My Life in Benefits, Age 65: Retirement
While I pictured retiring at 55 when I was starting work, I ended up having to delay retirement. Now, at 65, I’m ready to say
Sharing Information & Opinions on Tax-Free Health & Commuter Benefits
While I pictured retiring at 55 when I was starting work, I ended up having to delay retirement. Now, at 65, I’m ready to say
It’s time to talk funding. Given that “fun” is built into the topic, what could be more exhilarating than a good analysis of funding options? We
When it comes to HSA enrollment, converting eligible employees to enrolled participants is not news. The most common advice is to gradually transition from offering
As you’re diving headlong into benefits enrollment season, power through with some classic tunes from our Benefits Enrollment Playlist. As you’re getting started Under Pressure,
September through January is benefits implementation season for many human resources personnel. It can be a lot of moving pieces all at once. However, the
It’s Jon again. I have been chronicling my adventures (and savings) with pre-tax benefits for 40 years. I have to say, I have learned a
Flexible Spending Accounts are one of the most popular tax-advantaged accounts employees choose during open enrollment. One of the main draws of these accounts is
ROCHESTER, NY – Benefit Resource Inc. (BRI), a leading third-party administrator of pre-tax benefits (including FSA, HSA, HRA and commuter benefit plan programs) and COBRA
A man was walking down the street and groaned “I lost my COBRA…” Everyone nearby jumped in fear (expecting a massive snake was lurking nearby).
The term “high deductible health plan” has often carried with it a negative connotation for employees. However, there are several reasons “HDHP” doesn’t need to
COBRA is sometimes viewed as a necessary evil. People will sometimes say (or complain) about all the things they wish they understood before enrolling in
Last May, the Health Savings Account (HSA) contribution limits for this year were announced. The article included the new HSA contribution limits for those with
If you’ve had a pre-tax account before, you may have heard of a certificate or letter of medical necessity. It is sometimes abbreviated as LMN (pronounced
On July 17, 2019, House passed H.R. 748, the Middle Class Health Benefits Tax Repeal Act, to repeal the “Cadillac Tax”. The bill passed by
For most people, the definition of preventive care is broad and rather abstract in nature. However, under HSA rules, the definition becomes more important. Under
Health Reimbursement Accounts (HRAs) are a mystical creature, some might even call them the “Griffin of account-based plans“. (OK, in full disclosure, no one ever
President Trump recently issued an Executive Order, Improving Price and Quality Transparency in American Health to Put Patients First, which focuses on price transparency by
Historically, I’ve talked about how I’ve used pre-tax benefits to pay for health or commuting expenses for myself or my wife. While I find value
In honor of National Sunglasses Day, we wanted to highlight eligible vision expenses you can pay for with your pre-tax accounts. As an overview, a
Let’s start by saying congratulations on your growing family! Families grow for different reasons, but about 135,000 children join their forever families through adoption each year
Not all payroll deductions are created equal. Some people (although not many) may engage in a heated debate on the value of pre-tax deductions vs.
A Limited FSA, or a Limited Purpose FSA, is one of several pre-tax accounts you may be able to sign up for through your company.
It can be a bit of a struggle to figure out what to do with your kids once they’re home for the summer. Dependent Care
I know my last few posts have focused quite a bit on either me or the kids. But this time, I’m actually going to turn
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