---
title: BerniePortal Broker Blog
description: The latest on online benefits administration and industry updates.
---

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# BerniePortal Broker Blog

Stay up to date on emerging industry trends to stay ahead of competition, grow your BOR, and increase agency valuation.

- Select a Topic

[![IRS Announces HSA and HDHP Limits for 2026](https://brokerblog.bernieportal.com/hubfs/HDHP%20and%20HSA%20limit%20photo.jpg)](https://brokerblog.bernieportal.com/hsa-and-hdhp-limits-2026)

[Benefits & Healthcare](https://brokerblog.bernieportal.com/topic/benefits-healthcare)

 4 min read

##### [IRS Announces HSA and HDHP Limits for 2026](https://brokerblog.bernieportal.com/hsa-and-hdhp-limits-2026)

[![Picture of Germeen Tanas](https://brokerblog.bernieportal.com/hubfs/Germeen%20Tanas.png)](https://brokerblog.bernieportal.com/author/germeen-tanas) [Germeen Tanas](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/hsa-and-hdhp-limits-2026)

[![What Brokers Need to Know About Fertility Benefits in 2025](https://brokerblog.bernieportal.com/hubfs/woman%20holding%20baby%20close.jpg)](https://brokerblog.bernieportal.com/2025-fertility-benefits)

 5 min read

##### [What Brokers Need to Know About Fertility Benefits in 2025](https://brokerblog.bernieportal.com/2025-fertility-benefits)

[![Picture of Germeen Tanas](https://brokerblog.bernieportal.com/hubfs/Germeen%20Tanas.png)](https://brokerblog.bernieportal.com/author/germeen-tanas) [Germeen Tanas](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/2025-fertility-benefits)

[![Top 5 Conferences Every Benefits Broker Should Attend in 2025](https://brokerblog.bernieportal.com/hubfs/BH-0057.jpg)](https://brokerblog.bernieportal.com/top-5-conferences-for-brokers-to-attend-in-2025-must-attend-events)

 4 min read

##### [Top 5 Conferences Every Benefits Broker Should Attend in 2025](https://brokerblog.bernieportal.com/top-5-conferences-for-brokers-to-attend-in-2025-must-attend-events)

[![Picture of Mary Chauvin](https://brokerblog.bernieportal.com/hubfs/Mary%20Chauvin.png)](https://brokerblog.bernieportal.com/author/mary-chauvin) [Mary Chauvin](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/top-5-conferences-for-brokers-to-attend-in-2025-must-attend-events)

[![Introducing Brokers' Corner: Our New Non-Medical General Agency](https://brokerblog.bernieportal.com/hubfs/Screenshot%202025-03-12%20at%209.38.23%20AM.png)](https://brokerblog.bernieportal.com/introducing-brokers-corner-general-agency)

 4 min read

##### [Introducing Brokers' Corner: Our New Non-Medical General Agency](https://brokerblog.bernieportal.com/introducing-brokers-corner-general-agency)

[![Picture of Alex Tolbert](https://brokerblog.bernieportal.com/hubfs/alex-e1508937174930.jpg)](https://brokerblog.bernieportal.com/author/alex-tolbert) [Alex Tolbert](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/introducing-brokers-corner-general-agency)

[![Does Your Client's Benefit Plan Need an Audit? Key Signs & Steps for Brokers](https://brokerblog.bernieportal.com/hubfs/two%20women%20working%20on%20laptop.jpg)](https://brokerblog.bernieportal.com/does-your-clients-benefit-plan-need-an-audit-key-signs-steps-for-brokers)

 5 min read

##### [Does Your Client's Benefit Plan Need an Audit? Key Signs & Steps for Brokers](https://brokerblog.bernieportal.com/does-your-clients-benefit-plan-need-an-audit-key-signs-steps-for-brokers)

[![Picture of Germeen Tanas](https://brokerblog.bernieportal.com/hubfs/Germeen%20Tanas.png)](https://brokerblog.bernieportal.com/author/germeen-tanas) [Germeen Tanas](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/does-your-clients-benefit-plan-need-an-audit-key-signs-steps-for-brokers)

[![Trump's Next Moves: What Brokers Need to Know](https://brokerblog.bernieportal.com/hubfs/iStock-535518946.jpg)](https://brokerblog.bernieportal.com/trumps-next-moves-what-brokers-need-to-know)

 4 min read

##### [Trump's Next Moves: What Brokers Need to Know](https://brokerblog.bernieportal.com/trumps-next-moves-what-brokers-need-to-know)

[![Picture of Callie Horner](https://brokerblog.bernieportal.com/hubfs/Callie%20Horner.png)](https://brokerblog.bernieportal.com/author/callie-horner) [Callie Horner](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/trumps-next-moves-what-brokers-need-to-know)

[![1095-B vs. 1095-C Forms: What Brokers Need to Know for 2025](https://brokerblog.bernieportal.com/hubfs/Affordable%20Care%20Act.jpg)](https://brokerblog.bernieportal.com/1095-b-vs.-1095-c-forms-for-2025)

 3 min read

##### [1095-B vs. 1095-C Forms: What Brokers Need to Know for 2025](https://brokerblog.bernieportal.com/1095-b-vs.-1095-c-forms-for-2025)

