SUBSCRIPTION

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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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