Employee Benefit Guidance & Compliance Solutions

Newsletters

Monthly Newsletter June 2019

Posted by on June 1, 2019 in Newsletters

Dear Valued Clients and Associates, With so many hot topics to choose from, I’ve decided to use June to introduce a way for you to potentially put money back into your business with little efforts. “How is this possible?” you ask… Work Opportunity Tax Credits! To learn more, read the article below “How much did you overpay your taxes last year”. To all the Fathers, Grandfathers, Uncles, Brothers and Friends who nurture and love the children in their lives, I hope you have a wonderful FATHER’S DAY! Is your broker only around at renewal? Would you rather have service year-round? Give me a call or email me now to schedule a time to discuss your employee benefit goals and how we will work hard to ensure you and your employees are satisfied all year long. Here is your June 2019 Newsletter with a combination of HR and Health related...

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Monthly Newsletter May 2019

Posted by on May 1, 2019 in Newsletters

Dear Valued Clients and Associates, Happy May! To all the Mothers, Grandmothers, Aunts, Sisters and Friends who nurture and love the children in their lives, whether they gave birth to them or not, I hope you had a wonderful MOTHER’S DAY! Please give me a call or contact me now to schedule a time to discuss your employee benefit goals and how we will work hard to ensure you and your employees are satisfied. Here is your May 2019 Newsletter with a combination of HR and Health related news. I hope you enjoy! If you would like to make suggestions on how I can improve this newsletter, please email me!     Parts of AHP Final Rule Are Struck Down by Federal Court On March 28, 2019, a federal judge ruled that parts of the Trump administration’s 2018 final rule on association health plans (AHPs) were invalid. The court...

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Monthly Newsletter April 2019

Posted by on April 1, 2019 in Newsletters

Dear Valued Clients and Associates, I am very excited that the warm weather is starting to make its way into the area! My fig tree already has around 20 figs, daffodils and tulips are popping up everywhere and my chickens are so happy with all the worms and insects the rain is bringing to the surface for them. What’s more exciting than the arrival of spring? The clients we have been able to help, already this year, by creating benefit offerings that align with their goals and save them money off their bottom line! I am incredibly grateful for the opportunities I have been given so far in 2019 and to you for your support. If we haven’t had the opportunity to meet yet, let’s get a time on the calendar… Who knows, maybe we will be able to help your organization too! Give me a call or contact...

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Monthly Newsletter March 2019

Posted by on March 1, 2019 in Newsletters

Dear Valued Clients and Associates, March is all about the luck of the Irish, but you don’t have to be Irish to be lucky with PF Compass. What makes our clients so lucky? Dedicated in-house client service rep In-house claims adjudication for you and your employees – for your employees to have someone to call when they have claims or benefit coverage questions so you don’t have to walk the tight rope of HIPAA compliance Free COBRA and HRA administration Free Bene Administration technology (integration available with some payroll platforms such as Paylocity and ADP) Carrier Agnostic – We work with all Carriers to find the benefits package right for your organization 3 Hours HR Consultation Free for new clients and HR tools to maintain compliance Benefit Education Meetings at your location during Open Enrollment – we will educate your employees on how to best utilize their benefits to...

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Monthly Newsletter February 2019

Posted by on February 1, 2019 in Newsletters

Dear Valued Clients and Associates, Did you set a New Year’s Resolution? How’s it going? Maybe your resolution was to double and triple check how compliant your organization is? This month I want to talk a little bit about compliance regarding POP/Section 125. If you are not familiar with what this is, POP stands for Premium Only Plan which is a way for employees to pay for their benefits with pretax dollars. Here are some things to consider: Are you an LLC, S Corp or Partnership and contributing to your POP plan? If you are, there is reason for concern. Is your POP discriminatory?? Do you have a written POP doc? When was the last time it was updated? Do your employees reenroll prior to the beginning of each year? Does your document allow rollover? Is it part of your onboarding process for new employees? All these issues could...

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Monthly Newsletter January 2019

Posted by on January 1, 2019 in Newsletters

Dear Valued Clients and Associates, Happy New Year!! I sincerely hope your holidays were amazing and your new year has started off brilliantly! As I celebrate my one-year anniversary with PF Compass I am thrilled to say it has been a fantastic year of learning, meeting wonderful people, creating great partnerships and helping some fantastic businesses across the region with their group benefits needs. We are currently helping our clients get ahead of 2/1, 3/1, 4/1 and 5/1 renewals that sometimes get pushed to the last minute due to end of the year business and open enrollment responsibilities. Our complimentary benefits evaluation can provide your group with significant opportunities to save money and stay compliant. Please email me by using the contact button or call to schedule a time to meet. Scrambling to figure out how to handle your end of year 1094/1095 filings? Let me know, we may...

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