Resources

The latest news and hot topics in compliance and broker and client support.

  • December 2022

    Updated 2023 Health and Welfare Plan Limits

    EZ ERISA is pleased to announce the updated Health and Welfare Plan Limits for 2023! Additional limits and limits for prior years can be found on the IRS website.

  • May 2022

    To Wrap Or Not To Wrap? That is the Question

    Employers and Plan Administrators of employee benefits plans subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) face substantial legal and financial risks for failing to maintain a compliant Plan Document and to provide plan participants with a compliant Summary Plan Description (“SPD”). Many Employers and Plan Administrators mistakenly believe...

  • May 2021

    EZERISA Rebranding

    EZ ERISA is pleased to announce some rebranding of our existing services

  • September 2019

    The Stolen Laptops - HIPAA Horror Story #27

    Are you ready for your client’s reaction? Two weeks ago, an EZ ERISA Partner called us in a panic. One of their clients had three Human Resource employees in town visiting. They were at the local Denny’s enjoying their morning coffee and breakfast. When they went to leave for the meeting with our Partner, they noticed the passenger side window was broken and papers had been thrown everywhere....

  • May 2019

    HIPAA Policies Are Not Optional

    You Have Handbook and Policies for Holidays, But No HIPAA Policy to Protect Your Employee’s Health Information? Huh?
    All employers who sponsor group health plans, regardless of whether they are self-funded or fully insured, have substantial obligations under the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”). Complying simply isn’t optional, and the failure...

  • April 2018

    Comments on Unum’s Final ERISA Disability Claims Procedure Regulations Notice

    The U.S. Department of Labor (DOL) recently announced final regulations which revise the claims procedures for employee benefit plans providing disability benefits (See 29 C.F.R. §2560.503-1). These regulations will take effect for disability claims made on or after April 1, 2018. Plan documents and Summary Plan Descriptions (“SPDs”) must conform to these legal requirements. If a plan...

  • April 2018

    Disability Claim Regulation Update

    What Happened?
    The U.S. Department of Labor (DOL) recently announced final regulations which revise the claims procedures for employee benefit plans providing disability benefits (See 29 C.F.R. §2560.503-1). These regulations will take effect for disability claims made on or after April 1, 2018. Plan documents and Summary Plan Descriptions (“SPDs”) must conform to these legal requirements....

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