Broker Bulletins

What is the ACA's 'family glitch?' The Affordable Care Act was signed into law on March 23, 2010. It is more commonly known as the “ACA” or its nickname, Obamacare. Among the many provisions of the ACA were the requirements for employers with 50 or more full-time workers o...

The IRS released their final rule on electronic filing requirements for specified returns. This impacts a number of returns filed to the IRS including forms related to Affordable Care Act (ACA) reporting, specifically 1094 and 1095-B and 1095-C.    Key Takeaways It reduces the electroni...

Compliance can be complex and ensuring that your clients are adhering to the requirements can be challenging. It can be especially difficult to know what areas to focus on when you have clients with varying needs. Understanding the most important parts of compliance all around can benefit both you a...

Washington DC has an established transit benefit requirement which encourages workers to take public transportation, rideshare or use greener means of transportation. Organizations with 20 or more employees working in the District of Columbia are required to offer employees one (or more) of the foll...

Distribution date of 1095B/C to employees is automatically extended In early 2021, all signs pointed to no deadline extensions from the IRS for ACA 1094/1095 Reporting. However, in 2022 the IRS made a reversal in their original position, and issued a proposed rule for a permanent, automatic extensio...

For decades there have been distinct differences between retirement plans and health and welfare plans when it comes to ERISA compliance. With the recent Consolidated Appropriations Act, 2021 (CAA) disclosure requirements are now more in alignment. As with any amendment, there are lots of questions...

The holiday gifts arrive early for employers required to file and furnish 1094/1095 ACA Reporting forms. In early 2021, all signs pointed to no deadline extensions from the IRS for ACA 1094/1095 Reporting in 2022. The IRS just recently made a reversal in their original position, and issued a propose...