BerniePortal Broker Blog

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...

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...