Benefit Insights Newsletter | Spring 2023

Benefit Insights Newsletter | Spring 2023

What’s Inside This Edition Of Benefit Insights? The importance of education Plan Participants, because the more they know, the better. Various reasons why some Plan Participants have drawbacks Keeping a Beneficiary on file and up to date Defined contribution plans:...
Plain & Simple | Spring 2023

Plain & Simple | Spring 2023

  Bright Business Insights For Owners This Spring 2023 It’s hard to believe that we are already halfway through 2023. I hope that the start to your year has been positive and that things continue to go well. Businesses have faced massive challenges and have undergone...
Benefit Insights | Summer 2023

Benefit Insights | Summer 2023

What’s Inside This Edition Of Benefit Insights? The Employee Retirement Income Security Act (ERISA) requires coverage to protect the plan from losses due to fraud and dishonesty. There are three main types of bond coverage for retirement plans. Keep reading to learn...
Plain & Simple | Summer 2023

Plain & Simple | Summer 2023

What’s Inside This Edition Of Plain & Simple? It’s hard to believe that we are through the summer months and school is about to start. We are heading into the fall and hopefully, the start to your year has been positive and things continue to go well. Businesses...
Benefit Insights | Fall 2023

Benefit Insights | Fall 2023

What’s Inside This Edition Of Benefit Insights? On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit...