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Complying with the ACA Disclosure Requirements Just Got a Whole Lot Easier!

New legislation liberalizing certain disclosure requirements under the Affordable Care Act (“ACA”) was passed at the end of 2024.  Effective for 2024 reporting, mailing a paper copy of Forms 1095-C/1095-B is no longer...more

Prohibited Transaction Pleading Standards To Receive Clarity From SCOTUS

Key Takeaways - In October 2024, SCOTUS granted review of Cunningham v. Cornell University to provide guidance on certain pleading standards in ERISA litigation claims, with oral arguments scheduled for January 2025....more

Financial Wellness Initiatives - Student Loan Debt Returns to Center Stage: Practical Considerations for Adding a Match for...

The burden of student loan debt is an ever-present challenge for our former post-high school students.   As you probably know, President Biden had proposed a student debt forgiveness plan that was projected to relieve as much...more

SECURE 2.0: Retirement Plan Rules Get a Makeover!

SECURE 2.0, which was signed into law on December 29, 2022 as part of the larger Consolidated Appropriations Act, is the most wide-sweeping retirement plan legislation enacted in more than a decade. It contains a myriad of...more

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