Your guide from hire to retire.
Are you looking for a Financial Advisor in Kalamazoo? Finding the right financial advisor to partner with you and your family is crucial in helping you work towards your goals. Whether you’re planning for retirement, managing investments, seeking advice on holistic financial planning or all of the above, a skilled […]
While I always encourage folks to read my blogs, if you employ independent contractors, then this is a must read. It’s also an example of “what’s old is new again.” On March 11th, 2024, the Department of Labor (DOL) will be reverting to the previous rule for determining an individual’s […]
Top 3 reasons you need (and want) a summary plan description (spd) Employee benefits are a critical component of talent retention, and providing clear information about these benefits is a legal requirement for employers. The Summary Plan Description (SPD) serves as a crucial document in this communication process. In 2024, […]
All Things 401k | 5 Helpful Ways to Organize Your 401(k) Fiduciary Files Managing Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly […]
Virtual health care in Michigan In today’s benefits advisor blog, we’ll briefly touch on the types of virtual health care and how each of the primary health insurance carriers in SW Michigan are providing solutions. Virtual health care is primarily provided via internet video visits (and phone to a lesser […]
New IRS Ruling for Grantor Irrevocable Trusts: If you have an Irrevocable Trust as part of your estate plan, you should be aware of a new IRS ruling that was issued on November 28, 2023. With this CCA, the IRS has taken the position that a modification to a Grantor […]
Each year I start with a blog about predictions for the upcoming year for HR professionals. This year as we look to 2024 there will be some interesting things happening. Some of the more popular HR topics this year will include: Less pressure on wages: As inflation slows down, the […]
The holidays are here and while they can be a wonderful time, they are also stressful. In addition to all the personal activities, this is typically the time that goals, performance evaluations, and year end reports are due. Here are some pointers for helping your employees survive and thrive […]
Picture this. You’re a new employee at your organization and on your first day, they give you the employee handbook. What’s your reaction: Is it written in a way that you might actually read it? Does it represent the kind of culture described during the recruiting process? Is it up […]
All Things 401k | Wrapping up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here […]