December 5, 2023
- Reminder: CAA Initial Gag Clause Attestation Is Due by December 31, 2023
- Reminder: Internet Self-Service Tool Must Be Fully Implemented for 2024 Plan Years
- CMS Issues Proposed Rule on the ACA 2025 Benefit and Payment Parameters
- IRS Announces 2024 Inflation Adjusted Limits for Health FSAs, Commuter Benefits, and Adoption Assistance
- Departments Issue New ACA and No Surprises Act FAQs
- IRS Releases 2023 Instructions for Form 8889
- IRS Proposes Rules on Long-Term, Part-Time Employee Eligibility
- IRS Updates Guidance for Pre-Approved Retirement Plans
- DOL Releases Information Copies of 2023 Form 5500 Annual Series
- COVID-19-Related Benefits Compliance Resources Available
November 7, 2023
- Reminder: It’s MLR Rebate Time Again!
- Departments Propose New Rules for No Surprises Act Federal Independent Dispute Resolution Process
- DOL Settles in ERISA Fiduciary Breach Investigation Involving Cross-Plan Offsetting
- DOL Proposes Retirement Security Rule Defining Investment Advice Fiduciary
- IRS Announces 2024 Limits on Benefits and Contributions for Qualified Retirement Plans
- COVID-19-Related Benefits Compliance Resources Available
October 24, 2023
- Reminder: It’s MLR Rebate Time Again!
- PCOR Fees Increased for 2023-2024 Plan Years
- IRS Releases 2023 Final Forms and Instructions for Forms 1094 and 1095
- HHS Announces Inflation Adjustments to Civil Monetary Penalties
- CRS Reports on Paid Family and Medical Leave in the US
- IRS Releases Mortality Tables for Determining Present Value Under Defined Benefit Pension Plans
- COVID-19-Related Benefits Compliance Resources Available
October 10, 2023
- Reminder: Medicare Part D Notice to Employees Is Due October 14, 2023
- Reminder: It’s MLR Rebate Time Again!
- DOL Issues Request for Information on Coverage of OTC Preventive Services
- District Court Vacates Drug Manufacturer Assistance Rule
- Departments Issue New FAQs on Transparency in Coverage Final Rule Implementation
- Federal District Court Allows the 2022 Investment Duties Rule to Remain in Effect
- COVID-19-Related Benefits Compliance Resources Available
September 26, 2023
- Reminder: Medicare Part D Notice to Employees is Due October 14, 2023
- Reminder: Calendar Year SAR Must be Distributed by September 30
- Reminder: It’s MLR Rebate Time Again!
- CRS Issues Report on Preventive Services Access Pending Braidwood Decision
- CMS Issues Proposed Rules on No Surprises Act Federal Independent Dispute Resolution Process Fees
- Fourth Circuit Focuses on Availability of Monetary Relief Under ERISA for Denied Heart Transplant
- Comment Period on MHPAEA Proposed Rules Extended
- COVID-19 Benefits Compliance Resources Available
September 12, 2023
- Reminder: Medicare Part D Notice to Employees is Due October 14, 2023
- Reminder: Calendar Year SAR Must be Distributed by September 30
- Reminder: It’s MLR Rebate Time Again!
- DOL Extending Grace Period for EFAST2 Login Credentials
- Tenth Circuit Holds Denial of Minor’s Residential Treatment Claims Was Abuse of Discretion
- District Court Addresses COBRA Notices in Class Action Lawsuit
- Ninth Circuit Reverses Class Action Case on Behavioral Health Claims, Again
- COVID-19-Related Benefits Compliance Resources Available
August 29, 2023
- It’s MLR Rebate Time Again!
- Calendar Year SAR Must be Distributed by September 30
- COVID-19 Related Benefits Compliance Resources Available
- IRS Releases 2024 Required Contribution Percentages for Affordable Coverage
- Tenth Circuit Holds ERISA Preempts Oklahoma Pharmacy Benefit Manager Law
- DOL Issues MHPAEA Publication for Employees
August 15, 2023
- COVID-19 Related Benefits Compliance Resources Available
- FAQ: is group term life insurance subject to nondiscrimination rules?
- HHS Issues First Annual Report to Congress on Impact of No Surprises Act
- Agencies Release New No Surprises Act FAQs After Adverse Court Ruling
- Report to Congress Focuses on Medicare Secondary Payer Coordination of Benefits
August 2, 2023
- It’s MLR Rebate Time Again!
- COVID-19 National Emergency Outbreak Period Has Ended
- FAQ: When does Medicare coverage begin for someone age 65 or older?
