Benefits Managers

Local Non-Profit Employer or Predatory Broker – Who Wins?

YOUR COMMUNITY IS AT RISK Recently, Wyn Williams and I met with a longstanding Local Non-Profit (LNP) in Arizona. This Non-Profit employer is currently self-funded and on an unbundled platform. They are represented by the largest employee benefits brokerage firm in the country. But as employer described the situation to Wyn and I, it became …

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January Benefits Buzz

JANUARY BENEFITS BUZZ Will you be getting an enforcement letter from the IRS? And what about those increases to the FSA limit? Lost? Confused? Afraid? Fear not. We’ve got the details here. Click here to receive a complimentary copy of our January Benefits Buzz.  And, as always, we’ll see you next month! 😄

December Benefits Buzz

DECEMBER BENEFITS BUZZ The year is wrapping up quickly (no pun intended), meaning you should be prepped and ready for the next one! December brings a few new updates:  A proposed rule to expand the usability of HRAs; “Gag clauses” from the Trump Administrator; SBCs for Open Enrollment. Pick up a copy of of our …

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Q4 Benefits Bulletin

We’re deep into the final quarter of the year, and we know you’re looking for just about any distraction from the day-to-day right before the holidays. Our benefits bulletin gives you a productive excuse to catch up on the industry specifics. Take a look at what Q4’s edition holds in store! The DOL extended the …

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October Benefits Buzz

OCTOBER BENEFITS BUZZ Fall is in the air, and so are some important developments in the benefits world. Our monthly benefits buzz brings you information on these important topics: IRS and DOL Guidance on Association Health Plans (AHPs); Reductions on the ACA’s individual mandate penalty to zero in 2019; Medicare Part D Notices (Due before …

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2016 Election and Compliance Issues Republican candidate Donald Trump has been elected the 45th president of the United States, and Republicans have retained control of the Senate and the House of Representatives. Under President-elect Trump and the Republican-led houses of the U.S. Congress, it is likely that some changes will be made to the ACA …


Your Checklist of What to Ask of an Employee Benefits Broker or Advisor

Seeking out an employee benefits broker or advisor is a challenging, even daunting, process. As a CEO, CFO, or HR Executive, you’re charged with a fiduciary duty to manage your employees’ health and benefits as if they were your own, and that implies you need to work with someone who understands that and helps you meet those obligations. …

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