Fresh Brew With Matthew Bosse
Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees!
“You will not see satisfactory achievements if no action is taken to get there.”
Matthew Bosse is a Data Analyst at Saxon Financial Services.
Matthew’s journey to becoming a Data Analyst at Saxon began at Sunspot Pool and Patio during his 4-year, academic career. It taught him the importance of professional communication, as well as how to resolve issues for a customer in the best possible way.
In his off time, Matthew spends it with his Mini Goldendoodle named Jameson and with his close family and friends. He also loves to build model cars, go golfing, playing pickup soccer and building fun projects.
Rounding Third
Matthew enjoys sipping on his favorite brew, Rounding Third, while sitting outside at Madtree, relaxing.
Spicy Balls
Matthew enjoys sipping on a Bud Light and snacking on Spicy Balls at Dana Garden.
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Fresh Brew With Jake Meyer
Welcome to our monthly segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.
“Educate your employees about their benefits. The more they understand them, the more they will realize how big of a benefit they are.”
Jake Meyer is an Account Executive at Saxon Financial Services
Jake Meyer joined the Account Management team in December 2015 after previously working in operations for the Cincinnati Reds. He holds a B.A. Cum Laude in English Writing and Political Science, from the University of Pittsburgh.
Outside of the office, Jake enjoys spending time with his family and friends. He is an avid sports fan, and likes to attend sporting events as often as possible.
Rhinegeist Truth
Jake enjoys drinking Rhinegeist Truth which is a local Indian Pale Ale from the Rhinegeist Brewery in Cincinnati, Ohio.
Jake doesn’t have a particular favorite snack that he eats when sipping on his favorite brew. He instead likes to enjoy the hops in his favorite IPA.
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The Saxon Advisor - February 2020
Compliance Check
what you need to know
Section 6055/6056 Reporting. Employers must file Forms 1094-B and 1095-B, and Forms 1094-C and 1095-C with the IRS by February 28, 2020 if they are filed on paper.
Form 1099-R Paper Filing. Employers must file Form 1099-R with the IRS by February 28, 2020 if they are filed on paper.
CMS Medicare Part D Disclosure. Employers that provide prescription drug coverage must disclose to the CMS whether the plan’s prescription drug coverage is creditable or non-creditable.
Summary of Material Modifications Distribution. Employers who offer a group health plan that is subject to ERISA must distribute a SMM for plan changes that were adopted at the beginning of the year that are material reductions in plan benefits or services.
Section 6055/6056 Individual Statements (2019 EXTENDED DEADLINE). Applicable large employers (ALEs) that sponsor self-insured health plans must disclose information about plan coverage to covered employees each year. This deadline was extended from January 31, 2020, to March 2, 2020, this year by the IRS.
ADP/ACP Refunds. Corrective refunds for a failed ADP/ACP test must be made by March 15, 2020, to avoid 10 percent excise tax penalties.
Section 6055/6056 Reporting (Electronic Filing Deadline). Applicable large employers (ALEs) that sponsor self-insured health plans are required by Internal Revenue Code Sections 6055 and 6056 to report information about the coverage to the IRS yearly. IRS Forms 1094-C and 1095-C are used to report coverage information. March 31, 2020, is the deadline to submit these forms if employers are filing electronically.
COBRA General Notice. Employers who provide group health plans must provide a written General Notice of COBRA rights to all covered employees and spouses (if applicable). This notice must be provided 90 days after health plan coverage begins.
Summary Plan Description (SPD). Employers who offer group health plans that are subject to ERISA must provide Summary Plan Descriptions (SPD) to employees who newly enrolled at the beginning of the plan year.
Form 1099-R (Electronic Filing Deadline). Employers must file Form 1099-R with the IRS by March 31, 2020, if they are filed electronically.
Form 5330. The Form 5330 excise tax return and payment for excess 2018 ADP/ACP contributions are due March 31, 2020.
What Employers Should Know About the SECURE Act
Join us for this interactive and educational Saxon U seminar with Todd Yawit, Director of Employer-Sponsored Retirement Plans at Saxon Financial Services, as we discuss what the SECURE Act is and how it impacts your employer-sponsored retirement plan.
How to Speak to Your Employees About Their Intimidating Benefits
Bringing the knowledge of our in-house advisors right to you...
Employers spend thousands annually to secure and offer benefits to their employees. However, a small amount of time and money are devoted to ensuring employees understand and appreciate their benefits. Properly communicating – what you say, how you say it and to whom you say it to – can make a tremendous difference in how employees think, feel and react to their benefits, employer and fellow co-workers.
In this installment of CenterStage, Jamie Charlton, founding partner and CEO of Saxon Financial Services, discusses the importance of offering sound education of benefits to employees, as well as how to effectively communicate their benefits in a clear, concise manner.
Fresh Brew Featuring Nat Gustafson
“Always be prepared.”
