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Tag: Insurance Broker

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ERISA & SPD Wrap or Summary Plan Description Wrap Documents

Recently we joined forces with a company to assist in additional forms of compliance.  These compliance issues fall directly in line with the rumors of the ERISA DOL Audits.  HR Service Inc and ERISA Solutions are those companies.  The professional atmosphere, experienced employees, and customer service-oriented environment is appealing; yet the powerful and user-friendly tools/documents…
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Benefit Brokers and Advisors Offer Clients Section 125 Assistance

IRS Section 125 POP plans have been around for years but for many small business owners the documents are filed away from years ago, outdated, or even worse they don’t exist.  With DOL audits on the rise and compliance in full scope under “ACA” more and more clients are asking their benefit brokers and advisors…
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Happy Customers While Saving Time & Money with Affiliate Programs

There are many companies that have group insurance benefits for their employees. Many of these companies also require their employees to pay a portion of the insurance premiums. These companies are also deducting the employee’s portion pre-tax. But, many of these companies are doing this illegally. As an insurance broker, CPA, payroll provider, or third…
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