<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 […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> IRS Revamps Plan Document Approval Process
As you are probably aware, effective January 1, 2017, the IRS made sweeping changes to its rulings and determination letter program for qualified plans. The […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> IRS Considers Expanding Determination Letter Program in 2019 for Certain Individually Designed Plans
Background In 2017, the IRS made sweeping changes to its rulings and determination letter program for qualified plans. The most striking change was the elimination […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> What’s in a Name? IRS Changes Terminology for Preapproved Plans
In 2017, the IRS made sweeping changes to its rulings and determination letter program for qualified plans. The most striking change was the elimination of […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k):</span> Let Us Observe a Moment of Silence for the Fiduciary Rule
On May 7, 2018, the U.S. Department of Labor (“DOL”)’s controversial “Fiduciary Rule” – long the bane of the ERISA financial services industry – was […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W</span> 2019 HSA Limits Released
HSA (health savings account) cost-of-living contribution and coverage adjustments for 2019 have been issued in Revenue Procedure 2018-30 . The new 2019 HSA contribution limits, minimum deductibles […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W</span> Need Help Determining ALE Status?
Not sure if your company is considered an ALE? Here’s help! The Internal Revenue Service has released Publication 5208 to provide assistance to entities as […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W:</span> 2018 HSA Deduction Limit for Family Coverage
Back in May of 2017, the Department of the Treasury and the Internal Revenue Service released inflation adjustments for HSAs for the 2018 calendar year. […]