IRS 2023 Required Amendments (RA) List Calls For No Changes
On November 8, 2023, the IRS released Notice 2023-79, its annual list of required amendments (“RA List”) for individually designed qualified retirement plans, including 401(k) […]
Long-Term, Part-Time Employee (LTPTE) Regulations Proposed by IRS
On November 27, 2023, the IRS released proposed regulations addressing the new rules for long-term, part-time employees (“LTPTEs”) under tax-qualified retirement plans, including 401(k) plans. […]
2024 Adjusted Dollar Limits for 401(k) Plans Released by IRS
The IRS recently released its annual notice, Notice 2023-75, outlining adjusted dollar limits for contributions and benefits under qualified retirement plans, including 401(k) plans. The […]
Gag Clause Attestation Deadline Looming
What is the Gag Clause Attestation? The Consolidated Appropriations Act of 2021 prohibits health plans from entering onto an agreement with plan service providers that […]
State Leave Laws + Employee Benefits
It’s Employee Handbook season! As you are writing your policies, don’t forget that state leave laws may affect your employee benefits! As of October 2023, […]
Retirement Plan Assistance for Domestic Abuse Survivors
To better assist domestic abuse survivors, retirement plan administrators may consider amending their plan for 2024. Section 314 of the SECURE 2.0 Act beginning in […]
Grace Period Extended for EFAST2 Credentialing
The U.S. Department of Labor announced the Employee Benefits Security Administration (EBSA) will extend the grace period to obtain new Login.gov credentials for the EFAST2 […]
IRS Grants Relief from Secure 2.0 Roth Catch-Up Provisions
Good news! On August 25, 2023, the IRS issued Notice 2023-62, which delays the implementation of a key, and administratively troublesome, SECURE 2.0 Act provision […]
NM Vaccine Purchasing Act + MA Mini-COBRA: Now on the Dashboard!
ComplianceDashboard is continually adding new state benefits laws to our compliance calendar. Here are two more state benefits laws now available on The Dashboard: New […]