October 11, 2018

401(k): House Passes Some 401(k) Plan Reforms

On Thursday and Friday, September 27 and 28, the U.S. House of Representatives passed three separate Republican-sponsored bills that collectively form major follow-up tax legislation (dubbed “Tax Reform 2.0”).  Collectively, the three bills contain a number of 401(k)-related provisions, most of which mirror the proposals that we have been reporting about throughout the spring and… Continue Reading

October 10, 2018

Millennial Healthcare: Convenience & Choice

The workforce is changing; 83 million Millennials (as defined by birth dates between 1981-1996) may soon make up the largest segment of our workforce. This means that what Millennials value regarding their healthcare (convenience, speed and price transparency) is likely to shape your health benefit plan offerings. A 2017 survey conducted by the Employee Benefit… Continue Reading

October 4, 2018

Final Forms Released: IRS Forms 1094 & 1095

Today, The IRS released its final Forms 1094 & 1095 and related instructions for the 2018 tax year. There are “B” and “C” versions of the forms. “B” forms (1094-B and 1095-B) are to be filed by minimum essential coverage providers.* B Form Instructions may be found here. “C” forms (1094-C and 1095-C) are to… Continue Reading

September 27, 2018

Is your Wellness Program “All Well and Good?” Three Steps to Shore-Up your Wellbeing Programs.

Wellness is an employer hot topic, the fire fueled, no doubt, by the recent federal ruling from AARP v. EEOC where the court vacated portions of the EEOC’s rule regarding wellness program incentive limits.  Before the decision, EEOC rules permitted an employer to impose a penalty of up to 30% of the cost of medical… Continue Reading

September 13, 2018

Draft IRS Forms 1094 & 1095 Released

Today, The IRS released draft Forms 1094 & 1095 along with related instructions for the 2018 tax year. “Wait…what are these forms, who files them and who gets them?” Great questions!  Here’s a recap: First, there are “B” and “C” versions of the forms. “B” forms are to be filed by minimum essential coverage providers… Continue Reading

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