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81. Plan Compliance Calendar

    Created On: 05/25/2023 in Retirement Plan Administration Advisor Channel
    Compliance Calendar (for printing or saving) ...

82. COVID-19 National Emergency Ends

    Created On: 05/09/2023 in Reimbursement Accounts COVID-19 Resources
    COVID-19 National Emergency extensions are coming to an end. In April 2020, the Employee Benefits Security Administration, Department of Labor, Internal Revenue Service and Department of the Treasury (the “Agencies”) released EBSA Disaster Relief N...

83. How The SECURE 2.0 Act Will Affect Your Retirement Plan in 2023

    Created On: 05/09/2023 in Retirement Plan Administration SECURE Act 2.0
    SECURE 2.0 presents major changes to the U.S. Retirement System. Due to the volume of changes that SECURE 2.0 presents, it is important to separate out its provisions into smaller segments. The following is a high-level summary of selected provision...

84. HRA / HSA / FSA Comparison Chart

    Created On: 05/08/2023 in Reimbursement Accounts Health Savings Accounts (HSA)
    Chart comparing key features of HRA, HSA and Medical FSA plans.

85. HRA / HSA / FSA Comparison Chart

    Created On: 05/08/2023 in Reimbursement Accounts Flexible Spending Accounts (FSA)
    Chart comparing key features of HRA, HSA and Medical FSA plans.

86. SECURE Act 2.0 Reference Guide

    Created On: 04/21/2023 in Retirement Plan Administration SECURE Act 2.0
    The SECURE 2.0 Act was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. This retirement plan legislation builds upon the Setting Every Community Up for Retirement Act of 2019 (SECURE Act of 2019) and...

87. March 2023 HSA - setting up notifications

    Created On: 03/21/2023 in Reimbursement Accounts Participant Email Education Series
    March 2023 HSA Audience: HSA participants Topic: Setting up notifications Release date: March 19, 2023 Access Email copy:  Setting up notifications HSA.msg Preview: ...

88. March 2023 FSA - Setting up notifications

    Created On: 03/21/2023 in Reimbursement Accounts Participant Email Education Series
    March 2023 FSA Audience: FSA participants Topic: Setting up notifications Release date: March 19, 2023 Access Email copy:  Setting up notifications FSA.msg Preview: ...

89. Terminated Participants Template

    Created On: 03/14/2023 in Retirement Plan Administration Participant Email Templates (for Plan Sponsor use)
    Overview of options for terminated participants with a balance greater than $5,000 -  Download email template ...

90. Beneficiary Review Template

    Created On: 03/14/2023 in Retirement Plan Administration Participant Email Templates (for Plan Sponsor use)
    Reminder for participants who have designated a primary beneficiary to review their selections -  Download email template ...

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