October 30, 2017
We summarize IRS guidance for plans.
Retirement, Compliance
June 23, 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
We discuss the changes, new rules about how SBCs interact with Section 1557 of the Affordable Care Act and next steps.
February 02, 2017
We recommend plan sponsors focus on the following five important issues this year.
Compliance, Retirement
December 22, 2016
We provide background on the budget process, including what can — and cannot — be achieved through it.
November 21, 2016
These amounts take effect on January 1, 2017.
October 10, 2016
Health insurers and group health plans must contribute to this program by paying fees over a three-year period.
June 23, 2016
The effective date of the rule is plan years beginning on or after January 1, 2017.
June 09, 2016
The EEOC has published a final rule governing wellness programs which will affect the design of a variety of health and wellness programs.
May 12, 2016
Revenue Procedure 2016-28 will be published in Internal Revenue Bulletin 2016-20 on May 16, 2016.
May 04, 2016
We review changes to the Part D benefit and illustrate the impact of those changes on the 2017 benefit.
February 11, 2016
The Budget for Fiscal Year 2017 includes several proposals that would affect retirement plans and savings.
December 22, 2015
We provide details about these taxes and the delays.
December 16, 2015
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
We highlight new positions on important issues not addressed by the Departments in previous guidance.
November 19, 2015
These amounts take effect on January 1, 2016.
We summarize this news and what it means for plan sponsors.
October 15, 2015
We summarize the deadlines and provide reminders for employers that sponsor DB and DC plans.
October 07, 2015
Submissions required by November 16, 2015.
In a major change from last year, self-insured, self- administered plans are exempt from the fees.
September 01, 2015
We summarize 2015 ACA reporting requirements for multiemployer plans and employers.
Health, Multiemployer Plans
We summarize recently published draft instructions for employer information reporting requirements under the ACA.
July 09, 2015
We describe the disclosure provisions as expanded by MPRA and outline some action steps for plan administrators.
June 25, 2015
After providing some background, we briefly describe the new guidance and identify certain key aspects.
June 04, 2015
We discuss limited wraparound coverage and conclude with a section on the implications for plan sponsors.
January 15, 2015
We discuss penalty rules for contributing employers.
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