BerniePortal Broker Blog

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...

Helping Your Clients Prepare for 1095-C Filing and Distribution in 2025

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...

API Integration

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...

How the IRA Impacts Employer-Sponsored Health Plans

Germeen Tanas | December 10, 2024

The Inflation Reduction Act (IRA) has made headlines for lowering prescription drug prices and introducing new Medicare benefits. But, for employers...

What Happens If an Insurance Bill Is Inaccurate?

Germeen Tanas | November 8, 2024

Inaccurate insurance bills are more common than you might think, and they can lead to significant headaches if they aren’t managed properly. So, what...

Health Care Costs Due to Rise in 2025

Katie Shpak | October 23, 2024

As we approach 2025, the healthcare landscape continues to evolve, presenting both challenges and opportunities for benefits brokers. With projected...

The Risks of AI Health Advice: What Benefits Brokers Need to Know

Germeen Tanas | October 3, 2024

Despite the convenience and benefits of using Artificial Intelligence (AI) for health advice, there are significant risks that health information...