Retirement Plans and Health and Welfare Benefits Legal Update

Accounting and Financial Women’s Alliance Read More

March 2014 Newsletter | Second Quarter Compliance Calendar For Retirement And Health And Welfare Plans

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Employee Benefits Legal Update

Southeast Financial Workplace Law and Compliance Program, Community Bankers Association of Georgia, Macon Read More

What Relief Is Provided Under the Employer ‘Pay or Play’ Mandate Final Regulations?

On February 10, 2014, the Department of Treasury (the "Treasury") and Internal Revenue Service (IRS) issued final regulations on the requirement that employers provide affordable health insurance to employees (the "Employer Mandate") and the associated "Pay or Play" penalty under health care reform.  This HR Alert provides a summary of the transitional relief available during 2015 under the final Read More

Special February 2014 Newsletter | Employer Mandate Relief Provided in 2015 Under Final Regulations

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What Are Some Employer Best Practices for Managing a DOL Audit?

Most employer ERISA pension and welfare benefit plans are subject to investigation by the Department of Labor (DOL).  The Employee Benefits Security Administration (EBSA) is the agency of the DOL responsible for enforcing Title I of ERISA (which sets minimum standards to ensure that employee benefit plans are maintained in a fair and financially sound manner), including managing civil and criminal investigations. Read More

What Are the 2014 Cost of Living Adjustments for Retirement and Health and Welfare Plans?

The following provides a summary of the dollar limits applicable to retirement plans, health and welfare benefits and the social security wage base for the 2014 tax year. Retirement Plans  The dollar limits applicable to retirement plans for the 2014 tax year are as follows: Elective Deferrals:$17,500 (unchanged from 2013) Catch-Up Contributions: $5,500 (unchanged from 2013) Total Annual Read More

Retirement Plan Legal Update

Cetera Financial Advisors Monthly Meeting Read More

February 2014 Newsletter | Employer Best Practices for Managing a DOL Audit

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What is the Safe Harbor Method for Determining FTE Status for Ongoing Employees?

The requirement that employers provide affordable health insurance to employees (the "Employer Mandate") and the associated "pay or play" penalty under health care reform has been delayed until 2015. Whether an employer is subject to the Employer Mandate along with the amount of the Employer Mandate penalty (if any) will be determined by the number of an employer's full-time employees (FTEs). The Department of Read More