Category: Benefits Strategy
Learn how to use benefits to help save your organization money and time, as well as retain quality employees.
Benefits Strategy
6 Reasons Active Enrollments are Still EssentialAugust 25, 2020
Even if your organization has pivoted to a completely virtual working environment, it’s still possible, and very important, to conduct an active versus passive enrollment.
Benefits Strategy
Retirement Savings Withdrawals vs LoansAugust 04, 2020
There are key differences between retirement savings withdrawals and loans, some of which could have major financial consequences or penalties. Knowing the difference can help you make the wisest c...
Benefits Strategy
How Employee Benefits May Help Retain TeachersJune 23, 2020
Discover how offering strategic employee benefits can help schools retain top teaching talent. Learn which benefits matter most to educators and how to build a supportive, competitive package.
Benefits Strategy
The Cost of Not Educating Employees About BenefitsJune 18, 2020
If you aren’t educating your employees about their benefits options, it’s almost like not offering benefits at all. When employees don’t understand their benefits options, they may be less likely t...
Benefits Strategy
Do you have a way to prove universal availability?April 09, 2020
More and more school districts are facing consequences because of 403(b) Plan compliance regulations. When it comes to proving that all employees are given the chance to make elective deferrals int...
Benefits Strategy
Why Online Enrollment May Not Be EnoughApril 02, 2020
If your organization’s open enrollment results in stress and confusion, it could be due to a lack of enrollment options. Here are some reasons why an online-only enrollment process may not be the b...
Benefits Strategy
Increase Productivity by Focusing on Mental HealthFebruary 17, 2020
Most employer benefits focus on physical health, but mental health is just as impactful for employees.
Benefits Strategy
Roth vs. Traditional IRA: Deciding where you want the tax benefitFebruary 06, 2020
When it comes to retirement planning, there are multiple ways for education professionals to save.
Benefits Strategy
Start Your Year Strong: Benefits ChecklistJanuary 02, 2020
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 a new year.
Benefits Strategy
Has Your 403(b) Plan Document Been Approved By The IRS?October 17, 2019
Learn how using an IRS-approved 403(b) prototype plan can help your organization stay compliant, reduce administrative burden, and avoid costly penalties. Discover how AFPlanServ simplifies retirem...
Benefits Strategy
Seven Questions and Answers to Know Before Open EnrollmentSeptember 09, 2019
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 available benefits.
Benefits Strategy
HIPAA-Excepted Benefits at a GlanceAugust 09, 2019
Learn about HIPAA-excepted benefits and their advantages for employers. Discover how these supplemental benefits, such as accident, disability, and critical illness insurance, can reduce ACA compli...