Category: Benefits Strategy
Learn how to use benefits to help save your organization money and time, as well as retain quality employees.

Start Your Year Strong: Benefits Checklist
January 02, 2020
4 minute read
As we set our sights towards the new year and new decade, now is a great time to look at your benefits and plan for the new year.

Has your 403(b) plan document been approved by the IRS?
October 17, 2019
2 minute read
As an employer, you may be aware that IRS requires tax-qualified retirement plans be documented in a detailed written plan document.
- Tags:
- Retirement
- Compliance

Seven Questions and Answers to Know Before Open Enrollment
September 09, 2019
7 minute read
If your American Fidelity open enrollment is coming up, we’ve compiled a list of commonly asked questions and answers to learn more about your availa…
- Tags:
- Enrollment
- Education

HIPAA-Excepted Benefits at a Glance
August 09, 2019
2 minute read
Learn what HIPAA-Excepted means and how it can affect your benefits.
- Tags:
- ACA

Study Shows Americans Want Help with Health Care Costs
August 01, 2019
2 minute read
Learn how offering an HCFSA or an HSA can help employees navigate qualified medical out-of-pocket expenses.

Using Videos for Benefits Education May Result in More Engagement
October 01, 2018
3 minute read
Communicating with your employees in a way they can understand will not only benefit them, but you.
- Tags:
- Education

7 Ways for Employers to Prepare for Health Insurance Open Enrollment
August 14, 2018
7 minute read
This checklist can help you start planning for your health insurance open enrollment now.
- Tags:
- Education
- Enrollment

The Basics of Self-Funding and Stop Loss Insurance
June 26, 2018
2 minute read
As self-funded plans continue to gain popularity, it's important employers understand the value of stop loss insurance for catastrophic claims.
- Tags:
- Stop Loss

Things to Consider About High Deductible Health Plans
December 13, 2017
5 minute read
Love them or hate them, HDHPs aren’t going away any time soon. If you’re considering making the switch, here are some important questions to ask.

Baby Boomers – Generational Buying Trends
October 31, 2017
3 minute read
Learn about baby boomer buying trends to help understand what insurance benefits your employees may be interested in.
- Tags:
- General

Tips for Transitioning to a High Deductible Health Plan (HDHP)
May 24, 2017
6 minute read
Transitioning to medical plans doesn't have to be complicated. Here are some tips to make the transition to a HDHP smoother.

Is your Section 125 Plan compliant?
April 12, 2017
5 minute read
Here are the areas of your Section 125 plan that should be reviewed regularly by you and your legal advisor.
- Tags:
- Section 125
- DVR
- Enrollment
- Section 125
- HDHP
- HSA
- Medical
- General
- Stop Loss
- Education
- FSA
- ACA
- Retirement
- Compliance
- Wellness
- COVID-19