This month’s Fresh Brew features Nat Gustafson, an Account Manager at Saxon.
In his free time, Nat enjoys snowboarding. When thinking about his greatest adventure, he remembers traveling around Italy. He lives by the catchphrase of, “Roll up your sleeves.”
Nat’s favorite brew is Rhinegeist Truth. His favorite local spot to grab his favorite brew is Mount Lookout Tavern on Linwood Avenue.
Nat’s favorite snack to enjoy with his brew is Chicken wings.
This Month's #CommunityStrong:
American Heart Association Heart Mini Fundraising
This January, February & March, the Saxon team and their families will be teaming up to raise money for the American Heart Association Heart Mini!
Saxon’s Humana GO365 Annual Wellness Clinic
Learn what Go365 is, how it works, how to create engaged employees and how to maximize the 15% wellness incentive credit from the program.
Monthly compliance alerts, educational articles and events
- courtesy of Saxon Financial Advisors.
Fresh Brew with Nat Gustafson
Welcome to our monthly segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.
“Always be prepared.”
Nat Gustafson is an Account Manager at Saxon Financial.
Nat began his career at Total Quality Logistics. For four months, he learned to control himself in hectic situations and to better manage his time. Most importantly, he taught himself how to effectively communicate with others in difficult situations.
In his free time, Nat enjoys snowboarding. When thinking about his greatest adventure, he remembers traveling around Italy. He lives by the catchphrase of, “Roll up your sleeves.”
Rhinegeist Truth
Nat enjoys a Rhinegeist Truth, an indian pale ale, from his favorite local spot, Mount Lookout Tavern on Linwood Avenue.
Chicken Wings
Nat enjoys sipping on his favorite brew while eating chicken wings from Mount Lookout Tavern.
Give It A Try & Share It!
Fresh Brew with Scott Langhorne
Welcome to Fresh Brew, where we explore the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.
“Pay close attention to detail.”
Scott Langhorne is an Account Manager at Saxon.
Scott joined the team at Saxon Financial Services after working in customer service. His favorite catchphrase, a quote from the movie Friday Night Lights, is, “Clear eyes, full heart, can’t lose.”
Scott enjoys helping out his family and friends with any projects they need doing. He also enjoys traveling with his wife. His most memorable trip was when they traveled to Switzerland and Portugal.
In his free time, Scott enjoys playing golf during the warmer months. He also enjoys spending time with his wife and their dog, Bosley.
Bud Light
Scott enjoys drinking Bud Light. His favorite local spot to grab is favorite brew is wherever friends and family are.
Wings
Scott’s favorite snack to accompany his favorite brew are wings.
Give It A Try & Share It!
Fresh Brew with Amy Wetherington
Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.
“Most people tend to focus on one specific part of their financial standing (life, investments, daily living, savings, debit, etc). My advice is to look at your finances as a whole, not as individual units. Everything in your financial life is, in some way, linked together. Imagine your life as a puzzle and the only way to see the entire picture is to make sure you have all the correct pieces in place. If one piece is missing then the puzzle isn’t complete. My goal as an Account Manager is to maintain the integrity of what has already been built and to help bring those missing pieces to light.”
Amy Wetherington is an Account Manager at Saxon Financial Services.
Amy became a new resident of Ohio in February 2013. Growing up as a Floridian, she loves taking on new challenges and enjoys a life of excitement in the outdoors.
When not working, Amy enjoys exploring the city of Cincinnati, CrossFit, spending time with her family, and relaxing in the beauty of nature. Amy also enjoys a weekend getaway to visit her friends and family that still reside in Florida.
Rogue “Dead Guy Ale”
Amy’s favorite brew is the Rogue “Dead Guy Ale”.
“It has the perfect balance of malt and hops.”
Barbeque
Amy enjoys eating barbeque when sipping on her favorite brew.
“The tangy/smokey flavors of the BBQ would be complimented by the toasty/malty notes that Rogue “Dead Guy” provides.”
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Fresh Brew With Our Newest Employee - Rob Glover
Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.
“Don’t worry about all the Medicare options. I’ll help make it clear and simple.”
Before joining Saxon Financial, Rob trained and worked as an independent sales agent specializing in UnitedHealthcare Medicare plans. He is excited to be joining Saxon in the Senior Solutions department and build on his experience by serving people with added carrier options.
Rob focuses on listening, understanding and educating his clients since Medicare is not one-size-fits-all. When you meet with Rob, his goals are to help you feel like family and have the confidence and understanding to select the perfect Medicare plan for you.
Favorite Brew
Morning:
“Ethiopian Harrar Coffee made with a French Press, hand ground and prepared at home.”
Afternoon:
“British Blend black tea brewed at home. Cold but no ice!”
Evening:
“Stout, home brewed.”
Rob notes: “If I don’t make it myself, then Cappie’s in Loveland or Jungle Jim’s in Eastgate.”
Favorite Snack
“Forget snacks; give me pizza!”
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