June, 2024 - Innovative Benefit Planning

Innovative’s 5th Annual Well-Being @ Work Summit Recap

On May 7th, 2024 Innovative Benefit Planning hosted their 5th Annual Well-Being @ Work Summit, an event dedicated to making workplaces healthier, at the National Constitution Center in Philadelphia, PA! […]

Navigating Auto-Portability in Retirement Plans: Key Fiduciary and Liability Considerations Under SECURE Act 2.0

The introduction of auto-portability rules under SECURE Act 2.0 aims to simplify transferring small retirement accounts when employees change jobs, reducing cash-outs and enhancing retirement savings. However, plan sponsors must […]

PCORI Fee Due July 31, 2024

The Patient-Centered Outcomes Research Institute (PCORI) fee deadline is around the corner. In Notice 2023-70, the IRS adjusted the applicable dollar amount to be multiplied by the average number of covered lives for […]

Putting People First.

Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

Innovative’s 5th Annual Well-Being @ Work Summit Recap

Navigating Auto-Portability in Retirement Plans: Key Fiduciary and Liability Considerations Under SECURE Act 2.0

PCORI Fee Due July 31, 2024

Putting People First.

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