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THE BALDWIN GROUP INSIGHTS
Guiding your journey with our expertise
Toggle between our key segments to find the right insights and resources:
State of the Market
Employee Benefits 2025
Summary Amid political, economic, environmental, and global disruption this year, two overarching trends emerged as primary contributors to the soaring...
Retirement
Be mindful of IRS and DOL Form 5500 red flags
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use the filing...
Retirement
Pay Plan Expenses with Plan Assets – How and When
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and...
Retirement
Understanding 3-21 and 3-38-Fiduciary-Services
3(21) and 3(38) Fiduciary Services Plan sponsors are required by ERISA to provide an investment lineup for participants that has...
Baldwin Bulletin
Employee Benefit & Healthcare Related Policy & Proposal Outcomes Anticipated Under the 2025 Administration and Beyond
For 2025 and beyond, there are a range of anticipated employee benefit and healthcare related policies proposed for the incoming...
Baldwin Bulletin
2025 Educational Webcast Calendar
Professional education opportunities offered by the Baldwin Professional Education Connection (BPEC) are detailed in the following 2025 annual broadcast calendar....
Compliance Alert
BRCC COMPLIANCE ALERT - January 7, 2025
New Laws Aim To Streamline ACA Reporting and Reduce Paperwork Burdens for Employers Overview Two newly enacted laws, the Employer...
Baldwin Bulletin
Frequently Asked Question (“FAQ”) of the Month - January 2025
TOPIC: Understanding ICHRAsQUESTIONWhat is an ICHRA and how can an employer utilize an ICHRA to manage its employee benefit related...
December 18 2024
An Introduction to Captives in the Employee Benefits Arena
Description: An introduction to the captive vehicle for employer sponsored employee benefits… https://vimeo.com/1040850342/d49a6865d1?share=copy Speakers: Nick Getz (S)Marie Smith (M) Time:...
November 27 2024
Understanding the dynamics of PEO Offerings and Employer Lessons Learned from PEO Exits
Description: Engaging a Professional Employer Organization (PEO) is an important business strategy for small and mid-sized employers. PEOs take the...
October 30 2024
Spouses, Dependents, and Adult Dependents – Age and Relationship Considerations in Employee Benefits
Description Age considerations in ERISA and the Tax Code related to rights and restrictions in the instance of a spouse,...
September 25 2024
Making the Switch from Fully Insured to Self-funded
Description: Employers are under an ever-increasing strain to offer competitive benefit packages designed to both attract and retain employees, all...