Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2024, deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.
June 7, 2024
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The desire to travel is a common goal for many. Let’s make sure your savings and hard work let you get away – to enjoy somewhere new, decompress, or just go on an adventure!
June 4, 2024
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Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.
June 3, 2024
Find out more As a result of the changes to Medicare Part D under §11201 of the Inflation Reduction Act of 2022, on April 1, 2024, CMS released Final Redesign Program Instructions (“Final Program Instructions”) for the Medicare Part D prescription drug program, which are effective starting in 2025.
May 30, 2024
Find out more Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.
May 28, 2024
Find out more Disability insurance is a critical, yet often overlooked, aspect of planning for your retirement. Learn why disability insurance is essential for income protection and preserving retirement savings, while offering practical steps to integrate it into your retirement strategy.
May 22, 2024
Find out more Professionals face heightened exposure due to increased litigation, much of it fueled by third-party financing and resulting in so-called nuclear verdicts. The increase in both frequency and severity of losses underscores the importance of securing comprehensive Professional Liability Insurance with sufficient limits, a solution that may require one or more excess layers on top of the underlying coverage.
May 21, 2024
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Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.
May 20, 2024
Find out more A 20-year-old has more than a 25% chance of becoming disabled before retirement age, potentially leading to significant financial hardship. While employer-provided disability coverage can help, it often falls short, making supplemental personal policies crucial for adequate income protection.
May 15, 2024
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