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Protected: Upcoming 5500 Filing Deadline for Calendar Year Plans: What Employers Need to Know for 2025

  • On June 18, 2025
  • ERISA, Form 5500
There is no excerpt because this is a protected post.
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Protected: Don’t Forget Summary Annual Reports

  • On August 19, 2024
  • Form 5500
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Protected: Upcoming 2024 Deadlines for PCORI Fee Payment and Form 5500 Filing

  • On June 10, 2024
  • Form 5500, PCORI
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Protected: Final Version of Form 5500 Released for 2022 Filings

  • On May 31, 2022
  • DOL, Form 5500
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Summary Plan Descriptions – Are Your Client’s Documents Sufficient?

  • On August 13, 2018
  • COBRA, DOL, ERISA, Form 5500, SPD
Any business that offers group health insurance and is subject to the Employee Retirement Income Security Act (ERISA) needs to have plan documents in place, including a summary plan description (SPD).  Every broker knows that most companies do not have an SPD in place.   While the risk is higher for plans without a SPD, […]
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Protected: Everything Your Clients Might Ask About Form 5500 Filing

  • On July 23, 2018
  • Form 5500
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Protected: Upcoming Deadlines For PCORI Fee Payment and Form 5500 Filing

  • On July 5, 2018
  • DOL, ERISA, Form 5500, PCORI
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Protected: Group Health Plans – Size and Structure Matter

  • On January 22, 2018
  • ALE, COBRA, EHB, ERISA, Form 5500, FSA, Grandfathered Plans, HDHP, HIPAA, HITECH, HRA, HSA, MHPAEA, Nondiscrimination, PCORI, Preventative Care, QSEHRA, SBC, Section 105, Section 125, SPD
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Protected: Show Value By Offering Compliance Services All Year

  • On January 8, 2018
  • 2018, Cafeteria Plan Testing, COBRA, ERISA, Form 5500, HIPAA, HITECH, HSA, MHPEA, Pay-or-Play, SBC, Section 105, Section 125
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Protected: Health Insurance Regulatory Outlook for 2018

  • On December 28, 2017
  • ADA, AHP, Cadillac Tax, EEOC, EHB, ERISA, Form 5500, GINA, HRA, QSEHRA
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