Quarterly Compliance Webinar – April 2025

Learning Objectives: • Understand your fiduciary obligations as a plan sponsor in light of legislative changes. • Review other compliance requirements, such as those under MHPAEA, ACA, and Medicare Part […]
Fiduciary Responsibilities for Medical Plan Sponsors

Join us, and our Paylocity partner, for our Lunch-N-Learn at Flemings! This event will take place on March 19th, 2025 from 12:00 pm to 2:00 pm. In the complex landscape […]
No Margin – No Mission Non-Profit Seminar

Join us on March 5th from 9 am to noon for an insightful presentation titled “No Margin No Mission: Key Considerations for Sustainability and Growth.” Terriann Procida, CEO of Innovative […]