Help Your Clients Create the Ultimate HSA Saving Plan

06 September, 2022

Person stacking coins.

Help Your Clients Create the Ultimate HSA Saving Plan In today’s workplace, not only are employees looking for more benefit offerings, but they’re looking for financial security. Your clients are looking for ways to save money while attracting and retaining talent. So how can both be satisfied? A he...

Brokers, Help Your Clients Sleep at Night

12 April, 2022

Man relaxing with laptop

If you were to ask your clients “when it comes to managing your workforce, what keeps you up at night?” it’s likely their responses would include “hiring and retaining staff” and “maintaining compliance,” two widespread challenges affecting employers today. As a trusted business partner, you can bri...

Test Broker Bulletin Number Two

16 March, 2022

Woman holding up 4 fingers

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia...

Test Broker Bulletin - Longer Title

04 February, 2022

Woman holding hashtag

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia...

Broker Compensation Disclosures

27 January, 2022

Group of three coworkers working together on a tablet

For decades there have been distinct differences between retirement plans and health and welfare plans when it comes to ERISA compliance. With the recent Consolidated Appropriations Act, 2021 (CAA) disclosure requirements are now more in alignment. As with any amendment, there are lots of questions...

ACA Form Deadlines for 2022

16 December, 2021

Two business women proudly standing shoulder-to-shoulder in front of a whiteboard in a conference room.

The holiday gifts arrive early for employers required to file and furnish 1094/1095 ACA Reporting forms. In early 2021, all signs pointed to no deadline extensions from the IRS for ACA 1094/1095 Reporting in 2022. The IRS just recently made a reversal in their original position, and issued a propose...

Schedule a Demo Today