Broker Bulletins

The IRS released their final rule on electronic filing requirements for specified returns. This impacts a number of returns filed to the IRS including forms related to Affordable Care Act (ACA) reporting, specifically 1094 and 1095-B and 1095-C.    Key Takeaways It reduces the electroni...

Distribution date of 1095B/C to employees is automatically extended In early 2021, all signs pointed to no deadline extensions from the IRS for ACA 1094/1095 Reporting. However, in 2022 the IRS made a reversal in their original position, and issued a proposed rule for a permanent, automatic extensio...

As we approach the end of 2022, it’s time to start thinking of the new year. We’re breaking down what brokers need to get ready and areas to focus on. Your clients need to find, hire and keep the best employees. They also want to reduce the workload for HR processes like payroll and reporting. And m...

What is the ACA's 'family glitch?' The Affordable Care Act was signed into law on March 23, 2010. It is more commonly known as the “ACA” or its nickname, Obamacare. Among the many provisions of the ACA were the requirements for employers with 50 or more full-time workers o...

Help Your Clients Create the Ultimate HSA Saving Plan In today’s workplace, not only are employees looking for more benefit offerings, but they’re looking for financial security. Your clients are looking for ways to save money while attracting and retaining talent. So how can both be satisfied? A he...