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Pension & Benefits Reporter

Pension & Benefits Reporter™ focuses on legal developments that influence the pension and benefits industry, including new cases, federal and state legislation, rules from federal regulators, and enforcement trends.

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OVERVIEW

EXPERT NEWS & COMMENTARY

Stay on top of news and trends in today's fast-paced pension and benefits arena, with news and information delivered by Bloomberg BNA's national network of reporters and correspondents. Monitor the latest developments in pension and benefits law under ERISA and related regulations, as well as federal and state legislation and legal decisions involving pensions, health care, and other employer-provided benefits. Keep informed of key laws & regulations covering IRS, Pension Benefit Guarantee Corporation (PBGC), and Labor Department regulations.


EXPERT LEGAL ANALYSIS

Rely on practitioner-written, in-depth BNA Insights on important pension and benefits topics. Have the information you need to plan and administer the best possible pension and employee benefits package for your company. Trust the information service that's been publishing since ERISA was enacted in 1974.

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POWERFUL RESEARCH FEATURES

Ease compliance with changing statutory requirements. Track the progress of proposed and final legislation and regulations. Monitor enforcement efforts. Link to important documents, including IRS, Labor Department, and PBGC rules, announcements, notices, and letters, plus major court and agency decisions.


TOPICS COVERED

Topics Covered
  • Age discrimination
  • Benefits policies and practices
  • Collective bargaining
  • Deferred compensation
  • Employee stock ownership plans
  • Employee stock options
  • Enforcement
  • ERISA
  • ERISA litigation and plan disqualification
  • Executive compensation
  • Federal compliance and regulatory directives
  • Fiduciary duty and prohibited transactions
  • Health and welfare plans: reporting and disclosure
  • Health benefits

 

  • Health care reform
  • Investments
  • Legal issues
  • Multi-employer plans
  • Pension and tax legislation
  • Pension, profit-sharing and other retirement-type plans
  • Plan terminations
  • Retiree health benefits
  • Revenue rulings and procedures
  • Securities regulation
  • Social Security
  • State and local government plans
  • Tax policy and guidance

SPECIFICATIONS

Formats and Frequency

Print notification is issued weekly and indexed quarterly, culminating annually.
Web notification is available weekly and archived to 05.27.1996.
Email summaries
 providing the highlights and table of contents for each report, with URLs to full-text articles and documents are also available.


