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Pension & Benefits Daily™ covers all major legislative, regulatory, legal, and industry developments in the area of employee benefits every business day, focusing on actions by Congress, the Department of Labor/Employee Benefits Security Administration, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation. This news service offers searchable full text, Week in Review (highlighting the previous week’s top stories), Supreme Court Docket Watch, Enforcement at a Glance (brief coverage of DOL enforcement results), and Also in the Courts (brief coverage of additional court cases).


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TOPICS COVERED

Topics Covered
  • Age discrimination
  • Benefits policies and practices
  • Collective bargaining
  • Deferred compensation
  • Defined benefits plans
  • Employee stock options
  • Employee stock ownership plans
  • Enforcement
  • Executive compensation
  • Federal compliance and regulatory directives
  • Fiduciary responsibility
  • Health benefits
  • Investments
  • Multiemployer plans
  • Pension and tax legislation
  • Pension reform
  • Plan terminations
  • Retiree health benefits
  • Revenue rulings and procedures
  • Securities regulation
  • Social Security
  • State and local government policy
  • Tax policy and guidance
Key Laws and Regulations
  • Employee Retirement Income Security Act
  • IRS, PBGC, and Labor Department regulations
  • Health laws and regulations that affect employer-provided benefits

SPECIFICATIONS

Notification: current reports providing news and developments.

Formats and Frequency

Web notification is available daily with breaking news issued based upon developments and is archived to 07.07.1998. 

Email summaries providing the highlights and table of contents for each report, with URLs to full-text articles and documents also available.


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DOL Should Give Guidance for Providers Of Opt-In Managed Account Plans, GAO Says
August 1
FASB Considering Project on Measuring Cash Balance Pension Plan Obligations
August 1
Kroger Pact Excludes From Health Coverage Spouses With Access to ACA-Compliant Plan
August 1
Employee Benefit Cost Hikes Outpace Increases for Wages in the Private Sector
August 1
Staying in 401(k) Plan Lifts Balances, Report Says
August 1
Instructions for Draft ACA Forms Needed To Prepare for Reporting, Practitioners Say
August 1
Seniors Very Happy With Part D Plans, Survey Finds
August 1
Lawsuit Under Texas Prompt Pay Act Belongs in State Court, Federal Judge Rules
August 1
ERISA Doesn't Preempt New York Law Barring Insurer Subrogation, 2nd Cir. Says
August 1
DOL Files Suit Against 401(k) Plan Fiduciaries
August 1
Court Enters $49K Judgment Against Fiduciary
August 1
Consent Judgment Restores $12K to 401(k) Plan
August 1
MEETINGS
August 1
Initiative Gathers Section 409A Data For Compliance Check, IRS Official Says
July 31
Policy Makers Should Take Nuanced View In Bracing Retirement System, Speakers Say
July 31
Spending of Pension Beneficiaries Supports 6.2M U.S. Jobs, ‘Pensionomics' Report Says
July 31
N.C. Measure Tweaking Public Plans Heads To Governor; He Signs ‘Pension Spiking' Bill
July 31
PwC: W-8 Forms Spell Big Challenges For Taxpayers, Agents Under FATCA
July 31
IRA Owners Not Gutting Accounts, EBRI Says
July 31
House Passes Resolution Authorizing Lawsuit Against President Obama
July 31
House Committee Approves Bill Continuing Noncompliant Group Plans
July 31
San Diego, Eugene, Ore., Pass Measures Requiring Employers to Provide Sick Leave
July 31
Beneficiaries in Part D ‘Doughnut Hole' Got Average $819 in Manufacturer Discounts
July 31
Seventh Circuit Extends Withdrawal Liability To Companies Under Common Control
July 31
Seventh Circuit Rejects Employer's Appeal Of Pending Withdrawal Liability Arbitration
July 31
ERISA Doesn't Preempt Misrepresentation Claim
July 31
Dude, Where's My ERISA Presumption of Prudence?
