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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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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.


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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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Pension Overpayments Raise Tough Questions About How to Recoup Losses, Attorneys Say
June 23
Troubled Multiemployer Plans Addressed In Rules on Benefit Suspensions, Partitions
June 23
Bill Would Repeal Benefit Cutback Provisions In 2014 Multiemployer Pension Plan Law
June 23
Feinberg Appointed to Review Applications For Multiemployer Pension Plan Benefit Cuts
June 23
Labor Secretary Says Fiduciary Rule Needed To Fix ‘Flawed' Financial Advice Industry
June 23
House Subcommittee Clears Spending Bill That Includes Block on DOL Fiduciary Rule
June 23
DOL Sets Dates for Fiduciary Rule Hearing, Extends Comment Deadline to July 21
June 23
Prudential Financial Tells Investors To Look Beyond Pension Risk-Transfer Deals
June 23
Renaissance's Golden Perk: Tax-Free Piece of Killer Hedge Fund
June 23
Aetna CEO Could See $131M Parachute If Major Health Insurers Consolidate
June 23
Big Changes Could Be Coming On Executive Pay, Consultant Warns
June 23
Replace ‘Hodgepodge' Retirement System With Single, Portable Accounts, Paper Says
June 23
Billionaire Activist Urges CalSTRS to Divest Coal Holdings as Lawmakers Consider Bill
June 23
CalPERS Chief Says Annual Returns Won't Meet 7.5 Percent Target
June 23
State Street May Face SEC Claim Over Solicitation of Pension Business
June 23
DOL Seeks to Extend Information Collections Tied to PTEs, Correction Program, Regs
June 23
Simplifications for Plan Rules Cleared For Finalization by FASB's Task Force
June 23
Advisory Panels Mostly Back Proposed Changes to IASB Conceptual Framework
June 23
IRS Sets Applicable, Adjusted Federal Interest Rates for July
June 23
U.K. Government Considering Cap On Fees for Withdrawing Pension Money
June 23
IRS Updates More Publications for Benefit Plans
June 23
DOL Recruiting ERISA Advisory Council Candidates
June 23
IRS Seeks to Extend Use of Form 5310-A
June 23
Actuaries Board Panel to Hold Meeting in July
June 23
Biggest Changes for Employers on Summary Of Benefits, Coverage May Be Yet to Come
June 23
Kill Cadillac Tax, Change Mandate, Employer Group Urges Congress
June 23
With Obamacare in Peril, Government Offers Scant Relief
June 23
Pilot Programs Needed to Test Ways To Pay for High-Cost Drugs, Analyst Says
June 23
Draft Versions of 2015 ACA Reporting Forms Issued
June 23
Union Wants Health-Care Pool of U.S. Automakers
June 23
Draft 2015 Version of Sick Pay Tax Form Issued
June 23
IRS Posts Draft Version of HSA Reporting Form
June 23
HP Dodges 401(k) Lawsuit for Second Time; Judge Revisits Claims Post-Dudenhoeffer
June 23
6th Cir. Confirms Chrysler Retiree Can Seek Relief for Conflict Between Pension Plan, SPD
June 23
Upcoming Spokeo Decision Could Have Big Effect on ERISA Litigation, Attorneys Say
June 23
Judge Allows ESOP Participants to Seek $40M From Entity Holding Buyout Proceeds
June 23
District Judge Puts Church Plan Case on Hold Pending Seventh Circuit Ruling in Stapleton
June 23
11th Circuit OKs El Paso Corp. Decision Denying Claim for Survivor Pension Benefits
June 23
8th Cir. Enforces Two-Year Limitation Period To Bar Worker's Claim for Health Coverage
June 23
9th Cir. Affirms Disability Benefit Calculation In Dispute Spanning Nearly 30 Years
June 23
Franklin Resources Worker Wins Appeal; Ninth Circuit Nixes ERISA Preemption Ruling
June 23
Fifth Circuit Partly Revives Suit Seeking Benefit Payments From Blue Cross Texas
June 23
View From McDermott: DOL Re-Proposes Regulations to Expand ERISA ‘Fiduciary' Definition
June 23
Survey Roundup
June 23
MEETINGS
June 23
Proposed Fiduciary Rule Brings Challenges, But Also Opportunities, Consultants Say
June 16
