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Erica Robison

What’s an SPD?!

erisa-compliance-is-not-optional

What’s an SPD?! Space Patrol Delta?  Super Perfect Day?  Special Person Driver?  Spinning Pile Driver?! Summary Plan Description?  Oh yeah, that’s it, at least in the context of benefit plans! So, what is a Summary Plan Description, or SPD, who needs one and why? Plan Documents and SPDs are required […]

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Top 5 Reasons to Convert Your Term Insurance

Rose Street Advisors | Life Happens

Rose Street Advisors Community | Life Happens Top 5 Reasons to Convert Your Term Insurance: 1. Timing: The level premium paying term is running out…and you still need coverage. Life insurance premiums increase exponentially once the original level term time period expires. For example, year 21 of a 20-year level […]

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Client Focused | Our Core Values

Client Focused We succeed when we center our decisions and practices around what is best for our clients. To say that everyone at Rose Street Advisors is “Client Focused” maybe sounds like a cliché.  However, I’m here to tell you that it’s not lip service.  I came to Rose Street […]

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Energizing Your Pandemic Fatigued Employees

Energizing Your Pandemic Fatigued Employees Let’s face it, we’re all tired of talking about the pandemic.  But it’s still here and it’s giving leaders a run for their money.  Usually, stressful situations are more short term.  Something bad happens, we find a way through it, and we’re back on our […]

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Employee Retention Credit (ERC)

RSA Employee Retention Credit

Employee Retention Credit (ERC) On December 27, 2020, the Consolidated Appropriations Act of 2021 was signed. This provided updates and extensions to Employee Retention Credits (ERC). Employers that received Paycheck Protection Program (PPP) loans can also qualify for the ERC for wages that are not paid for with forgiven PPP […]

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