Learning. Collaborating. Connecting. Celebrating.
The first week of August gave our B+Co team an opportunity to come together, step away from our day-to-day work, and focus on how we continue moving forward—together.
Throughout the week, our team participated in training sessions, collaborative breakouts, Q&A discussions, team building, and our firmwide Town Hall. We talked about where we are today, where we’re headed, and celebrated some of the milestones we’ve achieved along the way.
And, of course, we made time for some fun with an afternoon at Topgolf!
As we look ahead to our 50th anniversary, weeks like this remind us that growth isn’t just about where we’ve been—it’s about continuing to learn, ask questions, share ideas, and find better ways to serve our clients and support one another.
Curious and Innovative are two of our core values, and they help keep us looking forward—exploring new ideas and continually improving for our people and the clients we serve.
Here’s to learning together, celebrating together, and continuing to grow together.
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When you take a moment to look beyond today's demands, new opportunities often come into view. We're here to help you recognize them—and plan for what comes next.
Let’s talk about what’s next.
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If you're looking for new ways to attract and retain employees, a new federal savings benefit may be worth your attention.
The U.S. Department of Labor has clarified that employers can generally offer Trump Account contributions without many of the administrative requirements associated with traditional ERISA retirement plans. That could make these accounts an attractive addition to your employee benefits strategy while providing valuable tax advantages for eligible employees and their families.
As with any new legislation, the details matter. Our latest article explains what the new guidance means, key tax considerations for employers, and what to think about before implementing a program.
Read the full article on our blog to learn whether this new benefit could be a good fit for your business.
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The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor (DOL) recently issued Technical Release 2026-02, providing important guidance on the treatment of newly0 CommentsComment on Facebook