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Insurance Contracts Don’t Guarantee ERISA Compliance

This is the second installment in a series of three blogs leading up to our Compliancedashboard® webinar on December 5th, 2018: Contracts 101: Creating Simple, Compliant Service Provider Agreements. In the first blog of this series, we looked at essential

Peter Iverson, Esq. November 20, 2018
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Advanced Informational Copies of Form 5500 Released by Federal Agencies

Last week the DOL, IRS and PBGC released the 2018 Form 5500 Series along with Schedules, Instructions and the IRS’ separate release of an updated Form 5558 (for an extension to file Form 5500 or Form 8955). Remember, these documents

Peter Iverson, Esq. November 19, 2018
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401(k): Proposed Regulations Would Relax Hardship Distribution Rules

On November 9, 2018, the Internal Revenue Service (“IRS”) released a Notice of Proposed Rulemaking (proposed regulations) that, if finalized in present form, would significantly modify and relax some of the rules that govern hardship distributions (also known as hardship

Dan Bond November 15, 2018

Ten Essential Contract Provisions for Service Provider Agreements

This is the first in a series of three blogs leading up to our Compliancedashboard® webinar on December 5th, 2018: Contracts 101: Creating Simple, Compliant Service Provider Agreements. If you sponsor a welfare plan(s), and use a third party to

Peter Iverson, Esq. November 13, 2018
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