By Dave Chase
What sets them apart is infrastructure.
Here’s a clear example. A Health Rosetta, a Public Benefit Corporation Advisor walks into a new employer meeting with a compliance diagnostic that uncovers regulatory gaps in about 15 minutes. In that first conversation, they typically surface three missed items such gag clause attestations, compensation disclosures, & incomplete Form 5500 filings. Before any strategy talk begins, they’ve already shown what fiduciary guide looks like in action.
Before: Chaos & compliance fine risk; After: Piece of mind
That diagnostic runs on a modern compliance platform that covers the full scope of CAA, ERISA, ACA, MHPAEA, COBRA, and FMLA. It replaces manual checklists and outdated spreadsheets with a purpose-built, AI-enabled system created alongside the experts who helped design the CAA itself, including the provision giving employers legal access to their claims data.
The tools now exist. Regulatory momentum is growing. Employers everywhere are ready for guidance down the fiduciary path. Realistically, a 3+ year journey but that is no longer overwhelming.
Every advisor has the ability to act in their clients’ best interests. #HealthRosetta provides the infrastructure, community, and platform to make that commitment sustainable and repeatable.
Applications for the next Advisor cohort close April 30.
Join me Wednesday for a short webinar introducing the Health Rosetta Advisor Program (link in comments).
If you’re a benefits advisor who wants to protect people and build a better system with others who share that purpose, I’d love to connect. Join us.
Mission alignment and action orientation turn out to be the greatest predictors of advisor success.
#HealthBenefits#EmployerHealthcare#BenefitsAdvisors
