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Plain-language benefit and retirement insights designed for leaders.

January 2026 benefit brief: ACA reporting, price transparency and more

1 min read

January 2026 benefit brief: ACA reporting, price transparency and more

As we move into 2026, benefits compliance remains a moving target. From Affordable Care Act (ACA) reporting deadlines to evolving federal transparency requirements, plan sponsors need to stay informed to avoid penalties and prepare for what’s next.

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Roth catch-up rule impacts 401(k) contributions for high earners

2 min read

New Roth catch-up rule: Why you may need to rethink separate elections for 401(k) contributions

The industry has been abuzz with the new Roth catch-up rule, which takes effect in 2026. The main theme is that catch-up contributions for highly...

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November 2025 Benefits Buzz

1 min read

November 2025 Benefits Buzz: IRS releases 2026 health FSA and more!

Welcome to the November edition of Benefits Buzz! In this issue, we dive into the latest topics related to employee benefits, wellness programs and...

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Trump's New Deal with Pfizer Aims to Lower Prescription Drug Costs

Trump's New Deal with Pfizer Aims to Lower Prescription Drug Costs

On Sept. 30, President Trump announced an agreement with Pfizer to offer lower prices on its drugs sold to the Medicaid program and directly to...

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2026 Healthcare Cost Drivers and Their Impact

2026 Healthcare Cost Drivers and Their Impact

Healthcare costs have been growing at an alarming rate in recent years and they’re not slowing down. Surveys project that healthcare costs in the...

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Preparing Employers for the 2025-2026 Respiratory Virus Season

Preparing Employers for the 2025-2026 Respiratory Virus Season

With respiratory infections on the rise, it’s important for employers to mitigate or address illness among employees to help keep workers healthy and...

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December 2025 Benefits Buzz: IRS Announces 2026 Employee Benefit Limits

1 min read

December 2025 Benefits Buzz: IRS Announces 2026 Employee Benefit Limits

Welcome to the December edition of Benefits Buzz! In this issue, we dive into the latest topics related to employee benefits, wellness programs and...

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2025 ACA Reporting Forms and Instructions Finalized

2025 ACA Reporting Forms and Instructions Finalized

The Internal Revenue Service (IRS) issued final instructions for Affordable Care Act (ACA) reporting under Internal Revenue Code Sections 6055 and...

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New York Secure Choice: Essential Employer Guide for 2026 Compliance

2 min read

New York Secure Choice: Essential Employer Guide for 2026 Compliance

Are you prepared? On Oct. 8, New York officially launched the New York Secure Choice Savings Program. It’s a state-sponsored, automatic-enrollment...

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