Legal Alerts
Legal Alert: Tax Court Finds Indirect Prohibited Transaction in IRA
May 22, 2013
Legal Alert: DOL Issues Advance Notice of Proposed Rulemaking on Lifetime Income Estimates in Plan Participant Statements
May 8, 2013
Legal Alert: President's 2014 Budget Includes Employee Benefits Proposals
May 1, 2013
Legal Alert: IRS Rules on Account-Opening Bonuses in IRAs and 529 Plans
March 13, 2013
Legal Alert: DOL Resolves Important ERISA Issues About Cleared Swap Transactions
February 14, 2013
Legal Alert: The Fix Is In: IRS Updates Retirement Plan Correction Programs
January 8, 2013
Legal Alert: 2012 in Review: ERISA Individual Prohibited Transaction Exemptions
January 7, 2013
Legal Alert: 2012-2013 Regulatory Agendas for Employee Benefits Published by DOL and Treasury
January 3, 2013
Legal Alert: Many But Not All Retirement Savings Arrangements Unaffected by Proposed Net Investment Income Tax Regulations
December 4, 2012
Legal Alert: Rules on 90-Day Waiting Period Limit and Identifying Full-Time Employees Released
September 12, 2012
Legal Alert: Court Holds Wellness Program Does Not Violate ADA
August 22, 2012
Legal Alert: DOL Withdraws FAQ 30 for its ERISA Participant Disclosure Regulation
July 31, 2012
Legal Alert: Changes in IRS Nonbank Trustee Program
July 10, 2012
Legal Alert: Supreme Court Declines to Return Health Reform to its Pre-Existing Condition
July 3, 2012
DOL Issues Three Advisory Opinions on Whether MEP, 403(b) Arrangements Constitute ERISA Plans
May 29, 2012
Legal Alert: DOL Releases FAQs on Retirement Plan Fee Disclosures
May 10, 2012
Legal Alert: Agencies Issue FAQs on SBC Requirements
April 9, 2012
Legal Alert: New PPACA FAQs Propose Coordinated Rules for Identifying Full-Time Employees
March 8, 2012
Legal Alert: Final Rules for Summary of Benefits and Coverage for Health Plans
March 5, 2012
Legal Alert: 2011-2012 Regulatory Agendas for Employee Benefits Published by Treasury and DOL
February 21, 2012
Legal Alert: DOL Finalizes ERISA Disclosure Requirements for Retirement Plan Service Providers
February 13, 2012
Legal Alert: New Tax Guidance on Use of Annuities in Retirement Plans
February 6, 2012
Legal Alert: 2011 in Review: ERISA Individual Prohibited Transaction Exemptions
January 5, 2012
Legal Alert: IRS Extends and Expands Relief, Seeks Comments on Puerto Rico Plans and Group Trusts
January 4, 2012
Legal Alert: IRS Provides Temporary Relief for IRA Cross-Collateralization Agreements
December 14, 2011
Legal Alert: Proposed New Enforcement Procedures and Reporting for MEWAs
December 7, 2011
Legal Alert: DOL Opines on Prohibited Transaction Relief for Indemnities for Futures Trading Accounts
November 30, 2011
Legal Alert: Agencies Delay Summary of Benefits and Coverage Requirements, Issue FAQs on Mental Health Parity
November 21, 2011
Legal Alert: Supreme Court to Hear Appeal on Constitutionality of Health Reform Law
November 16, 2011
Legal Alert: IRS Releases Advance Draft of Proposed Regulations on Governmental Plans
November 9, 2011
Legal Alert: Two Classes of Annuity Providers Do Not Violate § 403(b) Universal Availability Requirement
November 3, 2011
Legal Alert: ERISA Participant Disclosure Will Not Violate SEC Advertising Rules
November 2, 2011
Legal Alert: DOL Updates ERISA PTE Procedures
October 31, 2011
Legal Alert: DOL Releases Final PPA Participant Advice Regulation
October 26, 2011
Legal Alert: New Worker Classification Procedures Affect IRS/DOL Compliance and Enforcement Efforts
September 26, 2011
Legal Alert: DOL Releases Interim Guidance on Electronic Disclosure to Participants of Fee and Expense Information
September 20, 2011
Legal Alert: IRS Pulls the Plug on Efforts to Tax Employer-Provided Cellphones
September 19, 2011
Legal Alert: IRS Issues Final Regulations on Penalties for Reportable Transactions
September 13, 2011
Legal Alert: 2011-2012 Regulatory Agendas for Employee Benefits Published by Treasury and DOL
September 6, 2011
Legal Alert: New Rules for Summaries of Health Benefits and Coverage
