Latest Insights

Preparing for retirement while supporting adult children at home requires careful financial planning, clear communication, and a focus on fostering independence to maintain stability and harmony.

Ensure your family’s financial security by understanding the key factors that determine the right amount of life insurance coverage for your unique situation.

The new final regulations on micro-captive insurance provide essential clarity, outlining compliance criteria to structure legitimate and effective captive insurance arrangements.

Avoiding common pitfalls is crucial for ensuring a captive insurance company’s long-term success and regulatory compliance.

Recent legislative changes to ACA employer reporting requirements offer new flexibility and relief for 2024 compliance, impacting deadlines, reporting processes, and distribution rules.

Switching life insurance providers may seem appealing, but it comes with potential challenges like new medical exams, fees, and reset contestability periods.

The IRS has announced the PCORI fee that insurers and self-insured health plan sponsors will pay for plan years ending from October 2024 through September 2025.

SB 1090 increases SDI and PFL wage replacement to 70-90% and streamlines claim processing.

To maintain the tax advantages of employee benefit plans, employers must ensure compliance with nondiscrimination rules, which prevent preferential treatment for highly compensated or key employees.