BerniePortal Broker Blog

IRS Announces HSA and HDHP Limits for 2026

Germeen Tanas | May 9, 2025

The IRS announced in May 2025 the updated HSA contribution limits for 2026, which take effect in January 2026. While the increase isn't as...

What Brokers Need to Know About Fertility Benefits in 2025

Germeen Tanas | April 16, 2025

In 2025, fertility benefits are quickly moving from niche to necessity. As more employees delay parenthood or explore alternative paths to growing...

Top 5 Conferences Every Benefits Broker Should Attend in 2025

Mary Chauvin | March 25, 2025

As a benefits broker, staying ahead of industry trends, networking with peers, and expanding your knowledge is crucial for success. One of the best...

Introducing Brokers' Corner: Our New Non-Medical General Agency

Alex Tolbert | March 13, 2025

Helping Brokers Help Their Small Business Clients Offer Broader Benefit Packages I vividly remember sitting at my kitchen table, explaining...

Does Your Client's Benefit Plan Need an Audit? Key Signs & Steps for Brokers

Germeen Tanas | March 7, 2025

Employee benefit plans are a critical part of an organization’s compliance, financial health, and employee satisfaction. However, these plans require...

Trump's Next Moves: What Brokers Need to Know

Callie Horner | February 28, 2025

As a new administration takes office, potential shifts in healthcare and benefits policies may impact brokers and their clients. Here are the major...

1095-B vs. 1095-C Forms: What Brokers Need to Know for 2025

Germeen Tanas | February 18, 2025

As the annual Affordable Care Act (ACA) reporting deadlines approach, it's crucial for brokers to understand the distinctions between Forms 1095-B...

Using a Year-Round Approach to Securing BORs

Mary Chauvin | February 3, 2025

Congrats! You made it to Q1, and your busiest time of year is over. While the fourth quarter is a whirlwind with open enrollment and client support,...

Understanding SECURE 2.0 Changes for 2025

Callie Horner | January 17, 2025

The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement Act 2.0) passed in December 2022, builds upon the original SECURE Act of...

Addressing the Complete Benefits Lifecycle with an All-In-One Solution

Alex Tolbert | January 13, 2025

What Is the Benefits Lifecycle? The Benefits Lifecycle consists of everything an employee encounters related to their benefits. It starts when...