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Make sure you are up-to-date with the most recent regulations issued by the Department of Labor. FIDUCIARY FINAL RULE ISSUED The U.S. Department of Labor (“DOL”) recently issued its final rule to address conflicts of interest in providing investment advice to sponsors and participants in 401(k)-type workplace retirement...

Stay up-to-date with the most recent compliance alerts from our partner United Benefits Advisors (UBA), On January 20, 2017, the IRS released a Memorandum on the tax treatment of benefits paid by fixed indemnity health plans that addresses two questions: Are payments to an employee under...

Worried about your future retirement? Check out this great read by Marlene Satter Retirement as we know it may be set to disappear, as younger people look for ways to finance surviving into old age. But extinction? Surely not. However, according to the Merrill Edge Report 2016, that...

From BenefitsPro by Marlene Satter Although Congress may feel as if it has the bit in its teeth on repealing the Affordable Care Act, some experts are warning that it might not be all that easy—or even beneficial—particularly for employer-sponsored health plans. In a Bloomberg report, Greta...

Source: United Benefit Advisors, LLCThe IRS has released final regulations that address how wellness incentives or penalties, contributions to a health reimbursement arrangement, and employer contributions to a Section 125 plan are applied to determine affordability. While these regulations were issued in connection with the...