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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

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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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Financial Firms to Pay $30M to Settle Fee Allegations
July 13
Senate Bill Would Nix Pay Ratio Rule
July 13
FASB to Exempt Private Firms From Plan Value Disclosure
July 13
IRS Issues Private Letter Rulings Covering IRA Rollovers, VEBAs
July 13
IRS Plans Guidance on Canadian Plans Under Disclosure Program
July 13
Benefit Plan Accounting Rules Ratified by FASB
July 13
Contraceptive Services Provided at No Extra Cost Under Rule
July 13
CMS Acting Administrator Nominated to Head Agency
July 13
Lehman Brothers ESOP Claims Dismissed Again
July 13
Fiduciaries Don't Owe for Asset ‘Mapping,' Court Rules
July 13
Survey Roundup
July 13
Week Beginning July 6, 2015
July 13
MEETINGS
July 13
SCOTUS Gay-Marriage Ruling Puts Some Employer Health Benefits at Risk
June 29
Plan Sponsors Have Fiduciary Duty to Hire Right Auditors to Review Plans, AICPA Says
June 29
To Safeguard Sensitive Plan Information Consultant Says Protect, Detect and Respond
June 29
SEC Chair Backs Universal Proxy Ballots, Says Staff Working on Rulemaking Proposal
June 29
Senate Committee Approves Labor-HHS Bill, Including Agency Funding Cuts, Policy Riders
June 29
In State With 79% Hole in Pension Plan, Kentucky Lawmakers Are Doing Fine
June 29
Christie's Veto Pen Ready as N.J. Democrats Pass Budget That Doubles Planned Pension
June 29
Boeing CEO Set to Receive $3.9 Million Per Year in Retirement
June 29
SEC to Meet July 1 on Compensation Clawback Rule
June 29
Survey Roundup
June 29
Week Beginning June 22, 2015
June 29
Republicans Weighing Options In Wake of Supreme Court ACA Decision
June 29
Attorneys: Same-Sex Marriage Ruling Will Simplify Plan Administration, Raise Questions
June 29
Judge: No Relief for Company's Alleged 40 Years of Mistaken Pension Contributions
June 29
10th Cir.: Plan Distributions Part of Bankruptcy Estate
June 29
‘Robo-Advisers' Win Attention and Assets As DOL Focuses on Conflicted Advisers
June 26
King v. Burwell Upholds the Status Quo But Employers Still Seek Changes
June 26
‘Massive Disruption’ Avoided by High Court Decision on ACA Subsidies, Actuary Says
June 26
Roberts Rescues Obamacare Again; SCOTUS Upholds Health-Care Subsidies
June 26
Former GM Employees Can't Claim Pensions Until Leaving Successor Company, Court Says
June 26
Judge Affirms Health Plan's Standing to Sue Insurance Brokers for Coverage Failure
June 26
Angel Jet to Pay $446K in Attorneys' Fees In Dispute With ERISA Plan, 9th Cir. Rules
June 26
Funds' Shareholder Proposal Activism Not Generating Share Value, Study Finds
June 25
House Panel Approves DOL Funding Measure With Rider That Would Block Fiduciary Rule
June 25
CEOs Paid More Than 300 Times The Typical Worker, Nonprofit Finds
June 25
IRS Posts 2016 Draft Forms for Reporting Payouts
June 25
Republicans Face Conservative Pressure on Fate of ACA Subsidies
June 25
Merrill Lynch Worker's ERISA Claim Came Too Late for Relief, Judge Rules
June 25
Perez Says DOL Intent on Fiduciary Rules That Are Simple, Enforceable, Unburdensome
June 24
PBGC Partition Rules Give Clear Guidance, Will Help Preserve Plans, Commenters Say
June 24
VCP Submission Kit Available for Sponsors Of Money Purchase, Target Benefit Plans
June 24
Panel Debates EEOC Wellness Plan Rule, As Need for Financial Incentives Still Unclear