RECENT HEADLINES

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Labor Secretary Argues for Broker Rules As Department Faces Wall Street Pushback
March 17
Broker Business Seeks Wedge Against White House Bid to Pare Fees
March 17
401(k) and IRA Savings Hit Record $11.3T, But Retirement Crisis Worsening, Report Says
March 17
Half of Multiemployer Plan Participants Face Cuts as Plans Go Insolvent, PBGC Says
March 17
GE's CEO Earns $37 Million Payday, Pension Soars After 2014 Business Revamp
March 17
Coca-Cola CEO Forgoes $2.5M Bonus As Company Misses Profit Target
March 17
Wall Street Bonuses Top $28 Billion in 2014, Industry Adds Jobs in N.Y., Comptroller Says
March 17
Federal Workers' Retirement Would Be Based On Five Highest-Earning Years Under Measure
March 17
GE Obtains No-Action Relief On Shareholder Access Resolution
March 17
IRS Issues Private Letter Rulings Covering Waivers, Minimum Funding
March 17
IRS Posts Technical Example Demonstrating How to Create, Transmit FATCA Data Packets
March 17
IRS Updates Weighted Average Rates, Yield Curves, Funding Rates for March
March 17
Second-Quarter Interest Rates Unchanged For Tax Underpayments, Overpayments
March 17
IRS Updates 403(b) Listing of Required Modifications
March 17
ASPPA Restructuring Under New Moniker
March 17
PBGC's Premium Filing Instructions Approved
March 17
Most States Make ‘Good-Faith' Effort to Fund Plans
March 17
IRS Posts Draft Instructions for 2015 QLAC Form
March 17
IRS Updates SARSEP Plan Checklist for 2015
March 17
Plans Got Funding Boost in February, Milliman Says
March 17
Employers Should Consider Several Measures To Comply With ACA Reporting, Speaker Says
March 17
Drug Costs Grew Last Year at Fastest Rate In More Than a Decade, Express Scripts Says
March 17
IRS Issues Two Health-Care-Related Publications
March 17
Judge: Float Not Plan Asset Under ERISA; Fidelity Prevails in Series of Lawsuits
March 17
Court Applies ‘Slayer Rule' to Deny 401(k) Benefits to Grandson of Skadden Employee
March 17
New Church Plan Case Brings Additional Judicial Circuit Into Fray
March 17
Justices Ask Solicitor General to Comment On RJ Reynolds Stock Plan Dispute
March 17
Fifth Circuit Makes It Easier for Hospitals To Sue Insurers, Follows Ninth Circuit, DOL
March 17
Supreme Court's Tackett Decision Gives Employers Chance to Review Retiree Benefits
March 17
Court OKs Lien on Injury Settlement, Denies Application of ‘Make-Whole' Doctrine
March 17
Justices Send Contraceptive Mandate Case Back to Seventh Circuit for Reconsideration
March 17
Court Denies Judgment in RG Steel Case, Sets Trial for PBGC Claims Against Renco
March 17
Court Awards Fees to Multiemployer Plan, Reduces Amount for Attorney Overstaffing
March 17
9th Cir.: Delay of Benefits Denial Decision Doesn't Warrant De Novo Judicial Review
March 17
Judge Denies Participant's Request To Review Medical Examination Report
March 17
Court Rejects Widow's Claim For Increased Survivor Pension Benefits
March 17
Court Rules Companies Owe $1.3M to Fund, Finds Arbitration Failure Waived Defenses
March 17
Life Insurance Beneficiary Loses Bid For $1.75M; Coverage Lapsed Before Loss
March 17
Court Affirms Dismissal in Expedia CEO Pay Dispute
March 17
View From Groom: A Brief Guide to Benefit Suspensions Under the Multiemployer Pension Reform Act
March 17
Survey: Affluent Investors Need $2.5M in Retirement
March 17
Millennials Rate Retirement Savings as Important
March 17
IRS Notice 2015-24 Updating Weighted Average Interest Rates, Yield Curves, Segment Rates for March
March 17
PBGC Rates
March 17
MEETINGS
March 17
Plans Considering De-Risking Advised On Steps to Protect Participants, Themselves
March 10
Obama Defends Fiduciary Rule Proposal; Rep. Wagner Issues Legislation to Derail It
March 10
House Republican Lawmakers Demand Proof Of DOL, SEC Coordination on Fiduciary Rule
March 10
Subcommittee Heads Urge Maximum Time For Comments on Fiduciary Rule Proposal
March 10
Republicans Say Fiduciary Rule Fertile For Congressional Review Act Challenges
March 10
Benefits Groups Applaud Announcement Of House, Senate Retirement Policy Caucuses
March 10
Thomson Reuters Settles N.Y. Probe Into Benefits Offered Same-Sex Couples
March 10
Sun Life Financial to Take on $4 Billion In Pension Risk From Canadian Telecom
March 10
PBGC Seeks Approval of Reporting Changes For Defined Benefit Plans on Form 5500
March 10
Americans Feeling a Little Better About Retirement Crisis, Survey Finds
March 10
Documenting Comp Committee Decisions Helps to Defuse Challenges, Consultants Say
March 10
