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H&W Avoiding Discrimination:  Former Employee HSA Contributions

The IRS recently issued a private letter ruling answering whether or not an employer could contribute a different amount to a former employee’s HSA than they did to a current employee’s HSA.  The quick answer is, “Yes they can.” However,

Peter Iverson, Esq. November 29, 2016
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H&W 2016 Transition Relief for Section 6055 and 6056 Reporting

Extension for Providing Employee Statements The IRS has announced 2016 transition relief that includes a 30 day extension to furnish the Section 6055 & 6056 employee statements to employees.  This extension results in a due date of March 2, 2017 instead

Peter Iverson, Esq. November 21, 2016
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2016 Form 5500 – Advance Informational Version Available

The U.S. Department of Labor along with the IRS and the Pension Benefit Guaranty Corporation has released advance informational copies of the 2016 Form 5500 and related instructions. These advance copies are for informational purposes only and cannot be used to

Peter Iverson, Esq. November 10, 2016

H&W New PCORI Fee Announced!

The latest PCORI fee amount has been released! Notice 2016-64 announced the PCORI fee for policy years and plan years that end on or after October 1, 2016, and before October 1, 2017.  The new fee amount is $2.26 which is an

Peter Iverson, Esq. November 7, 2016

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