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401(k): DOL Proposes Prohibited Transaction Exemption For Certain Plan Transfers

On November 7, 2018, the U.S. Department of Labor (“DOL”) issued a proposed exemption related to the consolidation of small retirement savings accounts in 401(k) plans and IRAs when workers change jobs. See “Notice of Proposed Exemption Regarding Clearinghouse, LLC

Dan Bond December 4, 2018
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IRS Extends Due Date for Forms 1095-B and 1095-C

On October 4th, 2018, we posted a blog containing information about the IRS’ updated Forms 1094 and 1095.  The IRS has now extended the deadline for furnishing Forms 1095-B and 1095-C to individuals; the extension runs to March 4th, 2019. 

Peter Iverson, Esq. November 30, 2018
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Four Pitfalls to Avoid When Negotiating Service Provider Agreements

This is the third and final installment in a series of three blogs leading up to our Compliancedashboard® webinar on December 5th, 2018: Contracts 101: Creating Simple, Compliant Service Provider Agreements. In the first blog of this series, we looked

Peter Iverson, Esq. November 27, 2018
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Insurance Contracts Don’t Guarantee ERISA Compliance

This is the second installment in a series of three blogs leading up to our Compliancedashboard® webinar on December 5th, 2018: Contracts 101: Creating Simple, Compliant Service Provider Agreements. In the first blog of this series, we looked at essential

Peter Iverson, Esq. November 20, 2018
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