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- 5 Questions You Need to Ask Healthcare Plan Consultants
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- Never a dull moment (OK, once in a while)
- 30 years and counting…
- I love PPACA, I hate PPACA. I love PPACA, I hate PPACA. Let us count the ways!
- Is today the day??? Update–Thursday is the day!
- Our new combined retirement and healthcare conference successfully launched in San Francisco!
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Resource Center
- 2019 Nashville Mid-Sized Retirement & Healthcare Plan Management Conference Agenda Now Available!
- 2019 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference Agenda Now Available!
- 2019 Boston Mid-Sized Retirement & Healthcare Plan Management Conference Agenda Now Available!
- 2019 San Diego Mid-Sized Retirement & Healthcare Plan Management Conference Open for Registration!
- The 2019 Conference Schedule is Now Available!
- 2018 Las Vegas Mid-Sized Retirement & Healthcare Plan Management Conference
- 2018 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference
- 2018 New Orleans Mid-Sized Retirement & Healthcare Plan Management Conference
- 2018 San Francisco Mid-Sized Retirement & Healthcare Plan Management Conference
- Registration Open for all 2018 Mid-Sized Retirement & Healthcare Plan Management Conferences
- Using Consumer Behavior to Create a More Effective Enrollment
- Webinar by US Department of Labor EBSA
- Downloadable Brochure for 2016 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference
- Final Rules for DB Minimum Required Contributions Issued
- Engaging Consumers in Changing Health Behaviors
- Study: Cadillac tax to hit 42% of employers within a decade
- Defined Contribution Retirement Plan Benchmarks
- Ensuring Good Plan Governance
- Millennial, Gen X, and Baby Boomer Workers and Retirees: Retirement Saving & Spending Study
- 2015 Bank of America Merrill Lynch 401(k) Wellness Scorecard
- 16th Annual Transamerica Retirement Survey of Workers
- MassMutual’s ERISA Advisory Services 2015 Calendar
- Defined Contribution Retirement Plan Benchmarks
- Securing Retirement Income With Annuities
- IRS: “Affordable Care Act: What employers need to know”
- IRS Discusses ALE (Applicable Large Employer) Payments and How They Are Calculated
- Gallup and Healthways Redefine 'Wellness'
- Trends in the Cost of Employer Health Insurance Coverage From 2003-2013
- IRS Retirement Plan Checklists
- National Trends in the Cost of Employer Health Insurance Coverage, 2003–2013
- IRS Updates Regarding Retirement Plan Appeal Procedures
- Using Consumer Behavior to Create a More Effective Enrollment
- IRS Notice 2014-74: Safe Harbor Explanations
- The Changing Face of Retirement -- Women: Balancing Family, Career & Financial Security
- The Role of Longevity Annuities in Providing Retirement Security
- Analysis Shows Upward Trend in U.S. Healthcare Cost Increases in 2014
- 2014 Inside Benefits Communication Survey
- Surge in Employees’ Share of Health Costs
- Results of 401(k) Wellness Scorecard Reports Positive Trends in Participant Behavior and Plan Design
- Research Examines Retirement Readiness Challenge and What Employers Can Do to Improve 401(k) Plans
- Frequently Asked Questions About 401(k) Plans
- IRS Contribution/Benefits Limits for 2015
- The Fidelity Investments Millennial Money Study: Facts, Figures and Findings
- Five High-Level Issues to Consider in Shaping Your Organization's Employee Benefit Offering
- 2014 IRS Guidelines for 401(k) Plans
- Delays in Retirement Among Some Workers
- EEOC Rulings on Light Duty Create Liability for Employers under FMLA and ADA
- IRS Notice 2014-49: Further Guidance on Look-Back Measurement Procedures
- IRS Issues Additional Guidance Regarding Hybrid Retirement Plans
- Top Five ACA Issues Employers Should Be Following