Obama Support for DOL's Fiduciary Proposal Makes It Difficult to Derail, Attorney Says
June 16
Small-Business Plans Would Face Hurdles Under Fiduciary Rule, U.S. Chamber Says
June 16
Bill Would Allow Retirement Plan Documents To Be Sent to Participants Electronically
June 16
IRS Expands Preapproved Program To Include Hybrid Plans, ESOPs
June 16
Path to Social Change Is Through Activism, Not Pension Plan Divestment, Professor Says
June 16
CalSTRS Drops Gunmaker That Manufactured Rifle Used in Connecticut School Shooting
June 16
Study: Institutions Use Proxy Voting To Voice Corporate Governance Concerns
June 16
IRS to Hold Forums That Include Sessions On SEP and SIMPLE Plans, ACA Provisions
June 16
AFL-CIO Urges New SEC Official to Disclose Any Departure Bonus He Got From Goldman
June 16
FASB Proposes Accounting Revisions For Tax Impact of Share-Based Payments
June 16
FASB Council Fails to Take a Fancy To Consultant's Suggestion on Pensions
June 16
CalPERS to Cut External Money Managers By Half to Reduce Fees Paid to Wall Street
June 16
CalPERS Turns to Separate Private Equity Accounts to Cut Costs
June 16
Oregon Pension Moves to Trim Private Equity Portfolio to Cut Costs
June 16
Employee Benefit Costs Rising Faster Than Pay, Labor Department Report Shows
June 16
IRS Issues Private Letter Rulings Waiving 60–Day Rollover Requirement
June 16
IRS Releases June Weighted Average Rates, Yield Curves, Funding Segment Rates
June 16
IRS Issues LRMs for ESOPs, Cash Balance Plans
June 16
IRS Updates Pubs for Employee Benefit Plans
June 16
Draft Instructions Released for VCP Application Form
June 16
IRS Updates Fix-It Guide for SIMPLE IRAs
June 16
DOL Seeks Comments on Asset-Transfer ICR
June 16
IRS Releases Draft Qualified Adoption Expenses Form
June 16
IRS Cancels Applicable Federal Rates Hearing
June 16
Senate Passes Tax Break for Public Safety Officers
June 16
OPM-SSA Program Targets Benefit Double-Dippers
June 16
Correction on August ERISA Advisory Council Meeting Dates
June 16
Federal Government Finalizes Changes For ACA Summary of Benefits and Coverage
June 16
Republicans Will Offer Subsidy Solution Despite Likelihood of Presidential Veto
June 16
HHS Head Says Administration Won't Sign Republican Responses to Subsidy Decision
June 16
Draft Form, Instructions for Long-Term Care Issued
June 16
Sixth Circuit Amends Equitable Relief Ruling, Distinguishes Controversial Rochow Decision
June 16
Court Revives Suit Against Bank of America; Workers Challenge 401(k) Asset Transfer
June 16
Amgen Inc. Persuades 9th Cir. to Delay Enforcement of Employer Stock Ruling
June 16
Tibble Ruling Good Outcome for Fiduciaries, Terrific for Individual Investors, Attorneys Say
June 16
6th Cir. Amends Disability Benefits Opinion, Reaffirms Need for Limitations Period Notice
June 16
Court Reverses Railroad Pension Calculation, Sets Up Potential Circuit Conflict About Plan
June 16
General Electric Can't Dodge Allegations Of Improperly Axing Retiree Health Benefits
June 16
Embarq Corp. Wins Long-Running Lawsuit Over Retiree Health, Life Insurance Benefits
June 16
BNP Paribas Bonus Program Not ERISA-Governed Plan, Judge Rules
June 16
Court Finds No Provider Derivative Standing, Rules Patient Assignments Were Insufficient
June 16
N.J. Gov. Christie Wins Pension Battle As State High Court Punts Funding Crisis
June 16
Administrative Exhaustion Requirement For ERISA Plans Not Headed to High Court
June 16
United HealthCare Wins Provider Dispute; Judge Notes Confusion on ERISA Preemption
June 16
Between a Rock and a Hard Place: How the ACA Exposes Employers to New Class Action Risks
June 16
View From Sidley: Potential Impact of Proposed DOL Guidance on Definition of Fiduciary
June 16
The Affordable Care Act's Cadillac Tax: Five Things You Need to Know Now
June 16
View From McDermott: SEC Proposes New Pay Versus Performance Disclosure Rules
June 16
Survey Roundup
June 16
PBGC Rates
June 16
MEETINGS
June 16
SIFMA Pitches Best-Interest Standard As Counter to DOL Proposed Fiduciary Rule
