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Associated Benefits and Risk Consulting – Wealth Management


The Opportunity Zone program: A great way to make tax-advantaged investments while supporting underserved communities

The 2017 tax overhaul bill received a lot of attention for its changes to the tax treatment of real estate and other asset classes. The bill’s “Investing in Opportunity Act” didn’t receive nearly as much attention at the time, but investors are starting to warm to the possibilities of tax-advantaged, socially impactful real estate investments through the Opportunity Zone program.

The 5 Second Rule: Transforming your thoughts and actions at work and home

Whether you are a sales person, coach, community volunteer, parent, or otherwise, Mel Robbins’ universal principles will apply. And because at Associated Benefits and Risk Consulting we know our clients and community strive for more, we hope you will find Robbins’ message on April 23-25 transforming. If you haven’t already, register for one of the three Leaders Forum events.

Trend Study: MarketPulse 2019

Introducing our 2019 MarketPulse trend report, where we discuss what our clients and other employers are doing to manage risks, promote employee productivity and morale, reduce costs and improve their organizations as a whole. In this issue, we explore retirement plans featuring target date funds as well as specialty drugs, cyber risk, predictive modeling, workplace well-being, advanced data analytics, the cost of large and often ongoing medical claims, and various emerging trends. In addition to a discussion of each trend, you will find supporting materials at

Download the PDF: MarketPulse 2019