- Towers Watson 2014 Health Care Changes Ahead Survey Report
- American Benefits Council: A 2020 Vision--Flexibility and the Future of Employee Benefits
- Private Exchanges and the Rise of Retail Health Coverage
- An Examination of Controlling Health Care Costs Through Limited Network Insurance Plans
- DB to DC Plan Shift Slowly Stabilizing
- Using Re-enrollment to Improve Participant Investing and Provide Fiduciary Protections
- Commentary/Analysis of IRS Draft 1094 and 1095 Forms and Instructions
- Checklist of DC Plan Participant Notices
- The Challenge of Getting Employees Engaged in Their Retirement Saving and Planning
- IRS Q&A on Information Reporting by Health Care Coverage Providers
- IRS Draft Forms 1094 and 1095 with Instructions for ACA Information Reporting
- HHS Fact Sheet: Final Rule for Notice of Objection to Contraceptive Coverage by Religious Non-Profit Organizations and Proposed Rule for Closely Held For-Profit Entities
- Healthcare Reform Timeline for Group Plans 2014 - 2018
- Eighth Annual Study of Employee Benefits: Today & Beyond
- "Crisis" Management: Uncertainty and the Workplace
- IRS Announces 2015 Rates for 'Affordable Coverage' Under ACA
- Survey Highlights: Assessing the New Retiree Experience
- Women, Low Earners Are Least Likely to Receive Full Retirement Savings Match from Employers
- Wellness Programs After the Affordable Care Act (Part II)
- Health Care Organizations Addressing Retirement Plan Engagement
- “Retirement Vision 2020” Prescribes Successful Savings Strategies to Drive Better Outcomes
- Managing Financial Risk in Retirement & Benefits Programs
- 15th Annual Transamerica Retirement Survey
- Highlights from 2014 Universe Benchmarks - DC Plan Participants' Saving and Investing Behavior
- Who’s Most Likely to Come up Short in Retirement, and When?
- Hobby Lobby Decision Breaks New Ground
- Report on the Economic Well-Being of U.S. Households in 2013
- HSA Savings: Potential Accumulations
- How Much Should People Save for Retirement?
- 2014 National Cash Balance Plan Research Report
- U.S. Treasury Releases Final Rules on Longevity Annuities in Retirement Plans
- Text of U. S. Supreme Court Opinion in Burwell v Hobby Lobby
- Notice of Proposed Rulemaking to Revise the Definition of "Spouse" Under FMLA
- Text of U. S. Supreme Court Opinion Fifth Third Bancorp v. Dudenhoeffer on Presumption of Prudence for Fiduciaries
- Employee Engagement Drives Business Success According to Gallup Research
- 2013 Trends in Non-Qualified Deferred Compensation; Spotlight on Plan Participants
- Help in Defined Contribution Plans: 2006-2012
- Comparison of ACA Exchange Premiums vs Premiums for Employer-Provided Coverage
- CMS Fact Sheet: Exchange and Insurance Market Standards for 2015 and Beyond
- Final Master FAQs from CMS on Health Insurance Market Reforms and Marketplace Standards
- 2014 ADP Annual Health Benefits Report
- FSA Carryovers and Compatibility with Contributions to an HSA
- Application of the Windsor Decision and Rev. Rul. 2013-17 to Qualified Retirement Plans
- Clarification on Applicability of Supreme Court's Windsor Decision on Qualified Retirement Plans
- Private Insurance Exchanges Continue to Evolve
- Incentives to Shape Health Behaviors
- Recommended Best Practices for Conducting an RFP for a Plan Advisor
- MetLife's 12th Annual U. S. Employee Benefits Trends Study
- Relief and Challenges Posed by ACA's Final Regulations on the Employer Mandate
- Summary of Key Provisions of Recently Proposed Retirement Savings Vehicles
- IRS Final Regulations on ACA's Employers' Shared Responsibility Provide a One-Year Transition to Full Compliance for Large Employers
- Explanation of the Affordable Care Act's December 2013 and January 2014 FAQs
- Summary of Final Mental Health Parity Regulations
- Is a Permanent Lump Sum Window Distribution a Viable Pension De-Risking Strategy?
