Bylined Articles & Alerts

IRS Delays SECURE/CARES Act Plan Amendment Deadlines

Nicole E. Cloyd and Kennedy E. Brooks

What the Hack? Malware Leads to Stiff HIPAA Penalties | Court OKs Actively Managed Investment Options | You Can’t Get Blood from a Turnip – Unless the Plan Documents So Provide

SEC Revisits Compensation Clawbacks, Expands Electronic Filing Requirements, and Fines Company for Confidentiality Agreement Outreach

Machine Readable File Posting Update | IRS Plan Examination Pilot Program - Will It Take Flight? | Summer is for Fun, Sun, and PCORI Fees | Compliance Alert - Cycle 3 Restatement Deadline *July 31*

2023 Limits for HSAs and Excepted Benefit HRAs | COVID-19 Testing Denial Serves as Basis for ERISA Litigation | Extension of Physical Presence Relief for Spousal Consent | COMPLIANCE ALERT - Cycle 3 Restatement Deadline

Special HSA Rule for Telehealth Services | Reconsidering PTCs and Affordability | COMPLIANCE ALERT: Cycle 3 Restatement Deadline

Volume 4 | Issue 1

Flurry of Proposed New Rules from the SEC—Key Takeaways

Crypto-Curious vs. Crypto-Cautious | IRS Muddies the RMD Waters | COVID-19 National Emergency Extended | COMPLIANCE ALERT: Cycle 3 Restatement Deadline

Mental Health Parity Compliance Heightens Employer Anxiety | Supreme Court Remand Demands Context-Specific Inquiry in Retirement Plan Fee Cases | New Variants in COVID-19 Coverage Guidance | COMPLIANCE ALERT - Cycle 3 Restatement Deadline

Coverage of At-Home COVID-19 Tests | New Guidance on Group Health Plan Provider Compensation Disclosure Rules | Revised Auditing Standards for ERISA Plans

Busy Fourth Quarter for SEC Staff

Outbreak Period Relieves Employers | Adopt Cafeteria Plan Changes Before Year End | EBSA Digs Deep (Into Plan Pockets)

DOL Is Not Just Blowing Smoke: Tobacco Surcharge Suit Moves Forward | Cost of Living Adjustments to IRS and HHS Limits

SEC Rules Establish New Requirements for Director Elections, Universal Proxy Cards and Enhanced Proxy Disclosures; Additional Proposals to Rescind Rules on Proxy Voting Advice

New FAQs Offer COVID-19 Vaccine Clarification | Biden ESG Proposal Hits Back at Trump-Era Regulations | New COBRA Outbreak Period Guidance

Volume 3 | Issue 2

IRS Says Relax | The (Bumpy) Path Out of the Pandemic

White Hot Commission Focus on Insider Trading and ESG