June 9
Retirement Industry Group to Ask DOL To Trim Rule's Requirements for Advisers
June 9
House Committee Repeats Demand for Proof DOL Worked With SEC on Fiduciary Proposal
June 9
Advocacy Group Knocks FINRA Chief For Stance on DOL's Fiduciary Proposal
June 9
IRS to Ask for Comments on Changes To Determination Letter Program
June 9
Democrats Seek Hearing on Guilty Banks’ Bid For Pension Waivers From Labor Department
June 9
De-Risking Bill Sent to Connecticut Governor; N.Y. Measure Stalled in Insurance Committee
June 9
Third-Party Administrators Face New Risks For Fiduciary Liability, Speaker Says
June 9
Board Urged to Allow Actuaries to Decide Whether to Do Pension Risk Assessments
June 9
IRS Touts Permanent Program Offering Penalty Waivers to Form 5500 Late Filers
June 9
IRS Issues Advice on Wage Withholding, Rulings on Beneficiaries, Rollovers, Funding
June 9
Illinois Cuts Chicago a Pension Break As Its Own Financial Crisis Spirals
June 9
Report: Pending Dodd-Frank Rules, Investors Complicating Compensation Committee Jobs
June 9
Sen. Warren Rips SEC Chairman's Tenure; Criticism Includes Delay on Pay Ratio Rule
June 9
Exclusions Wouldn't Overly Skew Pay Ratio, SEC Posits in Analysis of Forthcoming Rule
June 9
PBGC, IRS Extending Deadlines For Parts of Texas Hit by Storms
June 9
No Change to Third-Quarter Interest Rates On Tax Underpayments, Overpayments
June 9
IRS Adds Third Webinar on Fringe Benefits
June 9
IRS Issues Form for Penalty Relief Program
June 9
IRS Releases Draft Form for VCP Applications
June 9
Extension of EFAST-2 Registration Process Sought
June 9
Plan Funding Continues to Improve, Mercer Says
June 9
Interest Rate Rise Spurs Funding Gain, Milliman Says
June 9
PBGC Issues New Data Tables
June 9
Multiemployer Group, Unions Warn Cadillac Tax Will Hit More Than Anticipated
June 9
Comprehensive Workplace Wellness Plans Key to Avoiding Cadillac Tax, Attorney Says
June 9
IRS Development of Insurance Subsidy Rule Paints ‘Troubled Picture,' Senate Panel Told
June 9
HHS Considering Making Changes To Health Plan Identifier Rule, Seeks Input
June 9
Employers Correcting Health Coverage Form Should Use New Filing System, Officials Say
June 9
Accounting Rule to Force U.S. Cities To Report Health-Care Benefit Liabilities
June 9
Supreme Court Seeks Government View In ERISA Case Involving Venue Selection
June 9
Verizon Pension Transfer Case Denied Review; SCOTUS Won't Settle Apparent Circuit Split
June 9
2nd Cir. Approves Use of Posthumous QDROs; Dissent Warns of Uncertainty in Marital Law
June 9
Labor Department Amicus Brief Program Continues Urging Expanded Fiduciary Status
June 9
Solicitor Tells Supreme Court to Reject Challenge to R.J. Reynolds Stock Sell-Off
June 9
11th Cir. Affirms Disability Benefits Denial, OKs Failure to Include Limitations Period
June 9
High Court Won't Hear ERISA Estoppel Claim; First Circuit Split With Other Courts Stands
June 9
Court OKs Mental Health Coverage Denial, Can't Determine if ERISA Claim Was Vested
June 9
Ninth Circuit Reinstates Pension Benefits For Participant Who Worked After Retirement
June 9
Health Savings Accounts Not Exempt From Garnishment, Colorado High Court Rules
June 9
Horizon Can't Escape Chiropractor Suit; Judge Certifies Class Action Against Insurer
June 9
Court Remands ESOP Debt Payment Claim, Says Former CEO Isn't a Beneficiary of Plan
June 9
Beneficiary's Estate Ordered to Reimburse Health Fund for $141K in Medical Expenses
June 9
Worker Loses Bid for Disability Pension; 2nd Cir. Rejects Idea Fund ‘Punted' Claim
June 9
Fifth Circuit OKs Blue Cross Decision Terminating Participant's Disability Benefits
June 9
Los Angeles Minimum Wage Law Doesn't Violate ERISA, Ninth Circuit Rules
June 9
View From Groom: Fiduciary Advice Proposal Signals a Fundamental Shift in the DOL's Approach
June 9
Competition Among Asset Managers Raising Concerns in SEC Boston Office
June 9
Survey Roundup
June 9
MEETINGS
June 9
