Archive by tag: DOLReturn
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August 30, 2017, the U.S. Department of Labor (DOL) has announced an update on employee benefit plan compliance for those impacted by Hurricane Harvey.
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Categories: Benefits in General, Compliance | Tags: DOL , FAQ , Hurricane Harvey , Health Benefits , Retirement Benefits , COBRA
The recent Mull v. Motion Picture Industry Health Plan case (No. 15-56246 (9th Cir. August 1, 2017) illustrates the importance of complying with ERISA’s Plan Document and Summary Plan Description (SPD) requirements.
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Categories: Benefits in General, Compliance | Tags: ERISA , DOL , Wrap , Plan Document , SPD , Summary Plan Description , Mull v. Motion Picture Ind. Health Plan

Form 5500 Deadlines and Extensions

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Employers that are subject to ERISA that sponsor health and welfare plans subject to ERISA (i.e. health insurance, dental insurance, life insurance, disability insurance, Health Reimbursement Arrangement (HRA), and Health Care Flexible Spending Account (FSA) portion of a cafeteria plan, etc.) may have a Form 5500 obligation.
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Categories: Benefits in General, Compliance | Tags: Form 5500 , IRS , Form 5558 , DOL , DFVC

DOL Updates Various Model Notices

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The Department of Labor (DOL) has extended the effective date of various notices.
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Categories: Health Care Reform, Compliance, Health Care in General | Tags: CHIPRA , DOL , COBRA , Exchange , Model Notice
The DOL recently issued a Field Assistance Bulletin and FAQ guidance confirming that, after a delay from April 10, 2017, the new fiduciary rules and related prohibited transaction exemptions will become effective on June 9, 2017, with phased implementation through January 1, 2018.
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Categories: Compliance | Tags: DOL , Department of Labor , Field Assistance Bulletin , FAQ , fiduciary rules , fiduciary
On April 4, 2017, the DOL officially announced that it would delay the effective date of the new fiduciary rules and related prohibited transaction exemptions until June 9, 2017.
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Categories: | Tags: fiduciary , fiduciary rules , DOL , prohibited transaction exemptions , Department of Labor
Although April 10, 2017 is fast approaching, the DOL has still not finalized its proposed extension to the effective date of the new fiduciary rules. To defray mounting concern, confusion and uncertainty among financial services institutions and investors, the DOL and IRS have issued temporary policies relating to the proposed delay of the new fiduciary rules and related prohibited transaction exemptions.
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Categories: Compliance | Tags: fiduciary rules , IRS , DOL , Field Assistance Bulletin No. 2017-01 , Announcement 2017-4 , fiduciary
The DOL released a proposed regulation last week that would delay the applicability date of the new fiduciary rules and related PTEs until June 9, 2017.
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Categories: Compliance | Tags: fiduciary , fiduciary rules , executive order , DOL , Department of Labor , HSA , Health Savings Accounts
President Trump recently issued an executive order instructing the Department of Labor to review new fiduciary rules that were scheduled to take effect on April 10, 2017. In relevant part, these fiduciary rules would modify the standard of care for institutions and individuals who provide investment advice or recommendations to IRA and HSA holders, provide a private cause of action for a breach of that standard of care and impose excise taxes for violations of certain prohibited transactions.
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Categories: Compliance | Tags: Fiduciary , Executive Order , fiduciary rules , DOL , Department of Labor , HSA , Health Savings Accounts
The DOL recently published a final rule (Final Rule) setting forth the inflation-adjusted civil monetary penalties for violations pertaining to health and welfare benefit plans and pension and retirement plans. The increased amounts apply to penalties assessed after January 13, 2017.
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Categories: Benefits in General, Compliance | Tags: DOL , 2017 , penalties , penalty , violation , inflation
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