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Fiduciary Responsibilities

Posted on February 18th, 2019

Fiduciaries have important responsibilities and are subject to standards of conduct because they act on
behalf of participants in a retirement plan and their beneficiaries. This Plan Sponsor article explains the duties a fiduciary is expected to perform, and how to limit liability while doing so.

DOWNLOAD – Plan Sponsor Fiduciary Responsibilities

What is Blockchain Technology and How Will it Impact Businesses

Posted on February 15th, 2019

Learn how blockchain technology can help businesses instantly share, secure, verify and store records both internally and with third parties by reading this In the Know article.

DOWNLOAD – In the Know – What is Blockchain Technology and How Will it Affect Businesses

Am I a Fiduciary?

Posted on February 13th, 2019

To meet their responsibilities as plan sponsors, employers need to understand some basic rules, specifically the  Employee Retirement Income Security Act of 1974 (ERISA). ERISA sets standards of conduct for fiduciaries. This article explains who is considered a fiduciary and what responsibilities go along with it.

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Health Plan Rules for Employees Enrolled in Medicare

Posted on February 11th, 2019

As more and more older Americans stay in the workforce, employers may have questions about how employees’ Medicare entitlement impacts their group health plan coverage. This Compliance Overview summarizes the legal rules that apply to employees enrolled in Medicare, including coordination of benefit rules, Medicare secondary payer rules and the special continuation coverage rules under COBRA.

DOWNLOAD – Health Plan Rules for Employees Enrolled in Medicare

HR Brief – February 2019

Posted on February 8th, 2019

This month’s HR Brief examines how empathy can help retain your workers and informs about the proper way to calculate overtime pay.



Live Well, Work Well – February 2019

Posted on February 6th, 2019

The Live Well, Work Well newsletter is an employee newsletter that is produced monthly and covers topics like health, wellness, fitness, nutrition and personal finance. In honor of American Heart Month, this month’s issue discusses various ways to improve your heart health.

DOWNLOAD – LWWW February 2019

Benefits Buzz Newsletter – February 2019

Posted on February 4th, 2019

This month’s Benefits Buzz discusses the upcoming Affordable Care Act reporting deadlines and the removal of the wellness plan incentive limits.

DOWNLOAD – Benefits Buzz – February 2019

Live Well Planner – February 2019

Posted on February 1st, 2019

The 2019 Live Well Planner is designed to take the guesswork out of healthy living. It features healthy recipes and various articles on exercise, diet and overall wellness, and provides space for organizing daily and weekly agendas, planning meals or logging workouts.

Below is February’s Live Well Planner.  Download it now to get started.

DOWNLOAD – Live Well Planner  February 2019

Plan Sponsor Responsibilities

Posted on January 30th, 2019

Many employers are establishing retirement plans for their employees, but are not certain of the requirements or obligations they have to employees once they set up a plan. This article from the Internal Revenue Service (IRS) discusses those responsibilities.

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401(k) Plans for Small Business

Posted on January 29th, 2019

401(k) plans can be a powerful tool to promote financial security in retirement. They provide a host of benefits for employers, including aiding in hiring and retention, taxadvantaged contributions, and the ability to include all employees, owners and managers. Employees also enjoy advantages such as flexibility with contributions and investment options, tax-free contributions and earnings, and often portability if they leave the company.

Download our guide if you are considering adopting a 401k plan.

DOWNLOAD – 401k Plans for Small Businesses

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