July 31
Senate Passes Scaled-Back Highway Bill, Strips Out Extension of Pension ‘Smoothing'
July 30
403(b) Preapproved Plan Procedures Apply To Windsor Amendments, IRS Official Says
July 30
Watchdog Calls on SEC to Reject Petition To Raise Proposal Resubmission Thresholds
July 30
PBGC Announces It Will Cover Benefits For 2,101 Workers in Estate-Owned Plan
July 30
U.K. Inflation-Linked Debt Attracts Pension Funds Seeking to Avoid Volatility
July 30
Los Angeles to Appeal Ruling Striking Down 2012 Pension Changes, Mayor's Office Says
July 30
House Panel Told Changes Coming For Employer Health Plans Under ACA
July 30
HSA Contributions Offer Tax Advantages, EBRI Says
July 30
Dudenhoeffer Ruling Benefits Both Sides, Attorneys Who Argued Case Agree
July 30
ERISA Preempts Malpractice Claim Against Legal Services Plan Attorneys, Court Finds
July 30
Court Allows Shareholders' Claims Over Ebix's Anti-Takeover Bonus Plan to Proceed
July 30
D.C. Circuit Rejects Origination Clause Claim In Suit Challenging ACA's Individual Mandate
July 30
Court Finds No Basis for Reducing Pension Benefits
July 30
DOL Suit Proceeds Against Individual Defendant
July 30
Landscaping Company Agrees to Pay Funds $377K
July 30
Company Ordered to Pay $678K to Pension Plan
July 30
Defaulting Employer Ordered to Pay Trustees $89K
July 30
Social Security Trustees Issue 2014 Report, Still Project 2033 Insolvency for Trust Funds
July 29
Los Angeles Board Strikes Down City's 2012 Bid to Cut Pension Costs
July 29
IRS Issues Private Letter Rulings on Waivers, IRAs, Plan Funding Standards, Asset Return
July 29
Memphis Cops Call in Sick as Unions Test New Tactic to Stop Benefit Cuts
July 29
Jacksonville Funds Stadium Upgrades Despite Weight of City's Pension Shortfall
July 29
New York City Pension Funds Report 17.4 Percent Gain as U.S. Stocks Soar
July 29
Orange County, Calif., Pension Fund May Reach Direct Loan Goal Next Year
July 29
Medicare Trustees Extend Solvency Projection For Hospital Fund by Four Years, to 2030
July 29
OIG Wouldn't Impose Sanctions For Direct Sale of Rx Drug to Patients
July 29
ERISA Doesn't Preempt N.J. Wage Law; Third Circuit Orders Remand to State Court
July 29
University Not Liable for Failing to Inform Retiring Professor of Separation Program
July 29
Court Allows ERISA Interference Claims, Infers Intent From Timing of Termination
July 29
PLR 201430020 - Section 408 - Individual Retirement Accounts
July 29
PLR 201430021 - Section 408 - Individual Retirement Accounts
July 29
PLR 201430022 - Section 401 - Qualified Pension, Profit-Sharing, and Stock Bonus Plans
July 29
PLR 201430023 - Section 402 - Taxability of Beneficiary of Employees' Trust
July 29
PLR 201430024 - Section 431 - Minimum Funding Standards for Multiemployer Plans
July 29
PLR 201430025 - Section 4980 - Tax on Reversion of Qualified Plan Assets to Employer
July 29
PLR 201430026 - Section 408 - Individual Retirement Accounts
July 29
PLR 201430027 - Section 408 - Individual Retirement Accounts
July 29
PLR 201430028 - Section 402 - Taxability of Beneficiary of Employees' Trust
July 29
PLR 201430029 - Section 408 - Individual Retirement Accounts
July 29
PLR 201430030 - Section 402 - Taxability of Beneficiary of Employees' Trust
July 29
ERISA Section 4062(e) Bill Approved By Senate Panel Would Change Liability Test
July 28
Labor-Sponsored Resolutions See Significant Fall in 2014, New Report Says
July 28