August 23, 2011
Legal Alert: Guidance on Purchasing Health Coverage in an Insurance Exchange
August 19, 2011
Legal Alert: 11th Circuit Rules PPACA Mandate is Unconstitutional – Supreme Court Review Likely
August 15, 2011
Legal Alert: New Guidelines for Women's Preventive Health Care
August 4, 2011
Legal Alert: DOL Further Defers Compliance Dates for New Disclosures
July 15, 2011
Legal Alert: DOL Opines on Scope of PTE 86-128
July 7, 2011
Legal Alert: Changes to PPACA Claims and External Review Rules Include More Transition Relief
June 29, 2011
Legal Alert: DOL Opines on QPAM Issue in Stable Value Context
June 9, 2011
Legal Alert: IRS Rules that Annuity Payouts with Automatic Increases Are Not “Substantially Equal Periodic Payments”
May 24, 2011
Legal Alert: The Latest Guidance on Health Reform: Reporting the Cost of Coverage to Employees and More FAQs on Grandfathered Plans
April 8, 2011
Legal Alert: IRS Rules on Additional Wrap Programs Paid for Outside of IRAs
March 10, 2011
Legal Alert: IRS Rules on 403(b) Plan Terminations
March 1, 2011
Legal Alert: DOL Advisory Opinions Consider Fiduciary Issues
February 16, 2011
Legal Alert: Another Strike Against PPACA
February 2, 2011
Legal Alert: Supreme Court Holds Chevron Deference Applicable to “Interpretive” Regulations
January 26, 2011
Legal Alert: 2010 in Review: ERISA Individual Prohibited Transaction Exemptions
January 6, 2011
Legal Alert: 2011 Regulatory Agendas for Employee Benefits Published by Treasury and DOL
January 5, 2011
Legal Alert: IRS Rules Again on Annuity Issues in Defined Contribution Plans
January 4, 2011
Legal Alert: IRS Provides Relief for Retirement Plan Providers from New Tax Return Preparer (PTIN) Requirements
January 3, 2011
Legal Alert: IRS Issues Guidance Delaying Enforcement of Nondiscrimination Rules for Insured Health Plans
December 29, 2010
Legal Alert: IRS Issues Guidance on the Deduction Limitation of Code Section 162(m)(6)
December 29, 2010
Legal Alert: IRS Further Expands Availability of Rev. Rul. 81-100 Group Trusts, and Extends Time to Spin Off Puerto Rican Participants from U.S. Plans
December 22, 2010
Legal Alert: Court Finds Individual Mandate of PPACA Unconstitutional
December 16, 2010
Legal Alert: DOL Proposes Further Disclosures for Target Date Funds and Default Investments
December 6, 2010
Legal Alert: IRS Expands Code § 409A Correction Guidance
December 6, 2010
Legal Alert: IRS Issues Guidance on In-Plan Roth Rollovers
December 3, 2010
Legal Alert: IRA Providers Give Thanks to IRS
November 29, 2010
Legal Alert: IRS Expands Unforeseeable Emergency Distributions for 409A and 457(b) Plans
November 11, 2010
Legal Alert: DOL Proposes to Expand “Fiduciary” Status under ERISA
October 25, 2010
Legal Alert: DOL Finalizes New ERISA Disclosure Rules for Participant-Directed Retirement Plans
October 20, 2010
Legal Alert: Round-up of Recent Guidance on Health Care Reform
October 15, 2010
Legal Alert: DOL OIG Recommends Further ERISA Regulation of Service Provider Conflicts of Interest
October 6, 2010
Legal Alert: Department of Labor Commences Proxy Voting Inquiry
August 9, 2010
Legal Alert: Agencies Issue Rules Implementing Preventive Care Requirements
July 21, 2010
Legal Alert: DOL Issues New ERISA Disclosure Requirements for Retirement Plan Service Providers
July 20, 2010
Legal Alert: IRS Updates Model Language for Traditional, Roth, and SIMPLE IRAs
July 7, 2010
Legal Alert: Final Early Retiree Reimbursement Application Available
June 29, 2010
Legal Alert: PPACA Rules on Preexisting Condition Exclusions, Lifetime and Annual Limits, Rescissions of Coverage, and Patient Protections Issued
June 28, 2010
Legal Alert: DOL Releases Final Regulations Relating to Time and Order of QDROs
June 10, 2010
Legal Alert: Early Retiree Reimbursement Application Available
June 3, 2010
Legal Alert: Plan Amendments Required in 2010
May 18, 2010
Legal Alert: New Rules on Extension of Health Plan Coverage to Children Up to Age 26
