Deadline Approaching for Part D Notices & Form 5500 Extensions
As a reminder, the deadline to distribute Part D notices and the extended Form 5500 filing deadline for calendar year
Caitlin Rimmer
September 23, 2026
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Category: Compliance
Key HSA Features – 2027 Compliance
Health savings accounts (HSAs) are a popular type of tax-advantaged medical savings account available to individuals enrolled in high deductible
Caitlin Rimmer
September 14, 2026
Employer Resources: 2027 Open Enrollment
During the 2027 open enrollment season, employers have an opportunity to develop attractive benefits offerings and proactively communicate with employees
Caitlin Rimmer
September 1, 2026
Health Plan Affordability Percentage for 2027 (Pay-or-Play Rules)
On July 21, 2026, the IRS released Revenue Procedure 2026-26 to index the contribution percentage in 2027 for determining the affordability of
Caitlin Rimmer
August 27, 2026
2027 Creditable Coverage Determination Methods
Starting in 2027, plan sponsors will no longer be permitted to use the original simplified determination method to determine whether
Caitlin Rimmer
August 11, 2026
The Importance of PCORI Fees Beyond Compliance
If you sponsor employee health benefits, you have likely heard about Patient-Centered Outcomes Research Institute (PCORI) fees at some point,
Caitlin Rimmer
July 27, 2026