» Legal Update
Families First Coronavirus Response Act Key Provisions
April 8th, 2020
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…
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Categories: Legal Update
SECURE Act and Other Legislation Highlights; 403(B) PLAN AMENDMENT DEADLINE
February 6th, 2020
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…
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Categories: Legal Update
Immediate Improvements and 2020 Changes
July 26th, 2019
Effective Immediately, “preventive care” for HDHPs and HSAs includes expanded care for “chronic conditions” Since 2003, individuals covered solely by a high deductible…
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Categories: Legal Update
DOL Proposed Increase to Overtime Exemption Minimum Salary Requirement
April 5th, 2019
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…
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Clients & Friends Seminar(s) 2019
January 17th, 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…
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New Hardship Rules, New DOL Disability Claims Procedures, and ACA Developments
January 17th, 2019
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…
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October 6 Clients and Friends Celebration; May 10 Clients and Friends Seminar
April 18th, 2018
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…
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IRS Lowers Previously-Announced 2018 Limits; IRS Guidance on HDHP Status
March 12th, 2018
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…
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Upcoming Seminar: Maryland's New Healthy Working Families Act
February 28th, 2018
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…
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Upcoming Seminar; Upcoming Client Celebration; New Budget Law’s Employee Benefit Changes
February 16th, 2018
I. Upcoming Seminar. As previously announced, we’ll be holding our next clients and friends seminar at the BWI Marriott on Thursday May 10, 2018, from 8 a.m. to noon. Pl…
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