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Jun 12, 2020

Included in the discussion is understanding the fundamentals of plan design and how the discrimination testing works in a 401(k). Important information for employers that have a 401(k) plan already or considering starting a new plan for their company. Join Rob Masson and Mark Massey of SMA Services, Inc in the final...


Jun 12, 2020

Expert discussion covering things you need to know about 401(k) plan fees if you are sponsoring a plan for your employees. Why having an understanding of how fees work is critical if you are an employer and an explanation of the four main categories of fees that are in a 401(k)? Join our experts Mark Massey and Rob...


May 20, 2020

With May being Disability Insurance awareness month, we felt it was the perfect time to brush up on our knowledge of disability insurance and address important issues members are experiencing at the time of claim. 

Today we’re talking with Blake Gillies, President of the DI Concierge, in New Orleans Louisiana. Blake...


May 13, 2020

In this podcast, James Richardson and Ric Poirier will discuss medical malpractice claims and insurance. They will provide an examination of state caps and changes, as well as statistical information for different specialties and examples of claim payouts. In addition, they will detail how malpractice attorneys and...


Mar 20, 2020

Dr. Anandhi Narasimhan will discuss issues related to mental health during the coronavirus pandemic. Topics include managing anxiety, how to deal with social distancing and isolation, how to talk to children about coronavirus. Also will discuss how treatment can be optimized so that mental health services are available...