EBIA Weekly Newsletter

DOL Releases Form 5500 for 2016 Plan Year

   November 3, 2016

2016 Form 5500, Schedules, and Instructions Form 5500 series News Release The DOL has released the 2016 Form 5500 series, including Form 5500-SF, Schedules, and Instructions. (As a reminder, these are advance information copies not for filing—with very limited exceptions, Form 5500 must be filed electronically.) No changes have been made … Read More

DOL Publishes FAQs About Conflict of Interest Exemptions

   November 3, 2016

FAQs about Conflict of Interest Rules and Exemptions Part I (Oct. 27, 2016) Available at https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/coi-rules-and-exemptions-part-1.pdf The DOL has published a set of 34 FAQs answering questions about the prohibited transaction exemptions (PTEs) that were issued or amended in connection with the DOL’s final rule defining who is a fiduciary as a result … Read More

EBIA’s Manuals Keep Compliance in Reach

   October 27, 2016

With EBIA’s manuals, you have a wealth of knowledge at your fingertips! Here are some highlights of what we’ve added lately to our Consumer-Driven Health Care and Group Health Plan Mandates publications: Consumer-Driven Health Care. We have added a new subsection discussing the correction of HRA distribution errors. Our discussion of wellness programs … Read More