Educational conferences focused on key retirement plan and healthcare benefit issues for mid-sized employers

Register Now

Healthcare Plan Management

Agenda Now Available – 2017 Phoenix Mid-Sized Retirement & Healthcare Plan Management Conference

The election is over and one thing everyone can agree on is that we are entering an unprecedented season of change. Your employees and your executive board are looking to you for insights regarding what lies ahead. The 2017 Phoenix Mid-Sized Retirement & Healthcare Plan Management Conference provides an opportunity for you to connect with industry leaders, benefits experts and peers for up-to-date information so you can make the best decisions for your plans moving forward.

2014 Inside Benefits Communication Survey

The 2014 Inside Benefits Communication Survey, a collaborative research effort from the National Business Coalition on Health and Benz Communications, is a national survey that explores how companies are making investments in benefits communications and the return on those efforts.  The survey’s data was collected from more than 300 high-level business professionals and provides greater insight into how companies are planning and implementing benefits communication.

IRS Notice 2014-49: Further Guidance on Look-Back Measurement Procedures

The IRS issued guidelines on September 18, 2014, for application of the look-back measurement process for employers in two specific situations: when an employee transfers from one position to another within the same company but with different look-back measurement periods or when an employer changes the look-back measurement period for a position.

HSA Savings: Potential Accumulations

A July 2014 analysis in EBRI’s Notes shows that a person contributing for 40 years to an HSA could save up to $360,000 if the rate of return was 2.5 percent, $600,000 if the rate of return was 5 percent, and nearly $1.1 million if the rate of return was 7.5 percent, and if there were no withdrawals.