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Automatic Enrollment is Coming for Your Retirement Plan…Sorta

USA - January 23 2023 At the end of last year, Congress passed, and President Biden signed, the new appropriations bill which contained the SECURE 2.0 Act. The legislation…

Telehealth Exception to HSAs Extended Until 2024

USA - December 29 2022 As previously discussed in this blog, the waiver for no-cost telehealth services provided to HSA participants enacted as part of the CARES Act in…

PCORI Fee Updated

USA - December 5 2022 As discussed in prior blog posts, the PCORI Fee was resurrected by the IRS in 2019. This past week, the IRS updated the amount of the PCORI Fee for…

IRS Releases Updated Retirement Plan Contribution Limits

USA - October 25 2022 Late last week, the IRS released its annual update for the cost-of-living adjustments for retirement plans. As predicted based on the overall rate of…

IRS Expands Access to ACA Subsidies for Families

USA - October 12 2022 Earlier this week, the IRS issued a final rule meant to close the “family glitch” for Affordable Care Act (“ACA”) subsidies on the Federal Healthcare…