- CMS Posts Letter to Plan Sponsors on Medicaid Unwinding »
- COVID-19-Related Benefits Compliance Resources Available »
- Departments Announce Proposed Rules to Strengthen MHPAEA »
- MHPAEA 2023 Report to Congress Focuses on NQTLs and CAA, 2021 Compliance »
- DOL and CMS Release 2022 MHPAEA Enforcement Fact Sheet »
- Third Circuit Affirms Damages for ERISA Retaliation Claims
July 20, 2023
- IRS Issues New Notice on COVID-19 Expenses and Preventive Care for HDHP Purposes
- COVID-19-Related Benefits Compliance Resources Available
- Departments Propose Rule on Limited Duration Insurance and Fixed Indemnity Excepted Benefits Coverage
- Departments Release New No Surprises Act and Transparency FAQs
- CMS Launches Webpage Regarding No Surprises Act Protections
- Eighth Circuit Affirms Plan’s Exclusion of Emergency Services
- PBGC Issues Final Rule on Benefits Payable in Terminated Single-Employer Pension Plans
June 22, 2023
- COVID-19-Related Benefits Compliance Resources Available
- Eleventh Circuit Affirms Benefits for Military Leave and Paid Administrative Leave Must Be Similar
- CMS Issues Guidance on Sunset of MHPAEA Opt-Out for Self-Funded Non-Federal Governmental Plans
- IRS Issues Memo on Tax Treatment of Fixed Indemnity Wellness Benefits
June 8, 2023
- COVID-19-Related Benefits Compliance Resources Available
- Fifth Circuit Affirms Insurer Abused Discretion in Denying Cancer Therapy Treatment
- DOL Issues Opinion Letter on Calculating FMLA Leave Used During a Holiday Week
- IRS Provides Guidance on EPCRS Expansion Under SECURE 2.0 Act
- IRS Releases Updated Form 5300, Form 5307 and Form 5310 Instructions
May 24, 2023
- COVID-19-Related Benefits Compliance Resources Available
- All ACA Preventive Care Requirements Remain in Effect for Now
- IRS Releases 2024 Contribution Limits for HSAs and HRAs
- Tenth Circuit Rules Health Claims Administrators Must Engage with Treating Physician Opinions
- Seventh Circuit Affirms Breach of Duties of Loyalty and Prudence by Plan Fiduciaries
May 10, 2023
- COVID-19-Related Benefits Compliance Resources Available
- CMS Finalizes Notice of Benefit and Payment Parameters for 2024
- IRS Memo Addresses Claims Substantiation of Medical and Dependent Care Expenses
- CMS Provides Update on Federal Independent Dispute Resolution Process
- DOL Reaffirms Commitment to Ensuring Access to Autism Treatment Benefits
- DOL Issues Guidance on Annual Funding Notices for Pension Plans Receiving Special Financial Assistance
April 26, 2023
- DOL Indicates the COVID-19 National Emergency’s Outbreak Period Extends to July 10, 2023
- COVID-19-Related Benefits Compliance Resources Available
- FAQs Address Preventive Services Coverage After the Braidwood Decision
- HHS Proposes HIPAA Privacy Rule on Confidentiality of Reproductive Healthcare
- DOL Settlement with Prudential Highlights Risks for Employers Administering Supplemental Life Coverage
- 7th Circuit Rules on Remanded Hughes v. Northwestern Case
April 12, 2023
- The COVID-19 National Emergency Has Ended
- FAQs Address End of the COVID-19 Emergencies
- COVID-19-Related Benefits Compliance Resources Available
- Washington Update: Texas Court Invalidates Certain ACA Preventive Care Requirements
- CMS Releases 2022 RxDC Reporting Instructions
- DOL Issues Annual Report to Congress on Self-Insured Plans
- Federal Court Reconsiders Application of ERISA to Church-Affiliated Plan
- IRS Provides Employee Plan Examination Process Guide
March 29, 2023
- COVID-19-Related Benefits Compliance Resources Available
- IRS FAQs Address Medical Expenses Related to Nutrition, Wellness and General Health
- Federal IDR Process Guidance Issued for Disputing Parties and Certified Entities
- Eighth Circuit Affirms No Requirement to Exhaust Administrative Remedies Absent Review Language in Plan Document
- Federal Court Rules Employee Waived ERISA Claims Through Severance Agreement
- President Biden Vetoes Resolution to Nullify DOL ESG Rule
March 15, 2023
- COVID-19-Related Benefits Compliance Resources Available
- IRS Announces Increases to 2024 Employer Shared Responsibility Penalties
- Fourth Circuit Affirms that Courts Cannot Extend Life Insurance Conversion Deadlines
- HHS Issues Two Annual Reports to Congress on HIPAA Privacy and Security Enforcement Activities
- ERISA Advisory Council Reports on Cybersecurity Issues Affecting Health Benefit Plans
- IRS Proposes General Forfeiture Rules for Qualified Plans
- IRS Provides Relief for Reporting 2023 IRA Required Minimum Distributions
March 1, 2023
- COVID-19-Related Benefits Compliance Resources Available
- HHS Releases Fact Sheet: COVID-19 Public Health Emergency Transition Roadmap
- Departments Issue Guidance on CAA Gag Clause Attestation
- IRS Issues Final Regulations on Electronic Filing Requirements for Information Returns
- Ninth Circuit Rejects Reprocessing of Denied Claims in Wit v. UBH
- OCSE Releases Updated National Medical Support Notice and Instructions
- IRS Releases Updated Publications 502 and 503
- District Court Vacates Parts of DOL Fiduciary Rollover Guidance
- Agencies Release Final Rule for Form 5500 and Form 5500-SF
February 14, 2023
- COVID-19-Related Benefits Compliance Resources Available
- HHS Proposes New Rule on Contraceptive Coverage Requirements
- Texas Court Vacates Provisions of Surprise Billing IDR Rule Again
- IRS Releases Updated Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans
- District Court Addresses HR Department’s Misinformation on Life Insurance Coverage
- DOL Issues Guidance on Telework and FMLA Eligibility
- DOL Opinion Letter Addresses FMLA Leave for Reduced Hour Workdays
February 2, 2023
- Biden Administration Provides Update on Duration of COVID-19 National and Public Health Emergencies
- COVID-19-Related Benefits Compliance Resources Available
- DOL Announces 2023 Adjustments to ERISA Penalties
- Sixth Circuit Addresses Notice Requirements for Unforeseeable FMLA Leave
- Seventh Circuit Holds Claim Must Be Determined by Rules Effective on the Benefit Termination Date
- PBGC Amends Special Financial Assistance Regulation to Add a Withdrawal Liability Condition Exception
January 18, 2023
- COVID-19-Related Benefits Compliance Resources Available
