Transcript of Chat with Phyllis Borzi

The following is a transcript of the telephone chat with Phyllis Borzi regarding DOL regulations.

Guidance on Tax Forms for new PTIN Rules Excludes Some Benefit Forms

The IRS has released Notice 2011-6 providing guidance as to what constitutes a tax form for purposes of the new PTIN tax preparer filing rules. Excluded are forms 5300, 5307,5310 and 5500.

EBSA Unified Agenda

The Employee Benefits Security Administration has released its Fall 2010 unified regulatory agenda of action items.

Immediate Interest Rates for January Lump Sums

The PBGC has released the immediate interest rate applicable to lump sums payable in January, 2011.

Procedures for Automatic Accounting Changes Consent for Blue Cross

Notice 2011-4 provides procedures for Blue Cross and Blue Shield and certain other health care insurance organizations to obtain automatic consent to change their methods of accounting for unearned premiums in the face of a failure to meet the Medical Loss Ratio requirement.

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