February 2017 Newsletter | Trump on ACA and Fiduciary Rule | New IRS Guidance on Forfeitures | Medicare and Medicaid Disclosure Form Deadlines

Click Here to Read our February 2017 Newsletter! Read More

January 2017 Newsletter | First Quarter Compliance Calendar for Retirement and Health and Welfare Plans

Click Here to Read our January 2017 Newsletter!   Read More

IRS Extends ACA Reporting Deadlines | Planning Ahead for 2017 | Questions for Retirement Plan Sponsors | From the United States Department of Labor

Don't Let 2017 Become a Question Mark Are you ready for 2017? As an employer or a plan sponsor, do you know what you need to do to become compliant or remain compliant with the regulations that govern Retirement Plans and Health and Welfare Benefits? Does your Executive Compensation plan satisfy the complex rules related to Code 409(A)? Do your compensation arrangements attract and retain top Read More

Revenue Procedure 2015-27: IRS Updates Qualified Retirement Plan Correction Program

The IRS recently released Revenue Procedures 2015-27 and 2015-28, which modify, but do not replace, the existing Employee Plans Compliance Resolution System (EPCRS) in Revenue Procedure 2013-12 (the “2013 Revenue Procedure”). This HR Alert summarizes the changes included in Revenue-Procedure 2015-27. The July HR Alert will include a summary of the modifications set forth in Revenue-Procedure 2015-28. Generally, the Read More

What Are Some Employer Best Practices for Managing a DOL Audit?

Most employer ERISA pension and welfare benefit plans are subject to investigation by the Department of Labor (DOL).  The Employee Benefits Security Administration (EBSA) is the agency of the DOL responsible for enforcing Title I of ERISA (which sets minimum standards to ensure that employee benefit plans are maintained in a fair and financially sound manner), including managing civil and criminal investigations. Read More