Blog

Furnishing Deadline Delayed for 2017 ACA Reporting

December 26, 2017

Under this notice, the 2017 deadline for furnishing forms to individuals under Section 6055 and Section 6056 was extended for 30 days.

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Ask an Agent: How necessary is renter’s insurance?

December 20, 2017

These policies are relatively inexpensive, but can provide great benefit in a claim situation.

Q4 2017 Fiduciary Hot Topics

December 13, 2017

​TIAA’s Public Image Takes a Hit, Tax Reform Proposals and the Art of the Possible, Rolling Over a Plan to a Roth IRA, and more.

Producer Spotlight – Pat Dalton, Chartered Benefits Consultant

November 30, 2017

Specialties: Consumer Driven Plan Designs- Changing Corporate Culture through design and implementation of Wellness plans.

IRS Issues Pay or Play Enforcement Guidance

November 28, 2017

The IRS issued guidance on the employer shared responsibility enforcement process.

Ask an Agent: Should I be insuring my valuable record collection?

November 17, 2017

​The basic home policy pays the actual value of a vinyl record and not the collectors price.

COMPLIANCE UPDATE: 2018 Annual Limits Announced

November 01, 2017

The following chart shows the HSA/HDHP limits for 2018 as compared to 2017.

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