Five-Year Contract for Nebraska Meatpackers Includes Health Clinic, Surcharge on Smokers
July 28
New Guidance on ACA Premium Tax Credit Gives Details on Affordability Test Indexing
July 28
Employer Health-Care Plans Cover One-Tenth of Lowest-Paid Workers
July 28
Some Temporary, Seasonal Federal Workers Eligible for Health Benefits Under Proposal
July 28
Lawmakers Differ Over ACA's Effect On Future of Medicare Managed Care
July 28
Obama Administration Says It Will ‘Augment' Accommodation on Contraception Coverage
July 28
No Fee Award for Winning ERISA Defendant; Court Finds No Bad Faith by Plaintiff
July 28
Retirees Win Federal Court Bid for Jury Trial; Lawsuit Alleges Benefit Caps Violated CBAs
July 28
Court Allows Discovery Into MetLife's Paid Physician
July 28
Week Beginning July 21, 2014
July 28
IRS Final, Temporary Regulations (T.D. 9683) on Health Insurance Premium Tax Credit
July 28
IRS Rev. Proc. 2014-37 Providing Method to Determine Section 36B Percentage Table to Calculate Premium Assistance Credit Amount
July 28
Assemble Pay Ratio Data Sources Now To Ease Future Compliance, Practitioners Say
July 25
With Deal, Senate Clears Path to Vote On Highway Bill With Pension ‘Smoothing'
July 25
House Panel Approves Resolution Authorizing Lawsuit Against Obama
July 25
Illinois Outlook Cut to Negative by S&P On Deficit, Post-Retirement Benefit Risks
July 25
Fidelity: Average IRA Contributions Up 5.7 Percent
July 25
House Approves Bill to Reclassify TSA Workers
July 25
Business Leaders Say ACA Taxes, Reporting Requirements Hindering Coverage
July 25
IRS Releases Draft Forms for Reporting Of Employee Health Coverage Under the ACA
July 25
Insurers Refunding $332M to Consumers Under ACA Medical Loss Ratio Provision
July 25
Advocacy Groups, Lawmaker Urge Changes To Achieve Medicare Drug Savings
July 25
IRS Posts Draft of Small-Business ACA Form
July 25
Seventh Circuit Rules for Teamsters Retiree Seeking Higher Monthly Pension Benefits
July 25
Court Nixes Fiduciary Breach Claim Against Ford
July 25
Home Health-Care CEO Owed Severance, Court Finds
July 25
401(k) Plan Trustees Agree to Repay Participants
July 25
DOL Alleges Failure to Remit IRA Contributions
July 25
Court Orders 401(k) Plan Fiduciary to Pay $81K
July 25
Senate HELP Committee Advances Bill to Clarify ERISA Section 4062(e)
July 24
SEC Takes Aim at Money-Market Fund Runs As It Approves Rules Allowing Floating Prices
July 24
AT&T Granted PTE Allowing Contribution Of Subsidiary's Preferred Interests to Plan
July 24
Bill Aimed at Limiting ‘Pension Spiking' Heads to North Carolina Governor's Desk
July 24
Tops Markets, UFCW Ratify Contracts With Changes to Pensions, Health Care
July 24
ERISA Advisory Council to Meet Aug. 19–21
July 24
Survey: Liability Concerns Weigh on New Trustees
July 24
Excluding Same-Sex Spouses May Land Self-Insured Plans in Court, Attorney Says
July 24
Fraudulent ACA Subsidy Applications Weren't Blocked, GAO Study Finds
July 24
Affordable Care Act Subsidy Loss Could Boost Premiums, Chase Away Insurers
July 24
Dignity Health's Pension Plan Not Established by Church, Judge Rules
July 24
Wisconsin Senator's ACA Subsidy Suit For Congressional Members, Aides, Dismissed
July 24
Court Denies Enforcement of Disability Settlement
July 24
Former Nexstar Employee's ERISA Claims Dismissed
July 24
ConocoPhillips Tops 401(k) Plans With Facebook Last in Bloomberg Rankings
July 23
Detroit Workers, Retirees Endorse City's Benefit-Cutting Bankruptcy Plan
