Monthly Archives: May 2013

IRS Rules on Effect of Wellness Incentives on “Play or Pay”

The new rules discuss how to make these determinations for plans that offer wellness incentives, as well as for plans integrated with health reimbursement arrangements (HRAs) or coupled with health savings account (HSA) programs. Continue reading

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403(b) audit and compliance concerns and more from Lockton

The Q2 issue of “The Key: Quarterly Newsletter Covering Pertinent Issues Across the Retirement Landscape” highlights 403(n) compliance, monitoring target date funds and asset allocation for retirement plan, among more. Continue reading

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