Draft IRS Forms 1094 & 1095 Released
Today, The IRS released draft Forms 1094 & 1095 along with related instructions for the 2018 tax year. “Wait…what are these forms, who files them […]
Three Easy Steps to Avoid Unnecessary Claims Litigation
In our fast-paced world of “Go! Go! Go!” it’s easy for us to miss the detail, to overlook the fine print. When it comes to […]
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 […]
<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 […]