July 23
New Jersey Pension Fund Forecast to Get Investment Returns of More Than 16 Percent
July 23
SEC Needs More Public Input Before Allowing Money Fund NAVs to Float, Chamber Says
July 23
Gains in Consumer Prices Eased Somewhat in June to 0.3 Percent
July 23
23 Percent Don't Get Full DC Match, Survey Finds
July 23
Report: Saving 15 Percent Means Secure Retirement
July 23
Business Groups Express Backing for Bill To Repeal ACA Auto-Enrollment Provision
July 23
Appeals Courts Hand Obama Administration Mixed Results in Tax Credit Rule Decisions
July 23
ACA Supporters Predict Ruling Against Subsidies Won't Go Into Effect
July 23
State Street Agrees to $60M Settlement Of Challenges to Foreign Exchange Trades
July 23
Court: Air-Ambulance Service Lacks ERISA Standing
July 23
Great American Wins Accident Benefit Dispute
July 23
Court Allows Equitable Claims Against Administrator
July 23
View From Groom: Taking the ‘Risk' Out of De-Risking—Issues to Keep in Mind When Terminating a SERP
July 23
Disaster Relief Bill Would Ease Penalty on Plan Early Distributions
July 22
Average DC Plan Balance Up 12 Percent, Aon Says
July 22
EBSA Seeks to Extend DFVC Program Data Collection
July 22
Attorneys Make Predictions, Offer Advice, To ESOP Sponsors Following Dudenhoeffer
July 22
ABA-Based Retirement Plan Corporation Isn't Tax-Exempt ‘Business League,' 7th Cir. Rules
July 22
Vitamins Meet Medical Treatment Definition, 8th Cir. Rules in Approving Benefits Denial
July 22
Wisconsin Hospital Wins Attorneys' Fees In Two Insurer Pre-Certification Disputes
July 22
Disability Plan Participant Wins $56K Fee Award
July 22
Regulatory Watch
July 22
Mercer: Congress Should Resist Further Increases to PBGC Premiums
July 21
Conyers Introduces Bill Protecting Workers, Retirees in Municipal Bankruptcy Cases
July 21
IRS Issues Private Letter Rulings Covering Waivers and Plan Funding
July 21
IRS Sets Applicable, Adjusted Federal Interest Rates for August
July 21
401(k) Balances Up 12.9 Percent, Fidelity Says
July 21
U.S. Territories Receive Exemption From Major ACA Insurance Market Rules
July 21
Unpaid Employer Contributions Not Assets Of Plan; Officers Not Liable for $543K Deficit
July 21
Exec's Stock Award Breach Claims Axed, Court Finds Resignation Prevented Vesting
July 21
Week Beginning July 14, 2014
July 21
IRS Rev. Rul. 2014-19 Setting Applicable, Adjusted Federal Interest Rates for August
July 21
PLR 201429031 - Section 408 - Individual Retirement Accounts
July 21
PLR 201429032 - Section 408 - Individual Retirement Accounts
July 21
PLR 201429033 - Section 408 - Individual Retirement Accounts
July 21
PLR 201429034 - Section 408 - Individual Retirement Accounts
July 21
PLR 201429035 - Section 408 - Individual Retirement Accounts
July 21
PLR 201429036 - Section 412 - Minimum Funding Standards
July 21
Caution Needed Before Deciding to Opt Out Of New Premium Rule, PBGC Official Says
July 18
House Passes Bill on Tax Breaks for Charity
July 18
IRS Seeks Comment on ERISA 204(h) Notice
July 18
Updated Circular 230 Posted on IRS Website
July 18
Survey: Participants Keen on Auto Deferral Increases
July 18
Plans That Drop Contraceptive Coverage Must Make Expedited Disclosures, DOL Says
July 18
House Republicans Dismayed With CMS Effort to Fix Marketplace Inconsistencies
July 18
Constitutional Experts, Lawmakers Debate Merits of House Lawsuit Against Obama
July 18
