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Google, TurboTax and WebMD: The robotization of society

Thought Leadership on Employee Benefits-Risk & Reward presented by Tyler Eure at TriBridge Partners. I love everything the movie-going experience offers: mounds of popcorn smothered in streams of butter, buckets of ice-cold Coca Cola that could quench a camel’s thirst, how a theater magically fills with 50 movie critics when the previews begin, and that hair-raising Dolby Digital surround sound. I can’t get enough. This past week was
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Lessons from the farm: Is your workflow mostly work or mostly flow?

Thought Leadership on Employee Benefits-Risk & Reward presented by Paul Younkins at TriBridge Partners. This is part 3 in our series, 3 ways to apply farming principles to a health plan. As a child growing up in a farming community, I was given the opportunity to experience the early mornings and daily routines associated with raising livestock, baling hay and overall land and resource maintenance. I was
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Employer health plans: Is that a threat?

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. This is part 2 in our series, 3 ways to apply farming principles to a health plan. As a child growing up in a farming community, I was given the opportunity to experience the early mornings and daily routines associated with raising livestock, baling hay, and overall land and resource maintenance. I was also able to witness
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Are there rattlesnakes in your health plan?

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. This is part 1 in our series, 3 ways to apply farming principles to a health plan. As a child growing up in a farming community, I was given the opportunity to experience the early mornings and daily routines associated with raising livestock, baling hay, and overall land and resource maintenance. I was also able to witness
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Nonqualified deferred compensation programs: Good for now and later

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. When I was a kid, one of my favorite treats were Now & Laters. The candies came packaged together in a long tube that was filled with a seemingly endless amount of individually wrapped fruit chews. As I recall, the marketing behind the product promised enough chews that you could enjoy some now and some later. This makes sense
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Difficult conversations: the need for long-term care

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. Have the difficult family conversation: the need for long-term care This is a family issue. Many working people now find themselves needing to contribute time, energy and finances to assist parents as they age. Several recent studies have demonstrated the impact on employees and employers alike, as employees are distracted and even become disabled themselves due to caregiving
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Executive compensation plans – key factors to consider

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. As a business enterprise develops a certain maturity – when cash flow is stable, when leadership is in place, and capital sources are in-house or regularly accessible - questions develop in management as to how to retain key team members and how to reward those who are driving profits and growth and/or what makes sense to
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Is your leadership team’s income protected? Really?

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. Many Americans today have lifestyles, they have plans, they have obligations, and they have overhead that consumes most (if not all) of their monthly income. High or low income persons are equally exposed to this ratio of income and expense, with higher earners often having more complex or larger overhead to support. Are your top earners
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What to do (and NOT do) when considering an HR Technology Platform change

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. Based on the 2014 TriBridge-Prosential* National Employer HRIS Technology study, almost 30 percent of employers are considering an upgrade to their current HR/benefits/payroll technology platform. That number is increasing by the day, due in part to the amount of reporting pressures coming from the Affordable Care Act (ACA) but also due to the increasing inefficiencies of
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4 questions CEOs must ask their finance and HR teams about the company’s retirement plan

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. Before we get started, can we agree that the word "retirement" needs to be retired? Do the majority of today’s working Americans truly relate to the term "retirement?" What does it mean ... and to whom? There are many definitions, but I think what most people will be seeking later in life is the ability to work
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Tribridge Partners services

Most firms in our business concentrate on the individual or on the enterprise, but we know in many ways they are the same people and so we seek to protect them both and often obtain price benefits for the individual and planning efficiency for the enterprise and its employees.

In essence, we partner with our clients and we connect them with solutions. What we really do is build bridges.

We help protect the assets of our three types of clients…namely…individuals, employers, and business owners by bridging the exposure gaps to create continuity through the expertise of our associates in combination with our strategies, and our solutions.

But the bridges don’t stop there.

We build bridges between generations with our financial planning strategies. We build bridges into the senior phase of life with our senior strategies. We build bridges between employment and retirement with our retirement programs. We build bridges between the today and the tomorrow.

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ABOUT TRIBRIDGE PARTNERS, LLC: Insurance • Employee Benefits • Retirement Plans • Financial Planning

With offices located in Baltimore, Bethesda, Frederick, Hagerstown, and Washington, DC, TriBridge Partners has over 50 full-time employees dedicated to client care, with years of experience holding the following designations: AIF®, CPA, MST, CFE, CFS®, C(k)P®, JD, CFP® ,CLU®.

We assist clients in reaching their goals using insurance, financial, benefits, and advisory services. Our firm’s mission is to provide insurance, employee benefit services, investment strategies and comprehensive financial planning services to successful individuals, professionals, executives and business entities.

At TriBridge Partners we take pride in our community and work with families and business owners to make educated decisions when it comes to being financially prepared for life events.

One East Pratt Street ◦ Suite 902 ◦ Baltimore, Maryland 21202

6550 Rockspring Drive ◦ Bethesda, Maryland 20817

5280 Corporate Drive ◦ Suite C250 ◦ Frederick, Maryland 21703

38 South Potomac Street ◦ Hagerstown, Maryland 21740

240-422-8799 or toll free 855-333-6399

www.tribridgepartners.com

info@tribridgepartners.com

Paul headshotsABOUT PAUL YOUNKINS: Paul is a Founding Principal and a Senior Consultant at TriBridge Partners, LLC (TriBridge) where he is a member of the Executive Committee and a Leader of the Stakeholder Relations Team.  Our Stakeholder Relations Team is dedicated to delivering a consistent and quality experience to the five primary stakeholders in TriBridge, our Associates, Clients, Prospective Clients, Service Providers, and Community.

Paul’s broad industry experience spans across Hospitality, Finance, Insurance, Healthcare, and Human Resources.  Paul works directly with corporate and individual clients of TriBridge, assisting with the design and implementation of strategic benefits programs, benefits technology, healthcare, executive benefits, HR outsourcing, retirement plans, and compensation planning.  His recognizable style is to start with the end in mind and work backwards in the form of project-based and milestone-based steps.

www.tribridgepartners.com/new/tribridgepartners/

Tribridge Partners headshot of John M.John C. Morris, CFP®

6550 Rock Spring Drive, Suite 190
Bethesda, MD 20817

410-659-3722Direct Dial
john.morris@tribridgepartners.com
www.tribridgepartners.com

Paul Younkins

Leaders you should know: Paul Younkins, Founding Principal and Senior Consultant, TriBridge Partners, LLC – Truly independent advisors.
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