Filter this View
MORE TO EXPLORE
Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
Media & Resources
1346 results for irs AND benefits
Filter this View
With so many people covered by 401(k)s, its clear that the impact of changes to their tax treatment could be substantial.
Most of the discussion swirling around the mandate provision of the Patient Protection and Affordable Care Act refers to the individual component. Brokers and employees seem to get all the press.
WorldatWork, a nonprofit human resource association, turned in a comment letter to the Internal Revenue Service Department of Health and Human Services regarding the proposed regulations to oversee employers shared responsibility or pay-or-play provisions as part of the Patient Protection and Affordable Care Act.
Although not well thought out, the Roth 401(k) conversion provision in the American Taxpayer Relief Act of 2012 could be a great opportunity for some investors moving forward.
Applying for benefits under President Barack Obama's health care overhaul could be as daunting as doing your taxes.
With Washington gridlocked again over whether to raise their taxes, it turns out wealthy families already are paying some of their biggest federal tax bills in decades even as the rest of the population continues to pay at historically low rates.
As the market prepares for the health care exchange system in 2014, look for voluntary benefits to play a larger role.
The Internal Revenue Service on Friday unveiled its proposal to raise billions of dollars through annual fees on health insurers, a $100 billion health insurance tax rule that the industry says will significantly drive up costs for consumers.
What does smaller government look like? The budget standoff between President Barack Obama and congressional Republicans means Americans may soon find out, and the picture the Obama administration sketches is downright scary.
For years, the so-called 4 percent rule provided the baseline from which advisors launched retirement strategies, but those strategies simply arent cutting it any more. Enter annuities with some attractive riders.
From ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom Noom Health
GLP-1s are transforming healthcare, but their impact extends far beyond weight loss. For HR leaders, understanding the full scope of benefits and managing costs is crucial. This white paper offers vital insights for your benefits strategy by showing how pairing GLP-1s with support and lifestyle changes is key to cultivating a healthier and happier workforce.
Download ResourceFrom ArmadaCare
Executive compensation is evolving. Help clients build packages that attract top talent, foster loyalty, and support leader well-being for enhanced productivity. This guide offers key strategies for brokers.
Download ResourceFrom Noom Health
GLP-1s offer health benefits far beyond weight loss, impacting chronic diseases. For brokers, guiding clients on GLP-1 coverage amidst rising costs is key. This white paper provides insights to balance cost and maximize population health.
Download ResourceFrom Progyny
Based on insights from 30 CFOs, this paper outlines three findings to help you build a compelling case for women’s health benefits and how they align with your CFO’s goals.
Download ResourceFrom Progyny
Help clients navigate budget cuts and rising healthcare costs. Based on insights from 30 CFOs, this white paper helps brokers champion comprehensive women's health benefits for their clients and prove ROI to their client CFOs.
Download ResourceFrom Trustmark Voluntary Benefits
Demographic shifts and rising costs make long-term care (LTC) a critical concern for employees of all ages. Equip yourself with insights into the LTC challenge and discover flexible hybrid solutions to help your clients prepare.
Download ResourceFrom isolved
Your HR clients often face common open enrollment pitfalls, such as administrative burdens and inadequate employee communication--leading to negative employee experiences. Learn how you can help your clients address these gaps. This guide offers brokers actionable insights to advise on streamlined processes and effective communication plans that will foster employee (and client!) satisfaction.
Download ResourceFrom New Benefits
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
Download ResourceFrom New Benefits
Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
Download ResourceFrom ArmadaCare
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
Download ResourceFrom TIAA
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
Download ResourceFrom TIAA
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Download ResourceFrom isolved
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
Download ResourceFrom isolved
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.
Download ResourceFrom isolved
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Download ResourceFrom Zelis
The accuracy of your provider directories is vital to shaping your success. The guide provides actionable insights and best practices for ensuring the data you rely on is precise and trustworthy.
Download ResourceFrom Labcorp
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
Download ResourceFrom Labcorp
Long onboarding times and staffing shortages create costly delays. Discover how one large healthcare system streamlined its hiring process, reducing onboarding time from weeks to days while improving the candidate experience and freeing up internal staff.
Download ResourceFrom Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download ResourceFrom ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download ResourceFrom Noom Health
Your workforce's well-being is shaped by more than just what happens on the job. Environmental factors, such as housing stability and food security, can significantly impact your employee’s performance at work. This playbook equips HR leaders with the knowledge and insights they need to design equitable, inclusive benefits programs that address real-world problems to boost employee health and improve your bottom line.
Download ResourceFrom Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download ResourceFrom Noom Health
An employee’s well-being and performance are influenced by external factors, such as the communities they live in and access to affordable, nutritious food. This playbook equips benefits brokers with the knowledge and strategies they need to support clients in addressing these and other environmental factors to create an equitable, inclusive benefits program that addresses real-world challenges and boosts employee performance.
