1095-C Form Explained: What It is, Who Needs It, and What to Do
Confused about Form 1095-C? This guide explains ACA requirements, employer obligations, employee use, and common mistakes to avoid.
1095-B Form Guide: Coverage Proof, Tax Use, and Common Mistakes
Understand the 1095-B form, how it differs from 1095-A and 1095-C, who should expect it, and when it’s required for tax and insurance records.
1095-A vs. 1095-C Explained: Which Form Do You Actually Need?
Not sure whether you need 1095-A or 1095-C? This guide breaks down both IRS forms and their role in your tax return step by step.
RxDC Reporting Explained: Compliance, Data, Deadlines, and More
Discover how RxDC Reporting works, what information must be submitted, how deadlines apply, and best practices to simplify compliance for your plan.
ERISA Bond vs. Fidelity Bond: Key Differences, Requirements, and Fiduciary Implications
Learn how ERISA bonds differ from fidelity bonds, who must be bonded under federal law, how bond amounts are set, and what non-compliance means for fiduciaries.
How to Find a Good Pharmacy Benefit Manager (PBM): A Fiduciary Guide for Employers
Understand how pharmacy benefit managers work, the risks of poor PBM selection, and the fiduciary framework employers should use to evaluate PBM services effectively.
PBM Reform Is Now Law: What CAA 2026 Means for Employers
It has been a busy week in Washington and in a move that will surprise no one who has been paying attention the federal government has officially decided that pharmacy benefit managers should operate with transparency, accountability and actual oversight. On Tuesday the President signed the Consolidated Appropriations Act 2026 into law. Buried in the […]
ERISA Wrap Documents: Requirements, Rules, and Compliance Steps
Explore ERISA Wrap Document requirements to avoid costly penalties. Get clarity on mandatory ERISA disclosures, plan details, documentation rules, and updates.
What is an ERISA Fidelity Bond? Coverage, Cost, and Compliance Explained
Explore what an ERISA fidelity bond is, who needs it, coverage rules, limits, and compliance steps to protect plan assets and meet Department of Labor requirements.
PCORI Fees Explained: Requirements, Deadlines, and Calculation Methods
Learn what an ERISA bond covers, why it’s required, and how it protects employee benefit plans from fraud, theft, and fiduciary misconduct effectively.