New GASB Rules Require Investments Held By Governments to Be Marked to Market
March 10
IRS Issues Private Letter Rulings Covering Rollovers, Minimum Funding
March 10
House Bill Would Bar Defense Department From Cutting Travel Reimbursements
March 10
Pennsylvania Governor Calls for Selling $3 Billion in Bonds to Boost Pensions
March 10
IRS Updates SIMPLE IRA, SEP Checklists
March 10
IRS Posts Small Businesses Retirement Publications
March 10
Plan Funding Levels Rose in February, Mercer Says
March 10
PBGC Seeks Extension of ACLI Pricing Survey
March 10
Attorney Gives Tips on Hours of Service, Reporting, Disclosure Best Practices for ACA
March 10
Cadillac Tax Guidance Will Address Variety Of Health Plan Structures, Official Says
March 10
Employers Urged to Consider Strategy For Cadillac Tax Sooner Rather Than Later
March 10
ACA Subsidies Would Continue in Interim After High Court Ruling, Republicans Say
March 10
Sen. Hatch: ACA Replacement Draft Bill To Be Released Before Key High Court Ruling
March 10
Republican Bill Aims to Reaffirm Validity Of Employer-Backed Wellness Plan Incentives
March 10
Groups Urge Delayed Effective Date For Summary of Benefits, Coverage Rules
March 10
Most Employers Anticipate Overhauling Plans in Next Three Years, Survey Finds
March 10
Progressive Group Urges Changes To Counteract ‘Cost Shift' to Employees
March 10
ACA Small Group Change Could Affect 3 Million Workers, Actuaries Group Says
March 10
Jackson Lewis Implicated in New Suit Involving ESOP Failure of DirecTV Installer
March 10
Sixth Circuit Vacates $3.8M Disgorgement, Allows Possibility of Prejudgment Interest
March 10
Divisions Within Supreme Court Seem Clear In Oral Argument in ACA Tax Subsidies Case
March 10
Mixed Ruling on Withdrawal Liability Issued; Judge Considers Spousal Attribution Rule
March 10
Company Owes $1.7M; Judge Nixes Challenge To ‘Union-Mandated' Withdrawal Liability
March 10
9th Cir. Vacates Bankruptcy Defalcation Case; ESOP Trustee Can Seek Discharge of $69K
March 10
Bucking Recent Trend, Judge Upholds Texas Prompt Pay Act From ERISA Challenge
March 10
District Judge Certifies Stock-Drop Question To Fifth Circuit in Long-Running BP Suit
March 10
Court Dismisses Third-Party Complaint, Finds No ERISA Indemnification Claim
March 10
Court: No Attorneys' Fees for Claimant After Third Remand of Disability Claims
March 10
6th Cir.: Multiemployer Funds Didn't Plead Facts Properly Alleging Alter Ego Liability
March 10
Production Company Run by Louis C.K. Owes Contributions to Multiemployer Plans
March 10
ERISA Doesn't Waive Sovereign Immunity; Court Dismisses Claim Against Government
March 10
Court: Insurer and Union Not Liable For Hostess's Cancellation of Insurance
March 10
ERISA Doesn't Preempt Retaliation Claims Under Whistle-Blower Statute, Court Rules
March 10
Court Declines to Raise Pension Benefits For Union Business Representative
March 10
Court Denies Claim Seeking Repayment From Fund
March 10
Report: Pension Buyouts Soar to $8.5 Billion in 2014
March 10
Americans Retire Too Early, Boston College Says
March 10
Mercer: Most Employers Want Cadillac Tax Repealed
March 10
MEETINGS
March 10
Obama Backs Tougher Rules for Brokers As Fiduciary Rule Re-Proposal Heads to OMB
February 24
SEC Official Blasts White House Memo Supporting Fiduciary Rule as ‘Propaganda’
February 24
Panelists Debate Need for Re-Proposal Of Fiduciary Rule at U.S. Chamber Event
February 24
PBGC Seeks Input on Ordering Partitions, Easing Mergers, Financial Aid Under New Law
February 24
Tight Deadline Drives Treasury RFI On Benefit Suspensions Under MPRA
February 24
DOL Extends Comment Deadline For Credit Suisse Proposed Exemption
February 24
After SEC Withdraws No-Action Relief, Whole Foods Postpones Annual Meeting
February 24
Illinois Governor Unveils Budget Plan, Seeks Cuts to Retirement, Health Benefits
February 24
Despite Lower Required Contributions, Report Predicts Increase on the Horizon
February 24
Modern Proxies Feature Graphs, Color In Quest for Understanding, Equilar Says
February 24
IRS Issues Private Letter Rulings Covering IRAs, Deferred Compensation Plans
February 24
IRS Sets Applicable, Adjusted Federal Interest Rates for March
February 24
IRS Updates Weighted Average Rates, Yield Curves, Funding Segment Rates
February 24
In a First, CalSTRS Pension Fund Specifies Voting Stance on Proxy Access Proposals
February 24
Release of New ISS Policy Heats Up Momentum on Proxy Access
February 24
Long Tenure Slows Board Replacement Process of Updating Skills, Consultants Say
February 24
IRS Announces Webinars on Cycle E, Plan Loans
February 24
