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Health & Welfare Plans Newsletter

November 3, 2022

5 New Job Opportunities 5 New Job Opportunities


[Official Guidance]

Text of IRS Instructions for 2023 Forms 1099-SA and 5498-SA: Distributions from an HSA, Archer MSA, or Medicare Advantage MSA, and HSA, Archer MSA, or Medicare Advantage MSA Information (PDF)

"A separate return must be filed for each plan type. [1] Transfers ... [2] HSA mistaken distributions ... [3] HSA closure under the USA PATRIOT Act ... [4] Death of account holder ... [5] Statements to recipients ... [6] Truncating recipient's TIN on payee statements ... [7] Account number." [Also available: 2023 Form 5498-SA: HSA, Archer MSA, or Medicare Advantage MSA Information]  MORE >>

Internal Revenue Service [IRS]

[Guidance Overview]

New Jersey Releases 2023 Contribution Structure for Temporary Disability and Family Leave Programs

"For 2023 family leave insurance (FLI), workers will contribute 0.06% of the first $156,800 in wages, down from 0.14% in 2022. There are no employer contributions to New Jersey FLI."  MORE >>


TPA Escapes Liability for Sending COBRA Notice to Employee's Former Address, But Claims Proceed Against Employer

"The court rejected the employer's argument that it had complied with its statutory duty because it had delegated to its TPA the obligation to mail COBRA notices. Stating that the delegation did not absolve the employer of liability, the court allowed the case to proceed to trial for the determination of whether the employer attempted in good faith to notify the employee of her COBRA rights ... In contrast, the court ruled in favor of the TPA, finding that it had no statutory liability or fiduciary responsibility toward the employee[.]" [Howard v. Ivy Creek of Tallapoosa, LLC, No. 20-0213 (M.D. Ala. Sep. 22, 2022)]  MORE >>

Thomson Reuters / EBIA

Employers Stem Rising Healthcare Costs and Boost Affordability

"7 in 10 employers expect moderate to significant cost increases over the next 3 years ... 52% will implement programs or switch vendors to reduce total costs. Only 1 in 4 will shift costs to employees through higher premium contributions ... Concerns about healthcare costs extend to employee affordability ... Actions to take now."  MORE >>

Willis Towers Watson

Lack of Price Transparency Deters One in Three Americans from Seeking Care

"35% of people would be deterred from seeking care for themselves if they were unaware of the price ahead of time. Almost two-thirds (64%) of Americans don't know if their physicians or hospitals offer payment plans or financial assistance for medical bills."  MORE >>

HealthLeaders Media


2023 Onsite Employee Health Clinics Summit (January 23-24, 2023; Scottsdale, AZ)

The Leading Forum on Building & Expanding On-Site Health Clinics – Incorporating Strategies that Reduce Costs, Ensure Employee Satisfaction and Positively Impact Patient Behavior

Sponsored by World Conference Forum

Paying for Health Care, Surprise Medical Bills Worry Older Adults

"Health care affordability, rising health insurance costs, and a lack of confidence in affording unexpected medical bills are significant concerns for adults ages 40 to 64.... [T]hree in 10 were more likely to forgo taking a medication because of its cost within the last 12 months. That percentage closely mirrored those who experienced an adverse medical event during that time."  MORE >>


Benefits in General

[Official Guidance]

Text of EBSA Meeting Notice for ERISA Advisory Council

"[T]he 214th open meeting of the [ERISA Advisory Council] will be held on December 8-9, 2022 ... [in] Washington, DC. The meeting will also be accessible via teleconference and some participants, as well as members of the public, may elect to attend virtually.... The purpose of the open meeting is for the members of the ERISA Advisory Council to finalize their observations and recommendations on the issues they studied in 2022, present their observations and recommendations to the [DOL], and receive an update from leadership of [EBSA]."  MORE >>

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]

'Great Regret' Urges Plan Sponsors To Review Benefits Lineup

"Many employees who moved on to another job are having second thoughts about their decision -- a new phenomenon that is being referred to as the 'Great Regret.'... The current employee-driven jobs market ... presents an opportunity for plan sponsors to strengthen their benefits offerings and improve participant communications to become an employer of choice for job seekers."  MORE >>


Employee Benefits Jobs

View job as Paralegal
            for The Angell Pension Group, Inc.


The Angell Pension Group, Inc.

Remote / East Providence RI

View job as Paralegal for The Angell Pension Group, Inc.

View job as Retirement Plan Administrator
            for Premier Plan Consultants

Retirement Plan Administrator

Premier Plan Consultants


View job as Retirement Plan Administrator for Premier Plan Consultants

View job as Retirement Plan Specialist
            for Benetech, Inc.

Retirement Plan Specialist

Benetech, Inc.


View job as Retirement Plan Specialist for Benetech, Inc.

View job as Defined Contribution Plan Administrator
            for MGKS

Defined Contribution Plan Administrator


Remote / Phoenix AZ

View job as Defined Contribution Plan Administrator for MGKS

View job as DC Plan Administrator
            for Atlantic Pension Services Inc

DC Plan Administrator

Atlantic Pension Services Inc

Remote / Kennett Square PA

View job as DC Plan Administrator for Atlantic Pension Services Inc

Press Releases

Texas Man Sentenced to 12 Months and 1 Day for His Role as Executive National Marketing Director in Operating Sham Medical Reimbursement Account Program

U.S. Department of Justice [DOJ]

The Wagner Law Group Ranked 'Tier 1' ERISA and Employee Benefits Law Firm for 2023

The Wagner Law Group P.C.

Groom Ranked in the U.S. News – Best Lawyers 'Best Law Firms' 2023 List

Groom Law Group

Webcasts and Conferences
(Health & Welfare Plans)

A New Justice, a New Court: Outlook on U.S. Supreme Court Priorities and Employee Benefits Issues

November 15, 2022 WEBCAST

ERIC [ERISA Industry Committee]

End of Year Benefits 'To-Do' List

November 17, 2022 WEBCAST

Hunton Andrews Kurth

2022 ERISA Litigation: What You Need to Know

December 8, 2022 WEBCAST

Faegre Drinker

Last Issue's Most Popular Items

Bill Passed by House Would Increase ERISA Litigation by Changing Administrator Discretion and Arbitration Provisions

Murphy Austin

Healthcare Affordability Crowds Out Wages

National Alliance of Healthcare Purchaser Coalitions

How Employers Are Leveraging Benefits to Recruit and Retain Workers

Treasury & Risk; free registration required

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BenefitsLink Retirement Plans Newsletter, ISSN no. 1536-9587.

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