs and benefit strategies so that they offer better value to employees at a lower cost, companies can make more meaningful decisions employees will appreciate.

"2017 may not be the year of growth, but for us, it's the year of the employee," said Sharon Paul, VPHR at Archrock. "Give your savings back to your employees. This year, we put our savings back into our employees' pocket by increasing HSA contributions and lowering premiums."

EPIC's Carl Pilger, director of Employee Benefits Compliance Services also delivered an ACA compliance update to a crowd of HR executives who agreed they'd rather keep compliance issues in their broker or consultant's hand so they can divert attention back to their employees.

Companies who weren't able to make the kickoff presentation in Houston are encouraged to join EPIC in Dallas - Fort Worth, Texas on Tuesday, June 6, 2017 at 3 p.m. at the Hilton - Arlington or in Oklahoma City, Oklahoma on Thursday, June 8 at 3 p.m. at the Tasting Room.

Click here to RSVP to the event: http://go.epicbrokers.com/l/322651/2017-05-03/34yb.

About EPIC:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next week.

EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass

IRVINE, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.

Based in Irvine, Calif., Benefit Compass provides employee benefit solutions, human resource consulting and employee engagement strategies, with a particular specialty focus on the unique needs of auto dealers.

Benefit Compass will further broaden the specialized benefits and HR consulting services available to EPIC clients, particularly new car auto dealers - a long time area of expertise and focus for EPIC, the broker providing Workers' Compensation Insurance and Employee Benefits Programs to members of the California New Car Dealers Association since 2011.

"The addition of the Benefit Compass team is an exciting development in the continuing growth of EPIC," said John Connell, EPIC President, Employee Benefits of California. "Our clients benefit significantly when we add top professionals like the Benefit Compass team with unique and highly specialized consulting skills and experience."

Benefit Compass co-founders Ron Joy, Alison McCallum and Mark Pattinson added, "We are very proud of the fact that we have always adhered to the simple philosophy of doing what's in the best interest of our clients, and are extremely pleased that this philosophy aligns strongly with EPIC's own culture and values. As part of EPIC, we have access to more resources, experienced professionals in multiple disciplines, and extensive insurance company relationships - all of which will provide added value to our current and future clients."

Since The Carlyle Group became the firm's major investment partner in December 2013, EPIC has nearly tripled revenues, from roughly $80 million to current run rate revenues exceeding $200 million.

About EPIC:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.

EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health and Welfare Compliance Update

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.

Health care continues to be in a state of change and employers will need to be alert to updates to regulations that were issued in 2016, as well as the proposed changes for 2017. Hughes will walk attendees through key topics in health and welfare legislation to assist in keeping plan sponsors compliant.

This event is free for members and $30 for non-members. Attendees of this event will receive 1.0 hour CEBS CPE credit and approval is pending for 1.0 hour of HRCI credit and 1.0 hour of SHRM PDC credit.

For additional information on program and registration information, click here (PDF): https://www.iscebs.org/Local/Locations/Documents/PDF/chapters/2017/170125_NYM.pdf.

About Rosemary Manning Hughes, senior consultant and principal, EPIC:

Rosemary Manning Hughes is a senior consultant and principal based in EPIC's Stamford, Conn., and New York, N.Y. offices. She brings over 25 years of experience in the employee benefits industry. Prior to joining EPIC in June 2015, Manning Hughes was the Director of Benefits, Americas, for Avis Budget Group (ABG), responsible for all aspects of the strategy and administration of all health and welfare, defined benefit and defined contribution retirement plans, and global wellness. Before Manning Hughes joined ABG, she was a health and welfare consultant for such firms as Arthur J. Gallagher, Fidelity, and Mercer Consulting. Manning Hughes specializes in finding solutions that engage employees while managing costs.

About The International Society of Certified Employee Benefit Specialists:

The International Society of Certified Employee Benefit Specialists (ISCEBS) is the premier interactive community providing educational resources, innovative thinking and collective wisdom to help members excel and prosper in their careers. This membership organization is for those who have earned the Certified Employee Benefit Specialist (CEBS), Group Benefits Associate (GBA), Retirement Plans Associate (RPA) and Compensation Management Specialist (CMS) designations.

Members have access to a variety of educational resources and networking opportunities that can broaden their knowledge and enhance their careers. Since 1981, the Society has provided educational programs, information and networking resources, publications, and other services to a diverse group of benefits professionals.

About EPIC:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit http://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.

