Viewpoint: How to Minimize the Risk of Retirement Plan Litigation

Planning for retirement entails a lot of details, and many steps to ensure that…


Retirement accounts at ‘serious risk’ as COVID-19 spurs bankruptcies

Did you know: the Supreme Court justified that inherited IRAs do not contain…


ERISA Compliance FAQs - Reporting and Disclosure Rules

Highlights PLAN DOCUMENT/SPD Employee benefits that are subject to ERISA…


Summary Annual Report

The Employee Retirement Income Security Act (ERISA) requires plan…


Medicare Part D: Disclosure Notice to CMS

Highlights ANNUAL DISCLOSURE Each year, employers with health plans that…


ERISA Compliance FAQs: Reporting and Disclosure Rules

Highlights PLAN DOCUMENT/SPD Employee benefits that are subject to ERISA must…


Form W-2 Reporting Requirements

Form W-2 Reporting Requirements The Affordable Care Act (ACA) requires…


Provider Reporting of Health Coverage —Code Section 6055

Highlights PURPOSE OF § 6055 REPORTING This additional reporting is intended…


Annual Compliance Deadlines for Health Plans

Highlights Affected Employers Employers that sponsor group health plans are…


Employer Reporting of Health Coverage—Code Section 6056

Highlights PURPOSE OF §6056 REPORTING This additional reporting is intended…