Relief for Small Employers Claiming the Section 45R Credit but without Access to Small Business Plans

Notice 2018-27 provides relief for small businesses that properly claimed the Section 45R credit for 2016 or later but were unable to obtain qualified health plan through a Small business Health Options Program (SHOP) because the employer’s principal business address is in a county in which a qualified health plan though a SHOP is not […]

IRS Request for Comments on 2018-2019 Priority Guidance Plan

In Notice 2018-43, the IRS request comments on items to be included in its 2018-2019 Priority Guidance Plan. Document Excerpt Link https://www.irs.gov/pub/irs-drop/n-18-43.pdf

Restoration of Pre-Budget Act HSA Family Coverage Contribution Limits

Revenue Procedure 2018-27 restores the pre-Budget Act family contribution limit. Document Excerpt Link https://www.irs.gov/pub/irs-drop/rp-18-27.pdf

Field Assistance Bulletin on Proxy Voting, Shareholder Engagement and ETIs

Field Assistance Bulletin 2018-01 provides guidance in addressing questions raised by Interpretive Bulletin 2016-11 and 2015-12 regarding the exercise of shareholder rights and written statements of investment policy and relating to economically targeted investments. Document Excerpt Link https://www.dol.gov/agencies/ebsa/employers-and-advisers/guidance/field-assistance-bulletins/2018-01

Self Compliance Tool for Mental Health Parity Act

The DOL has released a self compliance tool for the Mental Health Parity Act. Document Excerpt The goal of this self-compliance tool is to help group health plans, plan sponsors, plan administrators, group and individual market health insurance issuers, State regulators and other parties determine whether a group health plan or health insurance issuer complies […]

Sample Forms to Request Documentation Concerning Treatment Limitations

Sample form from the DOL to request documentation from an employer sponsored health plan or an insurer concerning treatment limitation. Document Excerpt Background: This is a tool to help you request information from your employer-sponsored health plan or your insurer regarding limitations that may affect your access to mental health or substance use disorder benefits. […]

Proposed FAQs on Mental Health Parity Act

The agencies released proposed Frequently Asked Questions on Mental Health and Substance Use Disorder Parity implementation and the 21st Century Cures Act. Document Excerpt Set out below is PROPOSED guidance regarding nonquantitative treatment limitations and disclosure requirements in connection with the Mental Health Parity and Addiction Equity Act (MHPAEA). Link https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/aca-part-39-proposed.pdf

SEC Fact Sheet on Proposed Best Interest Standard

In addition to its proposed regulation, the SEC also issued this Fact Sheet on its proposed best interest regulation. Document Excerpt Under proposed Regulation Best Interest, a broker-dealer would be required to act in the best interest of a retail customer when making a recommendation of any securities transaction or investment strategy involving securities to […]

SEC Proposed Interpretation of Best Interest Standard of Conduct

Along with the issuance of its proposed regulations, the SEC is also publishing a proposed interpretation of the standard of conduct and request for comments. Document Excerpt The Securities and Exchange Commission (the “SEC” or the “Commission”) is publishing for comment a proposed interpretation of the standard of conduct for investment advisers under the Investment […]

SEC Proposed Rule on Best Interest Standard

The SEC has issued a proposed regulation establishing a standard of conduct for broker-dealers and those associated with broker-dealers when making recommendations of securities transactions or investment strategies involving securities to retail customers. Document Excerpt This obligation shall be satisfied if: the broker-dealer or a natural person who is an associated person of a broker-dealer, […]

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