Author Archives: Stacy Mendenhall
COVID-19 and Impact on Health Savings Accounts and Flexible Spending Accounts
TRI-AD is receiving questions regarding the impact of the coronavirus, COVID-19, on health savings accounts [...]
Mar
COVID-19 Relief: A Benefit Plans Overview of the CARES Act
On March 27, 2020, Congress passed and the President signed the Coronavirus Aid, Relief, and [...]
Mar
COVID-19 Relief: Extended Deadlines for Tax Return Filings and Contributions due on April 15, 2020
In response to requests for COVID-19 relief for businesses and individuals, the Internal Revenue Service [...]
Mar
COVID-19 Layoffs – Partial Retirement Plan Termination?
As businesses face temporary closure due to the coronavirus (COVID-19), some are laying off employees [...]
Mar
Status of TRI-AD’s COVID-19 Response
Dear Clients and Friends, This message is intended to inform you about the latest steps [...]
Mar
The SECURE Act: What You Need to Know
Passed in late 2019, the government funding bill, the Further Consolidated Appropriations Act of 2020, [...]
Jan
Legislative Update on the CARES Act for Retirement and Health &Welfare Benefit Plans
In this session, we will bring you up to date on how the CARES Act [...]
Jan
Retirement Plans Legislative and Regulatory Update
Please join us for our annual Retirement Legislative & Regulatory Update. We will present an [...]
Jan
Repeal of the Affordable Care Act Taxes
The government funding bill passed in late December 2019, the Further Consolidated Appropriations Act of [...]
Jan
Retirement Fiduciary Calendar for 2020
TRI-AD seeks to make it fast, simple, and easy for our clients to keep their [...]
Jan