Supplemental Benefits With Russ Goldner
August 3, 2020
Dear Valued Client,
I hope this letter finds you well. It has been a very interesting year to say the least. Times are ever evolving, but our goal at Saxon remains unchanged to ensure you have the best benefit experience possible. In working with over 600 groups, we find this comes in many forms and fashions.
The one aspect of benefits that Saxon has provided through direct to carrier relationships is the supplemental benefit arena. Supplemental benefits are plans many folks use to help offset the cost of a major medical procedure or the recent rise of deductibles. In response to the more frequent request for these plans, I am excited to announce Saxon has decided to step into this arena to assist our clients directly.
Russ Goldner has joined Saxon as our Director of Supplemental Benefits. With 15 years of experience in this discipline, Russ can assist in developing a supplemental benefits program that fits the needs of your company and, most importantly, the needs of your employees.
Supplemental benefits are an excellent means of complimenting your major benefit lines because they further enhance a benefit lineup assisting in both recruiting and retention. These lines are voluntary, allowing your employees to opt for coverage that is best for them and their families, especially in filling potential gaps in their deductible funding or costs of living while recovering from a medical malady.
Russ will be following up with you to further discuss the advantages of providing supplemental benefits to your employees. If you want to reach out to Russ prior to, he can be reached via email at rgoldner@gosaxon.com or via phone at (513) 317-8412.
Respectfully,
Jamie Charlton
Marinate Your Chicken This Fourth of July with Saxon
Happy Fourth of July! In celebration of Independence Day, the Saxon crew has decided to share one of our favorite summer recipes for this month’s Fresh Brew! We hope you all have a safe and happy holiday!
Marinated Chicken and Onion Kebabs
Ingredients
- 1/2 c. plain yogurt
- 2 plain yogurt 2 cloves garlic, grated
- 1 tbsp. grated fresh ginger
- 1 tsp. garam masala
- 1 tsp. ground turmeric
- 2 tsp. lemon zest, plus 2 tablespoons lemon juice
- Kosher salt and freshly ground black pepper
- 1 1/2 lb. boneless, skinless chicken breasts, cut into 11/2-inch pieces
- Canola oil, for grill grates
- 1 medium-size red onion, cut into 1-inch wedges, then halved crosswise
- 4 pieces flatbread or naan
- Cucumber and Cilantro Yogurt Sauce
Directions
- Combine yogurt, garlic, ginger, garam masala, turmeric, lemon zest and juice, and 1/2 teaspoon each salt and pepper in a bowl. Add chicken and stir to combine. Let marinate 15 minutes.
- Heat grill to medium. Once hot, clean and lightly oil grill grates. Thread chicken and onions onto six large skewers. Grill, turning occasionally, until chicken is cooked through and onion is just tender, 8 to 10 minutes. Grill flatbread until lightly toasted, about 1 minute per side.
- Serve kebabs and flatbread with Cucumber and Cilantro Yogurt Sauce alongside.
This recipe was provided by Country Living. If you’d like to visit the original source, please click here.
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Fresh Brew With Abby Graham
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 every month.
“It’s not that hard to be well!”
Abby Graham is a Wellness Director for Saxon Financial Services.
Abby has been in the insurance, health, and wellness industry for over 12 years. Prior to joining Saxon, she spent 7 years working for Humana/HumanaVitality. In her spare time, Abby enjoys sewing and quilting. She also enjoys spending time with her husband, Jon, and her two sons, Carter and Cameron.
Coffee
Abby’s favorite brew is coffee from Coffee Emporium!
Reese’s Pieces Cookies
Abby enjoys sipping on her favorite brew while eating Reese’s Pieces Cookies!
Give It A Try & Share It!
The Saxon Advisor - May 2020
Compliance Check
what you need to know
Eligible Automatic Contribution Arrangement (EACA). For failed ADP/ACP tests, corrective distributions must be made towards participants within 6 months after the plan year ends – June 30, 2020.
SF HSCO Expenditures. The last day to submit SF HSCO expenditures, if applicable*, for Q2 is July 30, 2020. *Applicable for employers with 20+ employees doing business in SF and Non-Profits with 50+ employees.
Form 5500 and Form 5558. The deadline for the 2019 plan year’s Form 5500 and Form 5558 is July 31, 2020 (unless otherwise extended by Form 5558 or automatically with an extended corporate income tax return).
Form 8955-SSA. Unless extended by Form 5558, Form 8955-SSA and the terminated vested participant statements for the plan year of 2019 are due July 31, 2020.
Form 5558. Unless there is an automatic extension due to corporate income tax returns, a single Form 5558 and 8955-SSA is due by 2½ months for the 2019 plan year.
Form 5330. For failed ADP/ACP tests regarding excise tax, Form 5330 must be filed by July 31, 2020.
401(k) Plans. For ADP/ACP testing, the recommended Interim is due August 1, 2020.
How To Legally Work With Gig And Contract Workers
Join us for this interactive and educational Saxon U seminar with Pandy Pridemore, The Human Resources USA, LLC, as we discuss how to legally work with Gig and Contract Workers.
Providing an HSA, FSA, or HRA Health Plan for your Employees
Bringing the knowledge of our in-house advisors right to you...
When open enrollment hits annually, it is not uncommon for employers to feel exasperated when staring down a list of acronyms such as HSA, FSA and HRA. As it should go without saying, the most common first thought is, “What does any of this mean?” Even the most seasoned experts have difficulty with understanding the complexities of various care options.
““It is your account; yours if you leave the employer and can contribute as long as you have an HDHP and can use the funds until they are gone, even if you are no longer in an HDHP.” said Kelley Bell, a Group Health Benefits Consultant at Saxon Financial.
Fresh Brew Featuring Lexi Kofron
"Stay calm and collected on phone calls, and stay organized!"
This month’s Fresh Brew features Lexi Kofron, a Client Service Specialist at Saxon.
Lexi’s favorite brew is a Cinnamon Dolce Latte. Her favorite local spot to grab his favorite brew is at Starbucks
Scott’s favorite snack to enjoy is Pretzels and Hummus.
This Month's #CommunityStrong:
Families Forward Donation Drive
This May the Saxon family donated a bunch of household items and outdoor activities to Families Forward. Their staff goes out each week in masks and gloves to hand out these donations to the families in need through their program. Here are some pictures they provided when they passed out the donations and our trunk load of donations!
Are you prepared for retirement?
Saxon creates strategies that are built around you and your vision for the future. The key is to take the first step of reaching out to a professional and then let us guide you along the path to a confident future.
Monthly compliance alerts, educational articles and events
- courtesy of Saxon Financial Advisors.
Fresh Brew with Rich Arnold
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.
“I enjoy helping people over 65 understand Medicare and the many options they have. Explaining Medicare in easy to understand terms, clearly showing them the options based on their doctors and prescriptions, and letting them make a choice which they are comfortable with has been one of the most gratifying things I’ve ever done.”
Rich Arnold is a Senior Solutions Agent at Saxon Financial Services.
Over the years, Rich has been a teacher, an owner of several printing businesses, and retired after 10 years of running the Sharonville Chamber of Commerce. In his spare time, Rich is actively working with non-profits, helping with community projects and spending time with his 5 grandchildren.
Diet Mountain Dew
Rich is not a coffee drinker but enjoys a Diet Mountain Dew!
Honey Roasted Peanuts
Rich enjoys sipping on his favorite brew while eating Honey Roasted Peanuts.
Give It A Try & Share It!
