Southern Wealth
PO Box 800
Maryville, MO 64468
800-399-3023
qualified_plans@bankwithsouthern.com
12/18/2025
Many federal laws create mandates that may apply to your group health plan.
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12/11/2025
The IRS has announced that it intends to issue proposed regulations regarding Trump Accounts (TAs)
12/02/2025
QUESTION: We are reviewing the SPD procedures for our ERISA health and welfare plans and need some guidance. Who must receive SPDs for these plans?
QUESTION: We understand there is a small employer exception to COBRA for employers with fewer than 20 employees. What employees should we count for purposes of this exception?
10/29/2025
A plan's choices are limited by two rules that apply to all qualified transportation plans: the "no-former-employees" rule and the "no-refunds" rule.