Archives How to Prepare for the IRS’s “New 90-Day Pre-Examination Compliance Pilot” Audit Process June 10, 2022 / Lowell Walters COBRA Deadlines and Proofs of Mailing in Carter v. Southwest Airlines Co. Board of Trustees May 18, 2021 / Lowell Walters Midyear Premium Increases and Cafeteria Plan Rules May 7, 2021 / Lowell Walters Department of Labor Imposes Additional Requirement on Employer-Provided Health Services February 25, 2021 / Lowell Walters Alternative Retirement Plan Investments: A Retirement Plan Committee Checklist October 9, 2020 / Lowell Walters Three Timely Benefits Items Everyone Should Know September 17, 2020 / Lowell Walters Rewarding Employees You Cannot Afford to Lose (Part 5) August 26, 2020 / Lowell Walters Rewarding Employees You Cannot Afford to Lose (Part 4) August 19, 2020 / Lowell Walters Rewarding Employees You Cannot Afford to Lose (Part 3) August 12, 2020 / Lowell Walters Rewarding Employees You Cannot Afford to Lose (Part 2) July 15, 2020 / Lowell Walters Rewarding Employees You Cannot Afford to Lose (Part 1) July 10, 2020 / Lowell Walters Cutting Costs With Employee Benefit Plans (Part 5 of 5) – Implementation June 23, 2020 / Lowell Walters Cutting Costs With Employee Benefit Plans (Part 4 of 5) – Retirement Plan Costs June 11, 2020 / Lowell Walters Cutting Costs With Employee Benefit Plans (Part 3 of 5) – Medical Benefit Costs June 5, 2020 / Lowell Walters Cutting Costs With Employee Benefit Plans (Part 2 of 5) – Identifying Potential Targets May 28, 2020 / Lowell Walters COVID-19-Related Guidance Allows Employees to Revise 2020 Health Insurance Elections May 19, 2020 / Lowell Walters Cutting Costs With Employee Benefit Plans (Part 1 of 5) – Using Benefit Plans to Save Money May 14, 2020 / Lowell Walters COBRA: Avoid Getting Snakebit! (Notice Update, Deadline Update, Litigation Update) May 7, 2020 / Lowell Walters Coronavirus Employment Tax Credits and Health Insurance May 7, 2020 / Lowell Walters Coronavirus-Related Retirement Plan Distributions, MPPPs, and Governmental 401(a) Plans April 27, 2020 / Lowell Walters COVID-19 – Tax and Other Relief for Not-for-Profit Organizations April 14, 2020 / Cristin Keane IRS Provides Wide-Reaching Extensions for Tax Filings and Payments, as well as Other Time-Sensitive Actions, Including Section 1031 Identification and Replacement Deadlines April 14, 2020 / Cristin Keane COVID-19: CARES Act and FFCRA Tax Provisions April 14, 2020 / Cristin Keane Coronavirus-Related Retirement Plan Distributions and Loans: Helping Retirement Plan Committees Decide April 6, 2020 / Lowell Walters Planning to Claim the COVID-19-Related Tax Credits April 3, 2020 / Lowell Walters Executing Testamentary Documents During Pandemic Lockdowns April 3, 2020 / Rahul Ranadive Retirement and Health Plan Cost Reductions During a Financial Downturn or Recession March 24, 2020 / Lowell Walters Using Nonqualified Plans to Reduce 401(k)/403(b) Costs February 4, 2020 / Lowell Walters Four Noteworthy Highlights on the Taxation of Fringe Benefits January 24, 2020 / Lowell Walters Prudent Process Defeats DOL November 14, 2019 / Lowell Walters US Treasury and IRS Targets for Audit October 29, 2019 / Lowell Walters Plan Amendment Deadline Approaching for Plans That Implemented Hardship Changes in 2018 and 2019 September 9, 2019 / Lowell Walters A Primer on Employment Taxes May 20, 2019 / Lowell Walters New Florida Law: Assessing Benefit Plan Costs for New Cancer Benefits Owed to Florida’s Bravest May 8, 2019 / Lowell Walters Retiree Medical Not Restricted by Medicare Secondary Payer Rules May 7, 2019 / Lowell Walters Don’t Cry Over Spilled Milk! A “Plain English” Guide to Retirement Plan Correction Options April 26, 2019 / Lowell Walters Qualified Opportunity Zones vs. 1031 January 30, 2019 / Larry Kemm Seizing the Opportunity with Qualified Opportunity Zones January 30, 2019 / Larry Kemm IRS Issues Interim Guidance on Certain 2017 Tax Act Changes Affecting Exempt Organizations: Excess Remuneration and Parachute Payments Excise Tax January 3, 2019 / Cristin Keane Recent Change to Hardship Distributions Can Increase Employer Liabilities December 6, 2018 / Lowell Walters IRS Allows Employer ‘Matching Contribution’ Based on Student Loan Repayments October 17, 2018 / Lowell Walters Good News for Federal Contractors With Affordable Care Act Concerns August 16, 2018 / Lowell Walters Cost-Sharing Regulations Revived By Ninth Circuit July 31, 2018 / Larry Kemm Retirement Plans Can Solve the Million-Dollar Problem for Entities at Risk of Excise Taxes on Compensation June 26, 2018 / Lowell Walters The Hidden Cost of Settling a Qui Tam Claim June 20, 2018 / Adam Schwartz Get Ready: IRS to End OVDP April 20, 2018 / Rahul Ranadive Tax Reform: Insurance Company Provisions April 13, 2018 / Larry Kemm Virtual Currency Tax Consequences February 22, 2018 / Menasche Nass Tax Incentive for Paid Family Medical Leave May Alleviate FMLA Benefit Complications February 19, 2018 / Lowell Walters Practical Insights on DOL Guidance Affecting Retirement, Medical and Disability Plans February 1, 2018 / Lowell Walters