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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.


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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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
SEC's Plan on Broker Rules Has Both Sides Cheering, Jockeying
March 31
IRS Issues Guidance Modifying EPCRS, Includes Clarifications on Overpayments
March 31
Defining Compensation Can Prove Tricky When It Comes to Nondiscrimination Tests
March 31
Mercer Cites Annuity Prices, PBGC Premiums As Driving Increased U.S. Pension Buyouts
March 31
Form 5500 Likely Audit Triggers Include Inconsistencies, Errors, Consultant Says
March 31
AICPA Offers Senate Working Group Suggestions on Retirement Plan Changes
March 31
Longer CEO Lives Spur Pay Growth As Companies Cushion Executive Pensions
March 31
IRS Issues Private Letter Rulings On Minimum Funding, VEBA Asset Transfers
March 31
2014 Data Book Shows IRS Examined Small Percentage of Employee Plan Returns
March 31
House Adopts Republican Budget Proposal, Including Social Security, Medicare Provisions
March 31
Senate OKs Fiscal Year 2016 Budget Plan Calling for Higher Retirement Contributions
March 31
House Passes FY 2016 Budget Resolution Calling for Increased Pension Contributions
March 31
IRS: Ex-Employees Can Exclude 90 Percent Of Bankrupt Airline Payments From Income
March 31
N.J. Pension Managers Propose More Hedge Fund Investments
March 31
Sen. Wyden Calls on IRS to Issue Guidance On EV Charging as De Minimis Fringe Benefit
March 31
At Halftime, Proxy Access Adopters Hovering Between Eligibility Thresholds
March 31
IRS Provides Benefit Valuation Rates For Flights on Employer-Provided Aircraft
March 31
Consumer Prices Rose in February For First Increase in Four Months
March 31
IRS Updates Information on Current EPCU Projects
March 31
Multiemployer Funding Certifications Due March 31
March 31
PBGC Seeking to Revise Reportable Events Forms
March 31
Fewer Plans May Hit Cadillac Tax at First, But That Likely Won't Last, Speaker Says
March 31
Cadillac Tax Foe Calls for Repeal, Says It Affects More Than Intended
March 31
EEOC Submits Wellness Proposal to OMB As Employers Seek Clarity on Programs
March 31
House Subcommittee Hears Testimony On Proposed Legislation to Rein in EEOC
March 31
Financial Incentives Spur Participation In Employer Wellness Programs, EBRI Finds
March 31
Mercer Projects ACA Employer Penalties For 2015, 2016, and HSA, HDHP Limits
March 31
Senate Adopts Budget With Cuts That Don't Privatize Medicare
March 31
Ameriprise Agrees to $27.5M Settlement In Class Action Challenging 401(k) Plan Fees
March 31
6th Cir. Reverses Denial of Benefit Increase, Finds Breach of Duty in Wording of SPD
March 31
NFL Player's Suit for Retirement Benefits Not Headed for Supreme Court Review
March 31
Individual Multiemployer Plan Trustees Not Proper Defendants, Court Rules
March 31
Court Rejects ERISA Claims Against Insurer, Says Evidence of Medical Necessity Lacking
March 31
Second Circuit Affirms Doctor's Conviction For Health-Care Fraud, False Pension Reports
March 31
Cigna Can't Challenge Hospital Overbilling; Court Finds ERISA Preemption, No Standing
March 31
Split 6th Cir. Allows Navistar to Arbitrate Dispute Over Retiree Benefit Payments
March 31
Court OKs Fiduciary Breach Claims Against Medical Practice but Not Aetna
March 31
Failure to Exhaust Dooms Nurse's Claim For 401(k) Plan Benefits, Judge Concludes
March 31
$970.5M AIG Accord Gets Court Approval; Claims Involve Subprime Mortgage Exposure
March 31
2nd Cir. Upholds N.Y. Wage Parity Law, Rejects ERISA Preemption Challenge
March 31
Contractor's Unilateral Insurance Offer Violated Labor Laws, NLRB ALJ Finds
March 31
Judge: Misrepresentations About Drug Use Justified Insurer's Disability Benefit Denial
March 31
Court: Auto Insurer Can't Bring Suit Against Health Plan, Insured Beneficiary
March 31
Tenth Circuit Rejects Discrimination, ERISA Claims
March 31
View From Proskauer: Liability Through ERISA Plan Design: Statute-of-Limitations Periods, Venue Provisions and Anti-Assignment Clauses
March 31
Time for a Second Look: Bringing the DOL's Plan Asset Regulations Into the 21st Century
March 31
EBRI Computes Savings Needed for Retirement
March 31
EBRI: Fewer Employers Contributing to HRAs, HSAs
March 31
Total U.S. Retirement Assets $24.7 Trillion, ICI Says
March 31
MEETINGS
March 31
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