When it comes to benefits planning, there are a ton of choices out there. And, we believe we’re the most innovative company you’ll find. After 30 years, here are 30 good reasons our clients choose to work with us: 1. We put people first 2. We are an advocate for our clients 3. We do what’s right for every individual 4. We understand what’s best for one person may not be the best for another 5. We earn our clients trust 6. We hold ourselves accountable 7. Being responsive is very important to us 8. We are respectful 9. We make the complex easy to understand 10. We affirm the best way isn’t the easy way 11. We focus on client’s goals and deliver value 12. We try to understand the culture and the people that make up an organization 13. We always have our client’s best interests at heart…

Before 2019 came to an end, Innovative Benefit Planning had to officially celebrate our 30 Year anniversary, and we certainly didn’t get here alone. On July 24th, our employees, partners and clients, came together to enjoy food trucks, music, and memories from over the years. The afternoon was filled with reminiscing, congratulations, and appreciation.Watch this video to see the highlights from the day, including well wishes and all-time favorite memories from the Innovative team.Whether you have joined us from the beginning or just this year, you have all played an integral role in our success and we genuinely appreciate each of you.https://youtu.be/6-DxhPv74L0

The Senator Walter Rand Institute for Public Affairs at Rutgers University–Camden, an institute for public policy issues impacting southern New Jersey, announced last week that Innovative’s Vice President, Consulting, Dan Foley, has been appointed to their advisory board. Dan is joined by two other regional leaders, Amy Obsorn, vice president and head of private banking for Republic Bank and Christina Renna, senior vice president at the Chamber of Commerce Southern New Jersey. “It’s important for South Jersey to think and act regionally if we hope to balance our competing desires for growth with the preservation of the quality of life that makes South Jersey such an attractive place to live,” says Darren Spielman, executive director of the Rand Institute at Rutgers–Camden. “These individuals are committed to the Rand Institute’s mission to leverage Rutgers–Camden research expertise in order to bring together citizens and policy makers on behalf of South Jersey’s citizens.”…

It gives us great pleasure in introducing our newest member, Andrew Gloninger, to the Innovative team! Andrew joins Innovative’s employee benefits department as a Benefits Guardian. This position is a key member of the client services team and will serve as a direct point of contact for our client’s employees. As a Benefits Guardian, Andrew will field all claims and problems related to either client’s coverage or those specifically related to an individual employee, including benefit questions, provider directories, pre-authorization and referral assistance. “Benefit Guardians must embrace our core values to put people first, by having a positive and supportive attitude when delivering timely and accurate services to our clients. Andrew’s experience and sense of urgency makes him a great candidate for this position,” remarked Eileen Green, Chief Operating Officer. Andrew is a recent graduate from Temple University, Fox School of Business, where he received his Bachelor of Business Administration…

We are excited to welcome our newest member of the Innovative team. Please join us in welcoming Kyra Foster as HR and Recruiting Coordinator. In this position, Kyra is responsible for assisting with all internal and external HR related inquiries or requests, as well as providing support to the VP of HR and General Counsel regarding client’s compliance needs. Additionally, Kyra will be assisting in Innovative’s recruitment and interview process and meeting with department managers to develop specific recruiting plans. “This position is crucial to the success of our internal HR process and the culture at Innovative. Kyra’s energy and enthusiasm was evident from her first interview and we look forward to seeing Kyra thrive in her new role!” stated Deirdre Groenen, VP of HR and General Counsel. Kyra recently received her Bachelor of Arts in both Public Relations and Political Science from Temple University. During her time at Temple,…

As Innovative continues to grow, we are excited to announce another new member to the Innovative team. Please join us in welcoming Colette Crosby as Account Manager. Colette will be reporting to the Account Executives Elizabeth Ferroni and Shemelia McClain. As Account Manager, Colette will be responsible for supporting the Sales Representatives during the sales phase of the business, accounting for both the technical maintenance and the promotion of a very positive experience between Innovative and our clients. One of the many roles this position holds will include preparing quotes for clients and suggest contribution strategies, coordinating client voluntary administration services, and delegating the preparation of the Sales Presentation. Prior to accepting this position, Colette worked for MetLife Worldwide Benefits as the Underwriter consultant. During this time, she managed underwriting department activities, priced approvals for new business, and analyzed company financial conditions. Colette also has experience as a Financial Analyst…

Innovative is proud to announce that industry executive leader, Eileen Green, has joined Innovative as Chief Operating Officer. Reporting directly to our CEO, Terriann Procida, this key new position will be integral to ensuring that Innovative has the proper operational controls, administrative and reporting procedures to provide operational excellence across our company and for our clients. This role includes collaborating with the leadership team to develop and implement plans for the operational infrastructure of systems, processes and personnel designed to accommodate the rapid growth objective of our organization. Prior to accepting this position, Eileen spent over 22 years for a Philadelphia based employee benefits firm in various compliance and management roles, including 7 years as Executive Vice President and Director, Human Capital Division and 12 years as Chief Operating Officer and Chief Compliance Officer. During this time, she gained valuable experience participating in the implementation of strategic directives and skillfully…

