Author Archives: Stacy Mendenhall

Department of Labor Issues Additional Guidance on Outbreak Period

TRI-AD recently published information about the end of the Outbreak Period.  As mentioned in our [...]

“Outbreak Period” Ending February 28, 2021?

On April 28, 2020, the Department of Labor (DOL) and Internal Revenue Service (IRS) issued [...]

Retirement Fiduciary Calendar for 2021

TRI-AD seeks to make it fast, simple, and easy for our clients to keep their [...]

Consolidated Appropriations Act of 2021: Flexible Spending Account Provisions

President Trump signed the Consolidated Appropriations Act of 2021 (CAA) on December 27, 2020.  The [...]

Retirement Fiduciary Calendar for 2021

TRI-AD seeks to make it fast, simple, and easy for our clients to keep their [...]

IRS Finalizes Life Expectancy Table Changes Affecting Required Minimum Distributions

Many employer-sponsored retirement plans, such as profit-sharing plans, 401(k) plans, 403(b) plans, 457(b), and defined [...]

COVID-19 Health & Welfare Plans Guidance: Are We Still in the “Outbreak Period?”

We remain in limbo for certain health and welfare benefit administration deadlines due to COVID-19.  [...]

TRI-AD Receives National “Best and Brightest” Awards

TRI-AD is proud to announce that we have been honored by the National Association for [...]

DOL Releases Interim Final Rule on Lifetime Income Disclosures to Participants

The Department of Labor (DOL) has released an interim final rule that requires retirement plans [...]

What Options are Available in a Dependent Care Flexible Spending Account Now?

COVID-19 has had an unprecedented impact on the lives of workers and their families. Workers [...]