Cafeteria Plans

3,033 topics in this forum

1. Qualifying Life Event - QMCSO rescinded

   By youngbenefitslawyer, Monday at 09:23 PM
   • 7 replies
   • 123 views
   • 
   • Peter Gulia
   • 7 hours ago

2. Nondiscrimination testing for varying contributions

   By Morgan, November 30, 2023
   • 13 replies
   • 1.1k views
   • 
   • Brian Gilmore
   • August 6

3. Non-Discrimination Testing

   By Jennifer Hagen, August 5
   • 0 replies
   • 313 views
   • 
   • Jennifer Hagen
   • August 5

4. Administration Software

   By snit john, May 21
   • 1 reply
   • 256 views
   • 
   • snit john
   • July 29

5. Use of FSA rollover if not contributing in subsequent year?

   By t.haley, July 16
   • 2 replies
   • 548 views
   • 
   • t.haley
   • July 17

6. Welfare Benefit Plan 5500 wrap or separate filings

   By Tom, July 8
   • 1 reply
   • 152 views
   • 
   • Brian Gilmore
   • July 15

7. Health FSA forfeitures

   By JACKndERISABox, June 28
   • 1 reply
   • 335 views
   • 
   • Brian Gilmore
   • June 28

8. Affiliated Company/Same Control Group for an acquired company

   By MD-Benefits Guy, June 20
   • 3 replies
   • 323 views
   • 
   • Brian Gilmore
   • June 21

9. Benefits for Highly compensated employees moving to post tax

   By JJ123, May 9
   • 5 replies
   • 565 views
   • 
   • Belgarath
   • May 13

10. FSA Plan Termination due to company acquistion - mid year election allowed?

    By MD-Benefits Guy, May 6
    • 1 reply
    • 823 views
    • 
    • Brian Gilmore
    • May 6

11. Guidance on short-term relocation (or extended travel) vs change of residence as a Qualifying Life Event?

    By kmhaab, May 2
    • 3 replies
    • 604 views
    • 
    • kmhaab
    • May 3

12. 125 Initial elections

    By JACKndERISABox, April 5
    • 1 reply
    • 402 views
    • 
    • Brian Gilmore
    • April 7

13. Improper FSA Payments

    By Christine Oliver, March 22
    • 6 replies
    • 434 views
    • 
    • Brian Gilmore
    • March 28

14. Cafeteria Plan Document Eligibility Terms

    By EBECatty, March 27
    • 2 replies
    • 383 views
    • 
    • EBECatty
    • March 27

15. FSA Over contribution

    By BarbaraP, March 14
    • 3 replies
    • 446 views
    • 
    • Brian Gilmore
    • March 15

16. Is an after-tax option required for payment of medical/dental premiums?

    By kgr12, February 26
    • 2 replies
    • 438 views
    • 
    • kgr12
    • February 27

17. Employee contributed to HSA and also inadvertently contributed to a traditional medical FSA

    By Bcompliance2003, February 23
    • 3 replies
    • 583 views
    • 
    • Brian Gilmore
    • February 23

18. Owners of S-Corp transfer ownership to children

    By bzorc, January 30
    • 5 replies
    • 673 views
    • 
    • Brian Gilmore
    • January 31

19. Exceeded FSA Contribution Limit

    By susieQ, January 17
    • 2 replies
    • 407 views
    • 
    • susieQ
    • January 18

20. Underfunded DCFSA - what action needed?

    By MD-Benefits Guy, December 28, 2023
    • 2 replies
    • 597 views
    • 
    • Brian Gilmore
    • December 28, 2023

21. HCFSA

    By Christine Oliver, December 13, 2023
    • 4 replies
    • 604 views
    • 
    • Brian Gilmore
    • December 14, 2023

22. FSA

    By Veronica, December 14, 2023
    • 2 replies
    • 642 views
    • 
    • Brian Gilmore
    • December 14, 2023

23. Effective date of election change due to divorce

    By Chaz, December 8, 2023
    • 1 reply
    • 784 views
    • 
    • Brian Gilmore
    • December 11, 2023

24. Federal Child and Dependent Care Tax Credit

    By Belgarath, December 6, 2023
    • 4 replies
    • 395 views
    • 
    • Brian Gilmore
    • December 6, 2023

25. Section 125 Permitted Election Changes beyond 30 days

    By JPuccio, October 9, 2023
    • 2 replies
    • 917 views
    • 
    • Luke Bailey
    • October 11, 2023