June 24
Companies Seek Exemption From PBGC Bond Rules
June 24
IRS Posts Drafts of Retirement-Related Forms
June 24
DOL Urges 4th Cir. to Undo Top-Hat Ruling, Says Marriott Plan Included Non-Managers
June 24
Nonprofit Organizations Must Comply With ACA Contraceptive Coverage Rules
June 24
UNUM Ordered to Pay $99K in Attorneys' Fees
June 24
Court: Owner and Trust Not Liable for Withdrawal
June 24
Court Awards $31K in Fees to Multiemployer Plans
June 24
Court: Breach of Contract Claims Not Preempted
June 24
Economic Analysis in Fiduciary Monitoring Disputes Following the Supreme Court's ‘Tibble’ Ruling
June 24
ACT Recommends Expansion Of EPCRS to Help 403(b) Plans
June 23
SEC Staff Launches Review Initiative Aimed At Firms That Sell Retirement-Based Products
June 23
SEC Staff Working on ‘Tricky Issues' In Release on Clawbacks, Official Says
June 23
Attorneys: Companies Should Rethink Director Pay Plans After ‘Citrix' Ruling
June 23
Collateral Impact of Low Support On Say-On-Pay Now Becoming Clearer
June 23
IRS Issues Private Letter Rulings Covering Waivers, Funding
June 23
IRS Posts Draft Form for Filing Plan Additional Taxes
June 23
CBO: ACA Repeal Would Increase Uninsured, Medicare Spending
June 23
Stiefel Labs Partly Defeats Suit Challenging Company Stock Buyback; Some Claims Stay
June 23
DOL Joins Chorus Asking 9th Cir. to Rehear Case on ERISA's ‘In Trust' Requirement
June 23
Court Upholds Severance Pay Denial, Finds That Disability Isn't a Qualifying Event
June 23
4th Cir. Axes Untimely Disability Benefits Appeal
June 23
View From Proskauer: U.S. Supreme Court Says ‘Regular Review' of ERISA Investments Required
June 23
Replace ‘Hodgepodge' Retirement System With Single, Portable Accounts, Paper Says
June 22
State Street May Face SEC Claim Over Solicitation of Pension Business
June 22
Big Changes Could Be Coming On Executive Pay, Consultant Warns
June 22
Simplifications for Plan Rules Cleared For Finalization by FASB's Task Force
June 22
IRS Sets Applicable, Adjusted Federal Interest Rates for July
June 22
IRS Issues More Publications for Retirement Plans
June 22
District Judge Puts Church Plan Case on Hold Pending Seventh Circuit Ruling in Stapleton
June 22
6th Cir. Confirms Chrysler Retiree Can Seek Relief for Conflict Between Pension Plan, SPD
June 22
View From McDermott: DOL Re-Proposes Regulations to Expand ERISA ‘Fiduciary' Definition
June 22
Survey Roundup
June 22
Regulatory Watch
June 22
Week Beginning June 15, 2015
June 22
Bill Would Repeal Benefit Cutback Provisions In 2014 Multiemployer Pension Plan Law
June 19
Kill Cadillac Tax, Change Mandate, Employer Group Urges Congress
June 19
Union Wants Health-Care Pool of U.S. Automakers
June 19
Draft 2015 Version of Sick Pay Tax Form Issued
June 19
IRS Posts Draft Version of HSA Reporting Form
June 19
9th Cir. Affirms Disability Benefit Calculation In Dispute Spanning Nearly 30 Years
June 19
DOL Alleges Mishandling of Salary Deferrals
June 19
MEETINGS
June 19
Troubled Multiemployer Plans Addressed In Rules on Benefit Suspensions, Partitions
June 18
Labor Secretary Says Fiduciary Rule Needed To Fix ‘Flawed' Financial Advice Industry
June 18
House Subcommittee Clears Spending Bill That Includes Block on DOL Fiduciary Rule
June 18
Feinberg Appointed to Review Applications For Multiemployer Pension Plan Benefit Cuts
June 18
Prudential Financial Tells Investors To Look Beyond Pension Risk-Transfer Deals
June 18