ERISA Preempts Quincy, Mass. Ordinance, First Circuit Voids Apprenticeship Mandate
July 18
$210K Withdrawal Liability Not Discharged In Prior Bankruptcy, District Court Finds
July 18
Eighth Circuit Orders Plumbing Company To Continue Contributing to Benefit Fund
July 18
Expedia CEO's Stock Vesting Upheld, Del. Court Dismisses Shareholder Suit
July 18
Detroit Retirees, Workers Plead For End to Bankruptcy Pain at Hearing
July 18
DOL: 401(k) Fiduciaries Mishandled Contributions
July 18
House Passes Short-Term Highway Patch Funded Partly by Pension Smoothing Provisions
July 17
Employers May Take Wellness Approach Toward Retirement Savings, Speaker Says
July 17
EEOC Issues New Enforcement Guidance On Pregnancy Bias Under PDA and ADA
July 17
House Passes Bill Slashing IRS Funding 13 Percent
July 17
U.S. Senate Rejects Bill Mandating Birth-Control Insurance in Companies
July 17
Recent SCOTUS Benefit Decisions Pose New Questions for Litigation, Panelists Say
July 17
Central States Strikes Out Against Insurers; Another Circuit Rejects Bid for Money Award
July 17
Fifth Circuit Vacates BP Stock Drop Case, Remands in Light of Supreme Court Decision
July 17
CEO Performance Pay Grows With the Rising Market, Report Says
July 16
GAO Report on Form 5500 Provides Good Suggestions, Analyst Says
July 16
ACT Recommends Pre-Approved Program Expansion
July 16
House Passes Bill to Change TSP Default Fund
July 16
RBC Capital's Wealth Accumulation Plan Likely Subject to ERISA, Fifth Circuit Rules
July 16
Eighth Church Plan Challenge Filed; Cases Now Pending in Six Circuits
July 16
Providers Don't Have ERISA Standing By Taking Payments From BCBS, Court Says
July 16
Judge Sanctions Foot Locker's Destruction Of Evidence in Cash Balance Plan Challenge
July 16
Dental Plan Participant Wins $78K in Attorneys' Fees
July 16
$46K Default Judgment Favors Multiemployer Funds
July 16
Default Judgment Restores $149K to Plan Trustees
July 16
Employer Ordered to Pay Fund Trustees $412K
July 16
Plumbing Company Held in Contempt of Court
July 16
Court Orders Employer to Pay Trustees $324K
July 16
PBGC Rates
July 16
CalPERS Reports 18% Investment Gain As Stocks Buoy Pension Fund's Returns
July 15
401(k) Mutual Fund Fees Continue Decline, ICI Says
July 15
IRS Seeks Comments on Employer Safe Harbor Rules
July 15
Expert Analysis: Using Simulation to Assist Courts in Assessing the Prudence of Retirement Plan Investment Decisions
July 15
Democrats Decry House Republicans' Attempt to Sue President Obama
July 15
Horizon's Ingenix Settlement Approved, Class Members Obtain No Monetary Relief
July 15
Suit Seeking $837K From American Apparel Belongs in State Court, Federal Judge Rules
July 15
PBGC Director Gotbaum to Step Down In August; Groups Praise His Efforts
July 14
Bill Requires Corporations to Give Workers, Retirees Fair Treatment in Bankruptcy
July 14
Detroit Voting Deadline Sets Stage For Final Bankruptcy Showdown
July 14
IRS Issues Private Letter Rulings Covering Rollover Waivers and Funding
July 14
Knowledge Raises Investment Returns, Council Says
July 14
Boehner Says House to Sue Obama Over No Vote to Health-Care Mandate Waiver
July 14
Go Easy on COBRA Model Notice Changes, Allow Electronic Delivery, Groups Urge DOL
July 14
Sixth Circuit Orders Anheuser-Busch to Pay Increased Pensions to Former Employees
July 14
Ex-CalPERS CEO Pleads Guilty To Bribery Conspiracy Over Fees
July 14
