San Francisco ERISA Advisor

Fiduciary Compliance for employers, including ERISA, ACA, HIPAA, COBRA, QDROS, FMLA, DOL Fiduciary Rule compliance. Finding missing participant accounts

09/29/2021

The Internal Revenue Service, in IR-2021-181, reminds taxpayers that the cost of home testing for COVID-19 is an eligible medical expense that can be paid or reimbursed under health flexible spending arrangements (“health FSAs”), health savings accounts (“HSAs”), health reimbursement arrangements (“HRAs”), and Archer medical savings accounts (“Archer MSAs”).

Coronavirus-related relief for retirement plans and IRAs questions and answers | Internal Revenue Service 04/30/2021

Coronavirus-related relief for retirement plans and IRAs questions and answers | Internal Revenue Service Section 2202 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), enacted on March 27, 2020, provides for special distribution options and rollover rules for retirement plans and IRAs and expands permissible loans from certain retirement plans.

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ERISA Counsel

I practice ERISA/Employee Benefits law in the San Francisco Bay Area. I have over 18 years of experience in regulatory compliance, with an emphasis on ERISA's Title I, Fiduciary Compliance. I work with private sector employers and plan sponsors to ensure their retirement and health and welfare plans are in compliance with federal and state laws, and help them with DOL/IRS audits. Retirement plans include pension plans, including Defined Benefit, cash-balance, and Defined Contribution plans, (401(k), 403(b), profit sharing, money purchase thrift and money-purchase plans), as well as Taft-Hartley plans. Health and welfare plans issues include HIPAA, COBRA, ARRA, ACA. I also assist employees and plan participants/beneficiaries find their money (lost or forgotten 401(k) retirement accounts), help them with their health coverage issues, and QDROs.

www.sanfranciscoerisaadvisor.com.

Expertise on technical issues and questions, with emphasis on IRS and DOL correction programs.

Telephone

Address


One Sansome, Suite 3500
San Francisco, CA
94104

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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