Wealth Services
Weekly Market Update
Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.
September 16, 2024
Find out more
AREAS OF EXPERTISE
Wealth Services
Monthly Market and Economic Update - August 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
September 12, 2024
Find out more Property and Casualty
General Liability Insurance in 2024: Navigating a Complex Landscape
While some aspects of General Liability Insurance have largely turned a corner from a prolonged hard market, the outlook in other areas looks much less cheery. Overall, the market has finally improved after several challenging years, offering signs of stabilization.
September 12, 2024
Find out more
IRS Issues Affordability Percentage Adjustment for 2025
The Internal Revenue Service (IRS) has released Rev. Proc. 2024-35, which contains the inflation adjusted amounts for 2025 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
September 11, 2024
Find out moreWealth Services
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
September 10, 2024
Find out more Wealth Services
Weekly Market Update
Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates.
September 9, 2024
Find out more Employee Benefits
Preparing for 2025: Creditable Coverage, Enrolling in Medicare and HSA Contributions
With significant changes coming in 2025 to creditable coverage determinations, employers and employees may have questions on what that means for them, whether they make the decision to enroll in Medicare Part D or continue to have coverage under their group health plan.
September 5, 2024
Find out more
Employee Benefits
Webinar: Better Benefits Administration and Lower Costs
If you don’t have expert assistance to guide you and your organization in the in using a sophisticated benefits portal, you’re wasting a lot of the money your business has invested — and probably frustrating the employees you mean to serve. Working with a brokerage that offers not only a leading-edge benefits portal but also year-round support and services enables your employees to seamlessly access, understand and navigate the portal, creating a positive benefits experience.
September 5, 2024
Find out more Employee Benefits
Medicare Part D Creditability Determinations for Non-Calendar Year Plans
In 2003, the Medicare Prescription Drug, Improvement, and Modernization Act (MMA) added a voluntary prescription drug benefit to the Medicare program. The benefit, known as Medicare Part D or “Part D,” is an optional program for Medicare beneficiaries to access covered prescription drugs at a lower cost. In 2022, the Inflation Reduction Act (IRA) was signed and set into motion changes to Part D benefits, with additional impact on employers in 2024 and 2025.
September 5, 2024
Find out more