Ascende’s Rob Massa to Present at Gulf Coast Symposium

HOUSTON, Texas and SAN FRANCISCO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) --- MEDIA ADVISORY: Ascende, an EPIC company, today announced that Ascende Retirement Director Rob Massa is speaking at the Gulf Coast Symposium. Massa will speak on "The Intersection of Health Care and Retirement" on Thursday, May 12 at 9 a.m. at the NRG Center in Houston, Texas.

With the increasing convergence between health care and retirement, it is essential for employers to implement strategic approaches to delivering these benefits. This session will provide ways to effectively coordinate the two programs for maximum employee and employer benefits.
Event Details:
* Thursday, May 12, 2016
* NRG Center, Room 504, NRG Center, Houston, Texas
* 9 a.m.-10 a.m.
* Click here to add Rob's session to your agenda ( http://hrhouston16.mapyourshow.com/6_0/sessions/session-details.cfm?ScheduleID=143 ).
* Ascende will also be in the Exhibit Hall at Booth 218.

About Rob Massa, Retirement Director, Ascende:

Rob Massa joined Ascende as the retirement practice leader in 2010, and in 2011, led the introduction of Ascende Wealth Advisers, Inc. He oversees a team of retirement professionals who work with clients and investment committees to help them develop meaningful retirement plan strategies, manage compliance requirements and fiduciary duties, educate employees and make informed decisions in plan operations.

Prior to joining Ascende, he spent 10 years at MBM Advisors, Inc. as a vice president, principal and shareholder of the company. His entire career has been focused in the investment management and administration of qualified retirement plans through a diverse series of responsibilities, including investment advice, trust administration, record keeping, compliance testing, product management, legal, Financial Industry Regulatory Authority (FINRA) securities compliance and client consultation.

Rob has a Bachelor of Arts degree in public administration and a minor in mathematics from the College of New Jersey. He is a licensed life/health representative, has passed the Series 7, 24, 63 and 65 securities exams, is a Chartered Financial Consultant (ChFC(R)), a Certified Employee Benefits Specialist (CEBS), an Accredited Investment Fiduciary (AIF(R)) and a Cash Balance Consultant (CBC). In addition, he taught employee benefits at St. Thomas University for the Certified Financial Planner(c) Program.

About Gulf Coast Symposium:

The Gulf Coast Symposium represents every facet of the HR Industry, making it the annual one-stop-shop for HR Professionals. Other shows represent just a few components of the HR Industry - the Gulf Coast Symposium brings them all together in one location.

About Ascende - an EPIC Company:

One of the largest independent employee benefits only consulting firms in the country, Houston-based Ascende specializes in health and welfare consulting, benefit plan administration, retirement and investment advisory, wellness, communications, global benefit solutions, mergers and acquisitions consulting and human resources consulting services.

Ascende also offers services unique to the employee benefits industry through the Ascendent(R) Pharmacy Coalition, a purchasing cooperative that reduces pharmaceutical costs to employers.

For additional information, please visit http://www.ascende.com/.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit http://www.epicbrokers.com/.

MEDIA CONTACTS:
David Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
650-422-3156
nicole.conley@taniscomm.com

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/ascende-s-rob-massa-to-present-at-gulf-coast-symposium-2016-0511-09.shtml.

NEWS SOURCE EPIC Insurance Brokers and Consultants :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

EPIC Insurance Wins ‘Gold Award of Excellence’ and ‘Silver Award of Distinction’ from 2016 Communicator Awards

SAN FRANCISCO, Calif., May 9, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm's Marketing, Communications and Design Team has received the "Gold Award of Excellence" and the "Silver Award of Distinction" from the 22nd Annual Communicator Awards, the leading international awards program honoring communication professionals for creative excellence.

From more than 6,000 entries, EPIC was selected for the distinctiveness and creative work in its "We Know Transportation" online video, which won the "Gold Award of Excellence." The video highlights EPIC's Vice President of Transportation and Logistics Risk Control Michael Nischan, discussing the safety risks and consequences of cargo theft in the transportation industry and how to protect against theft. The video was produced and directed by EPIC Senior Designer, Titus Barrios.

To view the video, please visit: http://www.epicbrokers.com/product/transportation-and-logistics-risk-control/.

EPIC's Employee Benefits 2.0 brochure, a set of content designed to effectively communicate EPIC's comprehensive employee benefits practice capabilities to its customers, won the "Silver Award of Distinction." The design was conceived and executed by EPIC Creative Services Manager Jody Siu and Designer Nancy Phun.

