Oct 20, 20232 min readIRS Extends 2023 Form 5500 Filing Deadline for California Plans On October 16, 2023, the IRS issued IR-2023-89, which postponed the deadline to file various tax forms.
Aug 31, 20232 min readThe IRS Issues a Reprieve: Roth Catch-up Contributions Deadline Delayed After 2025In response to appeals from a broad swath of the retirement plan community, on August 25, 2023, the IRS issued Notice 2023-62, which...
Jul 7, 20231 min readMHPAEA Opt-Out Expires for Nonfederal Government Plans - What Employers Need to KnowThe Consolidated Appropriations Act, 2023 (CAA, 2023), enacted on December 29, 2022, includes a sunset provision for the self-funded,...
Jun 22, 20231 min readDecember 31 Deadline for Health Plan Gag Clause AttestationThe "No Surprises Act" requires price transparency for certain medical and pharmacy costs and health plans and health insurance policy...
Jan 13, 20232 min readWe Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated If you missed the July 2022 restatement deadline, all is not lost – you may not even have a problem.
Nov 21, 20222 min readPrescription Drug Data Collection Reporting Deadline NearsEmployer-based health plans must now submit information about prescription drugs and health care spending to the DOL...
Aug 24, 20221 min readSome End-of-Year Deadlines for Retirement Plans Are ExtendedThe IRS extended some retirement plan amendment deadlines for end-of-year.
Jul 28, 20221 min readStart Thinking About End of Year Amendment DeadlinesWe are more than halfway through 2022, and it is time to get in touch with counsel and service providers to make sure required amendments...