HR Services FYI

FYI® (For Your Information®)

Our frequent, topical client alerts offer insightful analysis and current information about new and pending laws, regulations, and benefit trends in the United States.

FYI: Agencies Relax Rules for Hurricane Irma Victims

FYI Alert: Pension Funding and Certification Relief Announced for Harvey and Irma

FYI: Government Action in the Fight Against Pension Scams

By and |Sep 8, 2017|FYI, UK, Wealth|

FYI: Agencies Relax Rules for Hurricane Harvey Victims

FYI Alert: IRS Extends Temporary Nondiscrimination Relief for Closed DB Plans Through 2019

FYI: GDPR and Pension Schemes: Transfers Outside the European Union (and to the EU Post-Brexit)

By and |Sep 1, 2017|FYI, UK, Wealth|

FYI: GDPR and Pension Schemes: Personal Data Breaches and Penalties

By and |Sep 1, 2017|FYI, UK, Wealth|

FYI: GDPR and Pension Schemes: Rights of Individuals

By and |Sep 1, 2017|FYI, UK, Wealth|

FYI: GDPR and Pension Schemes: The Right to Be Informed (Privacy Notices)

By and |Sep 1, 2017|FYI, UK, Wealth|

FYI: GDPR and Pension Schemes: Lawful Basis for Processing Personal Data (Including Consent)

By and |Sep 1, 2017|FYI, UK, Wealth|

FYI: GDPR and Pension Schemes: Controllers and Processors (Responsibilities)

By and |Sep 1, 2017|FYI, UK, Wealth|

FYI: October 14, 2017 Deadline for Medicare Part D Creditable/Non-Creditable Coverage Notices Nears

FYI: New York Releases Paid Family Leave Tax Guidance

FYI Alert: DOL Proposes July 1, 2019 Fiduciary Rule Extension

FYI Alert: Expanded EEO-1 Reporting Now on Hold

FYI: Oregon Becomes First State to Require Predictive Scheduling

FYI: IRS Model Amendments Help Defined Benefit Plans Address Bifurcated Benefit Options

FYI: Health FSA Contribution Limit Projected to Remain at $2,600 in 2018

FYI Roundup: Labor and Employment Developments 2017 – A Mid-Year Recap

FYI: HHS to Reconsider Rule Prohibiting Discrimination Based on Gender Identity, Pregnancy Termination

FYI Alert: The Pensions Regulator’s Monetary Penalties Policy

By and |Aug 18, 2017|FYI Alert, UK, Wealth|

FYI Alert: The Pensions Regulator’s Professional Trustee Description Policy

By and |Aug 18, 2017|FYI Alert, UK, Wealth|

FYI Roundup: Recent Research in HR and Employee Benefits 2017 – Summer Edition

FYI: Massachusetts Expands Employment Protections for Pregnant Workers

FYI: Last Waltz for IBM Challenge

By and |Aug 9, 2017|FYI, UK, Wealth|

FYI: Government Action to Tackle Early Exit Charges and Member-Borne Commission

By and |Aug 8, 2017|FYI, UK, Wealth|

FYI: Easing Into the DOL Fiduciary Rule

FYI: Massachusetts Employers May Have to Accommodate Medical Marijuana Use

FYI: Administration Eyes Expanding HDHP Pre-Deductible Coverage to Chronic Disease Management

FYI: Employer Consultation Requirements

By and |Aug 1, 2017|FYI, UK, Wealth|

FYI Alert: Automatic Enrolment Contribution Rates

FYI Roundup: Retirement Plans – 2017 Summer Recap

FYI: New York Adopts Final Paid Family Leave Rules

FYI: San Francisco Bans Salary History Inquiries

FYI: The DWP Publishes its Review of State Pension Age

By and |Jul 21, 2017|FYI, UK|

FYI: Fixed Indemnity and Wellness Programs – Double Dip Take 3

FYI Roundup: Recent Health and Welfare Developments 2017 – Summer Edition

By and |Jul 20, 2017|FYI Roundup, Health, US|

FYI Alert: Money Purchase Annual Allowance Reduction to £4,000 Confirmed

By and |Jul 19, 2017|FYI Alert, UK, Wealth|

FYI: Preparing for the General Data Protection Regulation

FYI: Washington Becomes 5th State with Paid Family Leave

FYI Alert: Equal Pension Rights for Same-Sex Couples

By and |Jul 17, 2017|FYI, FYI Alert, UK, Wealth|

FYI: Treasury Modifies Multiemployer Benefit Suspension Procedures

FYI: California Employers Face New Criminal History Rules

FYI Alert: Corporate Trustees and the Persons with Significant Control (PSC) Requirements