May 12, 2010
Legal Alert: Preparing for the Early Retiree Reinsurance Program: A Checklist
May 11, 2010
Legal Alert: Health Care Reform - Understanding the Grandfather Rules
May 5, 2010
Legal Alert: DOL Publishes 2010 Regulatory Agenda for Employee Benefits
April 28, 2010
Legal Alert: Department of Labor Introduces New § 403(b) Web Page and Provides Additional § 403(b) Guidance
March 1, 2010
Legal Alert: Department of Labor Reproposes PPA Participant Investment Advice Regulation
March 1, 2010
Legal Alert: DOL and Treasury Request Information on Lifetime Income Options for Retirement Plan Participants
February 2, 2010
Legal Alert: DOL Issues Model Notices Updated for the Extension of the COBRA Premium Subsidy
January 19, 2010
Legal Alert: DOL Finalizes Safe Harbor for Timely Remittance of Participant Contributions to Small Plans
January 14, 2010
Legal Alert: IRS Rules on Annuity Issues in Defined Contribution Plans
January 6, 2010
Legal Alert: Extension of the COBRA Premium Subsidy
December 24, 2009
Legal Alert: Year-End IRS Guidance: Limited PPA Amendment Relief, § 403(b) Opinion/Determination Letters, 2009 Cumulative List and § 409A/TARP Relief
December 16, 2009
Legal Alert: 2009-2010 Regulatory Plans for Employee Benefits Are Published
December 14, 2009
Legal Alert: IRS Releases Chief Counsel Advice on Year-End Bonus Accruals
December 14, 2009
Legal Alert: DOL Confirms that Assets in Registered Fund of Funds are not Subject to ERISA
December 11, 2009
Legal Alert: New Regulations Prohibit Discrimination in Health Plans Based on Genetic Information and Revise Related Privacy Rules
October 6, 2009
Legal Alert: Summary Prospectus May Be Used to Satisfy ERISA § 404(c) Prospectus Delivery Requirement
September 9, 2009
Legal Alert: Treasury Announces Retirement Savings Initiatives
September 9, 2009
Legal Alert: Treasury Adopts Good Faith Rule for Minimum Distributions From Governmental Plans
September 8, 2009
Legal Alert: GAO Reports on Alternative Approaches to Private Pensions
August 28, 2009
Legal Alert: DOL Provides Form 5500 Transition Relief for 403(b) Programs
July 22, 2009
Legal Alert: IRS Completes Process of Declaring Selected Pre-2007 § 403(b) Guidance Obsolete
June 30, 2009
Legal Alert: IRS Proposes Regulations Permitting Suspension or Reduction of Safe Harbor Nonelective Contributions
May 20, 2009
Legal Alert: IRS Posts Draft Prototype 403(b) Plan Language for Comment
April 14, 2009
Legal Alert: DOL Issues Model Notices for COBRA Premium Reduction
March 20, 2009
Legal Alert: Fed and FTC Regulation of Retirement Plan Loans to Participants: Going and Coming?
March 12, 2009
Legal Alert: DOL Continues to Provide ERISA Relief Facilitating Liquidity for Auction Rate Securities
March 4, 2009
Legal Alert: Automatic Contribution Arrangements - Final Regulations
March 3, 2009
Legal Alert: America's Next Top Model? DOL Provides Guidance and Model for Annual Funding Notice for Defined Benefit Plans
February 11, 2009
Legal Alert: Final Regulations Adopted on ERISA Civil Penalties for PPA Disclosure Violations
January 7, 2009
Legal Alert: Worker, Retiree, and Employer Recovery Act Provides Minimum Required Distribution and Pension Funding Relief
January 5, 2009
Legal Alert: IRS Provides Relief for 403(b) Plans
December 16, 2008
Legal Alert: DOL Issues Field Guidance on ERISA Bonding Requirement
December 1, 2008
Legal Alert: DOL Proposes ERISA Exemptions to Facilitate Liquidity for Retirement Plans Holding Auction Rate Securities
November 10, 2008
Legal Alert: DOL Issues Final Regulations Under ERISA Cross Trade Exemption
October 21, 2008
Legal Alert: DOL Revises ERISA Interpretive Statements on Shareholder Rights and Economically Targeted Investments
October 17, 2008
Legal Alert: DOL Publishes Final ERISA Regulations on Annuity Selection for Defined Contribution Plans
October 8, 2008
Legal Alert: Financial Rescue Legislation - Employee Benefits and Executive Compensation Provisions
October 6, 2008