DOL Benefit Plan Audit Quality Study Results Generate Concern, Displeasure From Officials
May 19
As Pension Recoupment Grows, Advocates For Pensioners Offer Advice to Agencies
May 19
DOL Extends Fiduciary Rule Comment Period In Response to Push by Groups, Lawmakers
May 19
Form 5500 Update, Proposed Rules On Lifetime Income Due Soon, Borzi Says
May 19
EPCRS Overpayments Guidance Demystifies Process, More to Come, IRS Official Says
May 19
Industry Groups, Fidelity Question IRS Stance On Hardship Distributions, Want Clarification
May 19
Data Breaches Highlight ERISA Legal Peril Attorney Says Plans May Some Day Face
May 19
Benefit Suspension Guidance Needs Plan Participant Protections, Senators Say
May 19
Hatch Presses for ‘Starter' 401(k) Accounts In Tax Working Group Recommendations
May 19
Bipartisan Bill Aims to Give Participants Projection of 401(k) as Monthly Income
May 19
Illinois Supreme Court Pension Smackdown Toughens Job for U.S. Governors, Mayors
May 19
Chicago Credit Rating Cut by Fitch, S&P, Joining Moody's in Wake of Pension Ruling
May 19
Pennsylvania Senate Passes Pension Bill To Address $53 Billion in Unfunded Liabilities
May 19
CEOs Made 373 Times Average Worker Pay In 2014, Annual AFL-CIO Analysis Finds
May 19
To Align Pay Incentives With Strategy, Consultants Suggest Three-Step Protocol
May 19
IRS Issues Private Letter Rulings Waiving 60-Day Rollover Requirement
May 19
IRS Sets Applicable, Adjusted Federal Interest Rates for June
May 19
IRS Updates Weighted Average Rates, Yield Curves, Segment Rates for May
May 19
IRS Offers Webinar Series on Fringe Benefits
May 19
House Passes Tax Break for Public Safety Officers
May 19
IRS Posts Draft of Lump-Sum Distributions Form
May 19
To Make Lawyers Laugh, Tell Them ACA Cadillac Tax Will Raise Wages
May 19
Concerns About Cadillac Tax Growing, Employers Taking Action, ACA Survey Finds
May 19
Obama Administration Clarifies Contraceptive Coverage in FAQs
May 19
Decision to Adopt Private Health Exchanges Depends on More Than Money, Panelists Say
May 19
Glitches on ACA Reporting Form to Disappear, Official Says, but Other Challenges May Arise
May 19
Pennsylvania, New Jersey Grappling With Local Sick Leave Requirements
May 19
High Court Paves Way for 401(k) Litigation, Reverses Trend of Finding Lawsuits Untimely
May 19
Lawsuit Accuses Dave & Buster's of Cutting Workers' Hours to Deny Them Health Benefits
May 19
As Church Plan Debate Hits Next Level, 3rd Cir. Receives Competing Amicus Briefs
May 19
Lifetime-Coverage-Limit Ban Doesn't Apply To Retiree-Only Health Plans, Court Rules
May 19
Citigroup Beats ERISA Stock Class Action; Judge Considers Dudenhoeffer Requirements
May 19
Court OKs $90M Settlement With Boeing Involving Former Employees' ERISA Claims
May 19
Boeing Workers Move Forward in ERISA Suit Challenging Pension Misrepresentations
May 19
Central States Loses Yet Another Lawsuit Seeking Reimbursement From Insurers
May 19
5th Cir. Denies ERISA Standing to Humana, Dissent Argues Sufficient Authority Granted
May 19
Judge Extends Temporary Restraining Order In ESOP Dispute With DirecTV Installer
May 19
Illinois Supreme Court's Pension Ruling Leaves Lawmakers With Few Options
May 19
CalPERS’ Pension Hammer Pushes Judge To ‘Unfair’ Ruling in San Bernardino Case
May 19
6th Cir. Vacates Denial of Disability Benefits, Finds Medical File Review Arbitrary
May 19
GM Excused From Making $450M Payment To Delphi Retirees, Per Sixth Circuit Ruling
May 19
MetLife Exec Not Entitled to Pension Bump After $2.5M Arbitration Award, 2nd Cir. Rules
May 19
3rd Cir. Vacates Worker Classification Case, Remands for Application of New Jersey Law
May 19
UnitedHealth Defeats Medical Labs' Suit For Reimbursement; Judge Finds No Standing
May 19
ERISA Preempts UPS Supervisor's Claims Based on Misrepresentations by Recruiters
May 19
Court Reduces REAL VEBA Liability by $80K; Defendants Still Owe $38M for ERISA Breach
May 19
Litigation Update: Nonqualified Deferred Compensation Plans
May 19
