Between Paychecks: Same-Day Pay Apps
In my role monitoring employee benefits in the news, I consistently see financial security concerns in the headlines. The Federal Reserve Board reports that 40% of people can’t cover a… Read more >
About Jenny Lucey, CEBS
Manager, Reference/Research Services at the International Foundation
Favorite Foundation Member Service: Personalized Research Service
Benefits Topics That Interest Her Most: Mental health, work/life benefits, retirement readiness of different generations
Personal Insight: Jenny gets things done. She started working on her CEBS just over two years ago. Welcoming her daughter into the world during this time frame did not slow her down—she recently completed her last exam and earned her designation. When she’s not working or studying she enjoys family playtime, knitting and exercising.
Multiemployer Pension Reform Update
Update: July 11, 2019:Two U.S. House of Representatives committees have approved versions of the Butch Lewis Act (HR 397). The House Ways and Means Committee on July 10, 2019 The… Read more >
April 23, 2019 Defined Benefit Plans, Employee Benefits, MPRA, Multiemployer, Pensions, Regulatory, Retirement 0 Read more >
Checklist to File ACA Application for TCC
Affordable Care Act (ACA) required reporting is right around the corner. In order to e-file ACA information returns with the IRS, you need to obtain a Transmitter Control Code (TCC). Gather… Read more >
March 13, 2019 ACA, Affordable Care Act, Employee Benefits, Health Care 20 Read more >
Four Steps Required Prior to ACA E-Filing
Affordable Care Act (ACA) electronic information returns are due to the IRS by April 1, 2019. You’re already collecting health coverage reporting details, so it’s time to get ready for ACA e-filing…. Read more >
March 11, 2019 ACA, Affordable Care Act, Employee Benefits, Health Care 5 Read more >
3 Types of Fiduciaries You Must Know
I recently provided information to some International Foundation members who asked about the different types of fiduciaries, and you might be wondering too. Retirement plan fiduciaries manage the plan and… Read more >
February 11, 2019 Employee Benefits, ERISA, Retirement 0 Read more >
ACA Update: Next Steps for Employers
What You Need to Know On Friday, December 14, 2018 a judge in the Northern District of Texas issued an opinion that the individual mandate in the Affordable Care Act… Read more >
January 7, 2019 ACA, Affordable Care Act, Compliance, Employee Benefits, Health Care, Human Resources, Regulatory 0 Read more >
Yes, Employers Still Need to File Forms 1094 and 1095
We’ve heard some employers are confused about whether ACA reporting is required in 2019 for health coverage in the 2018 calendar year. Here’s a reminder that the Affordable Care Act… Read more >
December 3, 2018 ACA, Employee Benefits, Health Care 0 Read more >
New Twist to Student Loan Repayment Benefits: Linking to a 401(k)
Student loan repayment benefits have been a hot topic in the news over the past few years, and a recent IRS private letter ruling has the benefit back in the… Read more >
October 1, 2018 401(k), Employee Benefits, Financial Education, Financial Wellness 0 Read more >
PCORI Fee: Long Story for Short Plan Years
As the July 31, 2018 deadline approaches for paying fees required under the Affordable Care Act (ACA) to help fund the Patient-Centered Outcomes Research Institute (PCORI), some International Foundation members have been asking about… Read more >
July 11, 2018 ACA, Affordable Care Act, Employee Benefits 0 Read more >
Top Reasons for RRSP Early Withdrawals
Plan sponsors have a good idea of the financial struggles that employees are facing. But did you know that some people are turning to money saved in Registered Retirement Savings… Read more >
April 26, 2018 Canada, Employee Benefits, Financial Education, Financial Wellness, Retirement 0 Read more >