Learning Objectives: Content/Webinar Topics to Include: Thursday, March 910am PTWebinar details provide upon registration

Join us! On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0).  SECURE 2.0 includes about 100changes to retirement plan provisions. On our webinar, we will be discussing the most important aspects of SECURE 2.0 that affect how you can enhance your 401k program. Thursday, January 2610am PTWebinar details […]

Compliance Advisor | January 2023 ‘Tis the season for applicable large employers (ALEs) to scramble to meet their Affordable Care Act (ACA) obligation to provide full-time employees with individual statements that provide group health coverage information required to be filed with the IRS on Form 1095-C. Although the ACA generally requires ALEs to furnish individual […]

Compliance Advisor | January 2023 President Biden last week signed the Continuing Appropriations Act, 2023 (CAA 23) to provide funding for the federal government through the current fiscal year. But employers also should know there were some critical benefits-related provisions tucked into CAA 23. Though many of the benefits sections of CAA 23 related to […]

Compliance Recap | December 2022 In November, the IRS released revised guidance to address the so-called “family glitch,” permitting employers to allow mid-year election changes when someone related to a plan participant is eligible to elect a qualified health plan on the Marketplace. This is also a good opportunity to review all of the change […]

Invest in Your Wellness with Wellness Works® Inflation: The Impact Inside and Out App Review | Rocket Money – Bills & Budgets Inflation: The Impact Inside and Out In June 2022, U.S. inflation hit a four-decade high at 9.1%. Increasing prices on everything from milk to rent affects your wallet and also contributes to anxiety […]

Departments Issue No Surprises Act FAQ and Clarify Independent Dispute Resolution Process The U.S. Departments of Health and Human Services, Labor, and the Treasury (the “Departments”) recently released final rules regarding the No Surprises Act. The rules specifically address required independent dispute resolution (IDR) of certain claims and expenses and finalize prior interim final rules […]

On August 19, the U.S. Departments of Health and Human Services, Labor, and the Treasury (the Departments) released final rules regarding the No Surprises Act provisions of the Consolidated Appropriations Act, 2021. The rules address the No Surprises Act’s required independent dispute resolution (IDR) process and finalize prior interim final rules relating to information that […]

Bryce McLain is a Benefits Advisor with Relational Advisors. He works closely with our partnerships to ensure that each client’s specific needs are met. He assists with enhancing their benefits portfolio, improving internal administrative efficiencies, deploying employee communications, and assisting in renewal negotiations.  By overseeing the entire renewal process he is able to bridge the […]

We are pleased to announce that Amelia Trujillo has been promoted to the position of Relationship Manager.  Amelia has grown tremendously over the last two years and we are excited for her to step into her new role. Additionally, please help us welcome our newest team member, Norma Ruiz.  Norma joins us with over 15 years in Human Resources […]