JRW Associates
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Utilize FSA Monies with Key Year–End Strategies | JRW Associates, Inc., a Raleigh Benefit Advisory Firm

‘Tis the Season’. Like most, you ‘re probably in the midst of the “hussle and bussle” of this holiday season with dinners, parties, and activities; Christmas shopping; and spending those remaining FSA dollars you have allocated this year.  Wait, what? Yes, you read right. Chances are, if you’ve opted to utilize an employer-sponsored FSA account … Continued

Agencies Provide Relief for Group Plans and Donation Programs Affected by Hurricanes/Wildfires | JRW Associates, Inc., a Raleigh Benefit Advisory Firm

The U.S. Department of Labor (DOL) issued a news release to recognize that plan participants and beneficiaries may encounter problems due to Hurricane Maria and the California Wildfires. The DOL advises plan fiduciaries to make reasonable accommodations to prevent workers’ loss of benefits and to take steps to minimize the possibility of individuals losing benefits because of … Continued

IRS Updates Guidance on Play-or-Pay Penalty Assessments | JRW Associates, Inc., a Raleigh Benefit Advisory Firm

Beginning in 2015, to comply with the Patient Protection and Affordable Care Act (ACA), “large” employers must offer their full-time employees health coverage, or pay one of two employer shared responsibility / play-or-pay penalties. The Internal Revenue Service (IRS) determines the penalty each calendar year after employees have filed their federal tax returns.In November 2017, … Continued

Latest IRS ACA Round Up (Including 2018 Cost-of-Living Adjustments) | JRW Associates, Inc., a Raleigh Benefit Advisory Firm

Recently, the Internal Revenue Service (IRS) issued the instructions for Forms 1094/1095 for the 2017 tax year, announced PCORI fees for 2017-18, and announced cost-of-living adjustments for 2018. The IRS provided additional guidance on leave-based donation programs’ tax treatment and released an information letter on COBRA and Medicare. Here’s a recap of these actions for … Continued

IRS Releases Draft Forms and Instructions for 2017 ACA Reporting | JRW Associates, Inc., a Raleigh Benefit Advisory Firm

Under the Patient Protection and Affordable Care Act (ACA), individuals are required to have health insurance while applicable large employers (ALEs) are required to offer health benefits to their full-time employees.Reporting is required by employers with 50 or more full-time (or full-time equivalent) employees, insurers, or sponsors of self-funded health plans, on health coverage that … Continued

Discovery for Health and Welfare Benefit Plans: Required ERISA Reporting—Form 5500 | JRW Associates Inc., a Raleigh Benefit Advisory Firm

Most companies are fully aware of Form 5500 reporting requirements related to their 401(k) plans, but are less familiar with the Form 5500 reporting requirements for their health and welfare benefit plans.Requirements: Most employer-sponsored health and welfare benefit plans, including, but not limited to, group health, dental, vision, life insurance, disability insurance, voluntary worksite benefits … Continued

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Corporate Headquarters
1616 East Millbrook Road
Suite 250 Raleigh, NC 27609

Phone
919.571.0883

Email
info@jrwassoc.com