Book

Employee Benefits Law, Fourth Edition, with Spring 2018 Supplement

This treatise offers detailed, annotated coverage of 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

Ivelisse Berio LeBeau
Editor-in-Chief and Co-Chair, Board of Senior Editors
Jeffrey Lewis
Co-Chair, Board of Senior Editors
Myron D. Rumeld
Co-Chair, Board of Senior Editors
Ian H. Morrison
Co-Chair, Board of Senior Editors
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Description

Employee Benefits Law, Fourth Edition offers detailed, annotated coverage of 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.

Highlights of the Fourth Edition include:

  • Comprehensive review of laws affecting health plans, including the Affordable Care Act, HITECH security and breach notification regulations, and recent changes to MEWA requirements
  • Updated discussion of litigation on church plans
  • Analysis of the Multiemployer Pension Reform Act of 2014 and how it affects multiemployer defined benefit plans
  • Review of case law developments after the Supreme Court’s decision in Fifth Third Bancorp v. Dudenhoeffer, which rejected a presumption of prudence with respect to employer stock held in ESOPs and described the necessary pleading standards to allege a breach
  • Discussion of changes in the law affecting benefits for same-sex spouses in employee benefit plans  

SUMMARY OF CONTENTS

  • Chapter 1. Brief History of the Regulation of Employee Benefits
  • Chapter 2. The Employee Retirement Income Security Act of 1974: Nature, Coverage, and Statutory Structure
  • Chapter 3. Administration and Enforcement
  • Chapter 4. Reporting and Disclosure
  • Chapter 5. Regulation of Qualified Retirement Income Plans Generally
  • Chapter 6. Regulation of Specialized Types of Retirement Income Plans
  • Chapter 7. Tax Treatment of Welfare Benefit Plans
  • Chapter 8. Regulation of Employee Health Care Benefit Plans
  • Chapter 9. Plan Insurance and Plan Termination
  • Chapter 10. Fiduciary Responsibility
  • Chapter 11. ERISA Preemption and Effect on Other Laws
  • Chapter 12. Civil Practice and Procedure
  • Chapter 13. Benefit Claims
  • Chapter 14. Issues Unique to Health Care, Disability, and Other Welfare Benefit Plans
  • Chapter 15. Employment Discrimination and Employee Benefits
  • Chapter 16. Issues Unique to Jointly Administered Plans
  • Chapter 17. Multiemployer Plan Withdrawal Liability
  • Chapter 18. Collective Bargaining and Employee Benefits
  • Chapter 19. Criminal Enforcement and Civil RICO
  • Chapter 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 Spring 2018 Supplement updates the treatise with coverage current through December 31, 2016, as well as Supreme Court opinions, final regulations, and legislation issued through August 31, 2017.

It addresses developments including: 

  • Opinions that partially stayed or invalidated regulations related to the Affordable Care Act

  • Supreme Court opinion on the nature of church plans exempt from coverage under ERISA

  • Circuit split on status of final regulations implementing fiduciary standards for investment advice related to employee benefit plans

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.

Ivelisse Berio LeBeau is a member at Sugarman & Susskind, P.A., Miami, FL.

 

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.

 

Ian Morrison is a Partner with Seyfarth Shaw LLP in Chicago.  He co-chairs the firm’s ERISA & Employee Benefits Litigation Practice Group.

 

Contents

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

Reviews

Read what others have to say about this Bloomberg BNA book.

"Employee Benefits Law is a critical tool for any lawyer working in this exceptionally complex and constantly changing field. Experienced benefits practitioners appreciate its detailed, in-depth treatment of the nuances of the law, and new lawyers rely on its clear organization and straightforward presentation. It’s a must-have resource for benefits lawyers in my firm."

Russell L. Hirschhorn

Partner, Proskauer Rose LLP