30 Years and 30 Reasons to Choose Innovative

Category: Company News

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,…


30 Pledges to Giveback Halfway Recap

Posted On: June 18, 2019 | Categorized as: Company News, Events

30 Giveback

We’re almost halfway through the year and our 30 year givebacks campaign is in full swing! To celebrate our 30 year anniversary and pay thanks to our amazing community and countless partners, Innovative had pledged back in January to give back in 30 different ways this year, and make our community a key part of our business in 2019. As we hit the halfway point, we are half way to 30!   The givebacks we've done so far: #30. The Innovative team came together to support the United Way Impact Fund Campaign for their 2019 Annual Campaign. #29. Innovative sponsored and supported “For Pete’s Sake-Take a Break from Cancer” Annual Gala. #28. We sponsored Samaritan Healthcare & Hospice's annual "Celebration of Life Gala". #27. The Innovative team collected coats for our Winter Coat "Share the Warmth" Drive, which benefited the local nonprofit "Code Blue Collaborative". #26. A team from Innovative cooked…


HR Person of the Year Awards Dinner

Posted On: June 18, 2019 | Categorized as: Company News, HR Consulting

Last week, Innovative attended the 19th Annual Delaware Valley HR Person of the Year Awards Dinner as a proud Silver Sponsor. Our very own Ryan Kastner was nominated as HR Consultant of the Year! A lovely time was had by all. It was truly a successful event, raising $9,290 to benefit Liberty USO. A big congratulations to all of the 2019 winners, especially our friend and client, Sue Learn! 2019 HR Junior Rising Star of the Year Bobby Lundquist - Guru Technologies   2019 HR Senior Rising Star of the Year Jillian R. Rosenthal, SHRM-CP - EwingCole 2019 HR Consultant of the Year - Small Company Betty Jean (BJ) Anderson, SHRM-SCP - Humareso LLC 2019 HR Consultant of the Year - Large Company Julie Kinkopf, Esq. - Weber Gallagher Simpson Stapleton Fires Newby, LLP 2019 HR Person of the Year - Small Company Jamie Lynn Rivero, MSHRD, PHR, SHRM-CP - Fox Run Brands 2019 HR Person…


Andrew May Earns Accredited Investment Fiduciary Designation

Posted On: June 18, 2019 | Categorized as: Company News, Retirement Plans

Innovative is proud to announce that Andrew May has been awarded the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies, the standards-setting body for fi360. Andrew is a Financial Services Associate working in the retirement services department. He is responsible for servicing the firm’s qualified plan clients in the areas of plan consulting, compliance, financial wellness, and participant education. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.   About Innovative Innovative Benefit…


Colette Crosby Joins as Account Manager

Posted On: June 18, 2019 | Categorized as: Company News

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 Welcomes Eileen Green as Chief Operating Officer

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

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 is Awarded the “Community Impact Award”

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

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…


Innovative Celebrates National Pet Day at Burlington County Animal Shelter

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

National Pet day

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…


Innovative Welcomes Brooke Haramija as Marketing Coordinator

Posted On: March 25, 2019 | Categorized as: Company News

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…


Innovative Welcomes Andrew May as Financial Services Associate

Posted On: March 20, 2019 | Categorized as: Company News

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…


Innovative Welcomes Rbhya Pal as Actuarial Analyst

Posted On: March 12, 2019 | Categorized as: Company News

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…


Ryan Kastner Nominated for HR Consultant of the Year

Posted On: March 11, 2019 | Categorized as: Company News

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…


Innovative Pledges 30 Givebacks for 30 Years

Posted On: February 1, 2019 | Categorized as: Company News

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


Innovative Benefit Planning Celebrates 30 Years of Business

Posted On: January 10, 2019 | Categorized as: Company News, Employee Benefits, Events, HR Consulting, Retirement Plans, Workplace Wellness

As we enter 2019, Innovative Benefit Planning celebrates 30 years of success as a national, employee benefit, and financial services company.  Founded in 1989 by Terriann Procida and Mark Sulpizio in Mt. Laurel, NJ, the firm’s vision was to provide unique employee benefit consulting and financial planning services to businesses and their executives in the Philadelphia/Southern New Jersey region.  Terriann and Mark started the company with one simple objective, to always put people first, and it’s this exact mission that has led the company to triple in size, expand practice areas and grow from a regional service area to a national company with an admirable reputation for work ethic, integrity, credibility and experience. Over the course of 30 years, Innovative’s history of outstanding service, pioneering turn-key, cost-saving plans, and technical expertise in the areas of employee benefits, financial planning, population health management and HR consulting have resulted in substantial growth…


10 FAQs Regarding The New Jersey Paid Sick Leave Act

Posted On: January 8, 2019 | Categorized as: Company News, Employee Benefits

1.) Earned sick leave may be used for: The treatment, care or diagnosis for employee or family member Employee or family member a victim of domestic or sexual violence (*has no 25 employees +  or 1,000 hours worked requirement like the NJ Safe Act). Workplace or school/daycare closed by a public official due to an epidemic Employee or child unable to work/attend school after a determination that the individual could pose a health risk Attending school conferences, meeting function or other event required by a school administrator, or  meetings regarding care provided to the child in connection with the child’s health condition or disability 2.) Employers must track time taken by employees for Earned Sick Leave.  If they have a compliant PTO policy, it is sufficient to track PTO.  Even if you have an Unlimited PTO policy, you still must track PTO.  You must maintain records for 5 years. 3.) Employers…


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