Aetna CEO Could See $131M Parachute If Major Health Insurers Consolidate
June 18
CalPERS Chief Says Annual Returns Won't Meet 7.5 Percent Target
June 18
U.K. Government Considering Cap On Fees for Withdrawing Pension Money
June 18
IRS Posts Publication on Affiliated Service Groups
June 18
IRS Seeks to Extend Use of Form 5310-A
June 18
Actuaries Board Panel to Hold Meeting in July
June 18
With Obamacare in Peril, Government Offers Scant Relief
June 18
Draft Versions of 2015 ACA Reporting Forms Issued
June 18
Upcoming Spokeo Decision Could Have Big Effect on ERISA Litigation, Attorneys Say
June 18
8th Cir. Enforces Two-Year Limitation Period To Bar Worker's Claim for Health Coverage
June 18
Fifth Circuit Partly Revives Suit Seeking Benefit Payments From Blue Cross Texas
June 18
Franklin Resources Worker Wins Appeal; Ninth Circuit Nixes ERISA Preemption Ruling
June 18
11th Cir. OKs El Paso Corp. Decision Denying Claim for Survivor Pension Benefits
June 18
Renaissance's Golden Perk: Tax-Free Piece of Killer Hedge Fund
June 17
DOL Sets Dates for Fiduciary Rule Hearing, Extends Comment Deadline to July 21
June 17
DOL Seeks to Extend Information Collections Tied to PTEs, Correction Program, Regs
June 17
DOL Recruiting ERISA Advisory Council Candidates
June 17
Biggest Changes for Employers on Summary Of Benefits, Coverage May Be Yet to Come
June 17
HP Dodges 401(k) Lawsuit for Second Time; Judge Revisits Claims Post-Dudenhoeffer
June 17
Aetna's Disability Benefit Denial Affirmed
June 17
Attorney Wins Disability Benefits From Unum
June 17
AT&T Worker Gets Another Chance for Benefits
June 17
Home Depot Worker Loses Disability Benefit Bid
June 17
Welfare Fund Awarded $34K for Late Contributions
June 17
Court OKs Hartford's Denial of Disability Benefits
June 17
Liberty Life Wins Disability Benefits Dispute
June 17
Regulatory Watch
June 17
MEETINGS
June 17
Pension Overpayments Raise Tough Questions About How to Recoup Losses, Attorneys Say
June 16
Billionaire Activist Urges CalSTRS to Divest Coal Holdings as Lawmakers Consider Bill
June 16
Advisory Panels Mostly Back Proposed Changes to IASB Conceptual Framework
June 16
IRS Updates Another Publication for Benefit Plans
June 16
Pilot Programs Needed to Test Ways To Pay for High-Cost Drugs, Analyst Says
June 16
Judge Allows ESOP Participants to Seek $40M From Entity Holding Buyout Proceeds
June 16
PBGC Interest Rates
June 16
Path to Social Change Is Through Activism, Not Pension Plan Divestment, Professor Says
June 15
CalPERS Turns to Separate Private Equity Accounts to Cut Costs
June 15
Study: Institutions Use Proxy Voting To Voice Corporate Governance Concerns
June 15
IRS Issues Private Letter Rulings Waiving 60–Day Rollover Requirement
June 15
FASB Council Fails to Take a Fancy To Consultant's Suggestion on Pensions
June 15
House Subcommittee to Hold Fiduciary Rule Hearing
June 15
IRS Updates More Pubs for Employee Benefit Plans
June 15
IRS Cancels Applicable Federal Rates Hearing
June 15
Federal Government Finalizes Changes For ACA Summary of Benefits and Coverage
June 15
Republicans Will Offer Subsidy Solution Despite Likelihood of Presidential Veto
June 15
United HealthCare Wins Provider Dispute; Judge Notes Confusion on ERISA Preemption
June 15
The Affordable Care Act's Cadillac Tax: Five Things You Need to Know Now
June 15
Survey Roundup
June 15
Week Beginning June 8, 2015
June 15
PLR 201524027 - Section 402 - Taxability of Beneficiary of Employees' Trust
June 15
PLR 201524030 - Section 402 - Taxability of Beneficiary of Employees' Trust
