As a reminder, ERISA requires employer plan sponsors/administrators to deliver ERISA required documents and other notices (hereinafter referred to collectively as “covered documents1”) to plan participants and beneficiaries in a manner “reasonably calculated to ensure actual receipt.”
DOL Releases Proposed Rules to Ease Electronic Disclosure Requirements for
IRS Updates Form 720 with Increased PCORI Fee Amounts
Introduction On July 7, 2026, the IRS released an updated Form 720 (Quarterly Federal Excise Tax Return). The IRS had previously released an updated […]
Updated HSA, HDHP, DPCSA and Excepted Benefit HRA Limits for 2027
On May 29, 2026, the IRS released Revenue Procedure 2026-24, providing the following: 2027 inflation-adjusted limits for HSA contributions 2027 HDHP […]





