I Want To...

Publications

On August 7, 2015, the Internal Revenue Service (IRS) issued a Private Letter Ruling on several tax issues that were raised in June 2011. The Orange...

The Segal Multiemployer Pension Plan Mortality Study reveals that the mortality rate for multiemployer plan participants was nearly 9 percent greater...

The Treasury Department (Treasury) and the Internal Revenue Service (IRS) are seeking additional comments on issues related to implementation of the...

Form 8955-SSA is the form that plans subject to ERISA must file with the IRS in order to report information related to the benefits of terminated...

Events

  • Sep
    30

    “Strategies to Prevent (or slow) DC Plan Leakage --The Current State to Innovative Plan Design to Influencing Participant Behaviors and Outcomes” — Wendy Carter, Washington, DC

News

New York (7/27/15) — Joseph A. LoCicero, President & CEO of The Segal Group, announced that Ann Fernandes has joined the firm as...

New York (7/16/15) — Joseph A. LoCicero, President and CEO of The Segal Group, announced the following recent officer promotions: To...

Video

On June 25, the United States Supreme Court held in a six – three decision that the Affordable Care Act (ACA) subsidies that help individuals to purchase health insurance on an Exchange, are available in all states, regardless of whether the Exchange is operated by the state or through the federal government’s healthcare.gov Marketplace. Plan sponsors can move forward with planning for 2016 and beyond with more certainty as to the impact of the ACA on their benefit plans.

In this webinar, the presenters break down the details of the ruling and talk about next steps for plan sponsors, including ongoing ACA compliance as well as preparing for 2016 employer reporting and the 2018 excise tax on high-cost plans.

Video

By early 2016, the Affordable Care Act requires multiemployer plans to report on who was enrolled (members and dependents) for benefits during each month of 2015 to the IRS, and to provide each plan member with a statement documenting his or her coverage. Multiemployer plans will have to send the first round of these information returns to plan members in January 2016, and file them with the IRS soon thereafter.

Separately, the ACA requires large employers, including contributing employers, to report on offers of coverage to their full-time employees.

This webinar discusses specific information multiemployer plans need to report, the new tax forms plan sponsors will use to report this information, action steps that multiemployer plans need to take to comply with these plan reporting requirements, and the information multiemployer plans should — and should not — provide to their contributing employers until the federal government provides clearer guidance.