It’s that time of year to plan a budget. Although it is not New Years yet, many of us need to decide how we want to use our benefit dollars. Understanding What is in your wallet of options is super important. The IRS just released the 2024 spending account limits. Both the FSA and …
This year and to be candid, the last three years have been the most challenging of my 55 years of life and 30 years of marriage. Life experiences demanded far more of me than my career did. Sometimes I jokingly comment to my wife, “Who will try and kill me today?” I submit the following …
One of the major components of the Mental Health First Aid (MHFA) training for helping someone experiencing a non-crisis mental health challenge is to encourage the individual to engage in self-care. As an instructor for MHFA, each time I conduct the training I am struck by how difficult it can be to help someone engage …
(DENVER – Oct. 9, 2023) IMA Financial Group, a North American insurance brokerage firm specializing in risk management, insurance, wholesale brokerage and wealth management, has entered a strategic partnership with The Benefit Company (TBC) and The Bottoms Group (TBG). With a history of successful collaboration on pivotal business ventures, the two firms joined the IMA …
The Consolidated Appropriations Act (CAA) continues to roll out plan sponsor responsibilities. A current compliance item on the horizon is the “Gag Clause Prohibition Requirement.” Although this requirement TECHNICALLY went into effect on December 20, 2020, the first attestation is due this December (December 31, 2023). Definition Plan sponsors must review any group health plan …
The last decade was strong for Private Equity, with deal multiples shooting up 50 to 60 percent between the 2010s and the 2020s. But things have changed, and competition for the best deals is fierce. Inflation is at a record high, interest rates have made a comeback, and a recession may be coming soon. Per …
A.I. seems to be everywhere you turn right now. It’s the latest shiny object for screen-entranced people to spend time attempting to understand and harvest its power. I’m no different. I wonder what A.I. would say if given the chance to guide us on employee benefits? With curiosity growing daily, I have been studying (on …
I am often asked to recommend Lunch & Learn speakers for employers. Often, these requests for speakers are centered on a wellness topic. “We would like to have a speaker talk about nutrition,” they could say. Or they may ask, “Can you recommend someone to speak on the importance of sleep?” The challenge comes when …
This week I had a wonderful conversation with a Human Resources Business Partner for a large global organization. It was a delightful discussion because we both run on optimism for idea generation and strategies. I adored the jovial conversation and mutual respect. To me, the joy in conversation brings learning to a new height. As …
Ever since COVID or what I commonly refer to as “lockdown”, I’ve expressed to others in my closest circle of friends and family my diminished sense of time. Remembering events is not the issue but sequences of events can be a bit foggy. What month was that wedding? Was it 2020 or 2021 we went …
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