As an Associate of HB Retirement, Yochum will utilize his customer service skills to answer questions posed by plan participants. He earned his bachelor’s degree in Economics from The Ohio State University. Yochum is originally from Pittsburgh.
Marina Bernhard joined Henderson Brothers, Inc. as an Administrative Assistant. Bernhard will utilize her 30 years of experience in administration to provide heroic customer service. Bernhard is from Pittsburgh.
David Trushel has joined Henderson Brothers, Inc. as an Account Executive in the Commercial Lines department. Trushel will use his four years of industry experience to assist clients with creating specialized insurance programs and providing heroic customer service. He earned his bachelor’s degree in Accounting from Washington and Jefferson College. Trushel is originally from Pittsburgh.
PITTSBURGH, November 7, 2016 – Rob Hippert, Account Executive in the Commercial Lines department at Henderson Brothers, Inc., recently was awarded the designation of Chartered Property Casualty Underwriter (CPCU), a professional designation conferred by The Institutes, a risk and insurance knowledge group. Hippert successfully completed eight required courses and exams which included but are not … Continued
Renee Anderegg has joined HB Retirement as a Senior Sales Assistant. Anderegg will use her 10 years of industry experience to assist with preparation for appointments, process paperwork, and address client questions. She will also work to help ensure compliance and implement the team’s service processes. She earned her Bachelor’s degree from Seton Hill University. … Continued
Self-insured Applicable Large Employers (ALEs) may want to take time now to review their health plan participant data for missing social security numbers. Part III of Form 1095-C requires a Social Security number (SSN) or Taxpayer Identification Number (TIN) for each covered participant. If you don’t have the number on file, you are … Continued
Benjamin Rathfon has joined HB Retirement as an LPL Financial Advisor. Rathfon will use his eight years of industry experience to educate investors and help plan participants prepare for the challenges of retirement. Rathfon earned his Bachelor’s degree from Allegheny College, and he holds the Series 6, 7, 63, and 65 registrations with LPL … Continued
Identity theft can cause a lot of damage— so it’s best to make it as hard as possible for someone to steal your identity. Shred financial documents and paperwork with personal information before you discard them. Only give your Social Security number when absolutely necessary. Don’t write it on checks or carry your … Continued