ANNETTE GUARISCO FILDES

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act) Consolidated Appropriations Act, 2021, Division EE-Taxpayer Certainty and Disaster Tax Relief Act of 2020 Securing a Strong Retirement Act of 2020

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act) Consolidated Appropriations Act, 2021, Division EE-Taxpayer Certainty and Disaster Tax Relief Act of 2020 Securing a Strong Retirement Act of 2020

COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act) Consolidated Appropriations Act, 2021, Division EE-Taxpayer Certainty and Disaster Tax Relief Act of 2020 Securing a Strong Retirement Act of 2020

COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)

COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 RESA, S.972 Retirement Security & Savings Act, S.1431

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 RESA, S.972 Retirement Security & Savings Act, S.1431

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 RESA, S.972 Retirement Security & Savings Act, S.1431

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 RESA, S.972 Retirement Security & Savings Act, S.1431

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief

PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs) HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act COBRA, including H.R. 2579 - Broader Options for Americans Act HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act ERISA Preemption, Balance and Surprise billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); Employer mandate; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers, Health Insurance Tax ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance, Privacy, Claims data and all payers claims databases Mental Health Parity, Substance use disorders, Opiods mitigation Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions, H.R. 3798 - Save American Workers Act Prescription Drug Costs, Pharmacy gag clauses, Rebates & Point-of-Sale requirements, Biosimilars Value-Driven Care in Public and Private Coverage, Patient Safety Medicare Advantage, Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA, Retiree health HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, H.R. 365 the Primary Care Enhancement Act, HSA limit changes, H.R. 6199 the Restoring Access to Medication & Modernizing HSA Act, HSA limit changes ERISA Preemption, Balance billing, State mandates & assessments

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA and GINA (in conjunction with employer-based wellness programs), H.R. 1313 - Preserving Employee Wellness Programs Act HIPAA compliance Mental Health Parity Tax Treatment of Employer-Sponsored Health Insurance, H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017, Continuing resolutions with health tax provisions Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage Medicare Secondary Payer, Kidney dialysis, End Stage Renal Disease (ESRD) COBRA HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; and out-of-pocket (OOP) limits related to cost sharing. ADA (in conjunction with employer-based wellness programs.) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits. House GOP Health Reform Task Force Blueprint. Mental Health Parity Requirements. Tax Treatment of Employer-Sponsored Health Insurance. Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits House GOP Health Reform Task Force Blueprint Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; and out-of-pocket (OOP) limits related to cost sharing. ADA (in conjunction with employer-based wellness programs.) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits. House GOP Health Reform Task Force Blueprint. Mental Health Parity Requirements. Tax Treatment of Employer-Sponsored Health Insurance. Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits House GOP Health Reform Task Force Blueprint Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits House GOP Health Reform Task Force Blueprint Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA)

PBGC premiums. ERISA 420; all provisions. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. H.R. 761 - Pension and Budget Integrity Act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues. Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA).

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA)

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA)

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA)

PBGC premiums. ERISA 420; all provisions. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. H.R. 761 - Pension and Budget Integrity Act (PBIA). IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues. Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA).

PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations De-risking defined benefit plans EEO-1 Form Changes Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act/Graham-Cassidy/ACA "Repeal & Replace" H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits House GOP Health Reform Task Force Blueprint Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes

Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers ADA (in conjunction with employer-based wellness programs) GINA (in conjunction with employer-based wellness programs) HIPAA Stage 2 Audits House GOP Health Reform Task Force Blueprint Mental Health Parity Requirements Tax Treatment of Employer-Sponsored Health Insurance Disability Insurance Claims Appeals Prescription Drug Costs Value-Driven Care in Public and Private Coverage Medicare Advantage American Health Care Act/Better Care Reconciliation Act H.R. 173 - Middle Class Health Benefits Tax Repeal Act of 2017 H.R. 1313 - Preserving Employee Wellness Programs Act H.R. 2579 - Broader Options for Americans Act S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017 S. 403 - Health Savings Act of 2017 EEO-1 Form Changes