June 15
PLR 201524028 - Section 408 - Individual Retirement Accounts
June 15
PLR 201524029 - Section 408 - Individual Retirement Accounts
June 15
PLR 201524031 - Section 408 - Individual Retirement Accounts
June 15
Oregon Pension Moves to Trim Private Equity Portfolio to Cut Costs
June 12
DOL Seeks Comments on Asset-Transfer ICR
June 12
Draft Form, Instructions for Long-Term Care Issued
June 12
Court Reverses Railroad Pension Calculation, Sets Up Potential Circuit Conflict About Plan
June 12
Embarq Corp. Wins Long-Running Lawsuit Over Retiree Health, Life Insurance Benefits
June 12
Consent Judgment Restores $26K to SIMPLE IRA
June 12
401(k) Trustee Sentenced to Six Months in Prison
June 12
DOL Challenges Use of 401(k) Plan Forfeitures
June 12
View From Sidley: Potential Impact of Proposed DOL Guidance on Definition of Fiduciary
June 12
AFL-CIO Urges New SEC Official to Disclose Any Departure Bonus He Got From Goldman
June 11
IRS to Hold Forums That Include Sessions On SEP and SIMPLE Plans, ACA Provisions
June 11
IRS Releases June Weighted Average Rates, Yield Curves, Funding Segment Rates
June 11
Employee Benefit Costs Rising Faster Than Pay, Labor Department Report Shows
June 11
IRS Updates Pubs for Employee Benefit Plans
June 11
Correction on August ERISA Advisory Council Meeting Dates
June 11
HHS Head Says Administration Won't Sign Republican Responses to Subsidy Decision
June 11
Amgen Inc. Persuades 9th Cir. to Delay Enforcement of Employer Stock Ruling
June 11
BNP Paribas Bonus Program Not ERISA-Governed Plan, Judge Rules
June 11
Court Finds No Provider Derivative Standing, Rules Patient Assignments Were Insufficient
June 11
MEETINGS
June 11
Senators Ask Obama to Clarify Treatment Under ERISA of State IRA Programs
May 21
Unaudited Small 403(b) Plans May Face Unfixed Errors, Penalties, Practitioner Says
May 21
Five Banks Said Granted SEC Waivers; DOL Waiver Process Is Next Hurdle
May 21
GASB Nears Issuing New Rules On Other Post-Employment Benefits
May 21
PBGC Announces Pilot Program For Smaller Asset Managers
May 21
Senate Committee Chairman Takes EEOC To Task for Wellness Program Proposed Rule
May 21
IRS Digs Into Questions on ACA Reporting For Employers in Web Page Update
May 21
EEOC Attorney: Agency Looking to Comments For Proposed Rule on Wellness Programs
May 21
House Subcommittee Chairman Calls For Inspector General to Monitor ACA
May 21
ConAgra Employee Claims Parity Act Breach, Seeks Plan Coverage for Autism Treatment
May 21
Indiana Faith-Based College Must Adhere To Birth Control Accommodation, Court Says
May 21
Court: No Accidental Death Benefits For Law Firm After Partner's Death
May 21
7th Circuit Affirms Death Benefit Denial, Finds Failure to Exhaust Dooms Claim
May 21
View From Proskauer: Tips for Designing Employee Wellness Programs to Incentivize Participation Without Violating the ADA
May 21
Credit Suisse ‘thankyou’ E-Mail to DOL Illuminates Post-Conviction Path
May 20
California Governor Proposes Slashing University Employees' Pensionable-Pay Cap
May 20
Panel Approves Bill Requiring Information On Rules to Be Posted for Six Months
May 20
Family Health-Care Costs Increased 6.3 Percent in 2015, Milliman Finds
May 20
Ex-CBO Chief Says He Always Assumed Subsidies Available on Federal Exchanges
May 20
IBM Workers Bring Class Action Alleging 401(k) Losses, Artificially Inflated Stock
May 20
Third Circuit Affirms Subrogation Dismissal, Finds Exhaustion of Remedies Required
May 20
