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Imagine having an employee benefit plan that creates a competitive business advantage

Who We Serve

We design, manage, and support custom employee benefits packages for wide-ranging clients with unique needs.

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Recent Insights

February 16, 2026
News

New Lawsuits Focus on Fiduciary Duties for Voluntary Benefits

Schlichter Bogard LLC, a law firm well-known for filing lawsuits against retirement plan fiduciaries (and recently health and welfare plan fiduciaries), filed separate class action lawsuits against four employers, their employee benefit plan fiduciaries, and their employee benefit brokers and consultants, alleging these parties breached their fiduciary duties with respect to voluntary accident, critical illness, […]
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February 16, 2026
News

Anthem Sub-Contractor Data Breach

Please Review:  Employer groups currently with or formerly with Anthem as medical insurance carrier or TPA. We want to make you aware of a data security incident regarding Conduent Business Services, a subcontracted vendor for Anthem Blue Cross / Blue Shield (Elevance Health). Based on the information that has been shared with our team, the […]
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February 16, 2026
News

ACA 1094 and 1095 Reporting Deadlines are Coming Up!

The Affordable Care Act (ACA) created mandatory reporting requirements for employers to disclose information about group health plan coverage to both plan participants and the IRS using Forms 1094 and 1095. The Form 1095-B/Cs must be prepared and electronically filed with the IRS by March 31st of each year. Employers are no longer required to […]
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January 5, 2026
News

Helping Employees Get More from Their Benefits in 2026

As the new year begins, employees will be turning their attention to the benefits they selected during open enrollment. While their choices are final, many still feel unsure about how to use their coverage throughout the year. With rising healthcare costs and growing interest in everyday well-being, employees want support that helps them make confident […]
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