Sarah Borders
Reminder to File Form 5500 for Calendar Year Plans
The penalties for a missing or late 5500 are over $2,000 per day that the filing is late. ...
ALE Penalties Increased for 2026
On July 22, 2025, the IRS announced that ALE penalties will increase over 15% for 2026.
Affordability Percentage Increased to 9.96% for Plan Years Beginning in 2026
On July 18, 2025, the IRS announced a 9.96% affordability percentage for plan years ...
Benefit Provisions in the Budget Reconciliation Bill Signed into Law
On July 4, 2025, President Trump signed a massive budget reconciliation bill into law. ...
Final Rules Amend Some 2026 ACA Figures
On June 23, 2025, a final rule amended the methodology for determining the Affordable ...
What’s In, What’s Out: Senate’s Revision of Bill Signals Shift in Benefit Priorities
On June 16, 2025, the Senate Finance Committee unveiled its version of the bill aimed at ...
PCORI Fees Due by July 31, 2025
Each year by July 31, employers sponsoring certain self-funded health plans must file and ...
New Bill Includes Several Enhancements to Employee Benefits
On May 13, 2025, the House Ways and Means Committee introduced the One, Big, Beautiful ...
Departments Announce Non-Enforcement Policy of the September 2024 Mental Health Parity Final Rule
As the January 2025 effective date commenced, The ERISA Industry Committee (ERIC) brought ...