In the News

UBA Blog

Agencies Provide Relief for Group Plans and Donation Programs Affected by Hurricanes/Wildfires

The IRS and Department of Labor have provided guidance on managing benefit plans for employers affected by recent hurricanes or California wildfires.

Advance Informational Copies of 2017 Form 5500 Annual Return/Report

Advance informational copies of the 2017 Form 5500 annual return have been released so that employers can prepare for required reporting on benefit plans.

United Benefit Advisors Welcomes Dan Jordan as its New Director of Partner Development

Dan Jordan will recruit new UBA Partner Firms, train their staff to use UBA tools and technologies, and build relationships with Partners and carriers.

IRS Updates Guidance on Play or Pay Penalty Assessments

In late 2017, the IRS plans to issue Letter 226J to inform large employers of their potential liability for an employer shared responsibility payment.

With Below Average Cost, Increasing Enrollment, CDHPs Have Big Impact

The prevalence of consumer-directed health plans continues to grow in most markets and costs are still below average.

Employer News

PTO for When the Wind Blows

This year, much of the United States had some form of major natural disaster—hurricanes, wildfires, floods, tornados—and millions of people were either directly affected, or had a family member or close friend who was affected. This life-changing disruption often meant that people couldn’t, or weren’t able to, go to work.

Stop Handing Out Your SSN Like Candy

Social Security numbers (or SSNs) used to be tied just to your Social Security benefits. Now, that number is tied to just about everything used to identify you.

Get Moving… To Live!

The phrase: “If I’m lying, I’m dying” should be changed to: “If I’m sitting, I’m dying” even though it doesn’t rhyme.


There are places where you expect things to be noisy, such as a rock concert, and places where you expect it to be quiet, like an office.

Moments of Clarity: Being Transparent

Aristotle was right when he said, “Nature abhors a vacuum.” Companies and politicians like to say that they’re transparent, when in fact, they’re often the opposite. And, as in nature, in the absence of facts, people will often fill their minds with what is perceived.

Employer Webinar Series

What Employers Need to Know about the Proposed Association Health Plan Regulations

This webinar will provide an overview of the Department of Labor’s recently proposed regulations regarding association health plans. The webinar will focus on how the proposed regulations would change the definition of “employer” to allow employer groups or associations to be treated as a sponsor of a single multiple-employer employee welfare benefit plan or group health plan.

Using Population Health Data and Strategy to Provoke Change and Improve Outcomes

Employee benefit advisors working with Vital Incite have proven that when they are provided claims data and utilization tracking, Vital Incite and your advisor can use predictive modeling and population health reporting and oversight to drive better outcomes for the employers they serve.

Business Deduction Elimnation for Mass Transit and Parking Benefits

The Tax Cuts and Jobs Act eliminates the business deduction for qualified mass transit and parking benefits starting in 2018.

On-boarding & Off-boarding Techniques

Join us to learn how to effectively get new employees up to speed and productive quickly.

What Employers Need to Know about IRS Reporting in 2018

This 60-minute intermediate level webinar will help employers determine the best practices for reporting in 2018.