Newsletters and Briefs


Benefits Buzz- March 2017

President Donald Trump has made dismantling the Affordable Care Act (ACA) one of the cornerstones of his administration. Steps have already been taken to begin the process.

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Benefits Buzz- February 2017 

This new type of HRA is called a “qualified small employer HRA” (or QSEHRA). Like all HRAs, a QSEHRA must be funded solely by the employer. Employees cannot make their own contributions to an HRA, either directly or indirectly through salary reduction contributions. Specific requirements apply, including a maximum benefit limit and a notice requirement.

Retirement Legal and Compliance Update - Vol. 5 No. 2_Page_1
The IRS Employee Plans Compliance Unit (EPCU) conducts various compliance projects, whereby plan sponsors are sampled to determine how well they complied with IRS employee benefit plan regulations.

 Retirement Legal and Compliance Quarterly Volume 5 No. 3_Page_1Retirement Legal and Compliance Update – Vol. 5 #2

In Retirement Legal & Compliance Update Volume 5, No. 2, we provided a summary of the provisions of the Department of Labor’s newly proposed regulation redefining the term “fiduciary” for purposes under ERISA.

Fall celebrations like Halloween and Harvest Day are fun times for children because they get to dress up in costumes, enjoy parties and eat yummy treats. These celebrations also provide a chance to give out healthy snacks, get physical activity and focus on safety.


Do it Well - Q3 2015Do It Well-Quarter 3 
Fall Have a Happy Food-Safe Picnic!  Prevent Mosquito Bites, Beat the Heat and The Sun, Get Going Superman!


Fruits and vegetables are part of a well-balanced and healthy eating plan. There are many different ways to lose weight or maintain a healthy weight. Using more fruits and vegetables along with whole grains and lean meats, nuts and beans is a safe and healthy one.