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Retirement Doctor: How America Saves 2018

Oct 4, 2018 10:58:54 AM / by Mike Rogers posted in Fees, ERISA, best practices, 401(k) plan, 401(k), 401(k) plan sponsor, Audit

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Retirement Doctor: Audit Red Flags

Sep 6, 2018 10:10:26 AM / by Mike Rogers posted in Fees, ERISA, best practices, 401(k) plan, 401(k), 401(k) plan sponsor, Audit, Retirement Doctor

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Avoiding Audit Flags – How to reduce the chance of an audit.

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Retirement Doctor: Fiduciary and Compliance Mistakes

Jul 24, 2018 2:43:43 PM / by Mike Rogers posted in Fees, ERISA, best practices, 401(k) plan, 401(k), 401(k) plan sponsor, Audit

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Fiduciary and Compliance Mistakes in 403(b) Plans

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PCORI Fees due by August 1, 2016

Jul 12, 2016 3:31:36 PM / by Deborah Hyde posted in ACA Compliance, Affordable Care Act, Deborah Hyde, Fees, Front Page Post

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The PCORI Fee Applies to Health Insurance Issuers and Self-funded Health Plans

Under the Affordable Care Act, health insurance issuers and self-funded health plans are required to pay an annual Patient-Centered Outcomes Research Institute fee (PCORI), set to expire in 2019. Because health insurance issuers are subject to this fee, the sponsor of a fully-insured health plan does not need to take any action. However, sponsors of self-funded health plans are obligated to comply. Payment of the PCORI fee must be submitted to the IRS no later than Monday, August 1, 2016.

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