ERISA Doesn't Preempt Texas Insurance Law Banning Discretionary Clauses, Court Rules
May 20
Lawsuit Accusing Widow of Violating Prenuptial Agreement Sent to State Court
May 20
Court: Bank's Severance Policy Not a Contract
May 20
Court Awards $310K to Multiemployer Funds
May 20
Court Denies Default Judgment in Contributions Case
May 20
Regulatory Watch
May 20
DOL Extends Fiduciary Rule Comment Period In Response to Push by Groups, Lawmakers
May 19
DOL Benefit Plan Audit Quality Study Results Generate Concern, Displeasure From Officials
May 19
Form 5500 Update, Proposed Rules On Lifetime Income Due Soon, Borzi Says
May 19
Defined Contribution Plans Should Be Heedful With Alternative Investments, Consultants Say
May 19
IRS Sets Applicable, Adjusted Federal Interest Rates for June
May 19
IRS Seeks to Extend Benefits-Related ICRs
May 19
High Court Paves Way for 401(k) Litigation, Reverses Trend of Finding Lawsuits Untimely
May 19
Hollister Wins Long-Running Suit Challenging Company Stock Transaction, Per Ninth Circuit
May 19
IRS Rev. Rul. 2015-14 Setting Applicable, Adjusted Federal Rates for June 2015
May 19
IRS Issues Private Letter Rulings Waiving 60-Day Rollover Requirement
May 18
To Align Pay Incentives With Strategy, Consultants Suggest Three-Step Protocol
May 18
Chicago Credit Rating Cut by Fitch, S&P, Joining Moody's in Wake of Pension Ruling
May 18
IRS Posts Draft of Lump-Sum Distributions Form
May 18
“Options” for Early Stage Companies: Designing the Right Stock Option Program
May 18
Citigroup Beats ERISA Stock Class Action; Judge Considers Dudenhoeffer Requirements
May 18
Judge Extends Temporary Restraining Order In $6.5M ESOP Dispute With DirecTV Installer
May 18
Court Reduces REAL VEBA Liability by $80K; Defendants Still Owe $38M for ERISA Breach
May 18
Boeing Workers Move Forward in ERISA Suit Challenging Pension Misrepresentations
May 18
Week Beginning May 11, 2015
May 18
PLR 201520014 - Section 408 - Individual Retirement Accounts
May 18
PLR 201519040 - Section 408 - Individual Retirement Accounts
May 18
PLR 201519041 - Section 408 - Individual Retirement Accounts
May 18
PLR 201519042 - Section 408 - Individual Retirement Accounts
May 18
PLR 201519043 - Section 408 - Individual Retirement Accounts
May 18
MEETINGS
May 18
PBGC Rates
May 18
Survey Roundup
May 18
EPCRS Overpayments Guidance Demystifies Process, More to Come, IRS Official Says
May 15
Benefit Suspension Guidance Needs Plan Participant Protections, Senators Say
May 15
Bipartisan Bill Aims to Give Participants Projection of 401(k) as Monthly Income
May 15
Pennsylvania Senate Passes Pension Bill To Address $53 Billion in Unfunded Liabilities
May 15
Concerns About Cadillac Tax Growing, Employers Taking Action, ACA Survey Finds
May 15
Decision to Adopt Private Health Exchanges Depends on More Than Money, Panelists Say
May 15
Glitches on ACA Reporting Form to Disappear, Official Says, but Other Challenges May Arise
May 15
Lifetime Coverage Limit Ban Doesn't Apply To Retiree-Only Health Plans, Court Rules
May 15
GM Excused From Making $450M Payment To Delphi Retirees, Per Sixth Circuit Ruling
May 15
MetLife Exec Not Entitled to Pension Bump After $2.5M Arbitration Award, 2nd Cir. Rules
May 15
6th Cir. Vacates Denial of Disability Benefits, Finds Medical File Review Arbitrary
May 15
Labor Department Goes After Puerto Rico Plan
May 15
As Pension Recoupment Grows, Advocates For Pensioners Offer Advice to Agencies
May 14
CEOs Made 373 Times Average Worker Pay In 2014, Annual AFL-CIO Analysis Finds
