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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.

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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.

Ask an Agent: My car was broken into. Now what?

October 26, 2017

My car was parked in a public parking lot when it was broken into. My laptop and other valuable items were stolen out of it. How do I go about filing a claim for this?

Ask an Agent: Recommended Minimum Coverage in Michigan?

October 19, 2017

A lot has changed since that limit was set 38 years ago.

President Signs Executive Order Designed to Change ACA Rules

October 13, 2017

On Oct. 12, 2017, President Donald Trump signed an executive order intended to change certain rules under the Affordable Care Act (ACA).

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