E-Alerts

The CARES Act – Plan Loans, Plan Distributions, PPP Loans, and Other Relief Should We Pause Before Acting? – Things to Consider Before Implementation

Pause and Review As we continue to advise clients regarding the employee benefit, executive compensation, and labor and employment aspects of the recent COVID-19 related feder… Read More
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Categories: Legal Update

Families First Coronavirus Response Act Key Provisions

As anticipated, President Trump has signed into law the Families First Coronavirus Response Act. This important new law will be effective April 2, 2020. As reported previously… Read More
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Categories: Legal Update

SECURE Act and Other Legislation Highlights; 403(B) PLAN AMENDMENT DEADLINE

As we have been saying for several years, a sponsor of a 403(b) Plan that has not been amended to incorporate changes in the 403(b) rules that were effective after 2009 and be… Read More
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Categories: Legal Update

Immediate Improvements and 2020 Changes

Effective Immediately, “preventive care” for HDHPs and HSAs includes expanded care for “chronic conditions” Since 2003, individuals covered solely by a high deductible… Read More
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Categories: Legal Update

DOL Proposed Increase to Overtime Exemption Minimum Salary Requirement

White Collar Exemption The Fair Labor Standards Act (FLSA) exempts from overtime and minimum wage requirements certain employees who meet both a minimum salary requirement and… Read More
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Clients & Friends Seminar(s) 2019

As many of our seminar attendees have noticed, and thanks to the support of those attendees, we have outgrown the BWI Marriott for our annual Clients & Friends Seminar. Th… Read More
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New Hardship Rules, New DOL Disability Claims Procedures, and ACA Developments

New Hardship Withdrawal Rules. We have been fielding a lot of calls from clients and friends who are receiving requests from their TPAs and other vendors to update their quali… Read More
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October 6 Clients and Friends Celebration; May 10 Clients and Friends Seminar

I. October 6, 2018 Clients and Friends Celebration. As previously announced, to celebrate the wonderful support we’ve received from our clients and friends during our first… Read More
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IRS Lowers Previously-Announced 2018 Limits; IRS Guidance on HDHP Status

Changes in 2018 Family HSA Limit and 2018 Adoption Assistance Limit The IRS just announced – mid-year – that the family Health Savings Account contribution limit for calen… Read More
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Upcoming Seminar: Maryland's New Healthy Working Families Act

As we reported previously, the Maryland General Assembly voted on January 12, 2018 to override Governor Hogan’s veto of the “Maryland Healthy Working Families Act,” a bi… Read More
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