EBIA Weekly Newsletter

IRS Announces Temporary Excise Tax Relief to Conform With the DOL’s Fiduciary Rule Nonenforcement Policy


   March 30, 2017

IRS Announcement 2017-4 (Mar. 28, 2017) Available at https://www.irs.gov/pub/irs-drop/a-17-04.pdf The IRS has announced temporary excise tax and reporting relief intended to conform IRS policy with the fiduciary rule nonenforcement policy announced by the DOL in Field Assistance Bulletin (FAB) 2017-01. The FAB establishes temporary relief from enforcement of the DOL’s final fiduciary rule … Read More


May Our Company’s HRA Reimburse Qualifying Medical Expenses Incurred by Non-Spouse Domestic Partners?


   March 30, 2017

QUESTION: Our company maintains a health reimbursement arrangement (HRA) for eligible employees. Several HRA participants have non-spouse domestic partners. Some of these relationships are recognized as civil unions; others have no formal recognition. May we reimburse qualifying medical expenses incurred by any of these domestic partners? ANSWER: If your HRA covers tax dependents, you may … Read More


EBIA Keeps You Informed About 401(k) Plans and HIPAA 


   March 23, 2017

EBIA has breadth and depth: Employee benefits resources for employers and advisors on a broad range of topics vital to benefits compliance, and detailed expert analysis with examples, charts, practical tips, and sample documents. Here are some of the latest enhancements to our 401(k) Plans and HIPAA publications. 401(k) Plans. Are you up-to-date … Read More


HHS Encourages States to Apply for Innovation Waivers


   March 23, 2017

HHS Letter to Governors (Mar. 13, 2017); HHS News Release (Mar. 13, 2017) Letter News Release HHS has released a letter addressed to state governors highlighting the availability of innovation waivers and promoting waivers as an opportunity for states to develop innovative health care models. As background, the Affordable Care Act … Read More