Your guide from hire to retire.
Compliance Testing & Filing Form 5500 Have you received an email asking for the annual census and compliance questionnaire to be submitted? Or maybe you’ve already done that, and have been asked to sign the Form 5500 for your retirement plan offering? These are very important pieces of administering your […]
Over the years of working alongside a number of family offices, I continue to be impressed by the sincere care demonstrated for the family (or families) they serve. While we provide life insurance reviews, on-going service and marketplace insight on their current portfolios, we also strategize with family offices on […]
PCORI Fees – What are They and When Do I Pay Them? One of the many requirements in the Affordable Care Act (ACA) is the Patient-Centered Outcomes Research Institute (PCORI) fee, an often overlooked but essential aspect of compliance. The PCORI fee is a charge imposed on issuers of specified […]
Are You Evaluating Employees or Developing Them? While leaders inevitably complain about having to do reviews, they also say that they want to develop their employees. How do those two concepts coexist? Think of it like this: Reviews are foundational. If you don’t have good base information, you can’t develop […]
Spousal Incentive Opt-Out HRA Plans What is a Spousal Incentive Opt-Out HRA Plan? While many organizations have a taxable cash opt-out or waiver incentive that is offered to employees who are covered by health insurance coverage elsewhere, a spousal incentive opt-out HRA (sometimes called a spousal HRA, etc.) provides an […]
employer Guide: navigating aca compliance as an applicable large employer In today’s dynamic employment landscape, staying compliant with healthcare regulations is crucial for employers. The Affordable Care Act (ACA), signed into law in 2010, brought significant changes to the healthcare system, including requirements for employers to offer health insurance to […]
Tuesday, April 23, the Department of Labor announced the new rule for a minimum salary threshold for exempt employees. Effective July 1st, 2024, the annual salary threshold for exempt employees will increase to $43,888. This is an increase of $8,320 from its current level of $35,568. Why is this important? […]
Do you own a business? Do you want to pass wealth to your business and/or your family? Do you want to ensure that your business and/or wealth passes to multiple generations? While the future is uncertain, it is important to plan. When our clients create estate and succession plans, they […]
