Innovative Benefit Planning LLC was proudly featured this month in SJ Magazine for our culture of "giving back" to our community. We are grateful to have been recognized for our efforts, however the true pride comes from the things we do for others, and the impact we make. Take a look at the most recent article featured by SJ Magazine: "On the surface, employee benefits look like retirement plans, workplace wellness programs, healthcare plans or employee engagement. But at its heart, it’s about giving people the support and resources they need to live their best lives. For Moorestown’s Innovative Benefit Planning, that goes far beyond support for employees alone. “Providing benefits is about making a difference in someone’s life,” says Innovative Benefits Planning CEO Terriann Procida. “We have very passionate employees providing that for our clients, but what really makes our business – and ourselves – better is taking that…

Innovative Benefit Planning is honored to be recognized by the Burlington County Chamber of Commerce with the Voice of Business Award for Business Excellence. The Voice of Business Award recognizes outstanding businesses or business persons in Burlington County that have demonstrated a long-term commitment to economic development and the enhancement of opportunities in the county. “We are honored to be the recipient of this year’s Business Excellence Award, remarked CEO, Terriann Procida. As a company that has prided itself over the last 30 years on going above and beyond for our clients and making our community a key part of our business, it is rewarding to be recognized for this achievement.” All award honorees were celebrated last Thursday evening at The Merion Caterers in Cinnaminson, NJ. Innovative would like to congratulate all the other Voice of Business Award recipients for their impact in our community, as well as the Chamber…

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 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 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 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 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 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 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 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…