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December 23, 2022
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
December 7, 2022
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
November 9, 2022
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
October 26, 2022
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
October 11, 2022
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
September 20, 2022
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
August 31, 2022
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
August 17, 2022
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
August 3, 2022
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
July 20, 2022
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
July 6, 2022
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
June 23, 2022
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
June 8, 2022
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
May 25, 2022
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
May 11, 2022
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
April 26, 2022
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
April 12, 2022
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
March 29, 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
March 15, 2022
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
March 1, 2022
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
February 15, 2022
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
February 1, 2022
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
January 19, 2022
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 4, 2022
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
December 21, 2021
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 7, 2021
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 9, 2021
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
October 26, 2021
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 12, 2021
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
September 28.2021
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 14, 2021
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
August 31, 2021
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 17, 2021
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 3, 2021
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 20, 2021
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 7, 2021
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
June 22, 2021
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 8, 2021
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
May 25, 2021
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
May 11, 2021
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
April 27, 2021
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
April 13, 2021
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
March 30, 2021
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
March 2, 2021
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
February 17, 2021
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 2, 2021
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
January 20, 2021
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
January 5, 2021
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
December 22, 2020
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
December 4, 2020
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
November 10, 2020
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
October 27, 2020
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
October 13, 2020
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
September 29, 2020
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
September 15, 2020
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
September 1, 2020
COVID-19 Resources
IRS Updates Employer Shared Responsibility Questions and Answers
August 4, 2020
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
July 7, 2020
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
June 9, 2020
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
May 27, 2020
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
May 12, 2020
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
April 14, 2020
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
March 31, 2020
The latest on Family First Corona Recovery Act (FFCRA)
A Few Thoughts on Unemployment Eligibility and Business Interruption Insurance
FAQs on COVID-19
