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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
Posted June 28, 2021 — Read more