Innovative Launches New Resource Page

Category: Company News

Innovative Launches New Resource Page

Posted On: November 23, 2021 | Categorized as: Company News

All good things must come to an end and be replaced with something better! With that being said, Innovative Benefit Planning is thrilled to announce the launch of our new and improved resource page! After months of hard work and devotion to the client experience, we are bringing you a page specifically intended to help you prepare and manage your business. Our new page is designed so that you can get online, quickly retrieve the resource that you need, and get going to put that resource to good use. As a leader in the employee benefits space, we know our clients value resources that are easily accessible to them and their employees. We strive to provide our partners with the most accurate, up-to-date information and share our expertise. With our user-friendly experience, you can find 40+ downloadable resources such as case studies, white papers, webinar recordings, ebooks, and more to…


Tamalyn Wandler Joins Innovative as Director of Compliance

Posted On: October 28, 2021 | Categorized as: Company News

Innovative Benefit Planning is pleased to announce that Tamalyn Cee Wandler, JD, has joined our team as Director of Compliance. In her new role, Tamalyn will assist clients with their compliance auditing and educating them on the various federal and state regulations, assess areas of weakness, determine potential liability, and provide tools to help the client avoid common pitfalls.  In addition, her duties include developing, overseeing, and evaluating control systems, researching regulatory and legislative changes, filing wrap SPDs for clients, and performing non-discrimination testing for self-funded clients. Tamalyn brings deep experience in the benefits compliance industry to Innovative. She most recently worked at Willis Tower Watson in the Health & Benefits Compliance practice. Tamalyn received two bachelor degrees from Loyola University in Chicago before obtaining her Doctorate of Law from DePaul University College of Law and her Masters of Law in Employee Benefits from The John Marshall Law School. A…


Innovative Launches New Groundbreaking Benefit Performance Assessment

Posted On: September 9, 2021 | Categorized as: Company News, Employee Benefits

Innovative Launches New Groundbreaking Benefit Performance Assessment Innovative has launched our new groundbreaking, proprietary Benefit Performance Assessment. This complimentary assessment shows employers how they can cut waste, take control of healthcare costs, and provide better service solutions. All within an hour of your time and without impacting the coverage offered to employees! It’s unfortunate, but the same cookie-cutter method has been applied to middle market benefits for decades now. Employers continue to experience a lack of creativity, a broken under-writing system, and lack of a data-driven approach. Rightfully so, they are frustrated of the rising cost and lack of clarity. Here at Innovative, we knew it was time to show employers a new way at looking at things, and something you haven’t seen before. Our assessment reviews five key performance areas that are essential for a successful benefit program: Identify & Eliminate Waste Identify many ways that waste and inefficiencies…


Innovative Promotes Jamie Bratton to Vice President of Marketing & Engagement

Posted On: September 8, 2021 | Categorized as: Company News

Innovative Promotes Jamie Bratton to Vice President of Marketing & Engagement Innovative Benefit Planning is pleased to announce it has promoted Jamie Bratton to the position of Vice President of Marketing and Engagement. In her new role, Jamie will continue to manage, establish, and implement strategic and tactical communication plans across every business unit. In addition, as a valuable asset to our client’s employee engagement strategy, Jamie and her team will work with the account team in developing custom communication plans that drive employee engagement and better understanding of their benefits.  She is also responsible for evolving Innovative’s brand through creating new products and services for current and future clients. Since Joining Innovative three years ago, Jamie has brought vision and passion to our team and clients. She has a successful track record in building and executing strategic go to market strategies that benefit our clients and brand, including the…


Innovative Welcomes Polina Lipskaya as Underwriting Associate

Posted On: September 2, 2021 | Categorized as: Company News

Innovative Welcomes Polina Lipskaya as Underwriting Associate Please join us in welcoming Polina Lipskaya as our newest Underwriting Associate.  In this role, Polina will be a key member of the Client Service team.  She will directly support the Account Executives, Account Managers, and Consultants with quoting, reporting and the overall analytical processes through the proposal process. This position works as an integral part of the Sales and Account Executive teams with the responsibility to maintain excellent relationships both internally and externally with Innovative clients and vendors. Prior to joining Innovative, Polina was a Consulting Director for a large Philadelphia based consulting company for non-profits. She has also worked as an analyst for pre-seed investor Contrivance Ventures in London and with Sberbank in Moscow. Polina graduated earlier this year from Haverford College in Pennsylvania with a B.A. in Economics. We are pleased to welcome Polina to our growing team.  