Fidelity Agrees to $12M Settlement In Suits by Profit-Sharing Plan Participants
July 14
6th Cir: Executive May Arbitrate Claims, Earlier Litigation Stance Not Preclusive
July 14
Week Beginning July 7, 2014
July 14
PLR 201428014 - Section 402 - Taxability of Beneficiary of Employees' Trust
July 14
PLR 201428012 - Section 408 - Individual Retirement Accounts
July 14
PLR 201428013 - Section 408 - Individual Retirement Accounts
July 14
PLR 201428015 - Section 408 - Individual Retirement Accounts
July 14
PLR 201428016 - Section 408 - Individual Retirement Accounts
July 14
PLR 201428018 - Section 408 - Individual Retirement Accounts
July 14
PLR 201428017 - Section 412 - Minimum Funding Standards
July 14
House, Senate Panels Advance Highway Bills That Include Pension ‘Smoothing' Provisions
July 11
Broader Exclusions From 162(m)(6) Rules Needed, ABA Tax Section Recommends
July 11
IRS Partially Withdraws Proposed Rule On Annual IRA Rollover Limits
July 11
Calculations of Public Pension Underfunding Are Masking Extent of Problems, Report Says
July 11
Pennsylvania Governor Signs Budget, Chides Leaders for Ignoring Pension Costs
July 11
SEC May Act Soon on Proposed Fees, Floating Price for Risky Money Funds
July 11
Employee Plans to Participate in IRS Tax Forums
July 11
Milliman: Plan Funding Levels Crept Up in June
July 11
Reid: Bill to Counter Hobby Lobby Decision Will Go to Floor Next Week
July 11
Taft-Hartley Plans Must Adapt, Compete In ACA Era, Cigna Insurance Official Says
July 11
HSA/HDHP Enrollments Up 12 Percent, Report Says
July 11
Survey: Most HSAs Ended 2012 With Leftover Funds
July 11
Church Plan Challengers Win 3rd Victory; Magistrate Agrees With Majority Position
July 11
Xerox Phantom Account Claims Waived, Court Reconsiders Judgment for Employee
July 11
Class Counsel Obtain $11.5M Fee Award After $46M Deal With Colgate-Palmolive
July 11
Court Finds No Assignment in BCBS Montana Claims
July 11
IRS Partial Withdrawal of Proposed Rules (REG- 209459-78) on Individual Retirement Plans, Simplified Employee Pensions
July 11
PBGC to Issue Guidance on ERISA 4062(e), Has Decided Not to Re-Propose Regulation
July 10
Standardized Target Date Fund Illustrations Would Be Confusing, Misleading, Groups Say
July 10
House Moves Ahead on Highway Bill With High Hopes for Pension Smoothing
July 10
House Republicans, Democrats Share Goal Of Answers to OPM Phased Retirement Rule
July 10
IRS Issues July Rates for Determining Present Value of Defined Benefit Plans
July 10
IRS to Hold Phone Forum on Impact of Windsor
July 10
Democrats Offer Bills to Counter Supreme Court's Hobby Lobby Decision
July 10
Illinois Referendum to Ask Voters for Opinion On Insurance Coverage for Birth Control
July 10
EmblemHealth Reaches Agreement With N.Y. Over Denied Mental Health Claims
July 10
Learning Curve Steep for HSA Owners, Survey Finds
July 10
J.C. Penney ESOP Participants File Suit, Claim Stock Price Was Artificially Inflated
July 10
Judge Nixes $3.5M Settlement for Premera, Expresses Doubt Over 35 Percent Fee Award
July 10
American Airlines Pilot Loses Challenge To Benefit Calculation in Sixth Circuit
July 10
Eighth Circuit Affirms Medtronic's Denial Of Benefits, Finds No Procedural Irregularity
July 10
CalPERS May Not Get Special Protection When a City Goes Bankrupt, Judge Says
July 10
Court Awards Unum $51K LTD Benefits Repayment
July 10
IRS Notice 2014-43 Updating Weighted Average Interest Rates, Yield Curves, Segment Rates for July