By and |Jul 10, 2017|FYI Alert, UK, Wealth|

FYI: Mental Health Parity Update: Proposed Disclosure Forms, Status of Eating Disorder Treatments

FYI: DOL Brings Back Opinion Letters

FYI: The Pensions Regulator’s Latest Analysis of Pension Schemes Currently Undertaking Valuations

By and |Jun 28, 2017|FYI, UK, Wealth|

FYI: Delaware Bans Salary History Inquiries

FYI: DOL Moves to Rescind Persuader Rule

FYI: Corporate Pension Funding – Is Sooner Better than Later?

FYI: Challenge to Philadelphia Wage Equity Law On Again

FYI: New York Revises Proposed Regulations for Paid Family Leave and Sets Premium Rates

FYI: Oregon Rolls Out Retirement Savings Program

FYI: NYC Enacts “Fair Workweek” Laws

FYI: Oregon Enacts New Equal Pay Law

FYI: July 31 PCORI Fee Deadline Imminent

FYI: Supreme Court Rules on Church Plan Question

FYI: Canadian Court Won’t Enforce Withdrawal Liability on Canadian Controlled Group Member

FYI: Challenge to Philadelphia Wage Equity Law Dismissed

FYI Alert: Welfare and Pensions Following the General Election

FYI Alert: DOL Withdraws Guidance on Joint Employers and Independent Contractors 

FYI: DOL Extends Use of ACA Marketplace Notice

FYI Roundup: Recent Research in HR and Employee Benefits 2017 – Spring Edition

FYI: Audits and Other Form 5500 Developments

FYI: IRS Releases ACA Shared Responsibility Affordability Percentage for 2018

FYI: Ontario Updates on Pension Plan Funding Rules

FYI: The Pensions Regulator’s 2017 Annual Funding Statement

By and |May 24, 2017|FYI, Publication, UK, Wealth|

FYI Alert: No Further Delay for Fiduciary Rule (for Now) – but DOL Implements Enforcement Lite Approach

FYI: California’s “Day of Rest” Requirements Clarified

FYI: CMS Releases 2018 Medicare Part D Benefit Parameters

By and |May 15, 2017|FYI, Health, US|

FYI: Ninth Circuit OKs Pay Structure Based on Prior Salary

FYI: NY DOL Appeals Revocation of Wage Payment Rules

FYI: NYC Mayor Signs Salary History Ban Into Law

FYI: Master Trust Regulation

By and |May 10, 2017|FYI, UK, Wealth|

FYI: Record Keeping – Time for Trustees to Act

By and |May 9, 2017|FYI, UK, Wealth|

FYI: IRS Announces 2018 HSA/HDHP Limits

FYI: 2017 Ontario Budget Announces New Prescription Drug Program for Children and Youth

FYI: Congress Nixes DOL State-Run Savings Plan Rules

FYI: Washington Proposes Paid Sick Leave Rules

By and |May 5, 2017|FYI, Health, US|

FYI Alert: House Passes ACA Repeal Legislation

FYI: NYC Freelancer Law Poised to Take Effect

FYI: CMS Finalizes Enrollment Changes Aimed at Stabilizing ACA Marketplaces

FYI: Philadelphia’s Ban on Salary History Inquiries on Hold

FYI Alert: The General Election Causes Last Minute Pension Changes

By and |Apr 28, 2017|FYI Alert, UK|

FYI: D.C. Restricts Employer Use of Credit Information

FYI Roundup: Recent Health and Welfare Developments 2017 – Spring Edition

By and |Apr 24, 2017|FYI Roundup, Health, US|

FYI In-Depth: IRS Addresses Tax Treatment of Fixed-Indemnity Health Plans and Wellness Double Dip

FYI: Wellness Programs: Litigation Update

FYI: The Pensions Regulator Consults on its Monetary Penalties Policy and on the Definition of Professional Trustee

By and |Apr 13, 2017|FYI, UK, Wealth|

FYI: Further Detail on the Pensions Advice Allowance

By and |Apr 13, 2017|FYI, UK, Wealth|

FYI: NYC Bars Salary History Inquiries

FYI Alert: DOL Delays Fiduciary Rule Until June 9

FYI: IRS Confirms More Time for Extended Corporate Returns

FYI: San Francisco Employer Annual Reporting Form Due May 1

FYI Alert: PPF Consults On Third PPF Levy Triennium

FYI: New York Proposes Regulations for Paid Family Leave

FYI: Money Purchase Annual Allowance Reduces to £4,000

By and |Mar 29, 2017|FYI, UK, Wealth|

FYI Alert: “Blacklisting” Order Revoked and Final Rule Nullified

FYI: Protect Your Members From Scammers

FYI: FASB Issues Final Changes to Presentation of Benefit Cost and Disclosures in Financial Statements

