Archived Insight | February 2, 2017

Segal's Advice for DC Plan Sponsors in 2017

With a new president and full Republican control of Congress, change is in the air and on everyone’s mind. For sponsors of defined contribution (DC) pension and savings plans, 2017 is a chance to proactively focus on certain issues that might need attention before Congress turns its attention to tax reform, which likely will include new laws affecting DC plans.

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IRS Clarifies Withholding Rule for Uncashed Pension Checks

Get details on recent IRS-issued guidance that clarifies how to handle income tax withholding for uncashed pension checks.

Retirement, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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Budget Act Provisions that Affect Employee Benefits

Plan sponsors: Review several parts of the bill, particularly those related to Health Savings Accounts (HSAs) and certain other fringe benefits.

Health, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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ACA Dollar Amounts and Percentages

We updated the charts to include the Department of Health and Human Services’ revised maximum annual limits on cost-sharing for 2026, which increased.

Health, Compliance

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.