The Tax of Life

 Carlton Fields tax attorney Lowell Walters discusses midyear premium increases and cafeteria plan rules. ... Keep Reading »

 Carlton Fields tax attorney Lowell Walters discusses a new group health plan documentation requirement for mental health parity compliance. Transcript: Hello. My name is Lowell Walters. I want to talk with you about some COVID-19 related legislation that was passed into law just at the end of December 2020 that imposes a new obligation on employers that provide health insurance benefits to employees. Now, I'm an attorney at Carlton Fields and the focus of my ... Keep Reading »

Participants do not always prefer the investment choices retirement plans offer. Whether participants want additional ways to diversify their portfolios or have other reasons, participants are asking retirement plan sponsors with participant-directed accounts (commonly found in profit-sharing, 401(k), and 403(b) plans) to offer investment options that go beyond traditional investment alternatives. Common examples include investments in real estate, collectibles, ... Keep Reading »

 Carlton Fields tax attorney Lowell Walters discusses three timely employee benefits issues: using employee benefits to reduce expenses; helping retirement plan participants in an inconsistent investment market; and, the impact of layoffs, furloughs, and hours reductions on group health plan and COBRA coverage. ... Keep Reading »

 Carlton Fields tax attorney Lowell Walters offers examples of welfare benefit options that can be used in an executive benefit program or package. ... Keep Reading »