IRS Expected to Slash Part of Retirement Plan Determination Letter Process Due to Budget Constraints and Limited Resources
May 19
“Options” for Early Stage Companies: Designing the Right Stock Option Program
May 19
Survey Roundup
May 19
IRS Rev. Rul. 2015-14 Setting Applicable, Adjusted Federal Rates for June 2015
May 19
IRS Notice 2015-39 Updating Weighted Average Interest Rates, Yield Curves, Segment Rates for May
May 19
PBGC Rates
May 19
MEETINGS
May 19
Recent Guidance on Pension Recoupments Sparks New Questions for Treasury, DOL
May 12
Plenty of Time for Fiduciary Proposal Input, Form 5500 Update in the Works, Borzi Says
May 12
IRS Ruling on Executive Compensation Fix Clears Up Confusion, Practitioners Say
May 12
IRS ‘Making Good Progress' on 457(f), 409A, Official Says; Author Discusses Advice Memo
May 12
Senate Democrats Offer Bill Seeking To Aid Employees, Retirees in Bankruptcy
May 12
New Report Highlights Threats to Retirees And PBGC From Big Business Bankruptcies
May 12
IRS Highlights 403(b) Plans, MEPs, Determination Letters in Online Newsletter
May 12
Tax Overhaul Should Spur Small Employers To Offer Retirement Plans, Sen. Hatch Says
May 12
Treasury Hopes Longevity Annuities Catch On, but Time Will Tell, Official Says
May 12
ERISA Advisory Council to Hold May Meetings On Lifetime Plan Participation, De-Risking
May 12
JPMorgan Discloses in Filings That SEC Is Probing Asset Unit in Sale of Own Funds
May 12
IRS Issues PLRs on Annuities, Compensation, Advice on Stock Options, Medical Loss Ratio
May 12
Freddie, Fannie CEOs' Pay Packages Targeted by New House Legislation
May 12
Shareholder Activism May Require Changes, Reassessment in Pay Areas, Attorney Says
May 12
Apple Exec Top-Paid U.S. Woman at $83M; Yahoo! Chief Has Highest Pay for Female CEO
May 12
Kite Pharma CEO May Halve Tax Bill By Using $95 Million in Options
May 12
N.J. Governor Vetoes Investment Bill Requiring Quarterly Manager Fee Disclosure
May 12
CalSTRS Taking Investment Dollars Overseas Amid U.S. Disarray on Transportation Budget
May 12
CalSTRS Gets Positive Outlook From S&P on Funding Legislation
May 12
DOL Seeks Input on Continued Use of Form 5500
May 12
Treasury Seeks Comments on Form 5500 ICR
May 12
PBGC Updates Premium Payment Addresses
May 12
PBGC Seeks to Extend Actuarial Reporting ICR
May 12
IRS: Plan Return Penalty Relief Ends Soon
May 12
Comments Due July 6 on Pay-for-Performance Rule
May 12
Interest Rate Increases Boost Funding, Milliman Says
May 12
Plan Funding Levels Rose in April, Mercer Says
May 12
Cadillac Tax, Subsidies Case Loom Large Over ACA and Employers, Practitioners Say
May 12
Little Change in HSA Tax Deduction Caps, High-Deductible Health Plan Limits for 2016
May 12
Senate GOP Leaders Consider Preserving ACA Subsidies Until After 2016 Election
May 12
Senate Passes Budget Resolution That Includes Path to ACA Repeal Attempt
May 12
Church Plan Litigants Settle Claims for $8M; Agreement Includes ‘ERISA-Like' Protections
May 12
Third Circuit Formally Adopts Catalyst Theory Of Attorneys' Fees in ERISA Lawsuits
May 12
Continental Wins Appeal of Pension Dispute; 7th Cir. Orders Reconsideration of Benefits
May 12
Illinois Supreme Court Kills State Plan To Overcome $111 Billion Pension Shortfall
May 12
Top-Hat Plan's Declaratory Claims Dismissed; Court Abstains, Points to State Court Action
May 12
Company Lacks ERISA Standing to Sue Standard Insurance for Denying Benefits
May 12
Genentech Convinces Court to Dismiss Stock Rights Dispute for Improper Forum
May 12
Sun Life Erred in Denying Accident Benefits Based on Minor Traffic Violation, Judge Finds
May 12
Trustee, Law Firm Defeat Stock Plan's Suit; Court Rejects Indemnification in ERISA Cases
May 12
FedEx Must Pay Worker Disability Benefits; 4th Cir. Applies Heightened Judicial Review
May 12
Retired Bausch & Lomb Execs Win Additional $34K in Attorneys' Fees for Benefits Claims
May 12
Commonwealth Industries Worker Loses Bid For Increased Pension Benefits, Per 6th Cir.
