Guides
How to read Schedule A broker compensationWhat Form 5500 Schedule A reports about broker commissions and fees, what it leaves out, a worked example, and how to use it in a renewal conversation.How benefits broker compensation worksCommissions, flat fees, per-employee fees and other payments explained in plain language.Questions to ask your benefits broker at renewalA checklist covering compensation, conflicts, service, market checks and what happens if you leave.How to find your plan's Form 5500 and Schedule AStep-by-step: searching the Department of Labor's EFAST2 site, finding the attachments, and what to check.