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Wolters Kluwers ftwilliam. com Launches New Form 5330 e-Filing . . . Batch-Prepare: A new Form 5330 template empowers customers to minimize redundant data entry and reduce manual labor by populating multiple forms at once File Securely: Customers can file with confidence using a secure ftwPortal Pro environment that integrates directly with the IRS’ Modernized e-File (MeF) system
BenefitsLink® Retirement Plans Newsletter for April 23, 2025 But in 2025, these awards are drawing sharper scrutiny than ever before What once served as a straightforward tactic to retain top leadership can now be a flashpoint for criticism -- especially when such retention tools are not clearly tied to performance " MORE >>
The Year Ahead: Planning for 2026 Once the reduced recommendation is officially adopted, non-grandfathered group health plans can reduce that coverage in the first plan year effective one year after the recommendation (i e , if adopted in December 2025, a calendar year non-grandfathered plan could adopt the reduced schedule for the 2027 plan year)
Template-Word - . 5 margins - BenefitsLink In other words, the IRS has not addressed whether plans can be amended to remove the distribution triggers once they are added Plan sponsors should consider this ambiguity before moving forward with adding these rules The Notice makes clear that additional guidance should be forthcoming in the form of regulations
Retiree Plan Is Primary When Neither Plan Follows the Vicious Circle . . . (Oct 4, 2001) The plan directly covering an individual is primary and the plan covering that individual as a dependent is secondary under the first COB standard order of benefit determination rule However, if the individual is covered by: (1) Medicare; (2) Medicare supplemental coverage; and (3) as a dependent of an actively-employed spouse, this rule operates to create a "vicious circle
BenefitsLink® Health Welfare Plans Newsletter for August 28, 2025 "This report provides information on selected health provisions that have expired or are scheduled to expire during the 119th Congress (i e , calendar years 2025 and 2026) For purposes of this report, expiring provisions are defined as portions of law that are time-limited and will lapse once a statutory deadline is reached, absent further legislative action The expiring provisions included