Josilyn Eichorn

A Family Office’s Best Friend?

Over the years of working alongside a number of family offices, I continue to be impressed by the sincere care demonstrated for the family (or families) they serve. While we provide life insurance reviews, on-going service and marketplace insight on their current portfolios, we also strategize with family offices on […]

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PCORI Fees – What Are They and When Do I Pay Them?

PCORI Fees – What are They and When Do I Pay Them? One of the many requirements in the Affordable Care Act (ACA) is the Patient-Centered Outcomes Research Institute (PCORI) fee, an often overlooked but essential aspect of compliance. The PCORI fee is a charge imposed on issuers of specified […]

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Fun Socks | Are You Evaluating Employees or Developing Them?

Are You Evaluating Employees or Developing Them? While leaders inevitably complain about having to do reviews, they also say that they want to develop their employees. How do those two concepts coexist? Think of it like this: Reviews are foundational. If you don’t have good base information, you can’t develop […]

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Spousal Incentive Opt-Out HRA Plans

Spousal Incentive Opt-Out HRA Plans What is a Spousal Incentive Opt-Out HRA Plan? While many organizations have a taxable cash opt-out or waiver incentive that is offered to employees who are covered by health insurance coverage elsewhere, a spousal incentive opt-out HRA (sometimes called a spousal HRA, etc.) provides an […]

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Employer Guide: Navigating ACA Compliance as an Applicable Large Employer (ALE)

employer Guide: navigating aca compliance as an applicable large employer In today’s dynamic employment landscape, staying compliant with healthcare regulations is crucial for employers. The Affordable Care Act (ACA), signed into law in 2010, brought significant changes to the healthcare system, including requirements for employers to offer health insurance to […]

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