May 14
Sen. Alexander Begins Investigation Into Agencies' Use of Regulatory Guidance
May 14
House Passes Tax Break for Public Safety Officers
May 14
Court OKs $90M Settlement With Boeing Involving Former Employees' ERISA Claims
May 14
Central States Loses Yet Another Lawsuit Seeking Reimbursement From Insurers
May 14
Illinois Supreme Court's Pension Ruling Leaves Lawmakers With Few Options
May 14
3rd Cir. Vacates Worker Classification Case, Remands for Application of N.J. Law
May 14
Hatch Presses for ‘Starter' 401(k) Accounts In Tax Working Group Recommendations
May 13
SEC's Gallagher Said to Resign As Commissioner After Four Years
May 13
Chicago Credit Rating Cut to Junk By Moody's in Wake of Pension Ruling
May 13
IRS Updates Weighted Average Rates, Yield Curves, Segment Rates for May
May 13
Kentucky Taxpayers Get Relief on Filing, Payment Deadlines Following April Storms
May 13
IRS Offers Webinars on Compliance, Fringe Benefits
May 13
Pennsylvania, New Jersey Grappling With Local Sick Leave Requirements
May 13
As Church Plan Debate Hits Next Level, 3rd Cir. Receives Competing Amicus Briefs
May 13
CalPERS’ Pension Hammer Pushes Judge To ‘Unfair’ Ruling in San Bernardino Case
May 13
UnitedHealth Defeats Medical Labs' Suit For Reimbursement; Judge Finds No Standing
May 13
Reliance Loses Disability Benefit Dispute
May 13
Court Tosses Equitable Disgorgement Claim
May 13
No Error in Unum's Termination of Disability Benefits
May 13
Trustees Win $119K Default Judgment
May 13
Judge OKs Prudential's Termination of Benefits
May 13
IRS Expected to Slash Part of Retirement Plan Determination Letter Process Due to Budget Constraints and Limited Resources
May 13
IRS Notice 2015-39 Updating Weighted Average Interest Rates, Yield Curves, Segment Rates for May
May 13
Industry Groups, Fidelity Question IRS Stance On Hardship Distributions, Want Clarification
May 12
Data Breaches Highlight ERISA Legal Peril Attorney Says Plans May Some Day Face
May 12
Illinois Supreme Court Pension Smackdown Toughens Job for U.S. Governors, Mayors
May 12
Litigation Update: Nonqualified Deferred Compensation Plans
May 12
Obama Administration Clarifies Contraceptive Coverage in FAQs
May 12
N.Y. Attorney General Schneiderman Proposes Expanded Free Birth Control
May 12
To Make Lawyers Laugh, Tell Them ACA Cadillac Tax Will Raise Wages
May 12
Lawsuit Accuses Dave & Buster's of Cutting Workers' Hours to Deny Them Health Benefits
May 12
5th Cir. Denies ERISA Standing to Humana, Dissent Argues Sufficient Authority Granted
May 12
ERISA Preempts UPS Supervisor's Claims Based on Misrepresentations by Recruiters
May 12
Recent Guidance on Pension Recoupments Sparks New Questions for Treasury, DOL
May 11
IRS ‘Making Good Progress' on 457(f), 409A, Official Says; Author Discusses Advice Memo
May 11
IRS Issues PLRs on Annuities, Compensation, Advice on Stock Options, Medical Loss Ratio
May 11
DOL Seeks Input on Continued Use of Form 5500
May 11
PBGC Seeks to Extend Actuarial Reporting ICR
May 11
Church Plan Litigants Settle Claims for $8M, Agreement Includes ‘ERISA-Like' Protections
May 11
Third Circuit Formally Adopts Catalyst Theory Of Attorneys' Fees in ERISA Lawsuits
May 11
Illinois Supreme Court Kills State Plan To Overcome $111 Billion Pension Shortfall
May 11
Top-Hat Plan's Declaratory Claims Dismissed; Court Abstains, Points to State Court Action
May 11
Commonwealth Industries Worker Loses Bid For Increased Pension Benefits, Per 6th Cir.
