This webinar will dive into the key requirements of the Employee Retirement Income Security Act (ERISA), covering everything from fiduciary responsibilities to plan administration. Learn about […]
Kick off the series with a simple, clear look at what AI really is and how it’s already being used in benefits, claims, and accounting. We’ll […]
Host: Aaron MacDonald, Chief Strategy Officer, Michigan Planners The employee benefits landscape continues to shift as post-2024 and 2025 rate increases place added pressure on employer […]
AI only works well if you ask it the right way. This session teaches you how to “talk” to AI clearly so it gives you accurate, […]
Imagine having your own AI assistant that knows your company’s tone, tasks, and policies. This session shows you how to create just that: an AI agent […]
Instead of one general AI, what if you had a small “team” of AI helpers, each doing a specific job like reviewing documents or answering benefit […]
Host: Michael DiLorenzo, CEO, Michigan Planners & Aaron MacDonald, Chief Strategy Officer, Michigan Planners Health Savings Accounts (HSAs) are more than just a tax-advantaged benefit—they’re a […]
AI can work around the clock. In this session, we’ll show how to set up automations so your AI assistants handle tasks overnight like reviewing claims […]
This final session helps you take everything you’ve learned and build a plan to roll it out across the company. We’ll cover how to pick the […]
Hosts: Aaron MacDonald, Chief Strategy Officer & Wes Shivel, Medicare Specialist, Michigan Planners Explore how employers are using ICHRAs and Medicare to control costs while offering […]
Compliance questions can be tricky, and misunderstandings can lead to costly mistakes. This session will tackle common challenges in tax compliance, ERISA, HRAs, cafeteria plans, reporting […]