- HHS Issues Request for Information on Essential Health Benefits
- Ninth Circuit Rules ERISA Benefit Denial Review Must Be Based on Administrative Record
- IRS Updates Determination Letter and Private Letter Ruling Procedures
- PBGC Issues Rule to Adjust Civil Penalties for Inflation
- IRS Releases Text of Forms W-4R and W-4P
January 5, 2023
- COVID-19-Related Benefits Compliance Resources Available
- Congress Passes Federal Spending Bill with Important Employee Benefit Provisions
- Departments Provide Prescription Drug Data Collection Enforcement Relief
- The Departments Update 2023 Independent Dispute Resolution Process Fee Guidance
- IRS Issues Notice for Calculating Qualifying Payment Amounts in 2023
- SECURE 2.0 Act Adopted in Federal Spending Bill
- IRS Proposes Regulations to Permanently Permit Remote Witnessing of Participant Elections and Spousal Consents
- COVID-19-Related Benefits Compliance Resources Available
- CMS Issues Proposed Rule on the ACA 2024 Benefit and Payment Parameters
- Final Regulations Issued on ACA Reporting
- IRS Releases Text Instructions for Forms 1094/5-B and 1094/5-C
- Congress Passes Respect for Marriage Act
- IRS Releases Covered Compensation Tables for the 2023 Plan Year
- PBGC Publishes Updated Early Retirement Age Table
- DOL Releases Informational Copies of 2022 Form 5500 Series Annual Return/Report
- COVID-19-Related Benefits Compliance Resources Available
- PCOR Fee Increased for 2022-2023 Plan Years
- HHS Proposes Rule on Confidentiality of Substance Use Disorder Patient Records
- HHS Issues HIPAA Guidance on Use of Online Tracking Technologies
- IRS Issues Determination Letter Guidance for Individually Designed Qualified and Section 403(b) Plans
- IRS Issues Notice on 2022 Required Amendments List for Individually Designed Qualified and Section 403(b) Plans
- DOL Proposes Amendment to Voluntary Fiduciary Correction Program and Related Prohibited Transaction Exemption
- DOL Issues Final Rule on Retirement Plan ESG Investments and Proxy Voting
- COVID-19-Related Benefits Compliance Resources Available
- Federal Court Finds Employer on the Hook for TPA’s Misdirected COBRA Notice
- HHS Releases 2022 Cybersecurity Newsletter
- HHS Releases Federal Independent Dispute Resolution Process Guidance Document
- IRS Announces 2023 Limits on Benefits and Contributions for Qualified Retirement Plans
- COVID-19-Related Benefits Compliance Resources Available
- IRS Finalizes Rule Fixing the ACA Family Glitch
- DOL Proposes Changes to Worker Classification Rules
- Federal Court Finds Employer’s Documentation of COBRA Notice Mailing Procedures Inadequate
- IRS Releases 2022 Forms 1094/5-B and 1094/5-C and Draft Instructions
- IRS Releases Updated Fringe Benefit Guide for Government Employers
- IRS Announces 2023 Inflation Adjusted Limits for Health FSAs, Commuter Benefits and Adoption Assistance
- PBGC Proposes Actuarial Assumptions for Determining Multiemployer Plan Withdrawal Liability
- IRS Provides Transitional Required Minimum Distribution Guidance
- COVID-19-Related Benefits Compliance Resources Available
- Texas Court Vacates HHS Guidance on Mandatory Coverage of Gender Dysphoria Treatments
- District Court Rules Against Key Parts of ACA Preventive Services Requirements
- IRS Extends Certain Amendment Deadlines under the CARES Act and CAA 2021
- COVID-19-Related Benefits Compliance Resources Available
- Fifth Circuit Prevents Enforcement of Certain Section 1557 Nondiscrimination Provisions
- Eleventh Circuit Narrows Injunction in Federal Contractor Vaccine Mandate Challenge
- HHS Releases User Manual for Prescription Drug Data Reporting
- DOL Releases Updated Guidance on Independence of Employee Benefit Plan Accountants
- COVID-19-Related Benefits Compliance Resources Available
- Departments Issue Final Rules on Requirements Related to Surprise Billing
- New FAQs Address No Surprises Act Requirements
- Agencies Issue Update on Status of Federal Independent Resolution Process
- DOL Announces Hearing on Proposed Amendment to Prohibited Transaction Exemption Application Process
- COVID-19-Related Benefits Compliance Resources Available
- IRS Updates 2023 Required Contribution Percentage for Affordable Coverage
- HHS Releases Chart for Determining Whether Federal or State Independent Dispute Resolution Process Applies
- Biden Signs Executive Order on Protecting Access to Reproductive Healthcare Services
- IRS Extends SECURE Act and CARES Act Retirement Plan Amendment Deadlines
- COVID-19-Related Benefits Compliance Resources Available
- HHS Proposes Revisions to Nondiscrimination Regulations in Health Programs and Activities
- ACA FAQs Issued on Preventive Services Requirements for Contraceptive Coverage
- First Circuit Finds Against Life Insurer for Ambiguous Plan Terms
- DOL Proposes Amendment to the Qualified Professional Asset Manager Exemption
- COVID-19-Related Benefits Compliance Resources Available
- Eleventh Circuit Allows ERISA Claim for Monetary Relief Based on Life Plan Enrollment Errors
- Biden Administration Releases Executive Order on Protecting Access to Reproductive Healthcare Services
- HHS Issues Guidance to Pharmacies on Ensuring Access to Reproductive Healthcare Services
- PBGC Issues Final Rule on Special Assistance for Financially Troubled Multiemployer Plans
- COVID-19-Related Benefits Compliance Resources Available
- SCOTUS Rules Plan’s Outpatient Dialysis Coverage Limits Do Not Violate Medicare Secondary Payer Statute
- US Supreme Court Overturns Roe v. Wade
- Departments Issue Letter on Contraceptive Coverage Requirements
- HHS Issues Guidance on Protecting Patient Privacy Related to Reproductive Healthcare
- Sixth Circuit Addresses Imprudent Investment and Excessive Fee Claims
- COVID-19-Related Benefits Compliance Resources Available
- HHS Issues Guidance on Audio-Only Telehealth and HIPAA Compliance
- Seventh Circuit Reminds Employers: Don’t Discourage FMLA Leave
- Departments Release Federal Independent Dispute Resolution Process Checklist
- IRS Revises Optional Standard Mileage Rates
- IRS Announces Pre-Examination Retirement Plan Compliance Pilot
- COVID-19-Related Benefits Compliance Resources Available
