Health Savings Accounts and National Healthcare Tracking

It’s tax season again and we are here to help you keep organized through the coming months. The HSA checklist summarizes the IR forms you will need to file your 2017 Federal Income Tax Returns. Also, check out our Healthcare Tracker to see where you are and could be this year. HSA Income Tax List and National Healthcare Tracker

We welcome comments.

Health Care Self-Insured Plan

Here is a comprehensive 2017 Employer’s Guide to ACA Reporting. In addition, a “Reporting Cheat Sheet’ for quick reference as to what type of reporting applies to which employer plans. Applicable Large Employers (“ALEs”) are employers that employed 50 or more full-time equivalent employees on average in the prior calendar year. 2017 December MBWL Employer’s Guide to ACA Reporting and Reporting Cheat Sheet

We welcome comments.

October 24, 2017 HealthCare Alert

This HealthCare Alert addresses Marketplace Open Enrollment dates, 2018 Social Security COLA increase, and special enrollment periods for hurricane-impacted individuals, among other important topics. We welcome comments.

May 10, 2017 HealthCare Alert

This HealthCare Alert discusses proposed changes to the individual insurance market, details about when participation in both an HRA and an HSA is simultaneously permitted, and an explanation of the Affordable Care Act’s “essential health benefits”, among other topics.  We welcome comments.

March 6, 2017 HealthCare Alert

This HealthCare Alert addresses updated Department of Labor rules, ACA market reforms, and reporting deadlines, among other important health industry legislation.  There are also various links in the document that will direct you to additional details and helpful fact sheets / summary welcome comments.