New Year's Resolutions for Benefit Professionals

Highlights

• Save for a Rainy Day: Evaluate and consider amending 401(k) hardship provisions
• Clear Out the Cobwebs: Check DB plan actuarial assumptions for reasonableness
• Ask for a Raise: Avoid deduction limitations under Code Section 162(m)
• Get in Shape: Ensure wellness plans are not impacted by new EEOC guidance
• Get a Checkup: Check your Health Plan for common pitfalls
• Clean Your Closets: Review your qualified retirement plans for compliance concerns
• Get Organized: Act on, don't just file away, your plan's service provider's 402(b)(2) disclosures
• Eat Better: Your employer is more likely to reimburse a meal IF it can deduct it

January 2019 Alert