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Karen McLeese

Karen McLeese
2020 Updates: New York Paid Family Leave Program

October 3, 2019 By Karen McLeese

2020 Updates: New York Paid Family Leave Program

The New York Department of Financial Services announced some updates to the state’s paid family leave program for 2020, including changes to contributions and benefit limits.  In addition, the agency released some updated templates for employers to use when communicating these changes to their workforce.

EEO-1 Report Update

October 3, 2019 By Karen McLeese

EEO-1 Report Update

The EEOC recently requested a 3-year extension to continue collecting Component 1 data, which has been required for a number of years.  However, the agency signaled a change with regard to the continued collection of Component 2 data.

DOL Issues Final Overtime Regulations

October 3, 2019 By Karen McLeese

DOL Issues Final Overtime Regulations

The Wage and Hour Division of the Department of Labor (DOL) regulates exempt vs. nonexempt status for employees.  Regulations were issued in 2016 changing several aspects of this determination.  These regulations were challenged in court and ultimately never took effect.  Just a few weeks ago, the DOL issued a new set of overtime regulations which will take effect on January 1, 2020.

IRS Finalizes Hardship Distribution Rules

October 3, 2019 By Karen McLeese

IRS Finalizes Hardship Distribution Rules

Qualified retirement plans including 401(k) plans, 403(b) and 457(b) plans may, but are not required to, allow hardship distributions from the plan upon certain events, such as an immediate and financial need to pay medical or funeral expenses, purchase of a principal residence, or payment of tuition and education expenses.  The IRS finalized its rules clarifying certain aspects of how and when hardship distributions can be taken.

Mental Health Parity Rules - Updated Guidance and Enforcement

October 3, 2019 By Karen McLeese

Mental Health Parity Rules - Updated Guidance and Enforcement

In its on-going effort to ensure compliance with mental health and substance abuse parity laws, the Department of Labor’s Employee Benefit Security Administration has issued additional guidance.  In addition, the agency released a modified disclosure request form, and a summary of its enforcement activities of these laws during 2018. 

Website address changes for Model DOL-EBSA Forms

September 12, 2019 By Karen McLeese

Website address changes for Model DOL-EBSA Forms

To assist employers and plan administrators in compliance with various employee benefit laws, the DOL’s Employee Benefits Security Administration (EBSA) provides model notices and forms.  EBSA recently re-designed its website, which resulted in a change to the website addresses of several model DOL-EBSA forms. 

District of Columbia’s Employer Reporting Obligation

September 12, 2019 By Karen McLeese

District of Columbia’s Employer Reporting Obligation

Part of the individual mandate enacted in the District of Columbia includes a reporting requirement by applicable employers of minimum essential coverage.  The District’s Office of Tax and Revenue recently issued guidance to assist these reporting entities in accomplishing their reporting and disclosure obligations.

San Francisco HCSO Expenditure Rates for 2020

September 12, 2019 By Karen McLeese

San Francisco HCSO Expenditure Rates for 2020

Covered employers subject to San Francisco’s Health Care Security Ordinance (HCSO) are required to make health care expenditures to, or on behalf of, their covered employees. These expenditure amounts are adjusted annually, in accordance with the Ordinance.

Reminder: Distribute Medicare Part D Notices by October 15th

September 12, 2019 By Karen McLeese

Reminder: Distribute Medicare Part D Notices by October 15th

The annual Medicare Part D open enrollment period for the 2020 year begins October 15, 2019 and runs through December 7, 2019. The Medicare Part D creditable coverage notices must be provided at least annually, prior to the Medicare Part D open enrollment period.  This means that all Medicare Part D notices of creditable or non-creditable coverage must be provided to Medicare-eligible individuals within the 12-month period ending on October 15, 2019.

MSP Reporting Rule expanded to include Prescription Drug Coverage

September 12, 2019 By Karen McLeese

MSP Reporting Rule expanded to include Prescription Drug Coverage

Entities such as insurers, third party administrators and plan administrators of self-funded, self-administered health plans are subject to an annual reporting requirement to ensure that the Medicare Secondary Payor rules are properly administered.  In October, 2018, a law was enacted that expands the reporting obligation to include prescription drug coverage, beginning January 1, 2020.

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