The Fedeli Group | Fedeli Group

A sense of urgency is great for business — but dangerous for investing

Author: Umberto Fedeli
Posted: 05/26/2020
Category: Smart Business, Umberto Fedeli

Investors are facing two divergent fears in today’s turbulent economy: the fear that equity markets will retest their March 23 lows and fall further, and a fear of missing opportunities for strong gains if markets move higher. How many of you are facing these…

Carrier Premium Credits and ERISA Fiduciary Obligations

Author: Marathas Barrow Weatherhead Lent
Posted: 05/18/2020
Category: Regulatory Compliance

Due to COVID-19 and state and local stay-at-home orders, utilization of group medical and dental insurance benefits is down. As a result, some carriers recently notified employers that they will be issued premium credits. When asking how these premium credits should be…

IRS Relaxes Election Changes and Other Rules for Cafeteria Plans and FSAs

Author: Marathas Barrow Weatherhead Lent
Posted: 05/15/2020
Category: Regulatory Compliance

As the country continues to feel the impact of the COVID-19 National Emergency declared by President Trump on March 13, 2020, the IRS has provided some much needed guidance and relief for employees. On May 12, 2020, the IRS issued Notices 2020-29 and 2020-33...

Blog