Updates for High Deductible Health Plans

Telehealth Flexibility Sunsetting in 2025 As a result of the CARES Act in 2020, HDHPs were permitted to provide first dollar telehealth coverage without negatively impacting HSA eligibility. This relief […]

Secure 2.0 Retroactive Amendment

As we approach the end of the year, it’s important for Plan Sponsors to be aware of the new tax planning opportunities available under the SECURE Act. Plan Sponsors are […]

Catch Up Provisions

New Catch-Up Limits Under Secure Act 2.0 As a plan sponsor, it’s crucial to stay informed about legislative changes that impact retirement plans. The Secure Act 2.0, signed into law […]

Retirement Plan Checklist For Plan Sponsors

End of Year Checklist for Plan Sponsors: Ensuring Compliance and Maximizing Benefits As we approach the 4th quarter of 2024, it’s crucial for plan sponsors to take a proactive approach […]

IRS Releases Education Assistance FAQs

The IRS recently released a Fact Sheet to address frequently asked questions related to educational assistance programs offered under IRC Section 127. Programs offered under this section allow employees to […]

Secure 2.0 Student Loan Matching

The SECURE Act 2.0 allows employers to match employee student loan payments with retirement plan contributions. This benefit aims to help employees burdened with student debt save for retirement. Plan […]

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