Monthly OERB scores finds organizations making progress, but work in preparing to manage the open enrollment process and other key areas still needs to be done.
Senior vice president of retirement and compensation policy
The ERISA Industry Committee
A holistic approach to regulations that impact defined benefit plans is the only way to ensure employees are secure in their post-work years, says the ERISA Industry Committee.
In early 2016, employers with 50 or more full-time equivalent employees are required to submit new tax forms to employees and the IRS for the 2015 plan year. (Note that in December 2015, deadlines for 1095 employee distribution and 1094 filings were extended.*) In the video, Don Garlitz, Senior Vice President, bswift, answers key compliance questions including: Should taxpayers receive Form 1095 if they are not covered? What effects do employer wellness programs have on reporting plan affordability to the IRS? And more.
*Learn more about these changes from U.S. News and World Report.
Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.
As we roll full-speed ahead into Labor Day and the official start to fall, that can only mean one thing (no, not pumpkin spice season): the start to Annual Enrollment.
These devices are no longer just hot new toys—they can be serious tools for helping your employees develop healthier habits and improve their well-being.