May 12
Court Orders ESOP to Show Cause For Federal Jurisdiction Over Note Repayment
May 12
Pennsylvania Faith-Based College Wins Stay In 3rd Circuit Contraceptive Mandate Case
May 12
Early Retirement Benefits Suit Dismissed, Court Cites Administrative Claims Exhaustion
May 12
Prudential Can't Restart Clock for Reviewing Claim for Disability Benefits, Judge Rules
May 12
FedEx Employee's Disability Claim Denial For Lyme Disease Diagnosis Upheld by 6th Cir.
May 12
Hospital's Suit Against Insurer Sent to State Court
May 12
Business Associates' HIPAA Compliance: Should Covered Entities Be Concerned?
May 12
Survey Roundup
May 12
MEETINGS
May 12
New Fiduciary Proposal May Kick IRA Advisers Out of Market, Speaker Says
May 5
Sen. Warren Targets Cruises, iPads to Learn Whether Perks Impact Brokers' Advice
May 5
FINRA Chief Says DOL Consulted Group on Proposed Fiduciary Rule
May 5
IRS Determination Letter Program to Change As Budget Cuts Tighten Focus, Officials Say
May 5
SEC Proposes Pay-for-Performance Rule, Uses Total Shareholder Return as Key Metric
May 5
Amended Rule on Fee Disclosure Timing Greeted With Praise by Benefits Groups
May 5
Composite Multiemployer Plans Could Boost Retirees, Businesses, Witnesses Tell Hearing
May 5
Lawmakers Pledge to Pursue Greater Tax Benefit on Employee Stock Plans
May 5
IRS Issues Chief Counsel Advice On Deferred Compensation, PLR on Funding
May 5
Hertz Global Gets SEC Staff Approval For Awards of Unregistered Stock Units
May 5
FASB Issues Targeted Rules For Investments in Fair Value Hierarchy
May 5
Foreign Pension Funds Would Be Exempt From U.S. Investment Tax Under New Bill
May 5
North Dakota Governor Signs Measures Expanding Use of Leave for State Workers
May 5
IRS Issues Third-Quarter Guidance Plan Update
May 5
Social Security Mostly Left Out of Budget Blueprint
May 5
Treasury Seeks OMB Review of Various Forms
May 5
Benefit Cost Increases Flat in First Quarter
May 5
Bill Introduced to Repeal ACA's Cadillac Tax, Which Opponents Call Misguided Cost Control
May 5
Many Employers Unsure How They'll Comply With ACA Reporting Rules, Survey Finds
May 5
Phase Two HIPAA Audits to Begin This Year, Health-Care Consultant Says
May 5
Witness: Adverse ACA Ruling Could Sweep Millions Out of Small Business Coverage
May 5
Large Companies Looking to Foster Startups With Innovative Ideas for Health Applications
May 5
House Adopts Budget Resolution Allowing for ACA Repeal Attempt
May 5
TIGTA: More Data Will Help Compliance For $3.3M in Unpaid Health Insurance Fees
May 5
Correction to Article on Blue Cross and Blue Shield Private Exchange
May 5
ERISA Lawyers Mull Same-Sex Marriage Case; Plan Sponsors Hoping for Uniformity, Clarity
May 5
Kelsey-Hayes Retirees Certified as Class In Challenge to Health Benefit Changes
May 5
$62M Settlement in Lockheed 401(k) Case Obtains Preliminary Court Approval
May 5
UBS Stock-Drop Dismissals Affirmed; 2nd Cir. Declines to Reinstate Claims
May 5
US Airways Pilots Win $5.25M Settlement With PBGC Over Pension Interest Dispute
May 5
REAL VEBA Bankruptcies Dismissed; Court Forbids Future Filings Without Leave
May 5
Man Who Killed Wife Can't Get Her Retirement Benefits, Judge Rules
May 5
2nd Cir. OKs TIAA-CREF Beneficiary Change Accepted Despite Lack of Spousal Consent
May 5
RBC's Deferred Compensation Plan Could Be ERISA-Exempt Top-Hat Plan, Court Rules
May 5
Judge: ERISA's Governmental Plan Exemption Doesn't Apply to Hospital Disability Plan
May 5
Court Orders Plan to Pay $2.5M Damages For Breach of Contribution Transfer Pact
May 5
Lawsuit Alleging Improper Influence Of 401(k) Participant Headed to State Court
May 5
International Union Can't Be Held Liable For Local Union's Benefit Failure, Court Rules
May 5
Court Orders Construction Company To Make Withdrawal Liability Payments
May 5
Citrix Shareholder Gets OK to Proceed With Derivative Suit Over Directors' Pay
May 5
