• Sort Blog:
  • All
  • Employee Benefits
  • Life Insurance
  • Retirement Plans
  • Wealth Management

Four Numbers You Need to Know Now

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in...

Take Advantage of Your HSA

Every unused dollar contributed to your health savings account (HSA) is rolled over. That means if you have $900 at the end of the year, you will have $900 rolled...

Affordability Percentages Will Decrease for 2018

On May 5, 2017, the Internal Revenue Service (IRS) issued Revenue Procedure 2017-36 to index the contribution percentages in 2018 for purposes of determining affordability of an employer’s plan under...

What Is A Qualified Life Event?

You should always elect benefits during open enrollment to ensure you get the coverage you need; however, once enrolled in health coverage like a cafeteria or Section 125 plan, you...

Online Enrollment to End in Shop Exchanges

On May 15, 2017, the Centers for Medicare and Medicaid Services (CMS) announced significant changes to the Small Business Health Options Program (SHOP) Exchanges under the Affordable Care Act (ACA)....

What If the Employer Mandate is Repealed?

The Affordable Care Act (ACA) requires applicable large employers (ALEs) to offer affordable, minimum value health coverage to their full- time employees in order to avoid possible penalties. Because this...

Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of...