HR White Papers

White Papers from leading HR experts provide great insight and research on timely relevant HR topics.

Keeping Portfolio Costs Low

September 4, 2019

The burden of portfolio costs can be tremendous. When portfolio costs come straight from the pockets of the investor, with the two main costs involving the expense ratio of the mutual funds or ETFs and the fees being charged by the advisors, the attention to keeping those costs as low as possible should be consistently emphasized. This white paper reviews where to start in managing the costs and how reducing costs can impact the portfolio.

Conflicts of Interest

September 4, 2019

Failure to comply with rules of professional conduct may result in discipline. Conflict rules are designed to foster the duty of loyalty the lawyer must have for the client and the exercise of independent judgment. The rules address conflicts as three different categories: conflicts between existing clients; conflicts that exist with former clients; and, conflicts that exist because of the type or subject matter of the contemplated transaction or relationship. This white paper reviews the basic rules regarding conflicts contained in Rules 1.7, 1.8 and 1.9.

Standards for Use of Opiates in Treatment of Pain Changes in Ohio

August 28, 2019

New rules establish significant changes. New regulations became effective late last year in Ohio, marking more change in the legal standards which control provider use of opiates for pain treatment. These regulations oust the previous law and combine standards for opiate use for non-acute pain while establishing changes to the provider approach to the use of these medications, as well as specific documentation requirements. Download this white paper for a review of these changes.

New Massachusetts Bills Propose Telehealth Insurance Coverage, Practice Standards

August 7, 2019

Telehealth laws continue to gain support. There continues to be a supportive push and backing for telehealth commercial coverage laws throughout the U.S. The laws are being created to assure that covered health insurance place members are allowed to use all aspects of their benefits both in-person and virtually. This white paper reviews current legislation filed for five new telehealth bills.

Top Five Ways to Combine Opportunity Zones and LIHTC Transactions

July 31, 2019

Can your LIHTC transaction benefit from being an opportunity zone? Are you aware of the types of deals that may work for you? Do you know how to structure your transaction to take full advantage of opportunity zones? There is a lot of information available on opportunity zones, however it can be overwhelming as regulations continue to evolve and this type of fund still being implemented. This white paper provides a review of how opportunity zones and LIHTC’s might work together.

Form 5500s

July 31, 2019

Do you have a Form 5500 for each benefit you offer? In the U.S. private sector employers provide for an estimated 2.3 million health plans. Form 5500 Annual Return/Report is the primary source of information about operation, funding, assets and investments of those employee benefit plans and is an essential compliance and research tool for the Department of Labor, the IRS and the PBGC. This white paper reviews what Form 5500 is and what it does.

How to Reject a Job Applicant

July 17, 2019

Being direct may not be the best route. When hiring for a position it is not uncommon to have to let applicants know that they were not chosen for the job. But what do you say when the applicant would like more information about why they weren’t chosen? This white paper reviews the value in acting politely vague and why saying “no” to the request can keep you out of a heated conversation.

Dream Big Goals

June 26, 2019

How high should you aim? How far do you want to take your sales? Only you can answer that question but, more importantly, you must first ask yourself that question. Oftentimes salespeople are content with their sales goals but they are only looking at short-term goals and are missing out on setting long-term goals. This white paper discusses why it’s important to dream big and take stock in your sales career and make sure your future plans are clear.

Who's Your CMO (Chief Morale Officer)?

June 5, 2019

HINT: Look in the Mirror! Leaders find themselves wearing many hats. Employees look to leaders as a focal point for how things are going in the company, both in good times and in trying times. Leaders have to stay the course and keep a calm appearance and remain optimistic. This white paper reviews one of the many hats that a leader needs to keep on straight – the role of the chief morale officer.

Employee Motivation: People Are Not Pets

May 29, 2019

Do incentives work or not? Employees are motivated by many different things. Oftentimes they are offered rewards for being more motivated or showing more motivation on the job. However, a recent article explains that when people are rewarded for accomplishing something, they also are likely to lose enthusiasm in what it was that needed to be done to get the reward. Incentives may help achieve a short-term goal but will it help in the long run? This white paper reviews why the common thought of giving treats for tricks doesn’t work the same way for people as it does for pets.