TaLk To Us




Non-Profit Wager Win Makes the Eagles Victory Even Sweeter

Monday, February  5,  2018

After the Philadelphia Eagles secured their spot in Super Bowl LII, Innovative made a friendly wager with fellow United Benefit Advisors (UBA) partner firm, Employee Benefit Solutions (EBS) out of Massachusetts. The terms were simple- if the Eagles won, EBS would donate $500 to a Philly-area non-profit of Innovative’s choice and send the team some … Continue reading

Preventing Sexual Harassment in the Workplace

Friday, February  2,  2018

As you may have noticed, with an increase in media coverage regarding sexual harassment in the workplace, now is a good time to think about your company’s practices. Does your company have a sexual harassment policy? Are you confident that the sexual harassment policy has been recently updated and that your employees are aware of … Continue reading

Innovative Welcomes Jay O’Brien

Monday, January  29,  2018

We are excited to announce Innovative’s new Vice President of Financial Operations, Jay O’Brien. Jay will be enhancing our financial account management services and run day-to-day operations. He will also be instrumental in developing our wealth management offering. More about Jay Jay grew up on Long Island and moved to South Jersey after high school.  … Continue reading

Putting Our Money Where Our Mouth Is!- Superbowl 2018

Monday, January  29,  2018

The Innovative team is getting ready for The Philadelphia Eagles to make history when they take down the New England Patriots in this Sunday’s Super Bowl. We’ve decided to have a little fun and team up with Employee Benefit Solutions (EBS), a United Benefit Advisors (UBA) partner firm in Patriots’ territory, for a “friendly wager.”  … Continue reading

Trump Signs Bill to Delay Cadillac and Health Insurance Taxes

Tuesday, January  23,  2018

On January 22, 2018, the U.S. Congress voted to pass a bill that would continue to fund the government through February 8, 2018. President Trump signed the bill today, January 23, 2018. In addition to continuing government funding, the bill also includes two legislative victories for employers: delaying the Cadillac Tax until 2022 and instituting … Continue reading