Compliance Updates

Retirement Accounts

Contribution Limitations and COLAS

The following table includes information on various annual limits pertinent to qualified retirement plans.

Compliance Reference Charts

The following links provide information related to various administrative aspects to be considered for plan oversight.  Select the appropriate link for detailed information. 

• Retirement Plan Rollover Chart
• Plan Related Expenses
• Reporting and Disclosure Checklist for Qualified Retirement Plan
• Summary of Reporting and Disclosure by Type of Plan

Flex Accounts

Updated Certified IIAS Non-Medical Merchants List

Click here to view a pdf of the most recent IIAS Standards Interest Group Participating Merchants.  Please check back for updates periodically as the listing will change.

Grace Period Information

The Grace Period extends the normal timeframe a participant is allowed to incur eligible Healthcare expenses before the remaining account balance is no longer available. The following link provides important information related to grace period administration.