When you're looking for ways to make the most of your retirement savings, consider rolling over
eligible retirement plan accounts from previous employers into your current retirement plan account. Consider account consolidation today. Consolidating your retirement plan accounts is a great step...
When millions of people depend on you as a company to help meet their financial needs and
goals, it’s important to successfully identify trends and continually manage risk, especially
in a rapidly changing investment environment. Equitable's investment professionals understand and actively...
On June 9, 2023, the IRS issued guidance on the taxation of fixed-indemnity health insurance policies that provide payments to participating employees when they complete a health-related activity that is available at no cost or is covered by other insurance. These programs are often marketed as...
Volatility, or dramatic price swings, can hurt long-term investors by drawing down portfolio values and forcing investors to extend the time horizon required to meet their financial goals. Volatility may also tempt investors to sell holdings precisely at the point valuations are becoming more...
Offering a retirement plan for your employees is an important step in helping them become
retirement-ready. At Benefits Square, we believe through effective education, we can guide
your employees through each stage of their career — whether they’re just starting out,
juggling the demands of...
The key to an effective ancillary benefit strategy is filling core health insurance gaps by understanding and matching the needs and demographics of a particular client with available benefit options.
A Little Perspective
As healthcare costs in the post-pandemic environment continue to rise and...
2024 Inflation Adjusted Amounts for HSAs
The IRS released the inflation adjustments for health savings
accounts (“HSAs”) and their accompanying high deductible
health plans (“HDHPs”) effective for calendar year 2024,
and the maximum amount that may be made available
for excepted benefit health...
Strategic Considerations for 2023 Benefit Planning
WITH GUIDANCE FROM OUR SPECIALISTS AT BENEFITS SQUARE.
Mina Hanna (732) 902-0020 | [email protected]
Overview:
Although business owners have only recently completed their 2023 plan year open
enrollments and are just now flipping...
The administrator of a multiple employer welfare arrangement (MEWA) must file a Form M-1 with the Department of Labor (DOL) for every calendar year, or portion thereof, that the MEWA offers or provides medical benefits to the employees of two or more employers (including one or more...