[![Picture of Germeen Tanas](https://brokerblog.bernieportal.com/hubfs/Germeen%20Tanas.png)](https://brokerblog.bernieportal.com/author/germeen-tanas) [Germeen Tanas](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/1095-b-vs.-1095-c-forms-for-2025)

[![Using a Year-Round Approach to Securing BORs](https://brokerblog.bernieportal.com/hubfs/iStock-2000672190.jpg)](https://brokerblog.bernieportal.com/how-brokers-can-secure-bors-year-round-strategies-for-success)

[Agency Growth](https://brokerblog.bernieportal.com/topic/agency-growth)

 5 min read

##### [Using a Year-Round Approach to Securing BORs](https://brokerblog.bernieportal.com/how-brokers-can-secure-bors-year-round-strategies-for-success)

[![Picture of Mary Chauvin](https://brokerblog.bernieportal.com/hubfs/Mary%20Chauvin.png)](https://brokerblog.bernieportal.com/author/mary-chauvin) [Mary Chauvin](https://brokerblog.bernieportal.com/author/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,...

[Continue Reading](https://brokerblog.bernieportal.com/how-brokers-can-secure-bors-year-round-strategies-for-success)

[![Understanding SECURE 2.0 Changes for 2025](https://brokerblog.bernieportal.com/hubfs/SECURE%202.0%20Changes.jpg)](https://brokerblog.bernieportal.com/understanding-secure-2.0-changes-for-2025)

 3 min read

##### [Understanding SECURE 2.0 Changes for 2025](https://brokerblog.bernieportal.com/understanding-secure-2.0-changes-for-2025)

[![Picture of Callie Horner](https://brokerblog.bernieportal.com/hubfs/Callie%20Horner.png)](https://brokerblog.bernieportal.com/author/callie-horner) [Callie Horner](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/understanding-secure-2.0-changes-for-2025)

[![Addressing the Complete Benefits Lifecycle with an All-In-One Solution](https://brokerblog.bernieportal.com/hubfs/Benefits%20Lifecycle%20(2).png)](https://brokerblog.bernieportal.com/addressing-the-complete-benefits-lifecycle-with-an-all-in-one-solution)

 4 min read

##### [Addressing the Complete Benefits Lifecycle with an All-In-One Solution](https://brokerblog.bernieportal.com/addressing-the-complete-benefits-lifecycle-with-an-all-in-one-solution)

[![Picture of Alex Tolbert](https://brokerblog.bernieportal.com/hubfs/alex-e1508937174930.jpg)](https://brokerblog.bernieportal.com/author/alex-tolbert) [Alex Tolbert](https://brokerblog.bernieportal.com/author/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...

[Continue Reading](https://brokerblog.bernieportal.com/addressing-the-complete-benefits-lifecycle-with-an-all-in-one-solution)

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### STAY UP TO DATE!

Keep track of legal compliance changes to the health benefits industry, trending topics your agency and employer groups care about, enhance your own skills, and learn more about being competitive in the benefits broker market

### POPULAR POSTS:

[Top 5 Conferences Every Benefits Broker Should Attend in 2025](https://brokerblog.bernieportal.com/top-5-conferences-for-brokers-to-attend-in-2025-must-attend-events)

[What Benefits Brokers Should Know About HIPAA, Data Breaches, & Compliance](https://brokerblog.bernieportal.com/hipaa-compliance-for-brokers)

[A Benefits Broker's Guide to Marketing Strategies](https://brokerblog.bernieportal.com/a-benefits-brokers-guide-to-marketing-strategies)

[How to Leverage AI As a Benefits Broker](https://brokerblog.bernieportal.com/how-to-leverage-ai-as-a-broker)

[1095-B vs. 1095-C Forms: What Brokers Need to Know for 2025](https://brokerblog.bernieportal.com/1095-b-vs.-1095-c-forms-for-2025)

### RECENT POSTS:

[IRS Announces HSA and HDHP Limits for 2026](https://brokerblog.bernieportal.com/hsa-and-hdhp-limits-2026)

[What Brokers Need to Know About Fertility Benefits in 2025](https://brokerblog.bernieportal.com/2025-fertility-benefits)

[Top 5 Conferences Every Benefits Broker Should Attend in 2025](https://brokerblog.bernieportal.com/top-5-conferences-for-brokers-to-attend-in-2025-must-attend-events)

[Introducing Brokers' Corner: Our New Non-Medical General Agency](https://brokerblog.bernieportal.com/introducing-brokers-corner-general-agency)

[Does Your Client's Benefit Plan Need an Audit? Key Signs & Steps for Brokers](https://brokerblog.bernieportal.com/does-your-clients-benefit-plan-need-an-audit-key-signs-steps-for-brokers)

### TOPICS:

- [Agency Growth (3)](https://brokerblog.bernieportal.com/tag/agency-growth)
- [Benefits & Healthcare (2)](https://brokerblog.bernieportal.com/tag/benefits-healthcare)
- [Compliance (1)](https://brokerblog.bernieportal.com/tag/compliance)
- [Strategy (1)](https://brokerblog.bernieportal.com/tag/strategy)

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