NewsLink Archives

NewsLink Archives

Health & Welfare Newsletters

(Click on Month to view)


September 2016

  • Affordable Care Act Draft 1094 & 1095 Forms Released

March 2015

  • Two New Events Allow Employees to Change Benefit Elections During a Plan Year
  • Government opens Special Enrollment Period for Federal Marketplace (Exchange)
  • More Changes to Summary of Benefits and Coverage Form

June 2014

  • Bay Area Commuter Benefit – Deadline to Establish Program is 9/30/14
  • HSA 2015 Limits Published
  • DOL Modifies COBRA & CHIPRA Model Notices
  • CMS Extends Marketplace Enrollment Deadline for COBRA Qualified Beneficiaries

January 2014

  • Health Flexible Spending Account Carryover Rules
  • IRS Issues Additional Guidance on DOMA Ruling

September 2013

  • IRS Guidance on the DOMA Court Ruling & the Impact on Benefit Plans
  • Department of Labor Clarified DOMA Ruling's Impact on FMLA
  • HIPAA Omnibus Final Rule
  • Update on Summary of Benefits & Coverage (SBC) for 2014
  • Final Regulations Published by IRS for Individual Health Insurance Mandate

April 2013

  • White Paper on Health Care Reform: 2013 and 2014 Planning
  • San Francisco - Commuter benefits online reporting requirement due no later than 4/30/13

January 2013

  • Fiscal Cliff Avoided: How Your Benefit Plans are Impacted

July 2012

  • Q & A on the Health Flexible Spending Account Limit Decrease to $2,500 in 2013

May 2012

  • W-2 Reporting of Health Care Coverage Costs
  • 2013 Limits Released for Health Savings Accounts
  • Proposed Guidance Provided – Comparative Effectiveness Research Fee
  • Legislative Issues TRI-AD is Monitoring

May 2011

  • Over-The-Counter Medication Rules — Where We Stand in 2011
  • Recap of Health Care Reform Provisions for Group Health Plans Effective in 2010 or 2011
  • California Conforms to Federal Law on Dependents to Age 26
  • Change in FSA Eligibility for Lactation Supplies

June 2010

  • Changes to Over-the-Counter Rules in the The Patient Protection and Affordable Care Act of 2010 (PPACA)
  • Coverage for Dependents Up to Age 26 in The Patient Protection and Affordable Care Act of 2010 (PPACA)
  • COBRA Subsidy Extension Expired May 31, 2010 - Additional Extension Uncertain
  • Planning for Next Open Enrollment — It's Not Too Early!

February 2010

  • What You Need to Know About the COBRA Subsidy Extension
  • HITECH Act — Are You Doing Enough to Safeguard Your Protected Health Information (PHI)?
  • An Update on EFAST 2 — Your 5500 Forms Must Now be Filed Electronically
  • TRI-AD's Approach to ARRA Subsidy Designed to Consider Regulatory Compliance and Client and Participant Protection
  • Department of Labor Releases CHIPRA Model Notice
  • Survey Results: Impact of the Current Health Care Debate in Washington on Health Savings Accounts (HSAs)
  • TRI-AD Announces Enhancement to Health Savings Account Service with the Addition of PNC Bank Alliance

Retirement Newsletters

(Click on Month to view)


August 2016

  • New Department of Labor Fiduciary Rules: Part 1, Fiduciary Definition

January 2016

  • New IRS Correction Methods for 401(k)/403(b) Plans for Missed Deferrals

September 2014

  • The Top Ten Things to Do If Your 401(k) Plan Fails Nondiscrimination Testing
  • Reminder — Business Associate Agreements
  • New DOL Requirements for Finding Lost Participants
  • Update on Same-Sex Marriages and Retirement Plan Issues

April 2014

  • IRS Expands In-Plan Roth Rollovers
  • IRS Issues Guidance on Reducing or Suspending Safe Harbor 401(k) Contributions During a Plan Year
  • DOL Issues Proposed Rules for Fee Disclosure Guide

November 2013

  • DOL May Require Lifetime Income Estimates on Benefit Statements
  • Retirement Plans: Year-End Planning

July 2013

  • Retirement Plan Participant Disclosures Upcoming Summer Deadline
  • IRS Updates Their Voluntary Correction Program for Retirement Plans
  • Most Common Errors in 401(k) Plans
  • IRS Shares Common Mistakes with Hardship Distributions

October 2012

  • What Should Fiduciaries Do With the Service Provider Fee Disclosures?
  • Locating Lost Participants in Qualified Plans: Some Tips and a Change to an IRS Program
  • Rollover Chart
  • Updated COLA Limits Reflecting Payroll Tax Extension

March 2012

  • Department of Labor (DOL) Rules on Fee Disclosure
  • Participant Disclosure Rules in 401(k) / 403(b) Plans
  • Rollover Chart
  • Updated COLA Limits Reflecting Payroll Tax Extension

September 2010

  • The New Department of Labor Rules on Fee Disclosure
  • Will Roth conversions be allowed in 401(k) / 403(b) Plans?
  • Getting Past "A Wish and a Prayer": Helping Mid-Career Employees Prepare for Retirement

March 2010

  • Top 10 Things to Do if Your 401(k) Plan Fails Nondiscrimination Testing
  • DOL Finalizes 7-Day Deposit Rule for Employee Contributions
  • Did Layoffs Cause Your Retirement Plan Participants to Become 100% Vested?
  • Helping your Participants Get More Out of Their Retirement Savings: The Tax Saver's Credit

January 2010

  • Deferral of Unused PTO Time into Retirement Plans Gives Employees Another Retirement Savings Tool
  • IRS Requires Electronic 5500 Filing Through EFAST2
  • Department of Labor Finalizes Regulations on Form 5500 Schedule C
  • Refresher on ROTH: What You Need to Know