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Insights

April 2026

IN THIS ISSUE • Artificial Intelligence in Governmental Plans • Refresher on the Determination of Governmental Plan Status • Updated IRS Safe Harbor Rollover Notices • MHPAEA Report to Congress •  Proposed 2027 Notice of Benefit and Payment Parameters  
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October 2025

IN THIS ISSUE • Supreme Court Holds Retirees Not Protected by the Americans with Disabilities Act • Reporting and Withholding of Uncashed Retirement Checks • One Big Beautiful Bill Act: Health and Welfare Provisions
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April 2025

IN THIS ISSUE • WEP and GPO Repeal • IRS Guidance on Plan Overpayments • New Employer Mandate and ACA Reporting Relief    
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October 2024

IN THIS ISSUE • Required Minimum Distributions After the SECURE Act and SECURE 2.0 • SECURE 2.0: What Should Defined Benefit Plans Be Doing Now? • Tri-Agencies Finalize Sweeping Changes to Mental Health Parity Requirements
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January 2024

IN THIS ISSUE • SECURE 2.0: Operational Guidance for 2024 • Limits on Eligibility for Purchase of Permissive Service Credit • Return to Work After Retirement Considerations • No Surprises Act Update • Tri-Agencies Request for Information Regarding Coverage of Over-the-Counter Preventive Services • Recent Court Ruling Impacts Whether Plans Must Count Drug Coupons Towards the MOOP
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September 2023

IN THIS ISSUE • IRS Guidance on Self-Correction under SECURE 2.0 • SECURE 2.0 Provides Flexibility in Overpayment Recovery • Tri-Agencies Propose Sweeping Changes to Mental Health Parity Rules • Hospital and Fixed Indemnity Proposed Rule • IRS Issues Guidance on COVID-19 Testing and Preventive Care for High Deductible Health Plans
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