Knowledge Base

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Health and Welfare

How to Shop for a Pharmacy Discount

In the age of high-deductible health plans and pricey meds, finding pharmacy discounts has become key, especially when aiming to stretch your HSA and FSA dollars as far as possible.

Retirement

457(b) – A Powerful Way to Reward Government Employees

Retaining and hiring the best and brightest employees often comes down to an attractive benefits package. Offering a 457(b) plan to your employees can be a great way to boost the rewards offered to your most important assets!

Retirement

Need money from your 403(b) or 457(b) retirement plan? What you need to know.

Are you experiencing tough times? Do you need money from your 403(b) or 457(b) retirement plan? What is the difference between the two?

Health and Welfare

A Healthy Retirement with a Health Savings Account

Preparing for the increased cost of health care in retirement is becoming easier. One of the best tools to make it easier is the health savings account (HSA).

Health and Welfare

Four Reasons to Rethink Telemedicine

I had some misconceptions about telemedicine. I can save money and get effective treatment without sitting in an urgent care waiting room.

Health and Welfare

DOL Fiduciary Rule and HSAs

Do the recent changes to the DOL Fiduciary Rule apply to Health Savings Accounts? This post tells you what you need to know.

Retirement

Updated: Take Action to Save Small-Employer Retirement Plans

A recent, proposed, Treasury Department regulation contains a provision that will make it harder for small businesses to form new retirement plans or maintain their current ones.

Retirement

New Fiduciary Rule

This morning the Department of Labor (DOL) released final regulations addressing conflicts of interest in retirement plan advice. Popularly known as the “fiduciary rule”, the final regulations impact persons that provide “covered investment advice."

Health and Welfare

Grace Period or $500 Rollover for FSA?

Employers can now choose between the Grace Period and the $500 Rollover for their FSA. Which is better for their employees?

Retirement

The Interaction between State Pension and a 457(b) FICA Alternative Plan

Let’s say a full-time teacher retires and begins receiving a distribution from their state pension. Later, they decide to go back to work as a substitute teacher. How is their plan affected?