High Court Punts Again on Challenge By a Nonprofit to Contraceptive Mandate
May 5
Oregon Top Court Curbs Legislative Cuts To Public Employees' Pension Benefits
May 5
LINA Wins Insurance Benefit Dispute
May 5
11th Circuit: No Disability Benefits for AT&T Worker
May 5
2nd Circuit Tosses Proposed Pension Class Action
May 5
Cadillac Tax – A Catalyst for Consumer Engagement
May 5
View From Sidley: State Law Bans on Discretionary Clauses in Insurance Contracts
May 5
Survey Roundup
May 5
MEETINGS
May 5
Fiduciary Proposal Needs Clarity on Advice, Broader Scope in PTEs, Practitioners Say
April 28
Key Senate Democrats Push Back On Proposal to Tighten Broker Rules
April 28
AICPA Developing Auditor, Sponsor Advice Ahead of Critical DOL Study of Audits
April 28
Council Seeks Input on Communications In De-Risking, Lifetime Participation Notices
April 28
Lawmaker's Plan Would Require Small Firms To Set Up IRA-Type Accounts for Employees
April 28
Target-Date Funds Generating Solid Returns, Protecting Investors, Morningstar Data Show
April 28
FASB Proposes Targeted Simplifications To Employee Benefit Plan Accounting Rules
April 28
Retirement Plans Increase Confidence In Ability to Retire Comfortably, EBRI Says
April 28
SEC to Weigh Executive Compensation Rules
April 28
Plan Funding Deficit Rose in March, Milliman Says
April 28
Groups Launch Enhanced Public Plans Data Website
April 28
Wellness Programs Subject to HIPAA If Connected to Group Health Plan, HHS Says
April 28
Senate Republicans' Bill Aims to Protect ACA Exchange Subsidies After Court Ruling
April 28
Rep. Pitts Vows Republicans Will Have Legislation Before ACA Subsidy Ruling
April 28
HHS Secretary Doubles Down on Lack Of Contingency Plan for ACA Subsidies
April 28
CPAs Ask IRS to Extend Health-Care Excise Tax Relief to Small Businesses
April 28
Blue Cross Plans Will Launch Private Exchange for Retirees in 2016
April 28
House, Senate Panels Approve Trade Bills Extending Health-Care Premium Tax Credit
April 28
9th Cir. Rules Against MetLife; Insurer Can't Rely on Terms in Plan Summary
April 28
First Circuit Weighs Standard of Review In Suits for Executive Compensation Benefits
April 28
Days After Fiduciary Rule Re-Proposal, High Court Declines Fiduciary Status Dispute
April 28
SCOTUS Denies Central States' Bid To Review Dismissal of Reimbursement Case
April 28
Supreme Court Declines to Hear Appeal Alleging Misuse of Pension Plan Assets
April 28
Justices Won't Hear Suit Against J.C. Penney Alleging Religious Bias, ERISA Failures
April 28
ERISA Plan Doesn't Need Express Delegation For Deferential Review to Apply, Court Rules
April 28
Court Orders Stay in Church Plan Case, Awaits Ninth Circuit Decision in Rollins
April 28
Court Denies ERISA Fee Award to Accountant With Outstanding Embezzlement Judgments
April 28
Judge: CEO With Alleged Dementia Competent to Stand Trial for Pension Theft
April 28
Regence BlueShield Agrees to Settle Mental Health Parity Class Action for $6M
April 28
Sixth Circuit Limits Equitable Defenses Available in Benefit Fund Collection Actions
April 28
Insurance Agents' Class Action Moves Forward Against American Family
April 28
Fourth Circuit Rules for Pension Fund, Encourages Flexible Arbitration Procedure
April 28
Court OKs Life Insurance Distribution To Husband in Home Invasion Killing
April 28
Michelin Retiree Can't Change Pension Form After Retirement Date, Federal Judge Rules
April 28
Cigna Subsidiary Not Relieved From Duty To Reimburse Surgical Center, Court Rules
April 28
Pepsi Worker's Challenge to Benefits Belongs in State Court, Federal Judge Rules
April 28
9th Cir. Affirms $453K Judgment to Attorney For Improper Disability Benefits Claim Denial
April 28
2nd Cir.: Sanctions Can't Include Damages Collection
April 28
Court: RSU Vesting Change Not Age Discrimination
April 28
View From Groom: IRS Liberalizes IRS Correction Program for Qualified Plans
