Resources & Expert Guides
Stay informed with our comprehensive library of articles, guides, and resources on employee benefits, Medicare, retirement planning, and more.
Employee Benefits
18 articles
Medicare & Healthcare
12 articles
Retirement Planning
14 articles
Tax Strategies
9 articles
Featured Articles
The Complete Guide to Medicare Enrollment
Everything you need to know about Medicare Parts A, B, C, and D, including enrollment periods, costs, and coverage options.
401(k) vs. Profit Sharing: Which is Right for Your Business?
Compare different retirement plan options and learn which one offers the best benefits for your company size and goals.
How to Reduce Your Group Health Insurance Costs
Practical strategies to lower your health insurance premiums while maintaining quality coverage for your employees.
Free Downloadable Guides
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2024 Medicare Enrollment Checklist
Step-by-step checklist for enrolling in Medicare
Employee Benefits Comparison Chart
Compare different benefit options side-by-side
Retirement Planning Timeline
Age-based milestones for retirement planning
Small Business Benefits Guide
Complete guide to offering employee benefits
Recent Articles
Understanding HSAs and FSAs: Which One is Right for You?
A detailed comparison of Health Savings Accounts and Flexible Spending Accounts, including contribution limits, eligibility requirements, tax benefits, and rollover rules to help you make the best choice for your healthcare needs.
Estate Planning Essentials: Protecting Your Legacy
Learn about wills, trusts, powers of attorney, healthcare directives, and beneficiary designations. Discover how proper estate planning can minimize taxes, avoid probate, and ensure your wishes are carried out.
Medicare Supplement Plans: A Complete Comparison
Explore Medigap Plan F, G, and N to find the best Medicare supplement for your needs. Compare premiums, coverage gaps, and out-of-pocket costs across different plan types and carriers.
Small Business Employee Benefits: Getting Started
A comprehensive guide for small business owners on offering competitive benefits packages. Learn about health insurance options, retirement plans, voluntary benefits, and cost-effective strategies for companies with 2-50 employees.
Catch-Up Contributions: Maximize Your Retirement Savings at 50+
How to take advantage of catch-up contributions to boost your retirement nest egg. Discover the 2024 contribution limits for 401(k)s, IRAs, and HSAs for those age 50 and older, plus strategies to accelerate your savings.
ACA Compliance for Small Businesses in 2024
Stay compliant with the Affordable Care Act and avoid penalties. Understand employer mandate requirements, reporting obligations, affordability standards, and penalties for businesses with 50+ full-time equivalent employees.
The Hidden Costs of High Deductible Health Plans
While HDHPs offer lower premiums, they come with trade-offs. Learn how high deductibles affect employee utilization, delayed care, financial stress, and overall healthcare costs. Includes strategies to help employees manage HDHP expenses.
Medicare Part D: Understanding Prescription Drug Coverage
Navigate the complexities of Medicare Part D prescription drug plans. Learn about coverage phases, formularies, donut holes, and Extra Help programs. Plus, tips for comparing plans during Annual Enrollment Period.
Business Succession Planning: Protecting Your Company's Future
Ensure business continuity with proper succession planning. Explore buy-sell agreements, key person insurance, family transition strategies, and tax-efficient exit planning for business owners approaching retirement.
Wellness Programs That Actually Work: ROI and Best Practices
Not all wellness programs deliver results. Discover evidence-based strategies that reduce healthcare costs, improve productivity, and boost employee engagement. Includes case studies showing 3:1 ROI and implementation tips.
Roth vs Traditional 401(k): Which is Better for Your Employees?
Help your employees make informed decisions about Roth vs Traditional 401(k) contributions. Compare tax treatment, income limits, withdrawal rules, and strategies for different age groups and income levels.
Cyber Insurance: Why Every Business Needs It in 2024
Cyber threats are rising. Learn why cyber liability insurance is essential, what it covers (data breaches, ransomware, business interruption), policy costs, and how to choose the right coverage limits for your business.
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