Germeen Tanas

Broker Considerations for PEPs

Germeen Tanas | May 2, 2024

Established by the Setting Every Community Up for Retirement Enhancement Act (SECURE), PEPs operate as a type of open multiple employer plan (MEP),...

Can SMBs Afford Paid Parental Leave?

Germeen Tanas | April 2, 2024

The Family and Medical Leave Act of 1993 (FMLA) requires employers with 50 or more employees to provide 12 workweeks of unpaid leave to their...

Your Step-by-Step Guide to a Successful First Prospect Meeting

Germeen Tanas | March 19, 2024

Regardless of the product or service, any good salesperson will tell you that a strong process is key to earning new business. With these four steps,...