July 10
PBGC Announces Enforcement Moratorium On ERISA Section 4062(e) Cases Until 2015
July 9
Practitioners Say QLAC Rules Widen Choices, But Plans May Be Reluctant to Offer Them
July 9
Pension Advance Transaction Firms Use ‘Questionable' Practices, GAO Report Says
July 9
Two California Pensions Upgraded By Moody's on Funding Legislation
July 9
New Laws Give Small Employers More Time For ACA Compliance, Clarify Cost Disclosure
July 9
Survey: Employers Less Concerned About ACA Impact
July 9
Eighth Circuit OKs Windstream's Reduction Of Retiree Health Benefits, Finds No Vesting
July 9
Rolls-Royce Incentive Plan Not Subject To ERISA; Employee's Benefit Claim Fails
July 9
Court Halts Cincinnati Bidding Ordinance, Finds ERISA May Preempt Provisions of Law
July 9
Unum Wins $33K in Fees After Reimbursement Suit
July 9
Court Awards Multiemployer Plans $69K
July 9
Court Refuses to Vacate Personal Liability Decision
July 9
Court Orders Arbitration on Contributions Audit
July 9
View From Proskauer: Developing Issues and Litigation Arising Under the Federal Mental Health Parity Act and the Affordable Care Act
July 9
MEETINGS
July 9
Plan Sponsors, Service Providers State Issues With Form 5500, GAO Says
July 8
BT Group Adds Longevity Insurance To Limit Risks of Its Pension Plan
July 8
IRS Issues Private Letter Rulings Covering Minimum Distribution, IRAs
July 8
Broader Definition of Dependent May Help More Working Caregivers, CRS Report Says
July 8
Survey: Half of DB Sponsors May Transfer Plan Risk
July 8
IRS Seeks Comment on Continued Use of Forms
July 8
Mercer Reports Small Gains in Plan Funding for June
July 8
CRS: Three Major ACA Proposals in the Works
July 8
Court Kills Most Claims Against Meriter Plan, Allows Fiduciary Breach Claim to Continue
July 8
10th Cir. OKs Sun Life's Benefit Offset, Disagrees With 1st Cir. on Veterans Benefits
July 8
5th Cir. Affirms MetLife's Benefit Denial In Alleged Lunesta-Influenced-Suicide Case
July 8
Supreme Court Grants Injunctive Relief To College in ACA Contraception Case
July 8
Fourth Circuit Affirms LINA Eligibility Determination
July 8
PLR 201427023 - Section 401 - Qualified Pension, Profit-Sharing, and Stock Bonus Plans
July 8
PLR 201427024 - Section 402 - Taxability of Beneficiary of Employees' Trust
July 8
PLR 201427026 - Section 408 - Individual Retirement Accounts
July 8
PLR 201427027 - Section 408 - Individual Retirement Accounts
July 8
PLR 201427028 - Section 408 - Individual Retirement Accounts
July 8
PLR 201427029 - Section 408 - Individual Retirement Accounts
July 8
PLR 201427025 - Section 408A - Roth IRAs
July 8
PLR 201427030 - Section 412 - Minimum Funding Standards
July 8
MEETINGS
July 8
Variable Annuity Providers Should Review SEC Staff Guidance on Fund Use of Swaps
July 7
Detroit Suburb Gets Emergency Manager As Pension Obligations Contribute to Woes
July 7
Great-West Eyes More Acquisitions In Retirement Market After JPMorgan Buy
July 7
Form Used to Request Determination Letters Updated
July 7
Proposed Rule Calls for Tax Levies to Apply to TSP
July 7
IRS Corrects Sentence in Premium Payments Rule
July 7
1st Cir. Axes $13M Fiduciary Breach Award, Closes Retained Asset Accounts Circuit Split
July 7
Fourth Circuit Rejects Equitable Claims; Employer Not Fiduciary of Life Insurance Plan
July 7
Illinois Supreme Court Voids Law Modifying Retiree Health-Care Benefits
July 7
PEOs Agree to Pay $203K to Settle DOL Claims