- DOL Provides Clarity on FMLA and Mental Health-Related Leaves
- IRS Addresses Qualified Transportation Fringe Benefit Requirements
- Sixth Circuit Upholds Plan Reimbursement Rights
- Agencies Release Final Rule on Changes to the 2022 Forms 5500 and 5500-SF
- IRS Announces Revisions to Form 5300
- COVID-19-Related Benefits Compliance Resources Available
- IRS Releases Updated Form 720 and Instructions
- Eighth Circuit Affirms Life Insurer Breached ERISA Fiduciary Duties with Broken Enrollment System
- Fifth Circuit Grants Stay of Surprise Billing Appeal
- IRS Addresses Treatment of Qualified Employer Leave-Based Donation Payments
- IRS Extends Temporary Relief from Physical Presence Requirement Again
- Sixth Circuit Affirms Plan Consent Is Required for Arbitration of Fiduciary Breach Claims
- COVID-19-Related Benefits Compliance Resources Available
- HHS Issues 2023 Notice of Benefits and Payment Parameters Final Rule
- IRS Issues Letter on Qualifying Medical Expenses
- IRS Releases 2023 Contribution Limits for HSAs and HRAs
- IRS Issues Proposed Regulations to Update Mortality Tables for Pension Plans
- COVID-19-Related Benefits Compliance Resources Available
- HHS Extends Public Health Emergency an Additional 90 Days
- DOL Issues FAQs on Transparency in Coverage Machine-Readable Files
- Sixth Circuit Revives Life Insurance Claim Against Wal-Mart
- CMS Issues New Guidance on Federal Independent Resolution Process
- IRS Issues Letter on Unused Qualified Transportation Fringe Benefits
- HHS Issues Reports to Congress on HIPAA Compliance and Breach Notifications
- Fourth Circuit Holds that Plan Trustees’ Abused their Discretion in Spinal Surgery Claim Denial
- IRS Issues Listing of Required Modifications and Information Package for 403(b) Pre-Approved Plans
- COVID-19-Related Benefits Compliance Resources Available
- Fifth Circuit Upholds ACA Risk-Adjustment Program
- IRS Issues Proposed Rule on Affordability of Employer Coverage for Family Members
- Texas Court Reinstates Trump Administration Independent Contractor Rule
- HHS Announces Adjustments to Penalties for SBC, MSP and HIPAA Violation
- CMS Announces 2023 Medicare Part D Parameters
- OCR Issues Request for Information on HITECH Implementation
- House Passes the Securing a Strong Retirement Act of 2022
- COVID-19-Related Benefits Compliance Resources Available
- CMS Extends Nonenforcement of ACA-Compliance for Certain Policies
- DOL Guidance Addresses Prohibited Retaliation under FMLA
- Eighth Circuit Holds that State’s PBM Regulation Is Not Preempted by ERISA
- IRS Releases Guidance on Methodology for Calculating Qualifying Payment Amount in 2022
- OCR Newsletter Highlights Preventive Steps Against HIPAA Security Threats
- IRS Temporarily Suspends Prototype IRA Opinion Letter Program
- IRS Issues Proposed Regulations on Multiple Employer Plan “One Bad Apple” Exception
- COVID-19-Related Benefits Compliance Resources Available
- Telehealth Relief Extended
- IRS Issues Updated FFCRA Tax Credit FAQs for COVID-19 Paid Leave
- Fourth Circuit Rejects HIPAA Privacy Defense
- Report Released on Health Reimbursement Arrangements
- Supreme Court Declines Review of ERISA Preemption Challenge to CalSavers
- DOL Proposes Updates to Application Process for Prohibited Transaction Exemptions
- DOL Release Focuses on 401(k) Investment in Cryptocurrencies
- COVID-19-Related Benefits Compliance Resources Available
- Federal Government Extends COVID-19 National Emergency
- Eighth Circuit Affirms Insurer’s Right to Reimbursement
- Texas Court Vacates Provisions of the No Surprises Act Arbitration Process
- DOL Requests Comments on Climate-Related Financial Risk to Retirement Plans
- IRS Issues Proposed Regulations Updating Required Minimum Distribution Rules
- COVID-19-Related Benefits Compliance Resources Available
- Federal Government Issues New FAQs Regarding Coverage of COVID-19 Diagnostic Testing
- First Circuit Reverses Dismissal of Mental Health Parity Claim Against Group Health Plan
- IRS Releases 2021 Form 8889 and Instructions
- Departments Issue FAQs on Federal Independent Dispute Resolution Process
- IRS Releases 2022 Employer’s Tax Guide to Fringe Benefits
- IRS Issues 2022 Cumulative List of Changes for §403(b) Plans
- COVID-19-Related Benefits Compliance Resources Available
- HHS Renews COVID-19 Public Health Emergency
- OSHA Withdraws Employer Vaccine Mandate
- Eleventh Circuit Affirms Based Upon “Unambiguous” Summary Plan Description Terms
- DOL Adjusts Penalties for Health and Welfare Plan Violations
- 2022 MHPAEA Report to Congress and Related Fact Sheet Released
- No Surprises Act Independent Resolution Process Guidance for Disputing Parties
- IRS Releases Draft of 2022 Publication 15-A
- IRS Issues Updated Guidance on Retirement Plan Periodic Payments
- SCOTUS Rules Participant Investment Choice Does Not Excuse Imprudent Fiduciary Decisions
- Podcast: (Episode 116) US Supreme Court Weighs in on Vaccine Mandates
- Form W-2 Cost of Coverage Reporting
- Upcoming IRC 6055 and 6056 Reporting Deadlines
- COVID-19 Updates
- COVID-19-Related Benefits Compliance Resources Available
- FAQs Issued on Coverage of COVID-19 Diagnostic Testing and Preventive Services
- Supreme Court Halts Enforcement of Large Employer OSHA Vaccine ETS, but Allows Healthcare Worker Vaccine Mandate
- Federal Health
- HHS Issues Patient Fact Sheet on Surprise Medical Bill Protections
- CMS Updates External Review Requirements for Surprise Medical Billing
- Eighth Circuit Addresses Termination of Disability Benefits
- Retirement Updates
- IRS Updates Determination Letter and Private Letter Ruling Procedures
- IRS Finalizes 2021 Form 8955-SSA Instructions
- PBGC Civil Penalties Adjusted
- January Get Wise Wednesdays – Register Now
- Reminder: Form W-2 Cost of Coverage Reporting
- COVID-19 Updates
- COVID-19-Related Benefits Compliance Resources Available
- Supreme Court to Hear Oral Arguments Regarding Vaccine Mandates on January 7
- CMS Issues Proposed Rule on the ACA 2023 Benefit and Payment Parameters
- Federal Health Updates
- HHS Issues Instructions for Reporting Prescription Drug and Other Information to the Government
- IRS Releases 2022 Mileage Rates and Vehicle Values
