Resources & Insights.
Guides, checklists, calendars, and plain-language answers for California employers — everything we use with our own clients.
Start with what your renewal needs.
How to Change Employee Benefits Brokers in California
What a broker-of-record change actually does, why carrier-filed small-group rates generally don't move with your broker, when to start relative to renewal, and the full transition checklist.
Open article ArticleYear-End Benefits Checklist for California Employers (2026)
Ten things California employers need to close out before December 31 — open enrollment, ACA, FSA/HSA, CalSavers, SDI, and more.
Open article Calendar2026 Compliance Calendar
Every federal and California benefits and payroll deadline for 2026, month by month — with the weekend/holiday shifts already applied.
Open calendar GuideCalifornia Required Benefits Guide
What California law actually requires employers to provide — SDI, paid sick leave, CalSavers, COBRA/Cal-COBRA, ACA, and more.
Open guide ChecklistCA Benefits Compliance Checklist
A practical walkthrough to run before every renewal. Print it, mark it up, and confirm nothing is missed.
Open checklist GuideOpen Enrollment Guide
A 90-day roadmap for a clean open enrollment — timeline, required notices, communication plan, and post-OE reconciliation.
Open guide GuideYear-End Benefits Guide
Close out the plan year correctly: 2026 contribution limits, ACA reporting, W-2 and 1099 deadlines, and California-specific filings.
Open guide GuideHSA vs FSA Guide
Side-by-side comparison of HSAs, Health FSAs, and Dependent Care FSAs with 2026 limits and real employee scenarios.
Open guide FAQRenewal & Open Enrollment FAQ
Straight answers to the questions employers and employees ask most during renewal season.
Open faqEmployee benefits support near you.
We work with employers across California, with deep bench strength in Southern California markets.