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BFG Benefit Bits: What Are Health Insurance Exchanges?

Selecting a health care plan is a big decision.  Learn the role Health Insurance Exchanges play and discover the differences in between public and private models.

Understanding IRAs

What types of IRAs are available?

The two major types of IRAs are traditional IRAs and Roth IRAs. Both allow you to contribute as much as $5,500 in 2017 (unchanged from 2016). You must have at least as much taxable compensation as the amount of your IRA contribution. But if you are married filing jointly, your spouse can also contribute to an IRA, even if he or she has little or no taxable compensation, as long as your combined compensation is at least equal to your total contributions. The law also allows taxpayers age 50 and older to make additional "catch-up" contributions.

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.

Federal Workplace Poster Requirements - A Downloadable Tool

Federal Workplace Poster RequirementsNow your clients can download their required 2018 federal workplace posters from HR360's convenient Federal Workplace Poster Requirements guide. This simple tool provides guidelines on which employers must display the posters, and posters can be downloaded by simply clicking on the special links in the chart.

Family View: Helping Your Aging Parents

Managing personal finances can overwhelm many aging seniors. Learn what you can do to help in the monitoring of your parents’ complete financial picture. 

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

 

Veterans: See How Preparation Leads to Success

As a veteran, you have served and protected our nation with honor. A financial advisor can help clarify and prioritize your goals so that you can have the secure financial future that you deserve.

Speed of Access - Your Personal Financial Website

From checking the weather to sending photos, the Internet is an extension of our lives.  Use technology to track and manage your finances.