- DOL Announces Temporary Enforcement Policy for Service Provider Disclosures
- IRS Releases Guidance on Surprise Billing 2022 Qualifying Payment Amount Determination
- Retirement Updates
- DOL Supplements Letter on Private Equity Investments in Defined Contribution Plans
- IRS Releases 2022 Instructions for Forms 1099-R and 5498
- DOL, IRS and PBGC Release Advance Copies of 2021 Forms 5500
- State Updates for California, District of Columbia, Delaware, Florida, Georgia, Illinois, Missouri, North Dakota, New York, Rhode Island, South Carolina, Texas, Utah, Washington and West Virginia
- January Get Wise Wednesdays – Register Now
- COVID-19-Related Benefits Compliance Resources Available
- Court Reinstates COVID-19 Vaccine Mandate
- PCOR Fee Increased for 2021-2022 Plan Years
- IRS Updates:
- Final Instructions for 2021 Forms 1094/1095-C and Forms 1094/1095-B Released
- 2022 Instructions for Forms 1099-SA and 5498-SA Released
- Draft Employers Tax Guide to Fringe Benefits Released
- Information Letter Concerning Expanding HDHP-Compatible Coverage Published
- PBGC Releases
- Regulatory Agenda for Fall 2021
- Interest Rate Assumptions for Valuing Benefits
- State Updates for Hawaii, Illinois, Kansas, Kentucky, Massachusetts, Missouri, South Dakota, and Washington
- December Get Wise Wednesdays – Register Now
- COVID-19-Related Benefits Compliance Resources Available
- HHS Announces Adjustments to Penalties for SBC, MSP, and HIPAA Violations
- Agencies Issue Interim Rule Regarding Transparency in Prescription Drug Spending
- DOL Releases ERISA Enforcement Statistics
- IRS Updates:
- Interest Rate Guidance for Defined Benefit Pension Plans Issued
- Required Amendment List for Retirement Plans Released
- Letter Waives Roth 60-Day Rollover Deadline
- 2022 Inflation-Adjustments Limitations for Health FSAs, Commuter Benefits and Adoption Assistance Issued
- Regulations Regarding ACA Reporting Proposed
- State Updates for Connecticut, Illinois, Massachusetts, New Jersey, and Oklahoma
- November Get Wise Wednesdays – Register Now
- COVID-19-Related Benefits Compliance Resources Available
- OSHA Issues COVID-19 Vaccine Mandate
- IRS Releases and Updates
- COVID-19 Guidance on Retiree Rehires and Qualified Pension Plan Distributions Provided
- 2021 Form 1095-B Released
- 2022 Limits on Benefits and Contributions for Qualified Retirement Plans Announced
- Draft 2022 Instructions for Forms 1099-R and 5498 Released
- CMS Publishes 2022 ICHRA Employer LCSP Premium Look-up Table
- CMS Requires Agency Contact Information for Certain No Surprise Billing Disclosures
- DOL Extends Temporary Enforcement Policy of Fiduciary Investment Advice Rules
- State Updates for Colorado, Massachusetts, New Jersey, New York, Oklahoma, and Washington
- November Get Wise Wednesdays – Register Now
- Updated CHIP Notice Available
- COVID-19-Related Benefits Compliance Resources Available
- EEOC Updates Guidance Regarding COVID-19 Vaccinations
- PBGC Extends Opinion Letter Pilot Program
- PBGC Releases Technical Update Regarding the Effect of ARPA on 4010 Reporting
- DOL Proposed Rule Addresses Retirement Plan ESG Investments and Proxy Voting
- IRS Provides Guidance on ARPA Funding Relief for Multiemployer DB Plans
- State Updates for Illinois and New Hampshire
- October Get Wise Wednesdays – Register Now
- Reminder: Medicare Part D Notice to Employees Deadline Is October 14, 2021
- COVID-19-Related Benefits Compliance Resources Available
- IRS Updates:
- Extension of Certain COBRA Election and Premium Payments Deadlines Clarified
- Draft 2021 1094 and 1095 Forms Instructions Released
- Issue Snapshot on Deemed Distributions of Participant Loans Released
- CMS Issues FAQs Regarding COVID-19 Vaccine Premium Surcharges and Incentives
- HHS OCR Issues FAQs Regarding HIPAA and COVID-19 Vaccinations in the Workplace
- Agencies Publish Interim Final Regulations Regarding Surprise Billing Arbitration
- State Updates for Connecticut, District of Columbia, Hawaii, New Mexico, and Washington
- October Get Wise Wednesdays – Register Now
- Reminders:
- It’s MLR Rebate Time Again!
- COBRA Subsidy Period Ends on September 30, 2021
- Calendar Year SAR Must Be Distributed by September 30, 2021
- Consolidated Appropriations Act, 2021: Mental Health Parity Requirements
- COVID-19-Related Benefits Compliance Resources Available
- Proposed Rules Issued on Air Ambulance Services Reporting under the CAA
- Agencies Propose Changes to Form 5500 Annual Report Filed for Retirement Plans
- State Updates for Colorado, Illinois, New York, and Oklahoma
- September Get Wise Wednesdays – Register Now
- Reminders:
- It’s MLR Rebate Time Again!
- COBRA Subsidy Period Ends on September 30, 2021
- Calendar Year SAR Must Be Distributed by September 30, 2021
- COVID-19-Related Benefits Compliance Resources Available
- Biden Administration Mandates Vaccination or Testing for Most Employees
- IRS Communications:
- Guidance Provided on Reporting Qualified Sick and Family Leave Wages
- ACA’s Affordability Percentage and Individual’s Premium Tax Credit Table for 2022 Published
- Two Letters Concerning HSAs and HDHPs Released
- Taxpayer Reminder that COVID-19 Testing and PPE are Reimbursable under FSAs, HRAs and HSAs
- Regulations Recapture Excess Employment Tax Credits under ARPA
- Updated Opinion Letter Procedures for Pre-approved § 403(b) Plans
- State Updates for Alabama, Illinois, Indiana, Massachusetts, New Jersey, Rhode Island, South Carolina, and Washington
- September Get Wise Wednesdays – Register Now
- Reminders:
- It’s MLR Rebate Time Again!
- COBRA Subsidy Period Ends on September 30, 2021
- Calendar Year SAR Must Be Distributed by September 30, 2021
- COVID-19-Related Benefits Compliance Resources Available
- IRS Issues Letter Concerning FSA Carryovers and COVID-19 Relief
- Agencies Announce Intention to Begin Rulemaking on Preventive Care Coverage
- IRS Issues Letter Concerning FSA Reimbursement After Termination
- FAQs Address Implementation of Group Health Plan Transparency Requirements
- IRS Provides Issue Snapshot on Rollovers to SIMPLE IRAs
- State Updates for California, Louisiana, and Oklahoma
- August Get Wise Wednesdays – Register Now
- Reminders:
- It’s MLR Rebate Time Again!
