By Debbie Herbert, CPA, Director at Blue & Co. SECURE Act 2.0 Amendments Effective dates, provisions that are mandatory vs. voluntary, plan amendments… there are many changes impacting plans as […]
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By Debbie Herbert, CPA, Director at Blue & Co. On an annual basis, the Internal Revenue Service (IRS) releases plan contribution and benefit limitations, as well as income eligibility thresholds, […]
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By Debbie Herbert, CPA, Director at Blue & Co. Have your plan auditors ever asked you for plan governance committee meeting minutes or agendas? There’s a good reason for that. […]
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By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]
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By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
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By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
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By Jackie Emert, CPA, MST, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Have you heard about the SECURE Act 2.0? It builds on the […]
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Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit […]
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Although all benefit plan audits involve complexities, a first-year audit can seem especially daunting. With decades of experience serving employee benefit plans, Blue & Co. works as a team with […]
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CARMEL, Ind. (January 5, 2023) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that Mickie Murphy, CPC, QKA, QPA, QKC, ERPA, has been named […]
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Providing annual wellness visits to patients covered by Medicare is a great way to grow your revenue year after year, whether you’re a practice of one physician or a large hospital […]
Performing Annual Wellness Visits (AWVs) provides a unique value that benefits your healthcare organization, providers and your patients. AWVs align with population health management, and can identify any needs for […]
Beginning in 2011, Medicare began covering the Annual Wellness Visit (AWV) as a yearly appointment with a primary care provider (PCP) to create or update a personalized prevention plan at […]
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