The IRS has released the inflation-adjusted limits for Health Savings Accounts (HSAs) and High Deductible Health Plans (HDHPs) for 2027, giving employers and employees an early look at next year’s contribution opportunities and plan design thresholds. Please see Rev. Proc. 2026-24. The updates reflect modest increases across most HSA and HDHP categories, helping individuals and…
Maybe you’re a bit behind on your spring cleaning at home? Spring is a natural time to review what’s working, refresh what isn’t, and prepare for the months ahead. For employers who offer a retirement plan, it can also be an ideal opportunity to revisit core 401(k) fiduciary responsibilities and confirm that plan oversight practices…
On April 30, 2026, an executive order was signed directing the U.S. Treasury to establish TrumpIRA.gov, a federal informational platform that lists and allows eligible workers to compare low-cost Individual Retirement Accounts and the Federal Saver’s Match. The platform is scheduled to go live by January 1, 2027. We’re tracking it closely. Here’s a clear‑eyed…
TN-2026-01, April 3, 2026 The IRS has announced federal tax relief for individuals and businesses in designated Tennessee counties impacted by Winter Storm Fern, extending several filing and payment deadlines to May 22, 2026. This relief applies to tax obligations originally due between January 22 and May 22, 2026. What This Means for EmployeesFollowing the…
Why HSAs Should Be Highlighted in 2026 and Beyond Health Savings Accounts (HSAs) have traditionally been viewed as a tax-advantaged way to pay for out-of-pocket medical expenses. But today’s data tells a much bigger story: they can function as a powerful financial wellness tool. HSAs are increasingly operating like powerful long-term investment vehicles rather than…
What’s Happening in 2026? **2/19/2026 UPDATE: On Friday, February 13, 2026, HHS released a model notice for the HIPAA Notice of Privacy Practices. No additional action is required at this time for employers who have already implemented the notice we previously shared. HIPAA requires that health plans update their HIPAA Notice of Privacy Practices when…
The first quarter of the year is often a mad dash for anyone in a business driven by tax filing deadlines. For calendar-year retirement plans, here are the upcoming deadlines to help you understand the dates driving Navia’s plan reconciliation, testing, audit, and Form 5500 filing schedules. Upcoming Compliance Deadlines Related Details March 16, 2026…
Renton, WA January 9, 2026 Navia, a premier Health and Wealth benefits provider, proudly announces the acquisition of BEON Retirement, an established, independent third-party administrator (TPA) and Recordkeeper with $1.3 billion in assets under administration. BEON specializes in the design, management, and administration of retirement plans. This strategic acquisition accelerates Navia’s trajectory as a leading…
Each year, the IRS updates a wide range of retirement plan limits that affect employer-sponsored retirement plans and IRAs, including contribution caps, compensation thresholds, catch-up limits, and other relevant limits. These cost-of-living increases ensure the rules keep pace with inflation and help plan sponsors and participants stay on track. On November 13, 2025, the IRS…