AEAnn E. Murray

1. Article · Jul 24, 2026 · Ann E. Murray

   Reminder - Upcoming Deadline to Amend Tax-Qualified Retirement Plans – December 31, 2026 (opens the original)

   Excerpt · English

   Read excerpt

   The December 31, 2026 deadline is fast approaching for most non-governmental plan sponsors to amend their tax-qualified retirement plans to comply with changes made by the SECURE Act of 2019, the CARES Act, the Taxpayer Certainty and Disaster Relief Act of 2021, and the Secure 2.0 Act (the “Acts”). Now may be a good time to review your retirement plan(s) to make sure all amendments are complete and your administrative procedures have been updated. Staggered Deadlines. As background, IRS Notice 2

   Feedback

2. Article · Jul 9, 2026 · Ann E. Murray

   Health Plan Coverage of GLP-1s – Is a Simple Weight Loss Exclusion Enough? (opens the original)

   Excerpt · Neutral tone · English

   Read excerpt

   As the popularity of GLP-1 medications continues to rise and the list of conditions being treated with these medications grows, plan sponsors are taking a closer look at the costs and benefits of GLP-1 coverage. Many plan sponsors have concluded that they want to limit their coverage of GLP-1s to only diabetes, and not weight loss or other conditions. To limit GLP-1 coverage, a common approach is to add “weight loss medications” or “non-surgical obesity treatments” to the list of the plan’s cove

   Feedback

Last 90 days. Choose a month to open its work.

Named in the text we hold. One piece can cover several.

• Internal Revenue Code1 piece