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2016 Form 5500-EZ and Instructions; 2016 Form 8955-SSA and Instructions Form 5500-EZ Instructions for Form 5500-EZ Form 8955-SSA Instructions for Form 8955-SSA The IRS has released the 2016 Form 5500-EZ (Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan) and 2016 Form 8955-SSA (Annual Registration Statement … Read More
Tussey v. ABB, 2017 WL 929202 (8th Cir. 2017) Available at http://media.ca8.uscourts.gov/opndir/17/03/152792P.pdf The Eighth Circuit has weighed in again on the fund-mapping portion of this long-running case. In its previous decision, the Eighth Circuit rejected the trial court’s determination that the fiduciaries of two 401(k) plans committed a fiduciary breach by replacing an … Read More
QUESTION: We recently learned about some mistakes that have been made in administering our company’s cafeteria plan. For example, we discovered a few health FSA and DCAP expense reimbursement errors, and a couple of employees are not having the right salary reduction amounts withheld. Should we correct mistakes like these? ANSWER: In general, if there … Read More
Despite extensive federal regulation, states continue to weigh in on issues relating to employee benefits, and many of these state laws overlap with existing federal laws and regulations. Employers and advisors must be aware of the jurisdictions they are in, track the laws, and comply with requirements that do not always align. From state to … Read More
Mayes v. Winco Holdings, Inc., 2017 WL 461484 (9th Cir. 2017) Available at http://cdn.ca9.uscourts.gov/datastore/opinions/2017/02/03/14-35396.pdf The Ninth Circuit has reinstated the employment discrimination and COBRA claims of a grocery store supervisor who was fired for allowing the night-shift freight crew to eat a cake from the store bakery’s “stales cart.” The supervisor claimed that … Read More
IRS Publication 969 (Health Savings Accounts and Other Tax-Favored Health Plans (for 2016 Tax Returns)) Available at https://www.irs.gov/pub/irs-prior/p969–2016.pdf Publication 969 has been updated for use in preparing 2016 tax returns. This publication provides basic information about HSAs, HRAs, health FSAs, Archer MSAs, and Medicare Advantage MSAs, including brief descriptions of benefits, eligibility requirements, … Read More