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HSAs are one of the fastest-growing employee benefits – but many people still don’t use them, even when eligible. A recent WEX & VISA joint survey highlights the barriers that hold people back, from confusion about how HSAs work to simply not know...
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Planning for future Long-Term Care can be scary. The expenses are vague, your needs are up in the air, and you don’t know where to start. Out of sight, out of mind, right? Wrong. At least 70%* of the population will eventually need some level of ...
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AI is no longer just an IT conversation—it’s reshaping how companies hire, operate, and lead. In this webinar, we are exploring how mid-sized employers can thoughtfully integrate AI across departments, from optimizing talent to streamlining operat...
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Automatic Enrollment Processing While the overall process is similar for all automatic enrollment plans, the exact timeline differs slightly depending on your plan’s entry requirements. The timeline and examples for different wait periods are o...
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Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...
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403(b) Plan Document Restatement for Cycle 2 The Internal Revenue Service ("IRS") requires that all pre-approved 403(b) plans be restated every few years to incorporate all regulatory updates since the last restatement period in order to remain c...
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Today’s participants face increasingly complex and high-stakes decisions about how to invest for retirement, decisions many are unprepared to make. Left on their own, participants often end up with portfolios that are misaligned with their goals, ...
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Fiduciary duty plays a foundational role in ensuring that institutional retirement plans are managed with the utmost care, integrity, and diligence. In this session, we’ll explore the essential responsibilities plan fiduciaries carry under ERISA—i...
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As HR shifts from administrative tasks to a more strategic leadership role, advisors must evolve alongside them – or risk falling behind. Helping employees navigate their financial stress, retirement readiness, and overall well-being are top pri...
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Medicare and Social Security are often confusing, but they don’t have to be. By having a strong foundation of the basics, you can set yourself and your clients up for success. Whether you’re new to the world of Medicare and Social Security or just...