Has your 403(b) plan document been approved by the IRS?

October 17, 2019

As an employer, you may be aware that the Internal Revenue Service (IRS) requires tax-qualified retirement plans be documented in a detailed written plan document.

Good Forms 101: The Disability Claim Form

October 7, 2019

Here are some tips and solutions for frequently asked questions we hear from employers and employees regarding the disability claim form.

Sandra's Story: The Climb

October 4, 2019

After being diagnosed with cancer, Sandra's life changed dramatically. Read how she turned to American Fidelity for help.

How Long Should I Keep My Medical Bills?

October 4, 2019

You don't have to leave bills lying around forever, but there are some documents you should keep which can be helpful in verifying health services provided.

FSA Mistakes to Avoid – Other Reimbursement Accounts

September 20, 2019

The rules surrounding Flexible Spending Accounts (FSAs) can be complex. Here are some of the most common rules to know.