by Daniel Halle, Regional Director of Retirement Plan Sales Does your company offer a qualified retirement plan? Are you a business owner or trustee of your retirement plan? Did you know as a retirement plan sponsor or plan trustee, you have a legal and fiduciary responsibility for the decision making for your retirement plan? Most…
New transit rules going into effect in some regions on January 1, 2016, may impact your pre-tax Commuter Plan. Q: What are the changes to the rules for mass transit plans? A: The IRS issued 2014-32, click here. The most significant change to commuter plans is that employers may no longer provide cash reimbursements for…
As technology grows, we do our best to grow with it. That means adapting to new mobile advancements and increasing our digital and online capabilities for our participants and clients alike. Here’s a quick recap of some of the technology we’ve added and how it fits into P&A’s customer service model. Mobile Website Over the…
As the year draws to a close, so do many companies’ annual Open Enrollment period. With any new beginnings, many of us are gearing up for the New Year and its possibilities while also taking time to reflect on the past year. Annual Open Enrollment Tips for Participants If you are an FSA participant, you…
Joe Priselac, P&A Group CEO This being my first blog post, I thought that I would start by telling you how we began doing benefits administration. In 1986 I attended a conference in San Antonio, Texas where a speaker said the future of employee benefits was being transformed by changes to the tax code such as Section…