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

Category: Company News

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…


Innovative Welcomes Lisa as Director of Compliance

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

We are excited to announce the latest addition to the Innovative Benefit Planning team! Please join us in welcoming Lisa A. Hill as our Director of Compliance.  As Director of Compliance, Lisa will be a valuable resource to Innovative’s leadership team, employees, and clients in ensuring all compliance needs are met. Lisa will be critical in guiding Innovative and our clients through federal, state, and industry regulations and standards. She will be responsible for developing, overseeing, and evaluating control systems to prevent or deal with violations of legal guidelines and internal policies. Moreover, Lisa will be a valuable resource to guide our clients through the proper steps and identify potential liabilities associated with various employee benefits options. Prior to accepting this position, Lisa spent 16 years as an attorney with law firms in California. During that time, she litigated wage and hour class actions and advised clients on such topics…


Ryan Kastner Receives Young Professionals Leadership Award

Posted On: October 22, 2019 | Categorized as: Company News

Congratulations to our Vice President, Consulting, Ryan Kastner, for being named to Burlington County Regional Chamber of Commerce’s ("BCRCC") Young Professionals Leadership Class of 2019. The award honors professionals under the age of 40 who demonstrate outstanding leadership in the Burlington County Business Community. Winners are selected based on their civic engagement and volunteerism, enthusiasm in leadership roles and acting as a mentor to those around them. Ryan is a true leader to his clients, colleagues and our community, so congrats Ryan on this well-deserved award! Ryan and the other recipients were honored at the Young Professionals Network Leadership Summit on Friday, October 18th at the DoubleTree Suites in Mount Laurel. Please join us on congratulating Ryan and all the award recipients!


30 Years and 30 Reasons to Choose Innovative

Posted On: September 16, 2019 | Categorized as: Company News

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…


Innovative Benefit Planning Named “Best of Biz 2019”

Posted On: August 27, 2019 | Categorized as: Company News, Employee Benefits

Innovative Benefit Planning has been named by South Jersey Biz, as one of their 2019 Best of Biz recipients. The Best of Biz award recognizes 102 of region’s most esteemed service providers and we are proud to say that Innovative has been selected for their “Employee Benefits” category. According to South Jersey Biz, “The past few months were quite busy as we spent hours researching businesses from all over the region, as well as counting your votes for our annual Best of Biz−and your voices were heard. From banking, construction, law firms and real estate to education, engineering, IT Support and staffing agencies to name a few, we listed companies that are not only the best at what they do, they are trustworthy and respected in their fields.” At Innovative, we strive to go above and beyond for our clients to deliver the best results possible so it’s an honor…


Innovative Celebrates 30 Year Anniversary

Posted On: August 27, 2019 | Categorized as: Company News

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


Vice President, Consulting, Dan Foley, Named to Rand Institute Advisory Board at Rutgers University–Camden

Posted On: August 21, 2019 | Categorized as: Company News

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.”…


Andrew Gloninger Joins as Benefits Guardian

Posted On: July 17, 2019 | Categorized as: Company News

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…


Kyra Foster Joins as HR and Recruiting Coordinator

Posted On: July 9, 2019 | Categorized as: Company News

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,…


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