Download ResourceFrom Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download ResourceFrom Zelis
Inaccurate provider data can lead to frustrated clients and stress on your business relationships. These are the top do’s and don’ts to ensure the data you rely on as a benefits advisor is as accurate and helpful as possible.
Download ResourceFrom LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download ResourceFrom Zelis
Managing health plan data is complex and time-consuming. Brokers need seamless access to accurate, up-to-date provider and network information to effectively guide employers and beneficiaries. This resource explores how to streamline workflows, reduce manual data handling, and enhance decision-making with smarter solutions.
Download ResourceFrom ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download ResourceFrom ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download ResourceFrom New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download ResourceFrom New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download ResourceFrom ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom Noom Health
GLP-1s are transforming healthcare, but their impact extends far beyond weight loss. For HR leaders, understanding the full scope of benefits and managing costs is crucial. This white paper offers vital insights for your benefits strategy by showing how pairing GLP-1s with support and lifestyle changes is key to cultivating a healthier and happier workforce.
Download ResourceFrom ArmadaCare
Executive compensation is evolving. Help clients build packages that attract top talent, foster loyalty, and support leader well-being for enhanced productivity. This guide offers key strategies for brokers.
Download ResourceFrom Noom Health
GLP-1s offer health benefits far beyond weight loss, impacting chronic diseases. For brokers, guiding clients on GLP-1 coverage amidst rising costs is key. This white paper provides insights to balance cost and maximize population health.
Download ResourceFrom Progyny
Based on insights from 30 CFOs, this paper outlines three findings to help you build a compelling case for women’s health benefits and how they align with your CFO’s goals.
Download ResourceFrom Progyny
Help clients navigate budget cuts and rising healthcare costs. Based on insights from 30 CFOs, this white paper helps brokers champion comprehensive women's health benefits for their clients and prove ROI to their client CFOs.
Download ResourceFrom Trustmark Voluntary Benefits
Demographic shifts and rising costs make long-term care (LTC) a critical concern for employees of all ages. Equip yourself with insights into the LTC challenge and discover flexible hybrid solutions to help your clients prepare.
Download ResourceFrom isolved
Your HR clients often face common open enrollment pitfalls, such as administrative burdens and inadequate employee communication--leading to negative employee experiences. Learn how you can help your clients address these gaps. This guide offers brokers actionable insights to advise on streamlined processes and effective communication plans that will foster employee (and client!) satisfaction.
Download ResourceFrom New Benefits
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
Download ResourceFrom New Benefits
Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
Download ResourceFrom ArmadaCare
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
Download ResourceFrom TIAA
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
Download ResourceFrom TIAA
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Download ResourceFrom isolved
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
Download ResourceFrom isolved
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.
Download ResourceFrom isolved
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Download ResourceFrom Zelis
The accuracy of your provider directories is vital to shaping your success. The guide provides actionable insights and best practices for ensuring the data you rely on is precise and trustworthy.
Download ResourceFrom Labcorp
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
Download ResourceFrom Labcorp
Long onboarding times and staffing shortages create costly delays. Discover how one large healthcare system streamlined its hiring process, reducing onboarding time from weeks to days while improving the candidate experience and freeing up internal staff.
Download ResourceFrom Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download ResourceFrom ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download ResourceFrom Noom Health
Your workforce's well-being is shaped by more than just what happens on the job. Environmental factors, such as housing stability and food security, can significantly impact your employee’s performance at work. This playbook equips HR leaders with the knowledge and insights they need to design equitable, inclusive benefits programs that address real-world problems to boost employee health and improve your bottom line.
Download ResourceFrom Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download ResourceFrom Noom Health
An employee’s well-being and performance are influenced by external factors, such as the communities they live in and access to affordable, nutritious food. This playbook equips benefits brokers with the knowledge and strategies they need to support clients in addressing these and other environmental factors to create an equitable, inclusive benefits program that addresses real-world challenges and boosts employee performance.
Download ResourceFrom Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download ResourceFrom Zelis
Inaccurate provider data can lead to frustrated clients and stress on your business relationships. These are the top do’s and don’ts to ensure the data you rely on as a benefits advisor is as accurate and helpful as possible.
Download ResourceFrom LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download ResourceFrom Zelis
Managing health plan data is complex and time-consuming. Brokers need seamless access to accurate, up-to-date provider and network information to effectively guide employers and beneficiaries. This resource explores how to streamline workflows, reduce manual data handling, and enhance decision-making with smarter solutions.
Download ResourceFrom ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download ResourceFrom ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download ResourceFrom New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download ResourceFrom New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download ResourceFrom ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download Resource