News/Blog

Selecting Benefits Technology: 2 Keys to Making the Right Choice


NOTE: The opinions in this article are the author’s and do not necessarily represent the views of Shortlister

Many HR and benefits leaders can relate to the following two scenarios:

1. You’re ready to make a change in how you manage benefits and are looking to invest in new benefits management technology to support that change.

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Best HR Software - Seven selection tips from the experts to guarantee success


 “Who is the best HR software provider out there?” is a question I’ve fielded countless times in my professional life.  Unfortunately, it’s not that simple. 

Embarking on the HR solution provider selection process can be overwhelming, whether you’re seeking HCM, payroll, benefits administration or some other solution.   There are countless options - how do you dig in to identify the best match? 

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2018 Well-being Prospectus | Shortlister

Shortlister conducted a survey of the health & productivity subject matter experts at the nation’s leading employee benefits consultants.  We wanted to understand trends and the challenges that employers are facing in the health and well-being space.  This report summarizes the insights & real-world experience of 144 of the top minds in the field. Collectively, this group of respondents runs the procurement & implementation processes for over 3 Million employee lives each year.  

This report will provide valuable insights for any employer, consultant, provider, investor or researcher that is looking to understand both the current state & emerging trends in the health & well-being industry.

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AARP vs EEOC: On the Contrary, It Is Almost Time to Panic

NOTE: The opinions in this article are the author’s and do not necessarily represent the views of Shortlister

Recently Shortlister published an interpretation of the AARP vs EEOC (Equal Employment Opportunity Commission) decision, by Barbara Zabawa. We won’t recap the decision here. You can simply refer to her article for a refresher. This article instead proposes a largely different interpretation.

By way of background, I consider Attorney Zabawa to be the leading authority on wellness law. In addition to having very favorably reviewed her book on wellness law myself, my company obtained a validation from Attorney Zabawa to support our claim that our health risk assessment (HRA) satisfied the requirements of an HRA without the need for collecting personal health information.

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Wellness Incentives Are Not Dead Yet:  Potential Outcomes from the AARP v. EEOC Order

NOTE: The opinions in this article are the author’s and do not necessarily represent the views of Shortlister

On December 20, 2017, the district court in the AARP v. EEOC case ordered the EEOC to go back to rewrite its wellness incentive rules under the Americans with Disabilities Act (ADA) and the Genetic Information Nondiscrimination Act (GINA).  Those rules, released in May 2016, allow employers to impose incentives of up to 30% of the total cost of self-only coverage to encourage employees to participate in health risk assessments, and spouses to participate in biometric screens and health risk assessments. 

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Financial Wellness Buyer's Guide

After onboarding the top Financial Wellness Vendors into Shortlister, we decided to document what we learned about the space in this simple Buyer’s Guide.  This comprehensive guide offers everything you need to know about the Financial Wellness Industry including vendor types, different programs, common features, and what to consider when buying. 

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Wellness Industry Trends | Financial Wellness | Shortlister

Shortlister conducted a survey of the top wellness subject matter experts at the nation’s leading employee benefits consultants.  We wanted to understand the wellness industry trends and the challenges that employers are facing.  This report summarizes the insights & real-world experience of 114 of the top minds in the field. Collectively, this group of respondents runs the procurement & implementation processes for over 3 Million employee lives each year.  

This report will provide valuable insights for any employer, consultant, provider, investor or researcher that is looking to understand both the current state & emerging trends in the health & well-being industry.

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Beyond Wellness ROI

For those that follow the wellness industry closely, there have been a few news-worthy items that have come across this year. With all of the new legislation affecting benefits professionals, these items have gone mostly unnoticed outside of the inner circle of wellness devotees. The debacle that was the Penn

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What is the Wellness Fence?

In a recent article I wrote for Benefitspro.com I examined a few perceived reasons that wellness programs fail. I have received an outpouring of feedback based on the article on both sides of the current “wellness fence”. It seems that many people are very passionate about this

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Reasons Wellness Programs Do Not Achieve Optimal Results – #3: Information Overload

This blog entry continues the series examining market insights of the wellness industry that we've gathered through contributing broker and consultant partners. One of the striking themes from our industry research is that even the best and brightest in and around the industry have a difficult time getting their

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