July 7
DOL Targets Estate of Deceased Plan Trustee
July 7
Week Beginning June 30, 2014
July 7
IRS Correcting Amendment to Final Rules (T.D. 9665) on Tax Treatment of Payments by Qualified Plans for Medical, Accident Insurance
July 7
MEETINGS
July 7
Vanishing Coal-Mine Jobs Squeeze Pension at Risk of U.S. Rescue
July 3
IRS Issues Private Letter Rulings Covering Individual Retirement Accounts
July 3
New IRS List Shows 80,000 Institutions Have Registered for Direct FATCA Reporting
July 3
Proxy Advisers Must Disclose Conflicts, Relationships, SEC Staff Guidance Says
July 3
Georgia University System Extends Plan Tax Benefits to Same-Sex Spouses
July 3
IRS Updates Form 5307 Instructions
July 3
Cash Balance Adoption Up 22 Percent, Report Says
July 3
Fewer ESOPs, but More Participants, Report Says
July 3
Georgia Names Second Administrator For 2015 State Health Benefit Plan
July 3
Court Rules Against Reliance in Lawsuit For AD&D Benefits After Pulmonary Embolism
July 3
Court Awards Welfare Plan $1.1M Lien Over Medical Malpractice Settlement Funds
July 3
Tenth Circuit Affirms LTD Benefit Denial, Finds Service of Complaint Insufficient
July 3
Court Denies Officer's Legal Defense Plan Claim
July 3
Court Finds No Breach of VP's Employment Contract
July 3
Regulatory Watch
July 3
PLR 201426032 - Section 402 - Taxability of Beneficiary of Employees' Trust
July 3
PLR 201426031 - Section 408 - Individual Retirement Accounts
July 3
PLR 201426033 - Section 408 - Individual Retirement Accounts
July 3
PLR 201426034 - Section 408 - Individual Retirement Accounts
July 3
Treasury, IRS Modify Tax Code Rules To Expand Access to Retirement Annuities
July 2
Complex Path Ahead in Post-Deadline FATCA Universe, Practitioners Say
July 2
Competing Social Security Bills Expose Potential Divide on Ideas for Overhaul
July 2
Pennsylvania's Governor Won't Sign Budget On Pension Concerns, Will Work on Overhaul
July 2
N.J. Governor Slashes Pension Payments, Vetoes Tax Hikes in Fiscal 2015 Budget
July 2
Roth IRA Holders Outpace Others on Contributions
July 2
Final Small-Business Tax Credit Regulations ‘Game Changer' for Firms Mulling Coverage
July 2
ACA Birth Control Benefits Under Pressure From Court Ruling
July 2
High Court Decision Worsens Pain Of ACA Birth Control Compromise
July 2
Part D Pays 32 Percent More Than Medicaid for Drugs, Report Finds
July 2
Survey: Don't Tie Wellness Programs to Premiums
July 2
Supreme Court Vacates Fifth Circuit Opinion, Remands in Light of Dudenhoeffer Ruling
July 2
Sixth Circuit Rejects Fund's Equitable Claims, Agrees With Fifth Circuit, District Courts
July 2
Health Plan Sponsors Sue BCBS Michigan, Claim Insurer Hid Administrative Fees
July 2
Supreme Court Orders 2nd Cir. to Reconsider Stock-Drop Claims Against Lehman Bros.
July 2
Change in Prescription Drug Program Didn't Violate Police CBA, Court Says
July 2
2nd Cir. Affirms $847K Withdrawal Liability
July 2
Employer Agrees to Pay Fund Trustees $25K
July 2
Trustees Awarded $103K From Contributing Employer
July 2
Court Enters $74K Default Against Employer
July 2
Default Judgment Restores $43K to Plan Trustees
July 2
Negotiating Executive Employment Agreements: Cutting a Path Through the Regulatory Thicket
July 2
Supreme Court Docket Watch: 2013-2014 Term Employee Benefit Cases
July 2
IRS Final Regulations (T.D. 9673) on Purchase of Longevity Annuity Contracts Under Tax-Qualified Defined Contribution Plans
July 2