As a benefits broker, staying ahead of industry trends, networking with peers, and expanding your knowledge is crucial for success. One of the best...
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Helping Brokers Help Their Small Business Clients Offer Broader Benefit Packages I vividly remember sitting at my kitchen table, explaining...
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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...
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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...
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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...
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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,...
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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...
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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...
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Germeen Tanas | January 8, 2025
As the 2025 deadline for filing and distributing 1095-C forms approaches, benefits brokers play a pivotal role in guiding their clients—Applicable...
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Callie Horner | December 19, 2024
In today’s fast-paced digital world, businesses rely on multiple software systems to handle everything from payroll to customer relationships. The...
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