Take Lunch Up A Notch

Many vendors are aggressively marketing programs that appear to provide significant tax savings for employees and employers. Are these programs “too good to be true”? We think they are. We recommend that employers steer clear of these types of programs …

Many vendors are aggressively marketing programs that appear to provide significant tax savings for employees and employers. Are these programs “too good to be true”? We think they are. We recommend that employers steer clear of these types of programs …

Employee benefit plans often hold significant assets and sensitive participant information, which makes them attractive targets for cybercriminals. For that reason, plan fiduciaries should treat cybersecurity as an ongoing oversight responsibility, especially where service providers handle plan data, participant information, …

The One Big Beautiful Bill Act (OBBBA) created a new employer-sponsored benefit opportunity through Internal Revenue Code §128. Employers may now make tax-favored contributions of up to $2,500 annually to the Trump Account of an employee or an employee’s dependent …

The Consolidated Appropriations Act, 2021 (CAA) amended the Employee Retirement Income Security Act (ERISA), the Public Health Services Act (PHSA), and the Internal Revenue Code to prohibit group health plans and health insurance carriers (referred to as “issuers” in the …

On August 11, 2026, the Department of the Treasury and Internal Revenue Service issued proposed regulations addressing nondiscrimination rules for Dependent Care Assistance Programs (DCAPs), as well as related rules for employer contributions to Trump Accounts. For DCAP sponsors, the …