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glossary

Glossary

Trump Account (child savings vehicle)

Savings accounts designed to help families build tax-advantaged savings for children’s future needs.

related terms

Self-Funding Analysis

Evaluation of whether an employer should self-fund its health benefits.

Employee-Benefit Funding & Analytics

Creditable Coverage Disclosure Notice

A notice informing Medicare-eligible individuals whether prescription coverage is creditable.

Compliance & Regulatory Filings

Medicare Special Needs Plans (C-SNP, D-SNP)

Medicare Advantage plans for people with specific chronic conditions or financial needs.

Medicare-Related Products

Personal Risk Perception

How an individual views their exposure to potential risks, which influences coverage needs.

Risk & Claims Management

Form 5500

Annual report filed with the IRS/Department of Labor detailing benefit plan financials and compliance.

Compliance & Regulatory Filings

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Eden Prairie, MN 55344
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