- Building Enduring Retirement Income Systems
- IRS Notice 2014-1 Guidance on Same-Sex Marriage Issues for Cafeteria Plans (FSAs) and HRAs
- ACA's 2015 Transitional Reinsurance Fees
- IRS Guidance on Same-Sex Marriage Issues for Cafeteria Plans
- Implications of DC Plan Participants’ Retirement Distributions
- 70 Is the New 65
- 2014 IRC 415 Dollar Limitations on Benefits and Contributions
- Research Paper on Estimating the True Cost of Retirement Shows Variability in Income Needs
- Modification of FSA Use-It-Or-Lose-It Rule
- Research Shows Re-Enrollment into QDIA Aids 401(k) Diversification
- Healthcare Cost Variations - A Comparison of 24 U.S. Urban Areas
- IRS Notice on How Market Reforms Apply to HRAs, FSAs and Other Employer Healthcare Arrangements
- A Look at the DOL and IRS Guidance on HRAs, FSAs and EAPs
- IRS Notice on Preventive Care and Services for Purposes of an HSA
- Vanguard's How America Saves 2013
- ACA's Impact on Wellness Programs
- FMLA - Fact Sheet #28F - Qualifying Reasons for Leave
- Research Measures DC Plan Participants' Savings and Investing Behavior
- Private Exchange Options for Employers
- Reshaping the Health Care Experience--What's Next? What's Now?
- Women & Retirement Plans InfoGraphic
- White Paper on Women & Retirement Plans
- Model COBRA Notice Updated for ACA
- PPACA's Out-of-Pocket Maximums and Preventive Services
- PPACA’s Out-of-Pocket Maximums and Preventive Services
- Impact of ACA's 90-Day Enrollment Waiting Period Rules
- Impact of HIPAA/HITECH Omnibus Rules on Self-Funded Plans
- Summary of HIPAA Privacy Rule
- DHHS Sample Business Associate Agreement Provisions for PHI Provisions of HIPAA
- Impact of ACA’s 90-Day Enrollment Waiting Period Rules
- Amendments to FMLA Covering Military Families and Airline Flight Crews
- IRS February 2013 Employee Plan News
- Final Rule for Health Insurance Market Reforms
- Essential Health Benefits: Fact Sheet
- 2013/2014 Towers Watson NGBH Employer Survey on Purchasing Value in Health Care
- Fact Sheet: Caring for a Disabled Adult Child Under FMLA
- Retirement Income Adequacy
- 2014 DC Plan Compliance Calendar
- Affordable Care Act Implementation Timeline
- Answers to Common Questions About ACA's Early Retiree Reinsurance Program
- HHS Fact Sheet - Proposed Rules on Essential Health Benefits and Actuarial Value of Benefits
- A Review of the Workplace Wellness Market
- Guide to Common Qualified Retirement Plan Requirements
- Segal's 3rd Quarter 2012 TRENDS - Employer-Sponsored Health Coverage
- 2012 Bank of America Merrill Lynch Workplace Benefits Report
- PBGC Premiums - 2014
- 2012 Towers Watson NBGH Employer Survey - Purchasing Value in Health Care
- 2014 Retirement Plan Contribution Limits
- Survey Predicts Health Care Benefits Changes Post High Court Ruling on PPACA
- ACA's Medicare Tax Increase for High Income Earners Affects Employer Withholding in 2013
- 2012 Lowest Health Care Premium Increase in Years
- ACA Compliance Timeline for Non-Grandfathered Employer Group Health Plans
- Are Private Health Insurance Exchanges the Wave of the Future?
- IRS Employee Plans News - March 2012
- Retirement Planning in a Post-Crisis Economy
- American Workers Seek More Security from Their Retirement and Health Plans
- Attraction and Retention Value of Employers’ Health and Retirement Benefits
- Employment-Based Health Benefits and Taxation in an Era of Deficit Reduction
- FMLA – DOL’s Online Access to Information About Rights and Responsibilities
- 2011 Milliman Medical Index
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