Additional Annual Limit Waiver Guidance

OCIIO updated its annual limit or mini-med waiver guidance this afternoon.  Among the recent items is guidance concerning model notices that are required to be sent by plan sponsors who obtain an annual limit waiver, along with a fact sheet, consumer information and restrictions on new "mini-med" plans.  Additional information is posted at

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Knowledge assets are defined in the study as confidential information critical to the development, performance and marketing of a company’s core business, other than personal information that would trigger notice requirements under law. For example,
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