401k Plan Rollover: Show this video to 401k plan sponsors . . . explains the sponsor's fiduciary responsibility to employees, and rollover options to mitigate potential liability.
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412e3 Pension Plan: Show this video to small business owners over age 50 with no more than five employees . . . explains a way to fund discriminatory benefit with huge tax deductions using only annuities.
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ACA Benefits Exchange: Show this video to business owners and HR managers to explain how a private healthcare benefits exchange works.
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Cash Balance Plan: Show this video to small business owners who already have a company 401k plan, but want to contribute more money into their own accounts.
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Executive MERP: Show this video to business owners or HR managers . . . explains the benefits of a selective (legally discriminatory) Medical Expense Reimbursement Plan to offer tax exempt compensation for recruitment and retention.
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Flexible Spending Accounts: Show this video to business owners and company HR managers . . . explains the tax savings of adding Flexible Spending Accounts to a company's employee benefits package.
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Group Dental & Vision: Show this video to small business owners or HR managers to propose the addition of either paid or voluntary Dental and Vision benefits.
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Group Indemnity: Show this video to business owners and HR managers . . . explains the need employees have for cash benefits to supplement primary healthcare insurance.
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Group LTD: Show this video to employers or HR managers . . . explains how employee financial security is dependent on their earned income, and the potential implications of the employer’s moral obligation.
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Group Life Insurance: Show this video to any business owner or Human Resource manager responsible for the company benefits package.
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Group STD: Show this video to business owners with employees . . . explains how low cost short-term paycheck protection is good for both their employees and their business.
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Group TeleMedical: Show this video to HR managers or anyone responsible for a company's benefits package to explain the cost savings with group telemedicine added to their employee healthcare coverage.
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HDHP with HSA: Show this video to small business owners or HR managers who want to lower the cost of company benefits by combining a high deductible health plan with tax exempt Health Savings Accounts.
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Healthcare Reimbursement (HRA): Show this video to small business employers or HR managers who want to reduce the cost of health insurance without reducing benefits by installing a Health Reimbursement Account.
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ICHRA: Show this video to business owners or Human Resource managers responsible for the company's healthcare benefits. . . introduces and explains the advantages of Individual Coverage Health Reimbursement Accounts.
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Identity Theft: Show this video to employees as a voluntary benefit . . . explains the risk and ramifications of identity theft, as well as the need to both protect against identity theft and provide for identity restoration.
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Legal Services: Show this video to employees as a voluntary benefit . . . explains the need we all have for legal advice and services, and how a legal services network provides access to a personal attorney in a local law firm.
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Payroll Deduction: Show this video to employers or HR managers . . . explains the tax advantages for both the employer and the employee of IRS section 125 payroll deduction provisions.
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Simple 401k Plan: Show this video to small business employers or HR managers who want a worry free employee thrift plan without fiduciary liability, expensive administration, and complicated investment options.
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Small Group ACA: Show this video to business owners or HR managers with fewer than 50 employees . . . explains cost savings options compliant with the Affordable Care Act.
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Solo 401k Plan: Show this video to any self employed business owner, independent contractor, private practice professional who doesn't have any full time, non union employees . . . explains the benefits and advantages or a Solo 401k plan.
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Split Funded Plans: Show this video to employers or HR managers with more than 50 employees . . . explains the features and potential cost savings of partially self funded healthcare plans.
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Voluntary Benefits: Show this video to business owners or HR managers . . . explains the benefits of offering employees a range of additional benefits they can pay for through payroll deduction.
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