Benefits Blog

EDUCATION: Retirement Planning Services Hosts Exclusive Lunch and Learn with ERISA Expert, Sal Tripodi

Posted by Lindsay Barnard on Wednesday, June 13, 2018 @ 11:15 AM

Our parent company, Retirement Planning Services, was honored to host an exclusive ERISA Lunch and Learn training session on Monday for area attorneys and CPAs, held by one of ERISA's finest (and fellow Coloradan), Sal Tripodi! A special thanks to Sal for extending this honor, since he now only speaks once a year at his Annual ERISA Seminar in Hawaii.

We'd also like to extend a big thank-you to our co-sponsors, Empower Retirement, Millennium Trust Company, and DFA Funds!

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Tags: retirement, Retirement Planning, ERISA, Education, continued education, sal tripodi, empower retirement, dfa funds, millennium trust company, brokers

Filing Your 2017 Tax Return? Here are our HSA tips and tricks.

Posted by Lindsay Barnard on Wednesday, February 28, 2018 @ 05:42 PM

Tax season is here! As we get closer to the deadline for filing (in 2018, it’s April 17 instead of the traditional April 15), we wanted to share three tips about Health Savings Accounts you’ll need to know before you file your return, along with a suggestion for using your refund.

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Tags: Health Savings Accounts, taxes, tax return, third party administrator, TPA, HSA, brokers, savings, Healthcare, Benefit Administration, HDHP, Health Care, Benefits Information, Compliance

Who is 24HourFlex? [Infographic]

Posted by Lindsay Barnard on Wednesday, January 17, 2018 @ 08:37 AM

Knowing who you work with -- and providing your clients the resources to choose who they work with -- is important. But in the increasingly complex healthcare industry, it can be a challenge to juggle information from so many partners and vendors.

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Tags: third party administrator, brokers, employers, benefits, employees, Benefit Administration, TPA, HSA, Health Savings Accounts, FSA, Colorado, Compliance, COBRA, Cafeteria Plans, COBRA Administration, Infographic

Savings: The Most Overlooked Word in Health Savings Account

Posted by Lindsay Barnard on Thursday, July 20, 2017 @ 12:24 PM

It comes as no surprise that many Americans are concerned about retirement.  Diligently putting money into 401(k) or any other form of retirement savings account, many still miss one key ingredient that could offer not only tax benefits, but sustainable growth well into retirement.

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Tags: HSA, Benefit Administration, employees, retirement, Retirement Planning, savings, benefits, employers, brokers, 401(k), third party administrator

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