Innovative Promotes John Romaska to Vice President of Consulting

Posted On: August 27, 2021 | Categorized as: Company News

Innovative Promotes John Romaska to Vice President of Consulting Innovative Benefit Planning is excited to announce John Romaska has been promoted to Vice President of Consulting. John previously served as our Director of Benefits Consulting, where his responsibilities included strengthening Innovative’s relationships with current clients and overall advancement of the employee benefits practice. In his new role, John is responsible for leading client teams to promote organizational growth and portfolio retention. He will set overall direction and develop teams that drive high-quality, relevant, and innovative client solutions, services, processes, and analytical support. John will also oversee strategic planning and consulting advice for clients Since joining Innovative over five years ago, John has proven to be a committed and integral part of the team. During his time here, he has improved client deliverables by training our account team, as well as creating educational material for our clients and prospective clients on…


Innovative Welcomes Adam Cardell as Executive Account Manager

Posted On: August 12, 2021 | Categorized as: Company News

Innovative Welcomes Adam Cardell as Executive Account Manager We are excited to announce the latest addition to the Innovative Benefit Planning team! Adam Cardell has joined Innovative as an Executive Account Manager.  As an Executive Account Manager, Adam will be responsible for strengthening Innovative’s relationships with current clients, as well as ensuring all onboarding, renewal, compliance, and annual service deliverables are met for the client. The Executive Account Manager also helps Innovative develop new products and services for new and existing clients, implement process improvements, and supporting effective management of back-office operations. Adam will report directly to CEO Terriann Procida. Adam has spent several years in the benefits industry, including most recently as a Client Manager with Willis Towers Watson. He was previously an Account Manager and Sales Consultant with Trinity Benefit Advisors, and a Benefits Specialist at Heath Advocate. “Adam’s extensive background in account management and his experience in…


Innovative Welcomes Tyler L. Buff to our Team as a Benefits Consultant

Posted On: August 9, 2021 | Categorized as: Company News

Innovative Welcomes Tyler L. Buff to our Team as a Benefits Consultant We are pleased to announce that the Innovative team continues to grow! Please join us in welcoming Tyler L. Buff to our team as a Benefits Consultant.  Tyler will focus on understanding the customer needs and assist in developing strategies to increase efficiencies and results. As a Benefits Consultant, Tyler will develop and maintain relationships with external vendors to educate and promote solutions in the marketplace. In addition, he will work closely with the Benefits Retention Team to develop long-term benefit strategies that support our customer relationships. Prior to joining Innovative, Tyler spent the last eight years in various account executive positions, including most recently as the District Manager with ADP Total Source. During this time, he worked closely with clients to develop benefit strategies based on the company goals and employee census. Tyler received his Bachelor of…


Innovative Welcomes Carly Vettori to our Team as a Benefits Sales Consultant

Posted On: August 3, 2021 | Categorized as: Company News

Innovative Welcomes Carly Vettori to our Team as a Benefits Sales Consultant We are excited to announce the latest member of Innovative Benefit Planning! Please join us in welcoming Carly Vettori to our team as a Benefits Sales Consultant.  In this role, Carly will help us to understand the customer needs and assist in developing strategies to increase efficiencies and results. Specifically, she will work directly with potential clients to build and deliver our Benefit Performance Assessment to help employers uncover cost savings and long-term benefit strategies. In addition, the Benefits Sales Consultant develops and maintains relationships with outside vendors; maintains awareness of new and existing products; educates clients; and promotes solutions in the marketplace. Prior to joining Innovative, Carly was an account executive with Beasley Media Group in Bala Cynwyd, Pennsylvania.  Carly was responsible for prospecting and closing new business; qualifying leaders; and building and growing lasting relationships with…


Innovative Welcomes Nicoletta Torres as New Account Manager

Posted On: July 28, 2021 | Categorized as: Company News

Innovative Welcomes Nicoletta Torres as New Account Manager We are excited to announce the latest addition to the Innovative Benefit Planning team! Please join us in welcoming Nicoletta Torres as our newest Account Manager.  As an account manager, Nicoletta will be a valuable resource to Innovative’s leadership team, employees, and clients. She will directly support our Benefits Consultants during the initial phase of onboarding prospective new clients and then assumes responsibility for both the technical maintenance and the promotion of a very positive experience between Innovative and our clients. Nicoletta will work directly with carriers to obtain quotes and negotiate on the clients’ behalf.  In addition, her experience will be beneficial for clients in suggesting plan designs, funding methods and contribution strategies. Prior to accepting this position, Nicoletta spent 12 years as an account manager and senior benefits account manager. She most recently managed a large General Insurance Agency that…


