Compliance News

March 29, 2019

Congress’s and the Trump Administration's Latest Actions Concerning the ACA

Recent activity in Washington underscores extreme differences of opinion about the future of the ACA.

Health, Compliance, Multiemployer Plans, Public Sector

March 26, 2019

IRS Reminds Plans of Deadline for Electronic Filing Changes

The deadline is April 1, 2019.

Retirement, Compliance, Multiemployer Plans, Public Sector

March 26, 2019

IRS Notice Removes Barrier to Considering Retiree Lump-Sum Windows

IRS no longer intends to issue regulations prohibiting defined benefit pension plans from retiree lump-sum windows

Retirement, Compliance, Public Sector

March 21, 2019

DOL Proposes Updated Rule on Overtime

The rule would modify overtime rules published in 2016, which were later declared invalid by a district court.

Health, Compliance, Public Sector

March 19, 2019

401(k)-Based Student Loan Repayment Program: New IRS Ruling

Read more about this new IRS Private Letter Ruling

Compliance

March 12, 2019

First Mortality Tables for Public Sector Retirement Plans Published

The tables are the first mortality study based exclusively on public sector plans.

Compliance, Public Sector, Retirement

February 25, 2019

Bill to Repeal the Affordable Care Act’s Excise Tax on High-Cost Plans

Bill to Repeal the Affordable Care Act’s Excise Tax on High-Cost Plans

Health, Compliance, Multiemployer Plans, Public Sector

February 25, 2019

Departments Seek Ways to Help Health Plan Sponsors Preserve

On February 25, 2019 several government departments published a request for information about grandfathered status under the ACA.

Health, Compliance, Multiemployer Plans, Public Sector

February 06, 2019

HHS Proposes Rx Rebate Replacement: Point-of-Sale Discounts

The proposal would affect Medicare Part D and Medicaid managed care organizations.

Health, Compliance, Public Sector

October 30, 2017

IRS Releases Guidance for Plans Undergoing IRS Plan Audits

We summarize IRS guidance for plans.

Retirement, Compliance

June 23, 2017

2018 Medicare Part D Amounts: Modest Increases from 2017

The Medicare Part D standard defined benefit and Retiree Drug Subsidy (RDS) amounts for 2018 will be slightly higher than the 2017 amounts.

Health, Compliance

March 10, 2017

Be Prepared for Using the New SBC Template

We discuss the changes, new rules about how SBCs interact with Section 1557 of the Affordable Care Act and next steps.

Health, Compliance

February 02, 2017

Segal's Advice for DC Plan Sponsors in 2017

We recommend plan sponsors focus on the following five important issues this year.

Compliance, Retirement

December 22, 2016

Congress Likely to Amend Affordable Care Act in 2017

We provide background on the budget process, including what can — and cannot — be achieved through it.

November 21, 2016

2017 Medicare Premiums, Deductible and Coinsurance

These amounts take effect on January 1, 2017.

Health, Compliance

October 10, 2016

ACA's 2016 Transitional Reinsurance Fee Submissions

Health insurers and group health plans must contribute to this program by paying fees over a three-year period.

Health, Compliance

June 23, 2016

Rule Requires Plan Sponsors to Cover Transgender Services

The effective date of the rule is plan years beginning on or after January 1, 2017.

Health, Compliance

June 09, 2016

EEOC Issues Important New Standards for Wellness Programs

The EEOC has published a final rule governing wellness programs which will affect the design of a variety of health and wellness programs.

Health, Compliance

May 12, 2016

2017 Minimums and Maximums for Health Savings Accounts

Revenue Procedure 2016-28 will be published in Internal Revenue Bulletin 2016-20 on May 16, 2016.

Health, Compliance

May 04, 2016

Medicare Part D Amounts Will Increase in 2017

We review changes to the Part D benefit and illustrate the impact of those changes on the 2017 benefit.

Health, Compliance

February 11, 2016

2017 Budget Proposals Affecting Retirement Plans, Savings

The Budget for Fiscal Year 2017 includes several proposals that would affect retirement plans and savings.

Retirement, Compliance

December 22, 2015

2016 Appropriations Law Delays Three ACA Taxes

We provide details about these taxes and the delays.

Health, Compliance

December 16, 2015

Spending Deal Delays ACA’s 40% Excise Tax on High-Cost Plans

Included in this deal are three provisions affecting the ACA’s 40 percent excise tax on high-cost health plans, most notably a two-year delay.

Compliance, Health

December 16, 2015

Departments Release Series of Final Rules Under the ACA

We highlight new positions on important issues not addressed by the Departments in previous guidance.

Health, Compliance

November 19, 2015

2016 Medicare Premiums, Deductibles and Coinsurance

These amounts take effect on January 1, 2016.

Health, Compliance

November 19, 2015

2016 Medicare Premiums, Deductibles and Coinsurance Announced

We summarize this news and what it means for plan sponsors.

Health, Compliance

October 15, 2015

Year-End Update on Compliance Issues for Retirement Plans

We summarize the deadlines and provide reminders for employers that sponsor DB and DC plans.

Retirement, Compliance

October 07, 2015

ACA's Transitional Reinsurance Fee Submissions Due Soon

Submissions required by November 16, 2015.

Health, Compliance

October 07, 2015

File ACA's Transitional Reinsurance Fee Submissions Soon

In a major change from last year, self-insured, self- administered plans are exempt from the fees.

Health, Compliance

September 01, 2015

2015 ACA Reporting Requirements for Plan Sponsors

We summarize 2015 ACA reporting requirements for multiemployer plans and employers.

Health, Multiemployer Plans

September 01, 2015

Latest Guidance on Reporting Required by the ACA

We summarize recently published draft instructions for employer information reporting requirements under the ACA.

Health, Compliance

July 09, 2015

Multiemployer Defined Benefit Plan Disclosure Requirements

We describe the disclosure provisions as expanded by MPRA and outline some action steps for plan administrators.

Retirement, Compliance

June 25, 2015

MPRA's Rules for Benefit Suspension and Plan Partition

After providing some background, we briefly describe the new guidance and identify certain key aspects.

Compliance, Retirement

June 04, 2015

Final Rule on Limited Wraparound Coverage Under the ACA

We discuss limited wraparound coverage and conclude with a section on the implications for plan sponsors.

Health, Compliance

January 15, 2015

The ACA's Employer Shared Responsibility Penalty

We discuss penalty rules for contributing employers.

Health, Compliance