Winners were selected by the Academy of Interactive and Visual Arts, a 600+ member organization of leading professionals from various disciplines of the visual arts dedicated to embracing progress and the evolving nature of traditional and interactive media.

"It is an honor to be recognized for our team's commitment to producing content that effectively and creatively communicates EPIC's capabilities to our customers and others," said Dave Hock, senior vice president of marketing and communications at EPIC. "This recognition validates the creativity, ability, professionalism and collaboration of our team, whose innovative ideas continue to drive interesting, successful communication."

The "Award of Excellence," the highest honor, is given to entrants whose ability to communicate positions them as the best in the field and "The Award of Distinction" is presented for projects that exceed industry standards in quality and achievement.

See the full list of winners of the 22nd Annual Communicator Awards here: https://www.communicatorawards.com/winners/

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com.

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

MEDIA CONTACTS:
David Hock, of EPIC
650.295.4608
dave.hock@epicbrokers.com

Nicole Conley
650-422-3156
nicole.conley@taniscomm.com

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-wins-gold-award-of-excellence-and-silver-award-of-distinction-from-2016-communicator-awards-2016-0509-01.shtml.

EPIC Continues Growth in the Sacramento Region with the Addition of Two New Consultants in Gold River, CA

SAN FRANCISCO, Calif., April 25, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced continued expansion of their operations in the Sacramento Region with the additions of Victoria McKinney and Robin Neer. Both will be based in EPIC's Gold River office, under the leadership of Regional Director of Employee Benefits, Beth Barr.

Said Barr, "Victoria and Robin are the foundation of an additional consulting team that will further deepen and expand the exceptional employee benefits consulting being delivered to EPIC clients across the Sacramento Region."

In addition to traditional employee benefits brokerage and consulting services, EPIC offers comprehensive specialty consulting, including wellness, benefits technology, communications, compliance, human resources consulting, international benefits, pharmacy, retirement, voluntary benefits and executive benefits.

Victoria McKinney joins EPIC as a Team Leader and Employee Benefits Consultant. She is a senior level consultant, with more than 20 years in the industry and a deep understanding of plan design, client account management and contract negotiation strategies.

Prior to joining EPIC, McKinney held positions with Sutter Health, TeleNav, Metrotech and CBIZ, where her roles ranged from Senior Benefits Account Manager to Senior Benefits Consultant.

McKinney holds a California Health and Life License as well as a Professional Human Resources (PHR) Certification. She is currently in the process of earning the Certified Employee Benefits Specialist (CEBS) designation.

Robin Neer joins EPIC as an Account Executive, focusing on both large and small group clients. Across her career, Neer has worked as a producer and account manager and blends strong business development skills with a deep understanding of client needs and service delivery excellence. In addition to supporting her own clients, Neer will collaborate with other Sacramento team members on broader client service initiatives.

Prior to joining EPIC, Neer was a Senior Employee Benefits Client Consultant and Producer with Arthur J. Gallagher. Before this she held client service positions with Filice Insurance and Farmers Insurance.

"We are very pleased to have these two top consultants join our growing team in the Sacramento Region," said John Connell, EPIC's President, Employee Benefits of California. "Victoria and Robin will contribute significantly to expanding EPIC's industry leading support and services, to effectively respond to the evolving needs of our clients."

Victoria McKinney can be reached at:
EPIC Insurance Brokers & Consultants
Office: 916-358-8017
victoria.mckinney[at]epicbrokers.com

Robin Neer can be reached at:
EPIC Insurance Brokers & Consultants
Office: 916-358-8016
robin.neer[at]epicbrokers.com

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit: http://www.epicbrokers.com/.

* IMAGES FOR MEDIA:
(1) PHOTO: Send2Press.com/mediaboom/16-0425-robin-neer-300dpi.jpg
(2) PHOTO: Send2Press.com/mediaboom/16-0425-vic-mckinney-300dpi.jpg

MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
650-422-3156
nicole.conley@taniscomm.com

Twitter: @EPIC_Insurance #EmployeeBenefits

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-continues-growth-in-the-sacramento-region-with-the-addition-of-two-new-consultants-in-gold-river-ca-2016-0425-01.shtml.

