• September 9, 2026

    Wellness Tax Schemes

    Many vendors are aggressively marketing programs that appear to provide significant tax savings for employees and employers. Are these programs “too good to be true”? We think they are. We recommend that employers steer clear of these types of programs …

  • September 9, 2026

    Cybersecurity Best Practices

    Employee benefit plans often hold significant assets and sensitive participant information, which makes them attractive targets for cybercriminals. For that reason, plan fiduciaries should treat cybersecurity as an ongoing oversight responsibility, especially where service providers handle plan data, participant information, …

  • September 9, 2026

    Trump Account Contribution Programs

    The One Big Beautiful Bill Act (OBBBA) created a new employer-sponsored benefit opportunity through Internal Revenue Code ยง128. Employers may now make tax-favored contributions of up to $2,500 annually to the Trump Account of an employee or an employee’s dependent …