ERISA Advisory Council to Meet in March
February 24
Comment Deadline Set for SEC Disclosure Rule
February 24
IRS Posts Education Tax Benefit Publication
February 24
Comment Deadline Looms for Two GASB Proposals
February 24
IRS Provides Relief for Small Employers Offering Employer Payment Plans
February 24
ACA Proving Not a Burden To U.S. From Chipotle to Wal-Mart
February 24
Supplemental Benefits Won't Be ‘Excepted' If States Deem Them ‘Essential,' DOL Says
February 24
Employer ACA Documentation in 2015 Key To Avoid Potential Audits, Consultant Says
February 24
ACA Increasing Many Companies' Focus On Wellness Programs, IFEBP Survey Finds
February 24
Lawmakers Introduce Bill to Repeal ACA Tax on Health Insurance Companies
February 24
Legislation Requiring Employers to Provide Sick Leave Introduced in House, Senate
February 24
Decreased Medicare Advantage Funding Led to Drop in Benefit Value, Report Says
February 24
Business Groups Want Delay In Small Group Market Expansion
February 24
OPM Issues Multi-State Plan Rule As Program Expands to 36 States
February 24
Bill Would Exempt Schools From ACA Mandate
February 24
Groups Debate Effects of Plan Fee Litigation In Competing Supreme Court Amicus Briefs
February 24
Judge: Same-Sex Spouse Lacks Standing To Challenge Alleged COBRA Notice Failure
February 24
9th Cir.: ERISA Preempts Provider's Claims Affirms District Court Standing Decision
February 24
5th Cir.: Lockheed's 401(k) Distribution Not an Abuse of Discretion Under ERISA
February 24
HHS's ‘Term of Art' Argument Has No Basis In Law, Common Sense, Plaintiffs Tell Court
February 24
Grandchildren Win Pension Benefits, Court Nixes Claims by Ex-Wife, Girlfriend
February 24
Judge Strikes Colo. Law Subjecting Insurers To Judicial Scrutiny, Cites ERISA Preemption
February 24
Court Denies Equitable Surcharge Relief To Beneficiaries of Life Insurance Policy
February 24
Court OKs Suit Accusing Pension Officials Of Trying to Influence Union Elections
February 24
Fifth Circuit Tosses Widow's Claim For Pension Benefits Under Estoppel Theory
February 24
Settlement Pact Bars Benefit Claim By Surgeon Injured in Segway Accident
February 24
9th Cir. OKs Disability Policy Rescission Following Company's Misrepresentation
February 24
Third Circuit: Retiree Health Benefit Claims By Former Credit Union Executive Survive
February 24
D.C. Cir.: PBGC Properly Denied Benefits, Court Finds No Anti-Cutback Violations
February 24
6th Cir.: No Disability Benefits for Executive Where Injuries Occurred After Retirement
February 24
11th Circuit Won't Reconsider Dismissal Of Case Challenging Employer Mandate Delay
February 24
Court: CSC Didn't Breach Stock Awards In Alleged Age Discrimination Case
February 24
Wisconsin High Court Affirms Plan to Slash Retiree Health Benefits
February 24
Anthem Data Breach Focuses Attention on Role Benefit Plan Fiduciaries Play in Managing and Controlling Plan Records
February 24
EEOC Lawsuits Challenge Wellness Programs—Despite Lack of EEOC Regulations
February 24
Gaining ISS Approval for Equity Plan Proposals in 2015: A New ISS Policy Brings New Challenges
February 24
Survey: Private Exchanges Likely Within Three Years
February 24
EBRI: Household Retirement Shortfall Tops $4 Trillion
February 24
Survey: Financial Disruptions Take Toll on Savings
February 24
Survey: Medical Bills, Savings Drive Retirement Fears
February 24
HSA Assets Rose 29 Percent in 2014, Report Says
February 24
IRS Rev. Rul. 2015-4 Setting Applicable, Adjusted Federal Rates for March 2015
February 24
IRS Notice 2015-19 Updating Weighted Average Interest Rates, Yield Curves, Segment Rates for February
February 24
PBGC Rates
February 24
Financial Lobbyists Fall Short on Bid To Halt Advancement of DOL's Fiduciary Rule
February 3
Illinois's New Automatic IRA Program Must Withstand DOL Review Before Launch
February 3
State Interest in Auto-IRA Programs For Employers May Spur Federal Action
February 3
DOL Issues Funding Notice Final Rule For Defined Benefit, Insurance Plans
February 3
Sen. Collins Reintroduces Bill to Encourage Small Employers to Offer Retirement MEPs
February 3
New York Pension Pays $708M to Retirees In Florida as Migration South Increases
February 3
Notice on Charter School Employees Relieves Pressure, Gives Time to Adapt
February 3
New Structured Annuities Grab Market Share As Buyers Seek to Reduce Investment Risk
February 3
FASB to Give Choice on When Employers Can Gauge Defined Benefit Plan Assets
February 3
Financial Misconduct, Discretionary Clauses Common in Clawback Policies, Study Finds
February 3