EPIC’s Tiffany McClellan to Present at Human Resource Executive Health and Benefits Leadership Conference

SAN FRANCISCO, Calif., March 31, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that its Regional Director of Employee Benefits Tiffany McClellan will present at the Human Resource Executive Health & Benefits Leadership Conference at the Aria Resort and Casino in Las Vegas, March 30 to April 1. McClellan will speak on "Strategies for Creating Impactful Employee Communications" alongside Cari Graham of Guidance Software Inc. on Friday, April 1 at 9 a.m.

With today's workforces more global, diverse and mobile, employers are inundated with information in and out of the office. This makes it a constant challenge to capture their attention, communicate important messages and make sure they feel engaged to take action.

The session will highlight proven measures employers can take to improve the effectiveness of their benefits communications and will include the following takeaways:
* Learn how to tailor your message to the audience, making it more memorable.
* Understand techniques to deliver communication in a variety of ways to appeal to multiple generations.
* Create impactful, focused messages with clear calls to action in order to grab your employee's attention and get them to take action when needed.

Click here to see the full agenda: http://www.benefitsconf.com/agenda.html.

About Tiffany McClellan, Regional Director of Employee Benefits:

As Regional Director, Employee Benefits, Tiffany is focused on growing EPIC's employee benefits consulting business in Southern California, recruiting and adding producer consultants, and specialty service teams and fully integrating EPIC's national Employer Services platform into local client offerings. Tiffany is based in Irvine and reports to Jim Gillette the Regional Director of EPIC's Southern California Region. In addition, Tiffany also works closely with John Connell the President of Employee Benefits for California on all Benefits Consulting growth, product development, service and business development initiatives targeting the Southern California Region.

Prior to joining EPIC, Tiffany was a principal with Mercer's Health & Benefits practice, responsible for growing revenue and managing the sales and service teams as a part of the Southern California Region. She spent the prior 14 years with ADP, specializing in employee benefits automation and integration. She has held various positions from managing implementation teams to sales and product development across a suite of benefit services offerings for large employers. Tiffany holds a Bachelor of Science Degree in Biology/Community Health from Tufts University in Massachusetts. Professionally, she holds Certified Employee Benefits Specialist (CEBS) and Group Benefits Associate (GBA) designations.

About Human Resource Executive Health & Benefits Leadership Conference:

The Human Resource Executive(R) Health & Benefits Leadership Conference is a place to gain immediate useful solutions and ideas to help you craft a solid benefits program that will attract new employees, retain top talent, improve employee engagement, enhance productivity and more. Sessions are created and delivered by senior executives from leading organizations, both large and small, to give a high-caliber learning experience with real-world lessons and practical takeaways.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO for media: Send2Press.com/mediaboom/16-0331-McClellan-300dpi.jpg

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-s-tiffany-mcclellan-to-present-at-human-resource-executive-health-benefits-leadership-conference-2016-0331-01.shtml.

EPIC adds Southeast Region Employee Benefits Consultant Stephen McKenzie

ATLANTA, Ga., March 28, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Stephen McKenzie has joined the firm's Employee Benefits Consulting team in Atlanta.

Joining as a Benefits Consultant, McKenzie brings 6 years of employee benefits experience to EPIC. He was previously a Benefits Associate at Mercer in Atlanta with a focus on benefits strategy and business development. His expertise in resolving client issues, reviewing internal compliance and contract documents, and conducting financial analyses provided him the opportunity to serve both mid- and large-group employers.

As a consultant for EPIC's Employee Benefits practice in the Southeast, McKenzie will provide client service leadership, including overall strategy, relationship management and business development, bringing new clients to EPIC. His proven success in these areas is well aligned with EPIC's core values of client service excellence and advocacy.

"Stephen has a proven track record of helping his clients succeed," said Steve Needle, Southeast Region Employee Benefits Managing Principal. "He has consulted with a broad range of employers in various industries and on many different types of projects."

McKenzie earned a Bachelor of Business Administration in Risk Management & Insurance from the University of Georgia.

Said McKenzie, "My goal is to provide strategic direction and advice to my clients. I strive to be an outstanding team member who develops and maintains relationships with clients and assists them with the needs of their business. EPIC is uniquely and strongly positioned to help me deliver these results to the people and organizations I serve."

Stephen McKenzie can be reached at:
EPIC Insurance Brokers & Consultants
Office: 678-475-3863
Mobile: 470-277-5672
stephen.mckenzie[at]epicbrokers.com

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

* LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
650-422-3156
nicole.conley@taniscomm.com

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-adds-southeast-region-employee-benefits-consultant-stephen-mckenzie-2016-0328-01.shtml.