May 11
Hospital's Suit Against Insurer Sent to State Court
May 11
Survey Roundup
May 11
Week Beginning May 4, 2015
May 11
PLR 201519001 - Section 72 - Annuities; Certain Proceeds of Endowment and Life Insurance Contracts
May 11
PLR 201519017 - Section 280G - Golden Parachute Payments
May 11
CCA 201519030 - Section 833 - Treatment of Blue Cross and Blue Shield Organizations, etc.
May 11
CCA 201519031 - Section 424 - Definitions and Special Rules
May 11
MEETINGS
May 11
IRS Ruling on Executive Compensation Fix Clears Up Confusion, Practitioners Say
May 8
Freddie, Fannie CEOs' Pay Packages To Be Targeted by House Legislation
May 8
CalSTRS Taking Investment Dollars Overseas Amid U.S. Disarray on Transportation Budget
May 8
Interest Rate Increases Boost Funding, Milliman Says
May 8
Treasury Seeks Comments on Form 5500 ICR
May 8
Company Lacks ERISA Standing to Sue Standard Insurance for Denying Benefits
May 8
Pennsylvania Faith-Based College Wins Stay In 3rd Cir. Contraceptive Mandate Case
May 8
DOL Seeks $185K Taken From Retirement Plan
May 8
Regulatory Watch
May 8
Tax Overhaul Should Spur Small Employers To Offer Retirement Plans, Sen. Hatch Says
May 7
IRS Highlights 403(b) Plans, MEPs, Determination Letters in Online Newsletter
May 7
JPMorgan Discloses in Filings That SEC Is Probing Asset Unit in Sale of Own Funds
May 7
New Report Highlights Threats to Retirees And PBGC From Big Business Bankruptcies
May 7
Apple Exec Top-Paid U.S. Woman at $83M; Yahoo! Chief Has Highest Pay for Female CEO
May 7
Fannie, Freddie CEO Raises Draw Attacks; Housing Agency Recommends New Proposals
May 7
Comments Due July 6 on Pay-for-Performance Rule
May 7
Senate GOP Leaders Consider Preserving ACA Subsidies Until After 2016 Election
May 7
Senate Passes Budget Resolution That Includes Path to ACA Repeal Attempt
May 7
IRS to Hold Webinar on ACA Employer Mandate
May 7
Continental Wins Appeal of Pension Dispute; 7th Cir. Orders Reconsideration of Benefits
May 7
Genentech Convinces Court to Dismiss Stock Rights Dispute for Improper Forum
May 7
Early Retirement Benefits Suit Dismissed, Court Cites Administrative Claims Exhaustion
May 7
Retired Bausch & Lomb Execs Win Additional $34K in Attorneys' Fees for Benefits Claims
May 7
Regulatory Watch
May 7
Treasury Hopes Longevity Annuities Catch On, but Time Will Tell, Official Says
May 6
ERISA Advisory Council to Hold May Meetings On Lifetime Plan Participation, De-Risking
May 6
CalSTRS Gets Positive Outlook From S&P on Funding Legislation
May 6
Plan Funding Levels Rose in April, Mercer Says
May 6
FedEx Must Pay Worker Disability Benefits; 4th Cir. Applies Heightened Judicial Review
May 6
Sun Life Erred in Denying Accident Benefits Based on Minor Traffic Violation, Judge Finds
May 6
Prudential Can't Restart Clock for Reviewing Claim for Disability Benefits, Judge Rules
May 6
FedEx Employee's Disability Claim Denial For Lyme Disease Diagnosis Upheld by 6th Cir.
