About Lois Gleason, CEBS
Instructional Designer at the International Foundation
Favorite Foundation Product: Employee Benefits Survey (conducted every two years; it is very comprehensive).
Benefits-Related Topic Top Picks: The changing landscape of America’s costly health care system, ERISA compliance, retirement decumulation strategies.
Favorite Things About Working at the Foundation: My co-workers and how much they care about the quality of their work product. I also love, love, love all the windows in our office with their beautiful views of trees and sky.
Personal Insight: I am constantly reading. I can relate to the flaws, strengths, and silly inconsistencies found in the characters of classic novels like Middlemarch, North and South, and A Tale of Two Cities. I also read the daily newspapers every morning at breakfast–and yes, I still get the paper versions. Because it’s no big deal if a little coffee spills on them.
Once again, you’re sending 1095 forms to employees as required by the Affordable Care Act (ACA). Once again, employees will have 1095 form questions. They might be especially confused this… Read more >
Lois Gleason, CEBS
January 15, 2020
Affordable Care Act (ACA), Employee Benefits, Health Care1095, Form 1095-B, Form 1095-C
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In October 2019, the U.S. Department of Labor (DOL) published proposed regulations regarding default electronic disclosures by retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA). The… Read more >
Lois Gleason, CEBS
November 18, 2019
Communication, DOL, Employee Benefits, Regulatory, Retirementelectronic disclosures
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In September 2019, the Internal Revenue Service (IRS) and Department of Treasury issued final regulations easing restrictions on hardship distributions from defined contribution retirement plans. While there were a number… Read more >
Lois Gleason, CEBS
October 24, 2019
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Regulatory, Retirementhardship withdrawals
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Employers know the ACA hasn’t gone away—IRS reporting and compliance never end. Many employers have received an unpleasant surprise in the form of IRS Letter 226J or Notice 972CG. These… Read more >
Lois Gleason, CEBS
October 2, 2019
Affordable Care Act (ACA), Employee Benefits1094, 1095, ACA compliance, ACA reporting, Letter 226J, Notice 972CG
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More and more employers are seeking cost savings by discouraging or blocking employees from enrolling a spouse in the employer’s health plan. Here’s what you need to know about the… Read more >
Lois Gleason, CEBS
August 5, 2019
Employee Benefits, Health Carehealth insurance, spousal carve out, spousal surcharge
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Most employers want to support the mental health of their employees. In a previous blog post, I offered suggestions for cultivating a respectful culture that destigmatizes mental illness and helps… Read more >
Lois Gleason, CEBS
July 17, 2019
Employee Assistance Program (EAP), Employee Benefits, Health Care, Mental Health, WellnessEAP, mental health in the workplace, paid sick leave, short term disability
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Listen to this here. Odds are high your workforce includes people like me living with mental illness. Some of your best employees might be dealing with unseen mental health issues…. Read more >
Lois Gleason, CEBS
June 26, 2019
Employee Benefits, Mental Health, Wellnessmental health in the workplace
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As awareness rises and stigma decreases, society is focusing on the urgency and importance of treating mental health conditions and substance use disorders. Does your employer-sponsored health plan comply with… Read more >
Lois Gleason, CEBS
May 15, 2019
Compliance, Employee Benefits, Health Care, Mental HealthMental Health Parity and Addiction Equity Act, MHPAEA, NQTL Parity
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We’ve updated this post! See the newest version: 7 Questions Employees Are Asking in 2020 About ACA 1095-Cs For the fourth year in a row, you’re sending 1095-C forms to… Read more >
Lois Gleason, CEBS
January 21, 2019
Employee Benefits, Health Care1095
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On October 29, 2018, the Departments of Labor, Treasury and Health and Human Services (the Departments) together issued a proposed rule that could in the future allow employers to use… Read more >
Lois Gleason, CEBS
November 8, 2018
Employee Benefits, Health CareHRA
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