Innovative Benefit Planning is honored to announce we are the recipient of the “Community Impact Award”. Issued by the South Jersey Biz, Innovative is featured as one of the inaugural winners in their April 2019 publication. The award honors successful companies in South Jersey that, in addition to their business accomplishments, pledge to give back to the community around them in other ways. The South Jersey Biz article states, “There are many successful companies in South Jersey, but not all of their accomplishments have come from the inside of their workspace. Several have made it their mission to give back to the communities they serve, which is one of the keys to their success.” Innovative’s core value is to put people first, and we are dedicated to making the community a key part of our business by donating time, money and resources. As we celebrate our 30-year anniversary, to honor…

To celebrate our 30-year anniversary and pay thanks to our amazing community and countless partners, Innovative has pledged to give back in 30 ways this year. We are dedicated to making our community a key part of our business in 2019. From local charities and non-profits to those in need and community service hours, our goal is to donate our time, money and resources in 30 ways by the end of the year. Countdown #24 was celebrating National Pet Day (April 11) at the Burlington County Animal Shelter. For 10 days, Innovative employees gathered a collection of pet items in the office based on things the shelter needed. On April 11th, six employees, Victoria Samadi, Andrew May, Kimberly Fisher, Rbhya Pal, Elizabeth Ferroni and Brooke Haramija brought the donations to the shelter, and then stayed for a two hour volunteer shift. They worked in pairs behind the scenes doing various…

Brooke Haramija joins the Innovative team as Marketing Coordinator, reporting directly to Jamie Bratton, Director of Marketing & Communications. Brooke will be responsible for helping to create and implement marketing strategies for all Innovative’s products and services, by developing and implementing marketing and advertising campaigns. In addition, she will help with event planning, social media, reporting, and database maintenance. Brooke graduated Summa Cum Laude from the College of Staten Island in 2002 with a BS in Communications and a minor in Marketing/Advertising. Brooke comes from a very diverse work background, with over 20 years of experience working in customer service, sales, event planning, office management, marketing, and, more recently, graphic design for several different companies and industries, including New York Sports Club, the South Shore YMCA, Approved Oil and Sundog Theatre. “We are very excited to have Brooke join our growing team,” remarked Jamie Bratton. “Her experience and creativity will…

We are excited to announce our newest member of the Innovative team, Andrew May. Andrew joins the firm as a Financial Services Associate.  In this role, Andrew will work with the Retirement Consulting Division and be responsible for servicing the firm’s qualified plan clients.  His duties will also include participant servicing and education as we continue to expand our financial wellness offerings. “We are very excited to welcome Andrew to our team,” remarked Mark Sulpizio, Partner. “His experience with qualified plans and working with plan participants will be a valuable resource for our clients and their participants.” Andrew will allow us to enhance our client services and participant education as the firm continues to expand. “ Prior to accepting this position, Andrew worked as a Financial Advisor at an investment firm where he worked with clients to develop financial plans with an emphasis on retirement recommendations.  Andrew received his B.S…

It gives us great pleasure in introducing our newest member, Rbhya Pal, to the Innovative team! Rbhya joins Innovative’s employee benefits department as an Actuarial Analyst, reporting to our Director of Benefits Consulting, John Romaska. Rbhya will be responsible for preparing client claims reports and analysis, marketing various funding arrangements and lines of coverage, and preparing financial and claims utilization analysis. “We are very excited to have Rbhya join our team. Rbhya’s passion and eagerness to help is refreshing and will be a great asset to our employee benefits practice,” remarked John Romaska. Rbhya is currently completing her master’s in actuarial science at the Fox School of Business of Temple University and plans to graduate in December of this year. Prior to accepting this position, she has held several positions within the fields of business management operations and financial analytics, including her most recent management position as the Director of…

Congrats to our very own Ryan Kastner on his nomination for this year’s HR Consultant of the Year! The Delaware Valley HR Person of the Year Award was developed in 2001 to celebrate the Human Resources industry and to recognize those in the HR profession who exemplify outstanding achievement within our local human resources community. It is a joint effort between Chester County Human Resource Association, Delaware County SHRM, Delaware SHRM, Greater Valley Forge HR Association, HR Association of Southern New Jersey, Philadelphia SHRM, Tri-State HR Management Association chapters of the Society for Human Resource Management (SHRM). Ryan Kastner is an Employee Benefits Consultant with Innovative Benefit Planning, L.L.C. and brings over 6 years of experience in the insurance, employee benefit industry. As a trusted advisor to his clients, Ryan provides exceptional service to employers and executives across the country. Ryan is considered an expert in the health care industry and more specifically on the new regulations associated…

To celebrate our 30-year anniversary and pay thanks to our amazing community and countless partners, Innovative has pledged to give back in 30 ways this year. We are dedicated to making our community a key part of our business in 2019. From local charities and non-profits to those in need and community service hours, our goal is to donate our time, money and resources in 30 ways by the end of the year. Stay tuned in each month as we count down from 30. January #30. The Innovative team comes together to support the United Way Impact Fund Campaign for their 2019 Annual Campaign. #29. Innovative sponsors and supports “For Pete’s Sake-Take a Break from Cancer” Annual Gala #28. Innovative sponsors Samaritan Healthcare & Hospice annual Celebration of Life Gala