How Does Your Retirement Plan Compare?

The Callan Institute conducted its 11th annual Defined Contribution (DC) Trends Survey in the fall of 2017. The survey incorporates responses from 152 plan sponsors, including both Callan clients and other organizations, and highlights key themes and findings from 2017 and expectations for 2018. Over the next few months, SIMA will share these findings so…

Medicare Part D Disclosure Due to CMS by March 1

Online Form for Employers Offering Prescription Drug Coverage to Medicare Part D-Eligible Individuals The Medicare Modernization Act requires employers that provide prescription drug coverage to Medicare-eligible individuals to complete the Online Disclosure Form to the U.S. Centers for Medicare & Medicaid Services (CMS) to report whether such coverage is creditable prescription drug coverage. Creditable coverage…