Andrew May Promoted to Senior Account Manager – Financial Services

Posted On: July 16, 2021 | Categorized as: Company News

Andrew May Promoted to Senior Account Manager - Financial Services Innovative Benefit Planning is pleased to announce the promotion of Andrew May to Senior Account Manager-Financial Services. Andrew has been a part of the Innovative financial service team for over two years, serving as a Financial Services Associate. During this time, Andrew has managed to receive his AIF® designation and CFP® designation, all while truly making an impact to our team and his clients. Like his prior role, Andrew will continue to consult with and support retirement clients. In addition, as Senior Account Manager-Financial Service, Andrew will play a critical role in new client implementation, member open enrollment, managing communications with clients, carriers, and vendors, as well as manage and lead the department compliance calendar. “Andrew has played a key role in the Innovative Investment Fiduciaries team and has shown significant growth, dedication, and leadership. He consistently goes above and…


Innovative Welcomes Dan Jordon as Managing Partner, Employee Benefits

Posted On: May 24, 2021 | Categorized as: Company News, Employee Benefits

Innovative Welcomes Dan Jordon as Managing Partner, Employee Benefits It is with great excitement we announce that prominent employee benefits consultant, Dan Jordon, has joined the Innovative team as Managing Partner of Employee Benefits. As part of the Executive Leadership team, Dan will play an essential role in driving the company’s business revenue, while empowering and supporting our clients in their effort to build strategic, stable, benefit offerings. This role includes managing our employee benefits consulting practice, continuing to build our sales team, and participate on our ongoing desire to enhance the client service and engagement experience. “As a respected leader, Dan is an outstanding addition to our team and clients. He brings extensive experience in helping employers reduce cost and delivering multi-year strategies that generate cost savings”, stated CEO, Terriann Procida. “We’re excited to merge his background with Innovative’s strengths to continue to provide a best-in-class service while growing…


Innovative Launches New Digital Employee Benefit Guide Technology

Posted On: April 12, 2021 | Categorized as: Company News, Employee Benefits

Innovative Launches New Digital Employee Benefit Guide Technology As technology continues to transform the workplace, HR professionals are seeking new and improved ways to deliver their health plan benefits, while gaining rich backend intelligence to improve the utilization of the plan. We have the solution! Innovative Benefit Planning is excited to launch a new, digital technology platform for our client’s employee benefit guides. This new, cutting-edge technology allows employees to view their health plan guides through a dynamic, video rich, interactive experience. Our new, easy to navigate digital guide, provides employers with: Increased Employee Retention- The platform allows for video education and an interactive experience, which has been shown to increase messaging retention by 73% when compared to static content. Engaging Experience- Engage your employees with a fresh, highly visual content experience for maximum impact. Mobile Friendly- Regardless of the device or location of your employees, their guide will automatically…


2021 Plan Sponsor Considerations

Posted On: January 11, 2021 | Categorized as: Company News, Retirement Plans

The events of 2020 created many new considerations for plan sponsors as individuals were faced with uncertainty and sought safety both financially and personally. The CARES Act was passed to assist individuals and businesses impacted by the pandemic, and investors witnessed a volatile investment market causing many to adjust their investment strategy. Plan sponsors should consider how regulatory changes and investor behavior impacted their retirement plans. Below are 3 important retirement plan considerations for plan sponsors to review in the first quarter of 2021: Non-Discrimination Testing (NDT) Impacts As employee populations were impacted by the pandemic, it is important to understand how any changes in plan participation will affect your Non-Discrimination Testing. Employment uncertainty and market volatility caused many participants to lower or stop their 401(k) contributions. In addition, there were reductions in force, including layoffs and furloughs, which need to be reviewed for potential partial termination issues and whether…



