Statement of Health or Evidence of Insurability for Group Life and Disability Plans What Is a Statement of Health (SOH)? A Statement of Health (SOH)—also known as Evidence of Insurability (EOI)—is a health questionnaire required by insurance carriers when an employee...
Client Articles & Information
ACA Filing Deadlines and Updates for 6055/6056 Reporting
Employers subject to the Affordable Care Act (ACA) reporting requirements under Sections 6055 and 6056 must adhere to specific filing deadlines to ensure compliance. Below is an overview of the latest deadlines, including any extensions granted by the IRS, along with...
Employee Benefits for Private Equity Firms
In the private equity (PE) landscape, achieving operational efficiency and long-term growth often depends on navigating the complexities of organizational change. A critical yet often underestimated aspect of this process is employee change management, particularly...
Employer Aggregation Rules under the ACA
Employer aggregation rules Companies with a common owner or that are otherwise related under certain rules of section 414 of the Internal Revenue Code are generally combined and treated as a single employer for determining ALE status. If the combined number of...
Employee Net Promoter Scores
Check out our podcast on Employee Net Promoter Scores here: . Employee Net Promoter Score (eNPS) FAQ 1. What is an Employee Net Promoter Score (eNPS)? eNPS is a metric used to gauge employee satisfaction and loyalty within a company. It mirrors the customer-focused...
IRS announces family contribution changes for HSAs
Today, the IRS published that contains Revenue Procedure (Rev. Proc.) 2018-19. Effective for calendar year 2018, the family contribution limit for HSAs has been lowered to $6,850 from the previously set amount of $6,900. This change came as a result of the tax reform...