- COBRA Subsidy Period Ends on September 30, 2021
- COVID-19-Related Benefits Compliance Resources Available
- CMS Updates MSP Reporting System
- HHS Provides Guidance Concerning Application of the ADA and Section 1557 to People Subject to “Long COVID”
- United Behavioral Health and United Healthcare Insurance Settles Mental Health Parity Case
- IRS Announces Plans Retroactively Adopted After the End of the Plan Year Have No 2020 Form 5500 Filing Requirement
- 7th Circuit Allows State Law Claims Against Dual-Hat Fiduciaries
- IRS Issues Snapshot on 403(b) Plan Universal Availability Requirement
- PBGC Provides Series of Briefings on Special Financial Assistance for Multiemployer Plans
- State Updates for Minnesota and Washington
- August Get Wise Wednesdays – Register Now
- Reminders:
- It’s MLR Rebate Time Again!
- COBRA Subsidy Period Ends on September 30, 2021
- COVID-19-Related Benefits Compliance Resources Available
- IRS Updates and Issuances:
- FAQs Concerning Tax Credits for Family and Sick Leave
- Additional FAQs Concerning the ARPA COBRA Subsidy
- FAQs Concerning Mandatory HIV PreP Coverage
- Revised EPCRS Correction Program
- VCP Submission Kit for Plan Sponsors Who are Ineligible for a SIMPLE IRA
- Congressional Research Service Issues a Report on Surprise Billing
- DOL Issues FAQS on Lifetime Income Illustrations for Benefit Statements
- IRS Proposes Rule on Electronic Filing Requirements for Certain Tax Forms
- State Updates for Colorado, Illinois, and Texas
- July Get Wise Wednesdays – Register Now
- Reminders:
- Form 5500 Filing for Calendar Year Plans Due July 31
- PCOR Fee, Form 720 Filing Due July 31
- ARPA Tax Credit, Form 941 Filing Due July 31
- COVID-19-Related Benefits Compliance Resources Available
- Biden Administration Issues Executive Order Impacting Healthcare Costs
- PBGC and IRS Provide Guidance on Multiemployer Plan Special Financial Assistance
- State Updates for Delaware, Illinois, New Hampshire, and Washington
- July Get Wise Wednesdays – Register Now
- Reminders:
- Form 5500 Filing for Calendar Year Plans Due July 31
- PCOR Fee, Form 720 Filing Due July 31
- ARPA Tax Credit, Form 941 Filing Due July 31
- COVID-19-Related Benefits Compliance Resources Available
- Federal Agencies Issue Interim Final Rules Implementing the No Surprise Billing Act
- IRS Updates:
- Tax Relief for Leave Donations to Pandemic Victims Extended
- Process for Addressing Employer Shared Responsibility Penalties Against Churches Explained
- Temporary Relief from Physical Presence Requirement Extended
- State Updates for the District of Columbia, Georgia, Illinois, Louisiana, New Hampshire, Ohio, Oklahoma, Tennessee, Texas, and Washington
- July Get Wise Wednesdays – Register Now
- Reminders:
- Form 5500 Filing for Calendar Year Plans Due July 31
- PCOR Fee, Form 720 Filing Due July 31
- COVID-19-Related Benefits Compliance Resources Available
- Supreme Court Rules that ACA Challengers Lacked Standing
- IRS Issuances and Updates:
- FAQs Regarding Tax Credits for Leave Under ARPA
- Final Regulations Governing Deadline Extensions Due to Disasters
- Funding Deficiencies Strategy
- GAO Issues Report on ERISA Enforcement Efforts
- DOL Confirms that Call Recordings Subject to Claims Requirements
- State Updates for Hawaii, Louisiana, Nevada, Texas, Washington
- June Get Wise Wednesdays – Register Now
- Reminders:
- Form 5500 Filing for Calendar Year Plans Due July 31
- PCOR Fee, Form 720 Filing Due July 31
- Agencies Issue FAQs Concerning 2022 Out-of-Pocket Limits
- IRS Releases:
- 2021 Draft Versions of 6055 and 6056 Informational Reporting Forms
- Letter Addresses Deductibility of In Vitro Fertilization Expenses
- Updates to Operational Compliance List for 2021 and 2022
- EEOC Adds New FAQs Regarding COVID-19 Vaccinations
- State Updates for Arkansas, Indiana, Massachusetts, and Washington
- June Get Wise Wednesdays – Register Now
- COVID-19-Related Benefits Compliance Resources Available
- New IRS Guidance Addresses ARPA COBRA Subsidies and Tax Credits
- Ninth Circuit Holds California Mandatory IRA Not Preempted by ERISA
- State Updates for Connecticut, Massachusetts, New Hampshire, New Mexico, Oklahoma, Pennsylvania, Washington, and Wisconsin
- Mental Health Parity: The Never-Ending Story – Register Now
- Reminder: 2020 HSA Contributions and Corrections Deadline May 17
- COVID-19-Related Benefits Compliance Resources Available
- IRS Guidance Provided on
- Relief from Penalty for Failure to Deposit Employment Taxes
- Taxation of Dependent Care Benefits Available Pursuant to an Extended Claims Period or Carryover
- 2022 HSA, HDHP and HRA Limits
- Q&A on Partial Plan Termination Relief
- HHS Will Enforce Section 1557 in Accordance with Bostock Decision
- CMS Issues
- 2022 Notice of Benefit and Payment Parameters
- Guidance Regarding Responsible Reporting Entities and Reporting Primary Prescription Drug Information
- DOL Withdraws Independent Contractor Rule
