Archives: 2022

Webinar: What Every Retirement Plan Fiduciary Needs to Know

Want to know if you're really offering an effective retirement plan to your employees? Join retirement plan industry experts Mike Beczkowski, Senior Consultant from Bolton Investment, and special guest speaker Andy Larson, Director of Retirement Education from Retirement Learning Center, as th…Continued

IRS Issues Revised 2022 Form W-4P and New Form W-4R

The IRS recently issued the revised 2022 Form W-4P (Withholding Certificate for Periodic Pension or Annuity Payments) and a new Form W-4R (Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions). For the first time, administrators will send different forms depending on…Continued

Guidance for Required Coverage of OTC COVID-19 Tests

On January 10, 2022, the Departments of Labor, Health and Human Services (HHS), and the Treasury issued FAQ guidance regarding the requirements for group health plans and health insurance issuers to cover over-the-counter (OTC) COVID-19 diagnostic tests.Legal RequirementsPlans and issuers must cove…Continued