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The information and content contained in this blog are for general informational purposes only, and does not, and is not intended to, constitute legal advice. As always, for specific questions concerning your health or 401(k) plans, please consult your own ERISA attorney or professional advisor.
H&W 2016 Transition Relief for Section 6055 and 6056 Reporting
Extension for Providing Employee Statements The IRS has announced 2016 transition relief that includes a 30 day extension to furnish the Section 6055 & 6056 employee statements to employees. This extension results in a due date of March 2, 2017 instead
2016 Form 5500 – Advance Informational Version Available
The U.S. Department of Labor along with the IRS and the Pension Benefit Guaranty Corporation has released advance informational copies of the 2016 Form 5500 and related instructions. These advance copies are for informational purposes only and cannot be used to
H&W New PCORI Fee Announced!
The latest PCORI fee amount has been released! Notice 2016-64 announced the PCORI fee for policy years and plan years that end on or after October 1, 2016, and before October 1, 2017. The new fee amount is $2.26 which is an
401(k) 2017 Inflation Adjustments
The IRS has provided 2017 inflation adjustments that could impact certain dollar limits that apply to 401(k) plans. An overview of the guidance on the 2017 401(k) plan limits is provided below. Limits on Participant Contributions: The maximum and catch-up contribution limits