A Beneficiary’s Guide to Filing a Life Insurance Claim

November 6, 2019

A life insurance policy can be a thoughtful way to provide for loved ones after you die. But what happens if you are the beneficiary of someone’s life insurance policy? Losing someone close... Read more »

Participant Corner: Three Tax Tips that Can Help as You Approach or Begin Retirement

November 4, 2019

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement... Read more »

Beat Rising Healthcare Costs with a Financial Wellness Program

November 4, 2019

Healthcare costs are on the rise, and employers expect double-digit growth in the next decade. As a result, there’s a growing trend toward financial wellness programs included with employee... Read more »

The Top Three Reasons to Outsource Fiduciary Services

November 4, 2019

Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their core... Read more »

Keeping in Compliance: IRS Tips for Plan Sponsors

November 4, 2019

As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document should be reviewed on an annual basis and administered... Read more »

On the Road Again – But With Insurance

November 1, 2019

Traveling for work can be exciting, but only if you know that your coverage has your back! Whether you're traveling by plane, train or automobile, you can have peace of mind knowing that... Read more »

Travel Insurance for Peace of Mind

October 22, 2019

The last thing you want to think about when planning your dream vacation is canceling your trip. Still, it pays to plan ahead and travel insurance can be one of the most important items you... Read more »

Access to Preventive Care Eased for Some HDHPs

October 14, 2019

The Internal Revenue Service (IRS) has made it easier for people who have high-deductible health plans (HDHPs) with health savings accounts (HSAs) to get preventive care services to treat chronic... Read more »

8 Exceptions to the Course of Employment Rule

October 7, 2019

To better understand course of employment rules it’s useful to look at the exceptions. When someone is injured on the job, the connection — or nexus — between the job and the... Read more »

5 Reasons You Need Employers Liability Coverage

October 3, 2019

In addition to including owners and officers as insureds under your policy, another important type of workers’ compensation coverage that you may tend to overlook is Employers Liability. ... Read more »