AHP Final Rule Update: the IRS and DOL Sketch in the Details
In mid-July we posted a blog summarizing the AHP’s Final Rule; this week, the IRS and DOL published guidance on how to apply these rules […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k)</span> Chances for Pre-Election Tax Reform / 401(K) Changes Looking Dimmer
We have been reporting during the past couple of weeks about possible changes to 401(k) retirement plans as part of sweeping tax reform legislation that […]
Level-Funding: A Viable Alternative for Small Group Insurance?
There has been a recent uptick in interest in so-called “level funding” as an attractive alternative for employers, particularly small employers, who wish to self-insure […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> Unintended Impact of Tax Reform on 401(K) Hardship Withdrawals
Tax reform may have had unintended effect on hardship withdrawals under 401(K) plans Last year’s tax reform act, officially called the Tax Cuts and Jobs […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k)</span> More Proposed 401(k) Plan Changes in the Works — Keep Your Antennas On!
Last week, we reported that Congress seems to be on track to pass sweeping legislation that would make major changes to 401(k) retirement plans. In […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> Winds of Change are Blowin’ Around Washington!
What’s Happening with 401(K) Plans? Word out of Washington is that Congress may be posed to pass legislation that would make the most sweeping changes […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W:</span> Association Health Plans: Final Rule Recap
On June 21, 2018, the Department of Labor published its final rule addressing ERISA’s Association Health Plan (“AHP”) regulations. The final rule does not supplant […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> New Proposed Securities Legislation Could Affect 401(k) Participants’ Rights
Most pension rights advocates would agree that the recent stream of trending events has not been especially favorable to participants and beneficiaries in 401(k) plans. […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W:</span> ACA Play or Pay Penalty Notification and Response Process
In our earlier blog, we discussed how the IRS would be notifying Applicable Large Employers (“ALE”) when they are identified as potentially liable for an […]