2015 Proxy Season Is Good Housekeeping Time in Absence of New Rules, Speakers Say
February 3
Public Pensions Hobble Police Hiring As San Diego Seeks to Boost Force
February 3
IRS Issues Private Letter Rulings Covering Rollovers and Church Plans
February 3
Group Asks Proxy Advisory Firms Not to Issue Recommendations on Use of Exclusion Rule
February 3
Study: ‘Passive' Investors Play Key Role In Swaying Corporate Governance Choices
February 3
Private Equity Firms Halt Worst Violations, SEC Official Says
February 3
DOL Seeks to Extend Information Collections In 1986 Prohibited Transaction Exemption
February 3
Rise in Worker Benefit Costs Flat In Fourth Quarter, DOL Report Shows
February 3
DOL Posts ERISA Advisory Council Reports
February 3
IRS Announces New Members of Advisory Council
February 3
PBGC Issues Plan Terminations Forms
February 3
IRS Issues Second-Quarter Guidance Plan Update
February 3
U.S. Taxpayers Held $5.3T in IRAs, IRS Says
February 3
IRS Posts Final Deferred Vested Benefits Form
February 3
DOL Seeks Extension of E-Disclosure Consent ICR
February 3
IRS Seeks Input on Continued Use of Form 5305-SEP
February 3
EEOC Treatment of Wellness Incentives Hurts Employers' Programs, Hearing Witnesses Say
February 3
Unions, Groups OK With Excepted Benefits Wraparound Proposal, Ask for Flexibility
February 3
Sens. Hatch, Alexander Introduce Bill To Repeal ACA's Employer Mandate
February 3
House Leadership Forms Working Group On ACA Replacement, Subsidy Case
February 3
Wide-Ranging Final ACA Rule Arrives at OMB For Review, Includes SHOP Provisions
February 3
Advocacy Groups Want Federal Minimum Standards for ACA Essential Health Benefits
February 3
Senate Panel Approves Bill Tweaking Employer Mandate to Boost Hiring of Vets
February 3
Insurers, Payers Launch Value-Based Payment Effort to Transform Health Care
February 3
House Panel Approves Bill to Give Sick Leave Upfront to Wounded Vet Federal Employees
February 3
Supreme Court Paves Way for Employers To Reduce Union Retiree Health Benefits
February 3
9th Cir. Embraces Life Insurance Litigation; Beneficiary Designations Not Plan Documents
February 3
Plan Sponsors May Face New Challenges From Same-Sex Marriage, Attorneys Say
February 3
Court Finds SPD Serves as Plan Document In Absence of Other Written Instrument
February 3
Another Health Plan Wins Hidden Fee Suit Against Blue Cross Blue Shield of Michigan
February 3
SCOTUS Won't Review Retained Asset Case, 1st Cir.'s Reversal of $13M Award Stands
February 3
Supreme Court Won't Review State's Case Challenging IRS Exchange Subsidy Rule
February 3
Court: No Pension Benefits for Widow; Participant Didn't Name Her Beneficiary
February 3
PBGC Ruling Disallowing Post-Termination Amendment Upheld by Federal District Court
February 3
Court: Former Marsh Managers Not Entitled To Severance or Equity Benefits Under Plan
February 3
District Judge Defines ‘Franchise Insurance,' Rejects Unum's Disability Benefit Offset
February 3
Ohio Files Suit Against Federal Government Over ACA Transitional Reinsurance Program
February 3
Court: Hospital's Underpayment Claims Preempted by ERISA and Untimely Filed
February 3
Split 9th Cir. Gives Las Vegas Casino Worker Second Chance to Seek Disability Benefits
February 3
Dow Jones Grievance Procedure Dispute Doesn't Belong Under ERISA, Court Rules
February 3
House Can't Challenge ACA Implementation, Executive Branch Lawyers Tell District Court
February 3
Hospital's $19K Suit Against Insurer, Plan Belongs in State Court, Federal Judge Rules
February 3
2nd Cir. Enforces $288K Agreement In Favor of Union Benefit Funds
February 3
Employer Loses Accident Benefit Claim, Can't Hold Insurance Agent Liable for Fraud
February 3
Solicitor General to Participate in ERISA Arguments
February 3
Legal Challenges to ACA Subsidies, Enrollment Among Top Health-Care Issues
February 3
View From Groom: DOL and HHS Enforcement Activities Targeting Health Plans and Insurers
February 3
Will There Be SAFE Passage for a Grab-Bag of ERISA Changes?
February 3
View From Proskauer: Supreme Court Dispenses With the Yard-Man Inferences
February 3
States Dive Headfirst Into Retirement Coverage Debate – But Will Their Initiatives Run Afoul of Federal Law?
February 3
BlackRock: Interest Rate Drop Pummeled Savings
February 3
15 Percent of HSA Participants Max Out, EBRI Says
February 3
EBRI: Employer Contributions Propel HSAs, HRAs
February 3
Report: Most IRA Owners Also Have Employer Plans
February 3
Debt Could Imperil Seniors' Retirement, EBRI Says
February 3
Fidelity: Average 401(k) Balances at Record High
February 3