News & Events

Wednesday, May 22nd

May 2019 Newsletter

Exciting things coming your way this month, including a chance to give back to the SLO community with the SLO Food Bank’s Hunger Awareness Day – happening June 7th!

Monday, April 22nd

M&G – Best Place to Work on the Central Coast

We are proud and honored to once again be named one of Pacific Coast Business Times’ Best Places to Work on the Central Coast! We have an amazing group of people that work hard every day for their clients and their coworkers and we are lucky that we get to have them on our team!

Monday, April 15th

April 2019 Newsletter

Not only does our April newsletter cover recent HR updates, compliance deadlines, benefits education, and commercial policies, but we are also announcing an exciting new project that we need YOUR HELP to accomplish!

Friday, April 5th

ThinkHR Employee Harassment Prevention Course

We are pleased to announce the release of ThinkHR’s Harassment Prevention Course for employees. This course incorporates the necessary state references to meet the standards for California’s sexual harassment prevention training.

Employers who employ five or more employees, including temporary or seasonal employees, must provide at least two hours of sexual harassment training to all supervisory employees and at least one hour of sexual harassment training to all nonsupervisory employees by January 1, 2020, and once every two years thereafter, as specified. Additionally, the state prohibits, in exchange for a raise or bonus or as a condition of employment or continued employment, employers from:

  • Requiring an employee to sign a release of a claim or right; or
  • Requiring an employee to sign a nondisparagement agreement or other document denying the employee the right to disclose information about unlawful acts in the workplace, including, but not limited to, sexual harassment.

Best Practices: Complete Training for Managers

Step 1: Within six months of placement or hire into a supervisory role.

Step 2: Must complete two hours of training every two years.

Step 3: Frequency of every two years or less with proof of training retained for two or more years.

The course name is Workplace Harassment Prevention for Managers in California (AB1825/2053), Connecticut & Maine. Available in English and Spanish.

Best Practices: Complete Training for Employees

Step 1: As soon as possible upon hire, recommended within first 30 days of hire.

Step 2: Must complete one hour of training every two years.

Step 3: Frequency of every two years or less with proof of training retained for two or more years.

The course name is Workplace Harassment Prevention for Employees, State of California (SB1343) Available in English and Spanish.

For more details about ThinkHR Harassment Solutions or assistance registering your employees for this training, please contact Louise Matheny at

Tuesday, March 19th

March 2019 Newsletter

Not sure what to do with this extra hour of daytime that we have? We’d recommend checking out March’s M&G | exposure newsletter! This month we cover all sorts of topics: access to an online Employee Harassment Prevention training course, myths and facts of the ACA, understanding an EOB, and what to do if your homeowner’s rates are increasing.

Tuesday, February 26th

February 2019 Newsletter

February may only be 28 days long, but it’s not over yet! Finish out the month by reading up on some important information about new employee training requirements, the value of online benefits portals, and what steps to take when you have a workers’ comp claim.

Thursday, January 17th

January 2019 Newsletter

2019 brings about changes to California’s employment laws and some exciting changes to Morris & Garritano. Check out this month’s newsletter to learn about our friend and long-time insurance agent Frank Sheahan, new or updated labor laws, and what you can expect for heath care in 2019.

Wednesday, January 9th

Frank Sheahan Announces Retirement and Transitions Clients to M&G

After 48 years of providing superior service to his clients, Frank Sheahan has announced his retirement from the insurance industry. As of January, 2019, Sheahan will transition the service of his accounts to Morris & Garritano Insurance. Sheahan notes, “It is important that my clients be protected and taken care of. When thinking of who would provide the best possible service, with the best possible people, only one name came to mind – Morris & Garritano.”

Prior to his time in the insurance industry, as Sheahan puts it, he was “just a punk kid from New Jersey whose dad gave him three options – the Army, the Navy, or the Air Force.” In 1963, after a semester at Rutgers, he joined the Army as a buck private performing Morse code for his battalion commander. He gradually made his way up the ranks to become a Captain in the Special Forces, also known as the Green Berets. He was deployed to Vietnam in January 1968 and served overseas until his departure from the army in 1969. Sheahan then ran a military unit in Sausalito as a reservist while attending college in San Francisco.

Sheahan’s insurance career started on February 11, 1971 when he joined Aetna Life and Casualty after graduating first in his class from San Francisco State University. He gained experience selling life insurance and mortgage policies by walking door-to-door, enjoying every opportunity to meet new people. In 1973 he came to the Central Coast to work for a prominent Property and Casualty insurance company, Neal Truesdale. After 7 years with the agency, Sheahan started his own firm, offering services for group medical, individual medical, and pension plans. He ran that operation from 1980 until his retirement this year. “I love what I do and am grateful to have had the opportunity to work with so many wonderful people. My clients are my family – some have been with me for 35 years.”

Sheahan not only served his clients but served our community as well. He was President of the Mustang Booster Club in 1981, President of the SLO Chamber of Commerce in 1983 and 1984, was named the SLO Chamber’s Citizen of the Year in 1989, and has participated in numerous organizations over the years. He has been a long-time friend and colleague of the Morris family. Our CEO, Brendan Morris, notes “I’ve admired Frank for many years, and our approach to insurance is very similar – ensuring that our clients are provided peace of mind and service they can trust. We are honored and excited to be able to assist Frank’s clients and embrace the opportunity to build new relationships along the way.”

Monday, December 17th

December 2018 Newsletter

With the end of one great year, comes the start of another. We’ve got a jump start on some changes you can expect in 2019 including: new requirements for sexual harassment prevention training, labor law seminars, and ACA reporting deadlines. This edition is packed full of great information!

Monday, December 3rd

BAN Webinar: End of Year Compliance Update Dec. 19th

Join us for an informative end-of-year webinar where Stacy H. Barrow, Esq. will provide an overview of all things compliance in 2018, along with a look at what to expect in 2019. Attendees will receive an update on legal and regulatory changes under the ACA in 2018, a review of other agency guidance in 2018 applicable to health and welfare plans, an update on recent court cases affecting health and welfare plans, and what to expect in 2019.

Key takeaways include:

  1. A better understanding of major changes in employee benefits law in 2018
  2. Knowledge of court cases that were most impactful to employee benefit plans in 2018
  3. An understanding of potential changes and guidance expected for 2019

December 19, 2018

9:00 am to 10:00 am PST

Password (if requested): EOY1219

This webinar is provided at no charge to the Smart Partners® of Benefit Advisors Network and their clients and friends. It has been approved for HRCI & SHRM CE approval. It is eligible for SHRM, HRCI, and CEBS credits. If you have further questions please contact Morris & Garritano at 805-543-6887.


Legal Disclaimer: Benefit Advisors Network is not a legal entity and nothing herein should be construed as legal advice. Always consult an attorney on all legal and compliance matters. Benefit Advisors Network is not responsible for the accuracy of the information contained herein. © Copyright 2018 Benefit Advisors Network. Smart Partners. All rights reserved.