FYI Roundup: Recent Research in HR and Employee Benefits 2017 – Winter Edition

FYI: IRS Releases 2017 Operational Compliance List

FYI Alert: DOL Won’t Enforce Fiduciary Rule’s April 10 Applicability Date

FYI: Puerto Rico Enacts Changes to Rules for Qualified Plans and Trusts

FYI: Revised Rates for the General Levy

By and |Mar 10, 2017|FYI, UK, Wealth|

FYI Alert: How can defined benefit pension schemes be made more secure and sustainable?

By and |Mar 10, 2017|FYI, FYI Alert, UK, Wealth|

FYI: FASB Finalizes Changes to Master Trust Accounting Standards

FYI Alert: Spring Budget 2017

FYI Alert: Health Care Reform Bill Would Change Many ACA Provisions and Expand HSAs

FYI Alert: Congress Disapproves Blacklisting Rule

FYI: IRS Increases Flexibility for Substantiation of Hardship Distributions

FYI: Cyclical Automatic Re-enrolment

By and |Mar 3, 2017|FYI, UK, Wealth|

FYI: 2017/18 Earnings Thresholds for Automatic Enrolment

By and |Mar 3, 2017|FYI, UK, Wealth|

FYI: New York Wage Payment Regulations Struck Down

FYI Alert: DOL Proposes to Delay Fiduciary Rule

FYI: CMS Proposes Enrollment Changes Aimed at Propping Up ACA Marketplaces, for Now

FYI: DC Poised to Limit Employer Use of Credit Information

FYI: District of Columbia Paid Family Leave Advances

FYI: Puerto Rico Treasury Updates Rules for Obtaining Retirement Plan Qualification Letters

FYI: Reminder – Prepare to Update SBCs

FYI: It’s That Time of Year – Creditable Coverage Disclosures to CMS Due by March 1

By and |Feb 10, 2017|FYI, Health, US|

FYI: DOL, PBGC and HHS Increase Penalties for Violations

FYI In-Depth: Older Workers and Retirees: Avoiding HSA Pitfalls

FYI Alert: SEC Reconsiders CEO Pay Ratio Rule Implementation

FYI Alert: Trump Orders DOL to Re-Examine Fiduciary Rule

FYI Roundup: Retirement Plans – 2017 Winter Recap

FYI: NY State Targets Pay Equity

FYI Roundup: Recent Health and Welfare Developments 2017 – Winter Edition

FYI: Window for Fixing Current 403(b) Document to Close in 2020

FYI: Philadelphia Bars Salary History Inquiries

FYI: Departments Issue FAQs on Special Enrollment, Women’s Preventive Care Services

FYI: Salary Sacrifice and Employee Benefit Packages

FYI: Target Date Fund with Annuity that Restricts Transfers May be Prudent Default Investment (but not QDIA)

FYI: Los Angeles Becomes Latest City to Ban the Box

FYI: DOL Sends Parting Fiduciary Rule FAQs to Service Providers and Consumers

FYI: DOL Hikes FLSA and Other Employer Penalties Again

FYI: Status Quo for Contraceptive Coverage Mandate Accommodation

FYI: IRS OKs Use of Forfeitures as QNEC/QMAC/Safe Harbor Contributions

FYI: Court Denies Motion to Block EEOC Wellness Program Regulations

FYI: Proposals to Tackle the Threat of Pension Scams

By and |Jan 17, 2017|FYI, UK, Wealth|

FYI: Court Blocks HHS from Enforcing Prohibition on Transgender Discrimination

By and |Jan 13, 2017|FYI, Health, US|

FYI: New Year, New Salary Thresholds for NY Overtime Exemptions and Minimum Wage Increases

FYI: DOL Clarifies Fiduciary Standards on Proxy Voting and Investment Policies

FYI: DOL Finalizes Disability Claims Procedure Rules

FYI: Proposed Mortality Table Updates Slated for 2018

FYI: Implications of Recent Market Conditions for Pension Plan Sponsors

FYI: DOL Green Lights Retirement Programs Run by Cities and Counties

FYI: Portland to Impose Surtax on High CEO Pay Ratios