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In an effort to help prevent tax fraud and other unlawful financing activities, the Financial Crimes Enforcement Network (FinCEN) has issued final rules related to ownership disclosure obligations for U.S. entities. The final rules will be effective January 1, 2024.

Plan sponsors should review the cost of living adjustments (COLAs) to determine what, if any, changes need to be communicated to employees by means of orientation meetings and enrollment forms.

It is not uncommon, when we do client assessment and process reviews, that we find many great policies exist; however, they are not well-communicated to those who need to execute them nor are the details delineated.

Recent natural disasters – such as the hurricanes impacting Puerto Rico and Florida and wildfires in California – can cause physical damage that interferes with business operations resulting in economic distress and ultimately lost income.