EPIC Launches National Construction Specialty Group with the Addition of Brian McDonnell as Managing Principal

SAN FRANCISCO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today the addition of veteran construction broker Brian McDonnell as a managing principal, and the formation of the EPIC National Construction Specialty Group.

McDonnell, who joins from Wells Fargo Insurance Services, will be responsible for building and leading a construction-focused national "center of excellence," developing, integrating and delivering key technical resources, leading-edge risk solutions and new tools for the benefit of EPIC clients in construction related industries and the EPIC service teams who support them.

Said EPIC CEO John Hahn, "The addition of Brian and the launch of EPIC's National Construction Specialty Group will help to mobilize and integrate the already significant Construction expertise we have in our West Region, as well as our national Design Build capabilities provided by EPIC/Greyling, and our national Energy Construction practice, both based in the Southeast. Brian brings unique experience with large complex Contractors as well as project specific work such as CCIP's and OCIP's, which our clients across the country will profit from."

McDonnell will be based in EPIC's Concord, Calif. office and report to Derek Thomas, Chief Strategy Officer and co-leader of EPIC's National Specialty Practices & Programs Group.

Said EPIC West Region President, Thomas O'Neil, "We have known and respected Brian for many years, and are excited to have him join our team to lead this significant construction-focused national specialty team. EPIC's strategy of developing highly specialized, integrated and accessible national teams stands in stark contrast to many other firms who tend to 'silo' their business segments around profit center considerations. Brian and his team will deepen our Construction Industry bench strength, reinforce our commitment to client service excellence across the country, and unify our voice to the carriers and larger insurance and risk management marketplace."

McDonnell is a graduate of the University of California, Berkeley, where he earned a Bachelor's Degree. Professionally he holds the Chartered Property & Casualty Underwriter (CPCU), Associate in Reinsurance (ARe), and Construction Risk and Insurance Specialist (CRIS) Designations.

In addition, McDonnell has been recognized as a Construction Industry "Power Broker" by Risk & Insurance Magazine, based on his professional excellence and exemplary service and solutions delivered to his clients.

Brian McDonnell can be reached at:
EPIC Insurance Brokers and Consultants
brian.mcdonnell [at] epicbrokers.com
925-822-9037 direct.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO for media: Send2Press.com/mediaboom/16-0321-McDonnell-300dpi.jpg

MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
408-295-4309 x104
nicole.conley@taniscomm.com

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-launches-national-construction-specialty-group-with-the-addition-of-brian-mcdonnell-as-managing-principal-2016-0322-01.shtml.

Carlton Pilger Joins EPIC as Director of Employee Benefits Compliance

ATLANTA and SAN FRANCISCO, Calif., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Carlton "Carl" Pilger has joined the firm as Director of Employee Benefits Compliance.

Pilger has advised and represented businesses for more than 20 years as an ERISA attorney. During his career he has focused exclusively on ERISA compliance, including representing his clients in DOL and IRS audits. As EPIC's Director of Employee Benefits Compliance he will continue to consult with and advise clients on ERISA and ACA compliance. Pilger will be based in Duluth, Georgia and report to John Gaffney, EPIC's Director, National Benefits Operations.

Prior to joining EPIC, Pilger served as Vice President, Legal Counsel with Digital Insurance where he spearheaded ERISA and ACA compliance initiatives. Previously, he held positions with three prominent Atlanta law firms including; Taylor English Duma, LLP, Miller & Martin, PLLC and Fisher & Phillips, LLP.

Pilger is a well-known subject matter expert in the Affordable Care Act and has traveled the country speaking to numerous industry groups regarding the law's complexities.

Pilger earned a Bachelor's degree in Journalism from Northwestern University, Medill School of Journalism and a Juris Doctorate degree from Northwestern University School of Law. He is a member of the Georgia Bar Association.

"We are pleased to have Carl join EPIC and look forward to the added benefits he will deliver to our clients with regard to ERISA and ACA compliance," said John Hahn, EPIC CEO. "His addition further expands and strengthens our EPIC Employer Services Platform, which provides comprehensive, specialized employee benefits services to our larger clients."

Carl Pilger can be reached at:
Phone: (678) 245-0240
carl.pilger[at]epicbrokers.com

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO: Send2Press.com/mediaboom/16-0119-Carl-Pilger-300dpi.jpg

*Photo Caption: Carlton Pilger Joins EPIC.

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/carlton-pilger-joins-epic-as-director-of-employee-benefits-compliance-2016-0119-01.shtml.