Terriann Procida Invited to Join Philadelphia Business Journal Leadership Trust

Posted On: March 5, 2020 | Categorized as: Company News

Terriann Procida invited to join Philadelphia Business Journal Leadership Trust Terriann Procida, CEO, has been invited to join Philadelphia Business Journal Leadership Trust, ​an exclusive community for influential business leaders, executives and entrepreneurs in Greater Philadelphia. Terriann was chosen for membership by the Philadelphia Business Journal Leadership Trust Selection Committee due to her experience, leadership and influence in the local business landscape and beyond. “Philadelphia’s thriving business community is powered by leaders like Terriann,” said Sandy Smith, market president and publisher of the Philadelphia Business Journal. “We’re honored to be creating a space where the region’s business influencers come together to increase their impact on the community, build their businesses and connect with and strengthen one another.” As an invited member, Terriann will contribute articles to the Philadelphia Business Journal website and participate alongside fellow members in Expert Panels. “I am honored to join the Philadelphia Business Journal Leadership Trust…


Innovative’s CEO, Terriann Procida, is Awarded “2019 Executive of the Year”

Posted On: December 3, 2019 | Categorized as: Company News

Innovative Benefit Planning is pleased to announce that Terriann Procida has been awarded by South Jersey Biz as one of their 2019 Executive of the Year Award winners! The award recognizes and awards 20 South Jersey professionals who have “paved the way for success.” “As you read through our 2019 Executives of the Year, you’ll find many similarities between all of them, such as their strong work ethic, dedication to their passion, setting their employees on the right path and making a difference by serving the community. But one thing that truly stands out is their experience. All of these individuals are seasoned professionals and self-starters who have taken their companies to new heights and have seen tremendous success.” -South Jersey Biz Terriann Procida is a founding partner of Innovative Benefit Planning and has over 25 years of experience in the insurance industry, providing employee benefit services to business owners…


Innovative Welcomes Nurse Advocate, Erica Polaneczky, MSN, APRN, ANP-C

Posted On: November 20, 2019 | Categorized as: Company News, Workplace Wellness

We are excited to announce the latest member of the Innovative Benefits team! Please join us in welcoming Erica Polaneczky, MSN, APRN, ANP-C, as our Nurse Advocate.  As part of our Workplace Wellness team, Erica will help Innovative build, plan, coordinate, and deliver health promotion activities tailored specifically for each client’s company culture and member population.  She will work with our internal team and our clients to improve health and wellness opportunities and outcomes while increasing the accessibility of care and reducing costs. Our new Nurse Advocate will also develop and present seminars on health and wellness to our clients, and coach and counsel individual client-members to help them achieve optimal health. Erica’s healthcare expertise can help clients navigate the healthcare system, including interpreting physician instructions and medication compliance. Prior to accepting this position, Erica spent more than 15 years providing pre-admission testing at Hahnemann University Hospital, as well as…


Innovative Welcomes New Director of Wellness & Engagement

Posted On: November 18, 2019 | Categorized as: Company News, Workplace Wellness

We are pleased to announce another new member has joined the Innovative team! Please help us welcome Patricia Pellicore, CWP, as Director of Wellness and Engagement.  As Director of Wellness and Engagement Patricia will manage, develop, grow, and promote the numerous positive features of Innovative’s wellness initiatives. One of her roles is developing program strategies, analyzing biometric testing, health risk assessments, pharmaceutical use, and claims data to provide effective individualized initiatives around health education and disease management. She will also develop wellness seminars, training courses and communication materials for our clients. Moreover, Patricia will be a valuable resource for our member population. Prior to accepting this position, Patricia spent more than 20 years designing and implementing employee engagement and wellness programs. She most recently served as the Director of Wellness Operations for a personal health advocacy organization. In this role, she managed wellness coaching and biometric data management units, as…


Innovative’s Well-being @ Work 2019 Summit Recap

Posted On: November 13, 2019 | Categorized as: Company News, Workplace Wellness

As employers, what do we need to create workplaces that are connected, flourishing and well with both business and employee in mind?This year Innovative Benefits Planning hosted our inaugural well-being summit that was dedicated to making workplaces healthier.  The room was packed full of HR professionals, C-Suite decision-makers, health and well-being professionals and top well-being vendors in the industry.The morning kicked off with a healthy breakfast, opportunity to participate in voluntary biometrics with Cardio-Kinetics and discuss employer well-being options with over 20 vendors.  The set up was as engaging as it gets in the Hall of Fame Club of Citizens Bank Park with mindful networking taking place in every well-designed event space.What does a committed and aligned organization look like when it comes to health and well-being?At its core, organizations need a committed leadership team that believes in the power of well-being and the philosophy of workplace well-being.  When you…


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