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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Merkley Retirement Consultants
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Tax Treatment of Employee MLR Rebates Is Clarified
Deloitte 
[Guidance Overview] Apr. 25, 2012
"Plan sponsors are subject to restrictions in handling the MLR rebates. [DOL] issued a Technical Release explaining the analysis and procedures required by ERISA group health plan sponsors. [HHS] issued similar but distinct requirements for non-Federal governmental group health plans. The first round of rebates, based on financial data for 2011, is due from the issuers by August 1, 2012."
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