BOOK

Employee Benefits Law, Third Edition, with 2015 Cumulative Supplement

This treatise offers detailed, annotated coverage of Employee Retirement Income Security Act (ERISA) Titles I and IV; rules of tax qualification, deductibility, and other key tax issues; preemption with regard to ERISA and medical malpractice and related claims; benefit claims with regard to evidentiary issues and abuse of discretion in denials; interplay with related legal areas; and effects of sexual orientation and veteran status on benefits.

MEET THE AUTHORS
book-image
Jeffrey Lewis
Co-Chair of Board of Senior Editors
Myron D. Rumeld
Co-Chair of Board of Senior Editors
Ivelisse Berio LeBeau
Co-Chair of Board of Senior Editors/ Supplement Editor-in-Chief

DESCRIPTION

 

Employee Benefits Law, Third Edition offers detailed, annotated coverage of of Employee Retirement Income Security Act (ERISA) Titles I and IV; rules of tax qualification, deductibility, and other key tax issues; preemption, with regard to ERISA and medical malpractice and related claims; benefit claims, with regard to evidentiary issues and abuse of discretion in denials; interplay with related legal areas; and effects of sexual orientation and veteran status on benefits.

The treatise covers important Supreme Court cases such as CIGNA Corp. v. Amara, Conkright v. Frommert, and Hardt v. Reliance Standard Life Insurance Co., as well as the Patient Protection and Affordable Care Act, the Health Care and Education Reconciliation Act of 2010, and subsequent legislation.

The Third Edition also includes a thorough discussion of the law governing breach of fiduciary duty and prohibited transaction claims, including commonly litigated areas such as employer securities, service provider fees, and fiduciary misrepresentations. It offers comprehensive analysis of the complex topic of ERISA preemption. 


Summary of Contents:

  • Ch. 1 - Brief History of the Regulation of Employee Benefits
  • Ch. 2 - The Employee Retirement Income Security Act of 1974: Nature, Coverage, and Statutory Structure Ch. 3 - Administration and Enforcement
  • Ch. 4 - Reporting and Disclosure
  • Ch. 5 - Regulation of Qualified Retirement Income Plans Generally
  • Ch. 6 - Regulation of Specialized Types of Retirement Income Plans
  • Ch. 7 - Tax Treatment of Welfare Benefit Plans
  • Ch. 8 - Regulation of Employee Health Care Benefit Plans
  • Ch. 9 - Plan Insurance and Plan Termination
  • Ch. 10 - Fiduciary Responsibility
  • Ch. 11 - ERISA Preemption and Effect on Other Laws
  • Ch. 12 - Civil Practice and Procedure
  • Ch. 13 - Benefit Claims
  • Ch. 14 - Liability Issues Unique to Welfare Plans
  • Ch. 15 - Employment Discrimination and Employee Benefits
  • Ch. 16 - Issues Unique to Jointly Administered Plans
  • Ch. 17 - Multiemployer Plan Withdrawal Liability
  • Ch. 18 - Collective Bargaining and Employee Benefits
  • Ch. 19 - Criminal Enforcement and Civil RICO
  • Ch. 20 - Ethics, Privilege, and Related Concerns Unique to the Practice of Benefits Law Table of Cases Table of ERISA Sections Table of IRC Sections Topical Index

Supplement Information  

The 2015 Cumulative Supplement includes:

  • Discussion of the Multiemployer Pension Reform Act of 2014 including its effect on multiemployer defined benefit plan funding requirements, new standards allowing for benefit cutbacks for deeply troubled plans, and disclosure and notice obligations
  • Updated discussion of the developing law under the Affordable Care Act
    New discussion on church plans
  • Updated discussion of changes in the law of benefits for same-sex spouses in the wake of the Supreme Court’s decisions in United States v. Windsor and Obergefell v. Hodges
  • Discussion of the Supreme Court’s decisions in Tibble v. Edison International and M&G Polymers USA, LLC v. Tacket

AUTHORS

Bloomberg BNA authors and editors are practicing professionals with insider perspectives and real-life experience. Learn more about this book’s authors and editors.
Jeffrey Lewis is a partner in Keller Rohrback LLP, Oakland, CA.

Myron D. Rumeld is co-chair of the Employee Benefits and Executive Compensation Group and the ERISA Litigation Group Proskauer Rose LLP, New York, NY.

Ivelisse Berio LeBeau is Of Counsel, Sugarman & Susskind, P.A., Miami, FL.


CONTENTS

View full tables of contents, preface or about the contributors.