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Knowledge Base

Whether you're planning for tomorrow or 30 years from now, we'll be with you every step of the way to make sure you’re prepared.

Health and Welfare

New Year: Invest in Your Identity Wellness

Though often overlooked, your identity wellness deserves the kind of attention that people tend to put towards their health at the start of each new year. Your identity wellness encompasses everything from your financial security, credit profile, and credit score to digital privacy.

Health and Welfare

Navigating FSA Grace Period and Carryover when Transitioning to an HSA

Employers that oversee their employees’ transition from a traditional plan to a high-deductible plan must use caution to ensure that they do not run afoul of any HSA rules.

Health and Welfare

New Opportunity for Small Employer HRAs

New HRA provisions will allow for small employers to offer stand alone HRAs that reimburse qualified medical expenses, including insurance premiums.

Health and Welfare

Resources for a Smooth Open Enrollment

It’s that time of year again - open enrollment at work. If you have a Flexible Spending Account or FSA, it’s important to plan ahead for the year, and maximize the savings you can enjoy from these accounts.

Health and Welfare

Using your Flexible Spending Account This Summer

Your FSA is a great way to save on out-of-pocket health care expenses all year long.

Health and Welfare, Retirement

DOL Increases Civil Penalties for ERISA Violations

Beginning August 1, 2016, the Department of Labor's (DOL) interim final rule increasing civil monetary penalties increase for failure to follow ERISA's disclosure and reporting requirements goes into effect.