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Fiduciary Responsibilities: What You Need to Know

ERISA includes standards of conduct for those who manage employee benefit plans and their assets, who are called “fiduciaries”. This Compliance Overview includes a set of frequently asked questions (FAQs) to help employers understand the basic fiduciary responsibilities applicable to group health plans under ERISA.

2018 Health Savings Account (HSA) Information

Health Savings Accounts are tax-advantaged medical savings accounts that offer an alternative way for consumers to pay for their qualified health care expenses.  Discover the key features of this year's Health Savings Accounts.

2018 HSA Key Features

 

Perspectives on Recent Market Volatility

At Brooks Financial Group, we feel the current market correction is healthy and long overdue after the historically benign conditions over the past year had led measures of investor sentiment to become increasingly elevated in recent weeks. We continue to feel the fundamental backdrop for equity markets remains strong based on a combination of accelerating global economic growth, robust corporate earnings, and subdued inflation, and we remain constructive on the outlook for global equity markets in 2018. Based on this outlook, we recommend that investors remain disci

BFG Congratulates Its Own

Please join us in congratulating the following members of our team on some very special work anniversaries! 

We are proud to have them all as members of the Brooks Financial Group Family.

BFG and the Turkey Bowl

Brooks Financial Group, Inc. is proud to be the title sponsor of the Turkey Bowl.  This annual Thanksgiving Day football game between Calvert Hall College High School and Loyola High School is a time-honored tradition.  Families come together each year to support their team and connect with friends.  The Brooks family has special ties to Turkey Bowl, which were explained in this year's featured commercial.