Patrick Trunzo, JD, MBA
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CMS releases 2024 Medicare Part D benefit parameters
CMS releases 2024 Medicare Part D benefit parameters
The Centers for Medicare & Medicaid Services has released the 2024 Medicare Part D standard benefit parameters and the...
Posted May 2, 2023 — Read more -
Medicare Part D creditable coverage disclosures due to CMS March 1, 2023
Medicare Part D creditable coverage disclosures due to CMS March 1, 2023
Group health plan sponsors that provide prescription drug coverage to individuals eligible for Medicare Part D must disclose to...
Posted February 16, 2023 — Read more -
SECURE 2.0 – significant changes for employer-sponsored retirement plans start now
SECURE 2.0 – significant changes for employer-sponsored retirement plans start now
Signed into law on December 29, 2022, the SECURE 2.0 Act of 2022 (“SECURE 2.0”) makes substantial changes to...
Posted February 2, 2023 — Read more -
Congress passes SECURE 2.0
Congress passes SECURE 2.0
On December 23, Congress passed the massive $1.7 trillion Consolidated Appropriations Act, 2023 (the “Act”), which is expected to...
Posted December 26, 2022 — Read more -
Update on new federal tax withholding forms for pension benefit payments
Update on new federal tax withholding forms for pension benefit payments
New federal tax withholding forms for pension benefit payments are required starting in 2023. Download this FYI as a...
Posted November 7, 2022 — Read more -
IRS releases key retirement plan limits for 2023
IRS releases key retirement plan limits for 2023
The IRS has issued Notice 2022-55 announcing the retirement plan limits for 2023. Download this FYI Alert as a...
Posted October 24, 2022 — Read more -
2022 compliance considerations for ERISA single employer defined contribution plan operations
2022 compliance considerations for ERISA single employer defined contribution plan operations
This FYI In-Depth provides an overview of key issues for plan sponsors to consider in 2022 and a calendar...
Posted March 8, 2022 — Read more -
IRS releases key retirement plan limits for 2022
IRS releases key retirement plan limits for 2022
The IRS has issued Notice 2021-61 announcing the retirement plan limits for 2022. Download this FYI Alert as a...
Posted November 5, 2021 — Read more -
Deadline for Medicare Part D creditable/non-creditable coverage notices is October 14, 2021
Deadline for Medicare Part D creditable/non-creditable coverage notices is October 14, 2021
Plan sponsors that offer prescription drug coverage must provide notices of creditable or non-creditable coverage to Medicare-enrolled individuals before...
Posted September 9, 2021 — Read more -
PCORI fee due by August 2
PCORI fee due by August 2
The deadline for paying ACA’s PCORI fee is approaching. Sponsors of self-insured health plans should prepare to report and...
Posted June 28, 2021 — Read more