EBIA Weekly Archives - CDHC

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Results (286 articles found)


  1. May we include as part of our HSA program a debit card for paying and reimbursing medical expenses?
    From the March 05, 2009 EBIA Weekly
    QUESTION: Our company contributes to its eligible employees’ HSAs, but we are concerned that many employees may be using their HSAs to pay for nonmedical expenses. Can we try to discourage our employees’ nonmedical spending by adding a ...
  2. CMS Delays MSP Mandatory Reporting for HRAs and Provides Other Guidance for Group Health Plans
    From the March 05, 2009 EBIA Weekly
    CMS has updated the User Guide for group health plans on its Medicare Secondary Payer (MSP) mandatory reporting website. Like the earlier versions of the guide (see our article at http://www.ebia.com/WeeklyArchives/GHPM/Statutes/19626 (Premium Access ...
    [MMSEA Section 111 MSP Mandatory Reporting GHP User Guide, Version 2.1 (Mar. 4, 2009)]
  3. What benefits can we offer under our company's cafeteria plan?
    From the February 26, 2009 EBIA Weekly
    QUESTION: Our company maintains a premium-only cafeteria plan (POP) under which employees who elect company-sponsored major medical coverage can pay their share of the premiums with pre-tax dollars. We are thinking of amending our cafeteria plan to ...
  4. DOL Proposes to Delay Final Investment Advice Regulations, Requests Comments on Delay and Content of Rules
    From the February 05, 2009 EBIA Weekly
    The DOL has proposed a 60-day delay in the effective and applicability date of its recently published final regulations regarding investment advice for participants and beneficiaries of individual account plans. Those regulations implement the statutory prohibited transaction exemption for &#...
    [Investment Advice—Participants and Beneficiaries, Notice of Proposed Extension of Effective Date and Applicability Date; Request for Public Comments on Legal and Policy Questions Relating to the Final Rule, 74 Fed. Reg. 6007 (Feb. 4, 2009)]
  5. Expenses Incurred to Father Children Through Unrelated Egg Donor and Gestational Carriers Were Not for Medical Care
    From the February 05, 2009 EBIA Weekly
    In this case, the Tax Court considered whether a taxpayer could deduct expenses of fathering children through unrelated gestational carriers using in vitro fertilization (IVF) of an anonymous donor’s eggs with his sperm. The taxpayer had two children ...
    [Magdalin v. Comm'r, T.C. Memo. 2008-293 (2008)]
  6. Where can our health FSA participants use debit cards to pay for medical care expenses?
    From the January 29, 2009 EBIA Weekly
    QUESTION: Our company is thinking about implementing a debit card program under our health FSA. I understand that IRS guidance restricts use of these cards to certain merchants. Where can our health FSA participants use debit cards to pay for ...
  7. IRS Releases 2009 Reporting Forms and Instructions for HSA, Archer MSA, and Medicare Advantage MSA Trustees and Custodians
    From the January 29, 2009 EBIA Weekly
    The IRS has released Forms 5498-SA and 1099-SA for the 2009 tax year, and their combined Instructions. Trustees and custodians of HSAs, Archer MSAs, and Medicare Advantage MSAs must use Form 5498-SA to report contributions to (and ...
    [Form 5498-SA (HSA, Archer MSA, or Medicare Advantage MSA Information) (2009); Form 1099-SA (Distributions From an HSA, Archer MSA, or Medicare Advantage MSA) (2009); Instructions for Forms 1099-SA and 5498-SA (2009)]
  8. DOL Issues Final Investment Advice Regulations That Include Prohibited Transaction Class Exemption
    From the January 22, 2009 EBIA Weekly
    The DOL has issued final regulations that implement the statutory prohibited transaction exemption for “eligible investment advice arrangements” added by the Pension Protection Act of 2006 (PPA) and include a prohibited transaction class exemption (PTE) that expands the ...
    [Investment Advice—Participants and Beneficiaries, DOL Reg. Secs. 2550.408g-1 and 2550.408g-2, 74 Fed. Reg. 3822 (Jan. 21, 2009)]
  9. White House Asks Agencies to Delay Publication, Effective Dates of Regulations Pending Review
    From the January 22, 2009 EBIA Weekly
    On Inauguration Day, President Obama’s Chief of Staff issued a memorandum to executive department agencies and heads, advising them of the President’s plan for managing the Federal regulatory process so as to give his appointees and ...
    [Memorandum for the Heads of Executive Departments and Agencies, 74 Fed. Reg. 4435 (Jan. 26, 2009)]
  10. CMS Updates Group Health Plan User Guide for MSP Mandatory Reporting
    From the January 08, 2009 EBIA Weekly
    CMS has updated the User Guide for group health plans on its Medicare Secondary Payer (MSP) mandatory reporting website. Like the earlier version of the guide (see our article at http://www.ebia.com/WeeklyArchives/GHPM/Statutes/19561 (Premium Access ...
    [MMSEA Section 111 MSP Mandatory Reporting GHP User Guide, Version 2.0 (Dec. 17, 2008)]

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