Blog

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”

Peter Iverson, Esq. September 13, 2018

401(k): Coverage Under 401(K) Plans Expanding?

President Trump Issues Executive Order Aimed at Expanding Coverage under 401(k) Plans On August 31, 2018, President Trump signed an executive order (“Order”) aimed to jump-start efforts to expand coverage under 401(k) plans.  The Order directs the U.S. Departments of

Peter Iverson, Esq. September 4, 2018
Tags:

Three Easy Steps to Avoid Unnecessary Claims Litigation

In our fast-paced world of “Go! Go! Go!” it’s easy for us to miss the detail, to overlook the fine print.  When it comes to claim administration, however, missing details is a too large a risk for a plan administrator. 

Peter Iverson, Esq. August 30, 2018
Tags:

AHP Final Rule Update: the IRS and DOL Sketch in the Details

In mid-July we posted a blog summarizing the AHP’s Final Rule; this week, the IRS and DOL published guidance on how to apply these rules to an AHP. Let’s begin with the IRS: they updated their Questions & Answers on

Peter Iverson, Esq. August 24, 2018

Compliance CAN be simpler.

Get started with ComplianceDashboard today!

© Captstone 2020 All Rights Reserved.

This is a staging environment