Help Your Clients With Their Fixed Indemnity Health Plans
The Office of Chief Counsel of the IRS released a memorandum on Jan. 20 regarding the tax treatment of benefits paid by fixed indemnity health plans.

The Office of Chief Counsel of the IRS released a memorandum on Jan. 20 regarding the tax treatment of benefits paid by fixed indemnity health plans.
The 21st Century Cures Act will allow employers with fewer than 50 full-time employees to offer a standalone health reimbursement account—without conflicting with Affordable Care Act requirements.
Many people within 10 years of the traditional retirement age of 65 have not saved enough to maintain a similar standard of living in retirement.
Most people maintain the largest portion of their savings in their 401(k) plan—but they might want to consider taking a longer-term approach to asset allocation.
Veterans are used to plans and accountability, but they have unique insurance and financial planning needs. Address them carefully to best serve those who served.
More and more states are enacting mandates for state-sponsored retirement plans—including California, most recently. What do these changes mean for you and your clients?
As the Affordable Care Act, industry disrupters and new regulations continue to make waves, it’s time to recalculate your agency’s approach to employee benefits.
What’s an employer to do when staff members worry about their ability to cover rising medical expenses? Here are five dollar-saving strategies your commercial clients should share with their employees.
Although most small business employees are happy with their jobs, a new survey shows they’d be even happier if their employers improved benefits offerings. That’s where you come in.
According to a recent report, by the end of this decade, Social Security and Medicare will start spending more than they receive in tax revenues. Helping your clients save for retirement is more important than ever.