You won’t like latest guidance on wellness programs under Obamacare

Companies have been hoping that their wellness program incentives will help their health plans meet affordability and minimal value requirements under Obamacare. So chances are they won’t like the guidance...
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What You Need to Know About FATCA’s Impact on Non-U.S. Retirement Plans

by Andrew C. Liazos, Todd A. Solomon and Kary Crassweller The Internal Revenue Service recently published final regulations under the Foreign Account Tax Compliance Act (FATCA), which are effective immediately. ...
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IRS Provides Additional Favorable Guidance on Recently Modified Voluntary Classification Settlement Program

by Jeffrey M. Holdvogt, Ruth Wimer and David Diaz On February 27, 2013, the Internal Revenue Service (IRS) issued News Release IR-2013-23 to provide additional favorable guidance regarding modifications...
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IRS Issues 403(b) Plan Fix-It Guide

by Mary K. Samsa, Todd A. Solomon and Joseph K. Urwitz On February 21, 2013, the Internal Revenue Service (IRS) added to its “self-help” resources a new “403(b) Plan Fix-It Guide”...
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IRS Updates Employee Plans Compliance Resolution System

by Lisa K. Loesel, Mary K. Samsa and Kary Crassweller The Internal Revenue Service (IRS) recently updated the Employee Plans Compliance Resolution System (EPCRS), the comprehensive system of correction...
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New ACA Regulations Address Minimum Essential Coverage and Exemptions

by Anne W. Hance and Amy M. Gordon The U.S. Department of Health and Human Services (HHS) and the Internal Revenue Service (IRS) released on January 30, 2013, two proposed rules and a final rule relating...
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IRS Announces Penny Increase in Mileage Reimbursements

A Thanksgiving eve announcement from IRS will benefit taxpayers slightly in 2013 when it comes to personal automobile use for business, medical, or charitable purposes. Starting January 1, 2013, taxpayers...
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New Notice Requirements Effective November 1, 2012, for Single Employer Pension Plans with Funding-Related Restrictions

by Diane Morgenthaler, Maureen O'Brien and Kary Crassweller Recently the Internal Revenue Service provided the first set of guidance on the new notice requirements for single employer defined benefit plans...
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IRS sets 2013 plan contribution limits

The IRS has released its new plan contribution limits for next year. Here’s what you’ll need to know for 2013. These benefits-related updates are culled from the much-longer IRS news relase: Contributions...
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IRS Eliminates Use of Letter Forwarding Service to Find Missing Participants and Beneficiaries

by Jeffrey M. Holdvogt and Susan Peters Schaefer The Internal Revenue Service (IRS) recently discontinued its letter forwarding service for missing participants or beneficiaries entitled to a benefit...
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