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December 2018

Q&A - The Inside Scoop on Pension Plan Termination Webinar

Findley received numerous questions during the webcast and has developed this FAQ.

Webinar Image Snip

It’s Déjà Vu for ACA Reporting – 2018 Due Date Extension

This extension is basically identical to the extension the IRS provided for last year, including encouragement for employers and other coverage providers to furnish the Forms “as soon as they are able.”

IRS Releases 2018 Required Amendments List for Qualified Retirement Plans

No changes in qualification requirements are set forth in the 2018 Required Amendments List, however, we have a few reminders for you.

Incentives for the Sales Force Commission Verses Bonus

Both commission and bonus plans play a role in attracting, motivating, and retaining sales employees, but how does a company determine which to use?

IRS Issues Proposed Regulations on Hardship Distributions

The proposed changes increase a participant’s access to hardship withdrawals and eliminate some burdensome administrative requirements.

IRS Increases Health FSA Limit for 2019

Plan sponsors will need to review their cafeteria plan documents to see if an amendment is necessary to implement this new limit.

EEOC Guidance on Wellness Plans…Still Waiting

As the holding pattern continues, employers may wish to review their incentives to determine whether any changes are warranted as the existing wellness plan incentive “safe harbor” is vacated.

Fruits and Veggies

Reminders of What’s New for Plan Sponsors in 2019

Here’s a refresher for retirement and health and welfare plan sponsors. It's a relatively short list of employee benefit changes that begin on or around January 1, 2019.

IRS Issues Annual Increase to PCORI Fee

For plan years ending on or after October 1, 2018, and before October 1, 2019, the PCORI fee will be increased from $2.39 to $2.45 per covered member.

Upcoming Events

Health Action Council Annual Symposium & National Conference, January 24 and February 12-14, Columbus and Cleveland, OH respectively


The BenefitsPRO Broker Expo 2019, April 2-4, 2019, Miami, FL, Jason Rothman to present


Coming Soon

Ohio Society of Healthcare Human Resources Administrators Conference, March 7, Columbus, OH, Proud Sponsor

Quick Links


Toll Free: ‌800.456.1360‌


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