PEELING BACK THE LAYERS OF THE CONSoLIDATED APPROPRIATIONS ACT (cAA)

Peeling Back the Layers of the Consolidated Appropriations Act (CAA)_1

The Consolidated Appropriations Act, 2021 (CAA) was signed into law on Dec. 27, 2020 and includes many benefits and tax provisions affecting employers, group health plan sponsors, health benefits brokers and health insurance issuers. In this webinar, our panel of experts addressed the various retirement and compliance updates due to the CAA provisions.


Watch the webinar replay above to hear our panelists discuss:

• Temporary relief applicable to FSA administration
• Employer group health plans
• Extended employer assistance for student loans
• Healthcare transparency
• Partial plan termination relief
• Limited retirement plan disaster relief
• Money purchase plan coronavirus-related distributions
• Multiemployer plan minimum age for distributions during working retirement
• Transfers of excess pension assets to retiree health or life accounts

Resources for Employers

CAA Webinar Presentation

CAA Frequently Asked Questions

CAA Employee Benefits Provisions

Tax Provisions

Consolidated Appropriations Act, 2021

 

Meet the Panelists

We'd like to thank our panelists for sharing their insight! Click the links below to learn more about their firms and what they can do for your organization.

 

Headshot_BillFreeman

 

Jim Maulfair Headshot

 

Headshot_LorelaiMentzer

 

Bill Freeman

Associate Director

AHT Insurance

Jim Maulfair

Partner

AHT Insurance

Lorelai Mentzer

Moderator 
Senior Marketing Analyst

AHT Insurance

Headshot_KenJewell

 

Headshot_PaulVanBrunt

 

Headshot_RichardAsensio

 

Ken Jewell

Partners

BKS-Retirement

Paul Van Brunt

Senior Compliance Consultant

BKS Partners


Richard Asensio

Vice President & Director of Compliance

Burnham Benefits

Headshot_LisetteSell

 

Headshot_StephanieHall 

 

Lisette Sell

Counsel

BKS-Retirement

Stephanie Hall

Associate Director 

Benefit Compliance

RBA Benefits

 

 

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Have a question for our panelists? Contact the team here!