Resources for Plan Sponsors

Benefits Glossary
Use our searchable glossary to get to know key terms related to defined benefit, defined contribution and health & welfare plans.

Key IRS Limits for Health Plans
View the latest annual limits imposed by the Internal Revenue Service on Health Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), and High-Deductible Health Plans (HDHPs).

Key IRS Limits for Retirement Plans
View the latest annual limits imposed by the Internal Revenue Service on defined benefit plans, defined contribution plans (including 401(k), 403(b) and 457(b) plans), and IRAs.

Customer Success Stories
Browse a selection of SBA customer success stories to see how plan sponsors like you have solved problems and saved time and resources with our strategic benefits consulting.