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Legislate
Benefits Legislation Omitted from Final Spending Agreement

Volume 9 | Issue 11 Download this Legislate as a printable PDF Hopes that HSA and retirement plan bills would sail...
Posted March 28, 2018 — Read more
FYI
Contingent Workers – Consequences for Qualified Retirement Plans

Volume 41 | Issue 24 Download this FYI as a printable PDF Distinguishing common-law employees from independent contractors can be challenging....
Posted March 27, 2018 — Read more
FYI
Protecting Defined Benefit Pension Schemes (the DWP’s White-ish Paper)

Volume 2018 | Issue 17 Download this FYI Alert as a printable PDF If a week is a long time in politics, 13...
Posted March 26, 2018 — Read more
FYI
HSA Eligibility Unaffected by Insured HDHP First-Dollar Coverage of Male Sterilization (until 2020)

Volume 41 | Issue 23 Download this FYI as a printable PDF In recent years, several states have enacted laws requiring...
Posted March 23, 2018 — Read more
FYI
IRS Issues Participant Forms for 2016-2017 Disaster Relief Reporting

Volume 41 | Issue 22 Download this FYI as a printable PDF IRS has released Forms 8915A and 8915B for participants...
Posted March 22, 2018 — Read more
FYI
Update on ACA Employer Mandate Enforcement

Volume 41 | Issue 21 Download this FYI as a printable PDF IRS released a sample notice of employer shared responsibility...
Posted March 21, 2018 — Read more
Legislate
Closed Plan Relief and More Savings Plan Options

Volume 9 | Issue 10 Download this Legislate as a printable PDF A re-proposed Retirement Enhancement and Savings Act (RESA) may...
Posted March 20, 2018 — Read more
FYI
Fifth Circuit Strikes Down Obama-Era Fiduciary Rule

Volume 41 | Issue 20 Download this FYI Alert as a printable PDF The 5th Circuit Court of Appeals vacated as...
Posted March 19, 2018 — Read more
FYI
GDPR and Transparency

Volume 2018 | Issue 15 Download this FYI Alert as a printable PDF This FYI considers the new obligation of transparency when processing...
Posted March 15, 2018 — Read more
FYI
“The Wonderful Thing about Tiggers, is Tiggers are Wonderful Things” (A.A. Milne)

Volume 2018 | Issue 14 Download this FYI Alert as a printable PDF Chancellor Philip Hammond, in an avowedly “Tiggerish” mood, took issue...
Posted March 15, 2018 — Read more