Reporting doesn’t help employers offer the most efficient benefits—data analytics does. But data is nothing without the ability to see correlations, find causes and predict effects. All of this requires a deft hand and knowledgeable professionals. The Human Touch Systems and software are marvels when targeting precise needs. But even the…
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A fixture in the Northeast Ohio civic community, Marc Byrnes serves at United Way of Greater Cleveland as Chairman elect of the Board, member of the Board of Directors and Executive Committee and was named United Way Volunteer of the Year in 2012; Rock and Roll Hall of Fame Board…
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One of the most critical issues facing all manufacturers is The War for Talent. Oswald is proud to present the 2016 Evolution of Manufacturing Conference set to take place at the 925 Euclid Avenue Building on Thursday, Feb. 18. At the event, we will learn how manufacturers have adapted their…
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First impressions can often make or break a deal. Professional presence directly affects that critical first impression and the overall perception your clients, peers and managers will have of you. What can you do to make sure you stand out in a field of many? As defined by Dianne Sutton,…
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Before you plan for the future, you must analyze the present. Data analytics will help you along this path. It may start by identifying health plan behaviors. Perhaps you need to investigate reasons for misuse of services. Maybe you need to identify the barriers that block optimal usage. Consider how…
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It’s no secret that whether you are the buyer or seller, protecting yourself from the chaos of unforeseen liabilities should be of utmost priority. Fortunately, a number of carriers offer transactional liability insurance products. Transactional insurance is a collection of products including representations and warranties, tax liability, pollution and contingent…
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To end 2015, the IRS issued new regulatory guidance in implementing the Affordable Care Act, as well as several delays and extensions. CLICK HERE for an Oswald advisory summarizing the recent extension for employers to complete the IRS reporting requirements. The notice provides a 60-day extension for filing Forms 1095…
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Have you ever wished to make a “sizable” donation to your college alma mater, a favorite charity, or other non-profit organization, but feel you might lack the financial resources? Individuals can invest their money in tax-free life insurance programs to significantly amplify their charitable gift amount at the time of death.…
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Oswald’s Kim Lucarelli, CIC, CAPI, was featured in a recent article Love the Internet of Things? So Do Identity Thieves by Kathleen Tierney, COO of Chubb. The article was published on ThinkAdvisor.com, a web-based network that provides comprehensive and accessible resources and knowledge for the Investment Advisory community. The article focuses on the heavy…
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If you haven’t seen it already, the premier resource for the Retail Real Estate Industry, ICSC has released its annual guide to Shopping Centers, America’s Marketplace for both purchase and purpose driven consumers. The articles below highlight the research and predictions of the holiday shopping season by ICSC. How have you prepared, or done…
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