May 6
Court Denies USERRA Claim for Insurance Denial
May 6
Tribal Exhaustion Required in Dispute, Court Rules
May 6
Business Associates' HIPAA Compliance: Should Covered Entities Be Concerned?
May 6
Plenty of Time for Fiduciary Proposal Input; Form 5500 Update Expected Soon, Borzi Says
May 5
Shareholder Activism May Require Changes, Reassessment in Pay Areas, Attorney Says
May 5
N.J. Governor Vetoes Investment Bill Requiring Quarterly Manager Fee Disclosure
May 5
Kite Pharma CEO May Halve Tax Bill By Using $95 Million in Options
May 5
Dems Offer Another Senate Bill Seeking To Aid Employees, Retirees in Bankruptcy
May 5
PBGC Updates Premium Payment Addresses
May 5
IRS: Plan Return Penalty Relief Ends Soon
May 5
Supreme Court Docket Watch: 2014-2015 Term Employee Benefit Cases
May 5
Cadillac Tax, Subsidies Case Loom Large Over ACA and Employers, Practitioners Say
May 5
Little Change in HSA Tax Deduction Caps, High-Deductible Health Plan Limits for 2016
May 5
Trustee, Law Firm Defeat Stock Plan's Suit; Court Rejects Indemnification in ERISA Cases
May 5
Court Orders ESOP to Show Cause For Federal Jurisdiction Over Note Repayment
May 5
IRS Rev. Proc. 2015-30 Providing 2016 Inflation-Adjusted Deduction Limits for Health Savings Account Contributions
May 5
FINRA Chief Says DOL Consulted Group on Proposed Fiduciary Rule
May 4
IRS Issues Chief Counsel Advice On Deferred Compensation, PLR on Funding
May 4
FASB Issues Targeted Rules For Investments in Fair Value Hierarchy
May 4
Foreign Pension Funds Would Be Exempt From U.S. Investment Tax Under New Bill
May 4
Social Security Mostly Left Out of Budget Blueprint
May 4
House Adopts Budget Resolution Allowing for ACA Repeal Attempt
May 4
Correction to Article on Blue Cross and Blue Shield Private Exchange
May 4
$62M Settlement in Lockheed 401(k) Case Obtains Preliminary Court Approval
May 4
US Airways Pilots Win $5.25M Settlement With PBGC Over Pension Interest Dispute
May 4
Judge: ERISA's Governmental Plan Exemption Doesn't Apply to Hospital Disability Plan
May 4
Citrix Shareholder Gets OK to Proceed With Derivative Suit Over Directors' Pay
May 4
11th Circuit: No Disability Benefits for AT&T Worker
May 4
View From Sidley: State Law Bans on Discretionary Clauses in Insurance Contracts
May 4
Survey Roundup
May 4
Week Beginning April 27, 2015
May 4
PLR 201518022 - Section 430 - Minimum Funding Standards for Single-Employer Defined Benefit Pension Plans
May 4
CCA 201518013 - Section 409A - Inclusion in Gross Income of Deferred Compensation Under Nonqualified Deferred Compensation Plans
May 4