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Business Insights, Research & Perspectives

Explore CBIZ’s latest insights on the critical issues that help advance accounting, tax, insurance, HR and much more at your organization. Search for exactly what you need to succeed below.

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HPID Rules Rescinded

November 4, 2019 By Karen McLeese

HPID Rules Rescinded

After several years of regulatory kerfuffle, the Centers for Medicare and Medicaid Services formally rescinded the regulatory requirement for health plans to obtain and use a health plan identifier.

2020 Social Security Cost-of-Living Adjustment

November 4, 2019 By Karen McLeese

2020 Social Security Cost-of-Living Adjustment

Though the annual cost of living adjustments applicable to certain welfare and retirement benefit plans, as well as Medicare plans, have yet to be released, the Social Security Administration announced its cost of living adjustments for 2020. 

New California Law Imposes Notice Obligation

November 4, 2019 By Karen McLeese

New California Law Imposes Notice Obligation

A new, very short California law enacted in August is grabbing much attention.  This new law imposes a dual notice obligation upon employers sponsoring spending account plans, such as a medical flexible spending account plan, a dependent care assistance plan, or an adoption assistance plan, that cover California residents.

DOL Disclosures: Relief Coming?

November 4, 2019 By Karen McLeese

DOL Disclosures: Relief Coming?

For some time now, the Department of Labor has been looking at ways to streamline employee benefit communications.  By way of proposed rules issued earlier this month, the agency is proposing a new safe harbor for electronic distribution of certain retirement and pension plan communications.

The Tide Changes With October Hiring Increase for CBIZ Small Business Employment Index (SBEI)

November 1, 2019 By Philip Noftsinger

The Tide Changes With October Hiring Increase for CBIZ Small Business Employment Index (SBEI)

Phil Noftsinger, Executive Vice President, CBIZ Employee Benefits, discusses small business hiring trends for October 2019 in the CBIZ Small Business Employment Index.

Active Shooter – the New Cyber

October 30, 2019 By Matthew Mercier

Active Shooter – the New Cyber

Much as cybercrime exploded worldwide to staggering impact, workplace violence in the form of active shooter incidents has now emerged as a threat that cannot be ignored or minimized. Although it’s a difficult subject, it is important for businesses to consider active shooter/workplace violence insurance to cover gaps and grey areas that exist in standard coverage insurance.

The State of Cannabis Banking

October 30, 2019 By Kris St. Martin

The State of Cannabis Banking

For financial services companies and their customers, the conflict between state and federal marijuana laws has presented a number of challenges. Although cannabis is legal in many states, banks are frequently regulated at the federal level. As a result, lenders of all sizes have distanced themselves from taking in “cannabis-tainted” deposits or making loans to the industry because of potential federal penalties.

Create a Winning Strategy for Your Bank’s Board and C-Suite (Guest Article)

October 29, 2019

Create a Winning Strategy for Your Bank’s Board and C-Suite (Guest Article)

Diversity in the financial institution boardroom and in the C -suite is so important. Increasingly, the issue has been getting the attention it deserves from regulators, from stakeholders, and from financial institutions themselves. Identifying and bringing in that optimal mix of different backgrounds, gender, opinions, and experiences can be easier said than done.

The Latest Craze in Sales Tax Policy: Marketplace Facilitator Laws

October 29, 2019

The Latest Craze in Sales Tax Policy: Marketplace Facilitator Laws

Now that the states have the ability to tax out-of-state vendors, they are onto their next quest to capture more sales tax revenue from online sales by shifting the burden of sales tax collection and remittance from sellers to marketplace facilitators.

Hopes for Year-End Tax Extenders Package Appear Dwindling

October 29, 2019

Hopes for Year-End Tax Extenders Package Appear Dwindling

Hopes for a year-end tax extenders package appear to be dwindling on Capitol Hill.

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