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Benefits Broker Pro eNewsletter
Storeyline April 13, 2011
 
Denis Storey
Romney’s reform no better than Obama’s
By Denis Storey
Five years ago, Gov. Mitt Romney championed health care reform for Massachusetts, promising universal coverage and lower costs. And like the president he wants to unseat, he got it half right. Well, sort of…Read more
Stories of the Week
Mass. marks fifth birthday of health care law
Budget tricks help Obama save programs
Free choice voucher program falls in budget deal
Doctors choose riskier care for themselves
The psychology of sales

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FreeERISA Insider
Dan Cole
Free lead–generation data. Brilliant.
By Dan Cole
In Part One we saw how, unlike Betty Crocker, Judy Diamond was actually a real person who started a document retrieval business in 1959 and, with the passage of ERISA in ‘74, gave the U.S. business world a stunningly lucrative glimpse into the not–so–seething underbelly of the retirement and benefits industries…Read more
Industry Insight
Eric Johnson
Understanding HSA testing periods, penalties
By Eric Johnson
Health savings accounts allow individuals to set aside tax–free dollars to pay for qualified medical expenses. As such, it makes sense to most people that they would lose this tax benefit and pay an additional penalty if they use HSA money for an ineligible expense, similar to the tax and penalty they would pay for an early withdrawal from an IRA or 401(k). The penalty increases from 10 percent to 20 percent beginning with the 2011 tax year and is calculated on IRS form 8889, which HSA account holders are required to complete…Read more
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