April 2012

IRS Issues Proposed Rules on ACA Research Fees for Health Plans

Thursday, April 19, 2012

The IRS has issued proposed rules addressing the comparative effectiveness research fees imposed by the Affordable Care Act (ACA) on health insurance carriers and plan sponsors of self-insured health plans. The IRS is taking comments on the proposed rules for 90 ...

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Record Retention for Health and Welfare Benefit Plans

Wednesday, April 18, 2012

Like the proverbial "stitch in time", the efficient filing of benefit plan records inevitably saves time, resources, and anguish otherwise spent searching for documents needed at a later date. Moreover, the law penalizes the failure to maintain certain ...

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The State of the Surety Industry and You

Wednesday, April 11, 2012

For the most part, with a few notable exceptions, sureties have had a good run over the last few years. It is somewhat counterintuitive that surety results would be so positive during this very challenging economic period, but that can ...

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Taking Advantage of the Biggest Gift the IRS ever Gave

Tuesday, April 03, 2012

On December 17th, 2010 the President signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010 which contained dramatic, yet temporary, changes to the federal transfer tax system (estate, gift and generation skipping taxes). The most significant ...

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Giving Key Employees a Reason to Stay

Tuesday, April 03, 2012

While there are many different ways a business can get started, one of the more common answers we hear goes something like this – “I was working for XYZ Company as a Vice President of something important, but there ...

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