- CRS Provides Comparison of Tax-Advantaged Accounts for Health Care Expenses
- State Updates for District of Colombia, Illinois, Indiana, Montana, Virginia, and Wyoming
- Mental Health Parity: The Never-Ending Story – Register Now
- Reminder: 2020 HSA Contributions and Corrections Deadline May 17
- COVID-19-Related Benefits Compliance Resources Available
- IRS Publishes Fact Sheet Regarding Tax Credits for Paid Leave Taken for COVID-19 Vaccination
- Eleventh Circuit Rules that Workers’ Compensation Does Not Replace FMLA Obligations
- Joint Committee on Taxation Publishes a Report on Present Law and Background on Dependent Care and Paid Leave
- IRS Publishes Guide on Retirement Plan Options for Tax-Exempt Employers
- IRS Releases Final Form 5310 Instructions
- DOL Issues FAQs and Additional Guidance on Fiduciary Investment Advice
- DOL Provides Guidance on Cybersecurity Best Practices
- State Updates for California, Delaware, Maryland, Massachusetts, Nebraska, New Jersey, Virginia, and Washington
- ARPA Benefits Compliance Webinar Series – Register Now
- Reminder: 2020 HSA Contributions and Corrections Deadline May 17
- COVID-19-Related Benefits Compliance Resources Available
- Congressional Research Service Issues Report Regarding Payroll Tax Credit for COVID-19 Sick and Family Leave
- DOL Issues
- Guidance Regarding the ARPA COBRA Subsidies
- FAQs Regarding Mental Health and Substance Use Disorder Parity CAA Implementation
- IRS Lists Top Mistakes in Voluntary Correction Program Submissions
- State Updates for California, Colorado, Idaho, Indiana, Kansas, Michigan, Minnesota, Nevada, New Mexico, Washington, and Wisconsin
- American Rescue Plan Act (ARPA) Benefits Compliance Webinar Series – Register Now
- Final Reminder: Upcoming IRC 6055 and 6056 Reporting Deadlines
- COVID-19-Related Benefits Compliance Resources Available
- IRS Announcements
- Personal Protective Equipment Can Be Treated as Medical Expenses
- Individual Tax-Filing Deadline Extended
- Draft Form 5310 Instructions Released
- Federal Marketplace Special Enrollment Period Extended
- 10th Circuit Rules that Employee Was Entitled to Benefits Due to Ambiguous Eligibility Terms in Plan Documents
- 9th Circuit Rules that Local Ordinance not Preempted by ERISA
- State Updates for Colorado, New Mexico, New York, South Dakota, and Washington
- Reminders
- March 17 Get Wise Wednesdays Webinar – Register Now
- Upcoming IRC 6055 and 6056 Reporting Deadlines
- COVID-19-Related Benefits Compliance Resources Available
- DOL Issues Clarification on the Extension of Certain Timeframes for Employee Benefits Plans
- CMS Issues FAQs Regarding FFCRA and CARES Act COVID-19 Testing and Vaccination Requirements
- IRS Provides Guidance on CAA Changes to FSAs and DCAPs
- Tenth Circuit Holds Divorce Decree Meets QDRO Requirements
- State Updates for Colorado, Hawaii, Illinois, New Mexico, New York, Virginia, and Washington
- Reminders
- Medicare Part D Disclosure to CMS
- Upcoming IRC 6055 and 6056 Reporting Deadlines
- COVID-19-Related Benefits Compliance Resources Available
- IRS Issues Information Letter Regarding DCAP COVID-19 Relief
- Healthcare Reform
- Biden Administration Withdraws Support for Court Challenge to ACA
- IRS Announces More ICHRA Codes for 2020 Form 1095-C
- DOL Reports and Announcements
- ERISA Enforcement Statistics for Fiscal Year 2020
- 2020 Mental Health Parity Enforcement Actions
- They Will Proceed with Investment Advice Exemption
- Seventh Circuit Holds USERRA Rights and Benefits May Include Paid Leave
- Ninth Circuit Addresses Fiduciary Duty to Notify Employees of Life Insurance Conversion Rights
- IRS Issues Updated Form 8994 Regarding Employer Credit for Paid Family and Medical Leave
- HHS Summarizes HIPAA Privacy, Security and Breach Notification Audits
- State Updates for Alabama, Idaho, Illinois, Massachusetts, Michigan, New Mexico, Oregon, Washington, and Wisconsin
- February Get Wise Wednesdays Registration
- Reminders
- Medicare Part D Disclosure to CMS
- Upcoming IRC 6055 and 6056 Reporting Deadlines
- COVID-19-Related Benefits Compliance Resources Available
- HHS Renews COVID-19 Public Health Emergency Proclamation
- Biden Administration Actions:
- Issues Executive Order to Strengthen the ACA and Create a Special Enrollment Period
- Freezes Certain Regulations
- IRS Updates and Releases:
- 2021 Fringe Benefits Guide
- FAQ on FFCRA Tax Credits
- Covered Compensation Tables for 2021 Plan Years
- CMS Extends Nonenforcement of ACA-Compliance for Certain Policies
- DOL Announces 2020 Adjustments to ERISA Penalties
- State Updates for Colorado Massachusetts, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, South Carolina, and Washington
- 2021 Government Funding Bill Webinar – Recording Available
- February Get Wise Wednesdays Registration
- Reminders
- Form W-2 Cost of Coverage Reporting
- Upcoming IRC 6055 and 6056 Reporting Deadlines
- FAQ: What are the benefits compliance implications of lifestyle spending accounts?
