Read the Latest Edition
January 2019
In This Issue:
Compliance Digest - 2018: Year in ReviewWellness Program Considerations for 2019
How 401(k)s Can Help Recruit and Retain Employees
This Scares Americans More Than Retiring
401k and Retirement Plan Limits for the Tax Year 2019
December 2018
In This Issue:
Safe Harbor 401(k) Plans2019 Cost of Living Adjustments
Extension of Deadline for 2018 Forms 1095-C
New Prescription Drug Oversight, Transparency, and Opioid Abuse Legislation
7 Rules Every Professional Fiduciary Must Follow
July 2018
In This Issue:
10 Reasons to Include Life Insurance in a Qualified PlanAssociation Health Plans Final Rules
Health & Welfare Plan Reporting & Disclosure Obligations
2018: Second Quarter Compliance Digest
Is Your 401K Plan Ready for Rising Interest Rates?
401K Notice Distribution: Hard Copy vs. Electronic Copy
June 2018
In This Issue:
Proposed Rule Expands Required Electronic Filing of IRS FormssThe ACA Undergoes a New Legal Challenge
Financial Wellness Programs and the Impact on Retirement Plan Deferral Rates
Seven 401k Strategies for 2012
October 2017
In This Issue:
2018 Cost of Living AdjustmentsNew Executive Order and Insight on the Employer Mandate
New Exemptions Affect Contraceptive Services
Trump Halts Cost-Sharing Reductions
Are We Ready to Fund Retirement From DC Plans?
Does Your Investment Policy Statement Have Gaps?
July 2017
In This Issue:
Mental Health ParityNew York Paid Family Leave
2017 Second Quarter Compliance Digest
How 401k Plan Design Can Increase Retirement Savings
Millennials Support Automatic Retirement Plans, Seek Sponsor Help
February 2017
In This Issue:
DOL Penalties Increase for 2017Trumps First Executive Order Addresses the ACA
Medicare Part D CMS Reminder
Fidelity Predicts Retirement Industry Trends for 2017
ADP and ACP Tests
October 2016
In This Issue:
HHS Penalties Increase2016 Transitional Reinsurance Fee Form Now available
2016 Third Quater Compliance Digest
July 2016
In This Issue:
ACA Information Returns May ContinueEEOCIssuesModelNotice
FAQ Suggests Employers Include
(b)lines Ask the Experts: Can Plan Sponsors Reduce Fiduciary Liability?
Best Practices for 403(b) Plans
Employees Willing to Pay More for Retirement Benefits
April 2016
In This Issue:
HIPAA Audits to Increase in 2016New York Small Group Market Update
Five Reasons Why Small Businesses Should Establish Retirement Plans
Fee Allocation in 401k Plans: Choose Your Model
March 2016
In This Issue:
Form 1095-C Notification Reminder and Frequently Asked QuestionsNew SBC Template Implementation Announced
New York City Transit Benefit Mandate
Supreme Court Finds State Reporting Law Is Preempted by ERISA
Tips to Help Highly Compensated Employees Maximize Their Retirement Saving
401k Plan Sponsors Shift From Investment Focus to Emphasizing Retirement Readiness
February 2016
In This Issue:
2016 Poverty Line GuidelinesNew Guidance Addresses Account Based Plans
New Qualified Transit and Parking Guidance
Bringing DC Participant Personas Into Focus
Infographic: Trends in Employer-Sponsored Retirement Plans
Retirement Plans Are Not Enough to Meet Workforce's Changing Needs
October 2015
In This Issue:
The Pace Act Halts Small Group ExpansionEmployees on Leave May be FT
Ajdusted PCOR Fee for Fourth Filing Released
September 2015
In This Issue:
New Law Clarifies Employer Mandate and HSA Eligibility for VeteransMedicare Part D
Final Rules Clarify Required Coverage
Final Rules Address the Contraceptives Mandate
July 2015
In This Issue:
Supreme Court Same Sex MarriageNew Reporting Requirements
Final SBC Rules Issued
Compliance Compilation
June 2015
In This Issue:
Protection for LGBT WorkersPreventivie Items and Services
Out of Pocket Requirement
5500 Filing Reminder
May 2015
In This Issue:
Cadillac Tax Part 2Cadillac Tax Part 1
2016 HSA Limits
2016 Cost Sharing Limits
January 2015
In This Issue:
Proposed Rules Issued Reqarding Wraparound CoverageACA Impact on Expatriate Plans Eased
September 2014
In This Issue:
Treatment of InternsCertain Affordable Care Act Provisions Will No Longer Apply
CA Aligns Waiting Period with ACA
ACA Checklist
August 2014
In This Issue:
New Employer Reporting Requirements in 2016Informal IRS Comments Help
Another Blow to the ACA
July 2014
In This Issue:
Waiting Period Final RegulationsSupreme Court Decision
FMLA Proposed Rules
June 2014
In This Issue:
Special Enrollment OpportunityNew Health Plan Identifier
Employer Payment Plans
Correction Procedures for Improper Health FSA Payments
March 2014
In This Issue:
Regulations Issued On Waiting PeriodImprove Plan Design by Knowing Participants
Full time Employees Affordability and offer Coverage
Final Regulation on Employer Penalty Provide Transistion Relief
September 2013
In This Issue:
Self-Insured Health PlansContraceptive Coverage
Health Reform
Medicare Part D
Reform
Same-Sex Spouses
June 2013
In This Issue:
Symptoms That Your Retirement Plan Might Be In TroubleHealth Reform - New FAQs on SBC
Health Reform - Guidance Released on Affordability and Minimum Value
Health Reform - Annual Limits on Cost-Sharing
IRS Form 720 Filing Deadline July 31, 2013
May 2013
In This Issue:
Health Reform - Regulation Issued on Small Group Exchange PlansHealth Reform - SHOP Exchange Delay
Workers Need Incentives to Change Poor Health, Wealth Behaviors
Health Reform - Proposed Regulations Issued on 90-Day Waiting Period
Health Insurance Exchanges - Model Notices Now Available
February 2013
In This Issue:
How to Spot Hidden Provider CostsHealth Reform - New Regulations on Employer Penalty Provisions
Health Reform - Guidance Issued on the Reinsurance Fee
Health Reform: Contraceptive Coverage and Non-Profit Organizations
Employer Penalty Provisions: Further Details on the Proposed Regulations and Q&As
Delay for Exchange Notice and Additional FAQs
December 2012
In This Issue:
Wellness GuidanceHealth Insurance Market Rules
Guidance on Mandated Coverage
Final Regulations Research Fee
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