April 28
The Big Picture of the Employer Shared Responsibility Tax
April 28
MEETINGS
April 28
Final Rules Clarify Performance-Based Pay Exception Under Section 162(m)
April 7
DOL to Take Principles-Based Approach To Fiduciary Rule Exemptions, Official Says
April 7
Trust Officer's Advice to Plans Considering Buying Group Annuities: Document Everything
April 7
New EPCRS Safe Harbors Aim to Bolster 401(k) Plan Participation, Official Says
April 7
Weak Embrace of Annuities Hindering Retirement Security, Speakers Say
April 7
Many Find Annuities Difficult to Value, Hampering Their Use, Report Says
April 7
Publication of New PTEs Imminent, Clear Applications Needed, Official Says
April 7
JPMorgan Executives Deposed In SEC Asset-Management Probe
April 7
Attorneys Need to Flag Benefits Issues Early in Corporate Deals, Speakers Say
April 7
Death Master File Should Be Available To Plan Sponsors, Comments Say
April 7
EBSA Needs to Step Up Oversight of Plans Receiving Audit Waivers, Report Finds
April 7
PBGC Proposes to Require E-Filing Of Various Multiemployer Plan Notices
April 7
CII Adopts Policy Against Automatic Accelerated Vesting of Equity Awards
April 7
Probing Say-on-Pay's Yes Votes Reveals Company, Investor Concerns, Speakers Say
April 7
Union Wants Disclosure of Banks' Payments To Executives Entering Government Service
April 7
Public Pension Funds Petition SEC For More Disclosure on Board Diversity
April 7
Corporate America Well on Its Way To Achieving Proxy Access, N.Y. Official Says
April 7
IRS Issues Private Letter Rulings Covering the 60–Day Rollover Requirement
April 7
Kansas Lawmakers Agree to Borrow $1 Billion to Bolster State Pension
April 7
Treasury Asks OMB to Approve ICR Revision Under Plan Automatic Contribution Rules
April 7
Pension Plan Liabilities ‘Skyrocketed' In 2014, Funded Ratio Down, Milliman Says
April 7
IRS: Plans Should Keep Loan, Distribution Records
April 7
IRS: Most Sponsors Completed VCP Corrections
April 7
DOL Asks to Extend ICR on 408(b)(2)
April 7
IRS Posts Final QLAC Form, Instructions for 2015
April 7
IRS Updates Draft of New 5500-SUP, Instructions
April 7
OPM Proposes Change to Survivor Annuity Table
April 7
SBC Rules to Be Finalized in ‘Near Future,' Template by January 2016, Agencies Say
April 7
IRS Reduces Affordable Care Act Fee For Expatriate Health Plan Providers
April 7
Insurance Plans Falling Short in Coverage For Mental Health, Advocacy Group Says
April 7
Self-Insured Plan Assets Jump $35B In Three Years, DOL Reporting Data Says
April 7
Colorado Governor Signs Bill Requiring Plans to Provide Telehealth When Appropriate
April 7
High Court Will Address Tracing Requirement In Case Involving ERISA Benefit Overpayment
April 7
Pensioner Can Rely on Benefit Estimate, Need Not Return Overpayments to Plan
April 7
Judge: Banks Not ERISA Fiduciaries by Virtue Of Loans to Hedge Fund Holding Plan Assets
April 7
Firms File 12th Church Plan Lawsuit; Illinois-Based Presence Health Targeted
April 7
Hidden Fee Case Against BCBSM Proceeds; Another Judge Questions Timeliness of Suit
April 7
Retiree Benefit Dispute Heads to Trial; Judge Cites Tackett Concurrence
April 7
Judge Halts Class Action Against MassMutual Pending Supreme Court's Tibble Decision
April 7
Court: Prudential Erred in Denying $100K Life Insurance Benefit Claim
April 7
Michigan Hits Roadblock in Attempt To Collect Prisoner Costs From GM Pensions
April 7
Sixth Circuit Requires Construction Company To Make Full Benefit Fund Contributions
April 7
Accident Insurance Dispute Goes to Trial; Questions Surrounding Boat Accident Remain
April 7
First Circuit Affirms Standard's Decision Limiting Disability Benefits to 24 Months
April 7
Justices Won't Review Requirements For Proper Service of ERISA Complaints
April 7
Remand of Disability Claim Worth $20K in Fees
April 7
Gilligan's Pension, or The Tale of an Island Actuary
April 7