- COVID-19-Related Benefits Compliance Resources Available
- IRS Updates and Releases:
- Final Rules Applying Employer Mandate and Nondiscrimination Rules to ICHRAs
- Instructions for 2020 Form 5500-EZ
- Procedure for Determination Letter Requests
- 2021 Instructions for Forms 1099-R and 5498
- 2020 Form 8955-SSA Instructions
- DOL Updates and Releases:
- Guidance on Missing Participants
- Rules on Independent Contractors
- CMS Issues Toolkit for Insurers re: COVID-19 Vaccines
- EEOC Opinion Letter Discusses Relationship between ICHRAs and ADEA
- EEOC Proposes Amendments to Wellness Program Regulations under the ADA and GINA
- State Updates for Alaska, Arkansas, Colorado, Illinois, New York, and Wisconsin
- 2021 Government Funding Bill Webinar Registration
- January Get Wise Wednesday Registration
- COVID-19-Related Benefits Compliance Resources Available
- DOL Updates FFCRA FAQs
- DOL Releases FMLA Guidance on:
- Electronic Distribution
- Telemedicine and Serious Health Conditions
- IRS Extends Temporary Relief from the Requirement to Obtain Physical Spousal Consent
- IRS Releases Instructions for 2020 Form 5330
- State Updates for California, Washington, and Massachusetts
- Congress Passes Appropriations Bill with COVID-19 Relief
- COVID-19-Related Benefits Compliance Resources Available
- EEOC Provides Guidance on Employer-Mandated COVID-19 Vaccinations
- IRS Provides FAQ on Relief for Rule on Van Pools Affected by COVID
- IRS Issues Guidance Confirming that Premium Tax Credit Unaffected by Repeal of Individual Mandate
- Agencies Finalize Rules to Enhance Flexibility for Grandfathered Group Health Plans
- Supreme Court Rules That ERISA Does Not Preempt State Regulation of Pharmacy Benefit Managers
- HHS Issues Proposed
- Modifications to HIPAA Privacy Rule
- 2022 Benefit and Payment Parameters
- IRS Releases
- 2021 Draft of Publication 15-B
- Final Regulations on Disallowance of Qualified Transportation Fringe Benefit Deduction
- IRS Releases Secure Act Guidance for Safe Harbor Plans
- DOL Finalizes
- Rule on Shareholder Rights, Including Proxy Voting
- Prohibited Transaction Exemption for Investment Advice
- State Updates for Colorado. Kansas, New Mexico, New York, Rhode Island, and Washington
- COVID-19 Related Benefits Compliance Resources Available
- PCOR Fee Increased for 2020-2021 Plan Years
- IRS Releases Updated Publication 5165 for Electronically Filing ACA Information Returns
- IRS Clarifies When to Roll Over Unused Amounts from One Qualified Transportation Benefit to Another
- DOL, IRS and PBGC Publish Advance Copies of 2020 Forms 5500
- OCR Publishes Report on HIPAA Compliance and Enforcement for 2018
- IRS Updates FAQs:
- FFCRA Qualified Health Plan Expenses
- Related to FFCRA Tax Credit for Qualified Family Leave Wages
- DOL Finalizes Rules on:
- Qualified Plan Loan Offset Rollovers
- Registration of Pooled Plan Providers
- IRS Releases Required Amendment List for Retirement Plans
- State Updates for Colorado Georgia, Maryland, Massachusetts, and Washington
- COVID-19 Related Benefits Compliance Resources Available
- HHS Publishes Rule on Transparency in Coverage
- Agencies Issue Joint Guidance on COVID-19 Vaccine Coverage
- Unsecured Websites and Envelopes Lead to $1,000,000 Settlement for HIPAA-Covered Entity
- DOL Finalizes Investment Duties Rule
- IRS Releases Draft Instructions for 2020 Form 8955-SSA
- State Updates for Alaska, California, Colorado, Connecticut, Delaware, West Virginia, and Wisconsin
- COVID-19 Related Benefits Compliance Resources Available
- IRS Releases 2020 ACA Reporting Forms and Instructions
- IRS Announces:
- 2021 Limits for Health FSAs, Commuter Benefits and Adoption Assistance
- Maximum Amounts for Excepted Benefit Health Reimbursement Arrangements
- Limits on Benefits and Contributions for Qualified Retirement Plans
- IRS Provides Guidance on Effect of Transferring Funds from Qualified Plans to State Unclaimed Property Funds
- State Updates for Kentucky, Michigan, Minnesota, New York, Oklahoma, and Washington
- COVID-19 Related Benefits Compliance Resources Available
- IRS Extends ACA Reporting Deadlines and Offers Penalty Relief
- IRS Releases Publication 5164, Test Package for 2020 Electronic ACA Filers
- Tenth Circuit: Employer’s Discretionary Authority Must be Communicated to Plan Participants
- IRS Publishes 2020 Form 4972, Tax on Lump-Sum Distributions
- State Updates for California, Colorado, Florida, Michigan, New Jersey, New York, Oklahoma, and Pennsylvania
- MLR Rebate Time
- COVID-19 Related Benefits Compliance Resources Available
- Another Federal District Court Invalidates the Current Section 1557 Rules
- President Issues Executive Order on Healthcare
- DOL Publishes Lifetime Income Illustrations Interim Final Rule
- State Updates for Alabama, Colorado, Kansas, Massachusetts, Michigan, New York, Puerto Rico, and Washington
- It’s MLR Rebate Time Again
- Medicare Part D Notices to Employee Deadline is October 14, 2020
- COVID-19 Resources
- DOL Updates
- FFCRA Regulations
- New Policies on Agency Guidance
- Rule on Shareholder Rights
- IRS Retirement Updates
- State Updates for Hawaii, Illinois, and New York
- COVID-19 Resources
- IRS Updates Employer Shared Responsibility Questions and Answers
- COVID-19-Related Benefits Compliance Resources Available
- IRS Confirms that Plan Sponsors are Not Required to Extend FSA Claim Period
- President Issues Executive Order on Drug Pricing
- IRS Publishes Proposed Regulations on Disallowance of Qualified Transportation Fringe Benefit Deduction
- Agencies Provide Additional Guidance on FFCRA and CARES Ace Implementation
- DOL Clarifies Guidance for FFCRA Leave when Summer Camps Are Closed
- IRS Extends July 15th Tax and Other Deadlines for People and Business Affected by Recent Tornados, Storms and Floods
- Federal Agencies Release Regulatory Agenda
- PCOR Fee Increased for 2019-2020 Plan Years
- IRS Gives Relief for the Requirement to Obtain Physical Spousal Consent
- IRS Extends Additional Tax Deadlines Related to Employee Benefit Plans
- DOL Allows Private Equity Funds Investment in Defined Contribution Plan
- COVID-19-Related Benefits Compliance Resources Available
- CMS Issues 2021 Notice of Benefit and Payment Parameters
- IRS Announces 2021 HSA and HDHP Limits
- IRS Clarifies When Expenses Can Be Reimbursed Under Dependent Care FSA
- DOL Finalizes New Electronic Distribution Safe Harbor for Retirement Plans
- Extension of Certain Timeframes for Employee Benefit Plans, Participants and Beneficiaries
- DOL Announces Relief for Certain ERISA Deadlines
- DOL Updates FFCRA Questions & Answers
- DOL Issues New COBRA Model Notices
- DOL Publishes Participant-Facing COVID-19 FAQs
- IRS Announces New COVID-19-Related Guidance for Section 125 Cafeteria Plans and Related High Deductible Health Plans, and ICHRAs
- DOL Releases FFCRA Final Rule
- DOL Updates FFCRA Q&A
- DOL, HHS and the Treasury Issue Joint FFCRA and CARES Guidance
- IRS Releases Tax Credit Guidelines for Coronavirus Paid Leave
- IRS Releases Instructions for Form 7200 for Advance Payment of FFCRA tax credits
- The latest on Family First Corona Recovery Act (FFCRA)
- A Few Thoughts on Unemployment Eligibility and Business Interruption Insurance
- FAQs on COVID-19