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Knowledge Base

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Health and Welfare

A TPA for your HSA – Beyond the Acronyms

Relationships with HSA providers are becoming long-term ones. Thus, the choice of the right HSA provider is now more important than ever.

Retirement

Cleaning Up Your Files? Keep the Retirement Plan Documents

It is important to maintain necessary plan records to assist with plan administration as well as remain in compliance with ERISA document retention requirements.

Health and Welfare

IRS Suspends Deadline for QSEHRA Initial Notices

On February, 27, 2018, the IRS suspended the deadline by which eligible employers who provide a QSEHRA to eligible employees must provide written notice to those employees.

Health and Welfare

Dependent Care Assistance Program vs. Dependent Care Tax Credit

Congress provides taxpayers a couple of ways to save on day-care expenses for their children, it is crucial to understand how these programs work, their similarities, and their differences.

Retirement

The Saver’s Tax Credit – How to get Uncle Sam to Contribute to your 401(k)

A special tax benefit called the Saver's Tax Credit gives low to moderate income taxpayers one more reason to save for retirement.

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.