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11. Ready, Set, Save

    Created On: 10/06/2025 in Reimbursement Accounts Open Enrollment Educational Emails
    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can ...

12. From Pokémon to Pensions: Meeting Retirement Needs for Generation Z

    Created On: 09/19/2025 in Webinar Library For Employers
    The modern workforce is a dynamic mix of generations, each with distinct qualities and values. From Boomers to Generation Alpha, understanding these groups is essential, especially as Generation Z's preferences begin to reshape workplace culture. G...

13. Maximizing HSAs: What’s Changed with OBBBA and Why It Matters

    Created On: 09/19/2025 in Webinar Library For Employers
    HSAs are one of the fastest-growing employee benefits – but many people still don’t use them, even when eligible. A recent WEX & VISA joint survey highlights the barriers that hold people back, from confusion about how HSAs work to simply not know...

14. Long-Term Care: Plan Today, Secure Tomorrow

    Created On: 09/18/2025 in Webinar Library For Employees
    Planning for future Long-Term Care can be scary. The expenses are vague, your needs are up in the air, and you don’t know where to start. Out of sight, out of mind, right? Wrong. At least 70%* of the population will eventually need some level of ...

15. Future-Ready Workplaces: Integrating AI into Work

    Created On: 09/19/2025 in Webinar Library For Employers
    AI is no longer just an IT conversation—it’s reshaping how companies hire, operate, and lead. In this webinar, we are exploring how mid-sized employers can thoughtfully integrate AI across departments, from optimizing talent to streamlining operat...

16. Automatic Enrollment Process

    Created On: 08/08/2025 in Retirement Plan Administration Submitting Payroll Files
    Automatic Enrollment Processing While the overall process is similar for all automatic enrollment plans, the exact timeline differs slightly depending on your plan’s entry requirements. The timeline and examples for different wait periods are o...

17. Automatic Enrollment Reporting

    Created On: 08/08/2025 in Retirement Plan Administration Submitting Payroll Files
    Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...

18. IRS Plan Document Restatement for Cycle 2 - 403(b) Plans

    Created On: 08/04/2025 in Retirement Plan Administration Plan Compliance
    403(b) Plan Document Restatement for Cycle 2 The Internal Revenue Service ("IRS") requires that all pre-approved 403(b) plans be restated every few years to incorporate all regulatory updates since the last restatement period in order to remain c...

19. Personalized Investing: A Smarter Path to Retirement Readiness

    Created On: 09/19/2025 in Webinar Library For Employers
    Today’s participants face increasingly complex and high-stakes decisions about how to invest for retirement, decisions many are unprepared to make. Left on their own, participants often end up with portfolios that are misaligned with their goals, ...

20. Staying Ahead: Fiduciary Best Practices and Legislative Insights for Institutional Plans

    Created On: 09/19/2025 in Webinar Library For Employers
    Fiduciary duty plays a foundational role in ensuring that institutional retirement plans are managed with the utmost care, integrity, and diligence. In this session, we’ll explore the essential responsibilities plan fiduciaries carry under ERISA—i...

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