Plan Documents are Not a Courtesy, They are a requirement How to Pick a Good TPA Written by: Ric Joyner As an agent or broker, have you scrutinized your client’s pre-tax benefit plan documents? Often brokers mention their current CDH Third Party Administrator (TPA) sends their client the required plan documents, and the documents [...]
By Ric Joyner and B2B participants Can employers use methods to prevent employees and dependents from having double coverage? Let’s use this example. Assume the employer has a group plan. An agent in NAHU is doing some brainstorming with the HR person and the NAHU agent says, “Have you considered asking employees to leave your health [...]
By Ric Joyner LiveJournal Tags: Treasury,IRS,News,Cafeteria Plans Kevin Knopf of the Treasury, speaking last Friday at the NAPBA.org Owners Conference, indicated to attendees that the Treasury has recently said publicly that the implementation of the New Cafeteria Final Regulations will be 2010. “The new regulations will likely appear toward the end of 2008 versus mid-summer [...]
Subject: Proposed Regs for Cafeteria PlanRic Last fall I subscribed to a webinar hosted by Eflexgroup regarding the proposed cafeteria plan regulations. I’m hoping you can help clarify a couple of items for me. I could have misunderstood what was being said or not understood the true context in which it was said. These are [...]
New cafeteria plan regulations The article linked below was written by Ric Joyner as a guide to the new proposed rules for cafeteria plans. Ric Joyner NAHU Article 2007
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