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Regulatory Intelligence Solutions

An effective risk management and compliance program necessitates a strong understanding of the complex and changing regulatory environment and the deployment of that knowledge to the right people, enabling the right decisions at all levels of the organization.

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IRS Priority Guidance Plan

(Published January 18, 2017) The Internal Revenue Service’s (IRS’s) Priority Guidance Plan indicates there are several items on the IRS’s radar relating to tax-advantaged accounts and employer retirement plans. Guidance that could be released during 2017 may affect individual retirement account and Health Savings Account owners as well as custodians, trustees, and issuers of these products, and employers sponsoring a simplified employee pension or a Savings Incentive Match Plan for Employees of Small Employers IRA plan.

Health Savings Accounts Statistics

(Published January 18, 2017) This article contains Health Savings Account (HSA) statistical data compiled by the Employee Benefit Research Institute (EBRI) that has been collected from various HSA recordkeeping agencies. As of December 31, 2015, the EBRI HSA Database contained four million HSA accounts with total assets of $7.4 billion.

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Managing regulatory change is no easy task

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Regulatory Change Management – Is your team ready?

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Managing the Risk of Regulatory Change White Paper

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