Dorsey's ERISA

Sample ADA Notice for Wellness Programs

The EEOC has published a sample notice intended to help employers comply with the notice requirement under the new Americans with Disabilities Act (ADA) final rule (published on May 17, 2016). The final rule requires employers offering wellness programs that collect employee health information to...

ADA & Obesity

The ADA is one of those places where benefits law and employment law overlap. That’s when we work with our friends over in Dorsey’s Labor & Employment Group. Jessica Shiffman and Joel O’Malley have a recent post on their “Quirky Questions” blog on the ADA and...

…more on the final Fiduciary Rule

So April has finally arrived … and so has the final fiduciary rule–as Andrew Holly mentions in our prior post. It comes about 40 years after the Department of Labor first published a fiduciary rule. That was before 401(k) plans and when ETFs were nothing...

Final Fiduciary Rule

Today the Department of Labor released its long-anticipated revisions to ERISA’s definition of who is a fiduciary. (See next post for links.) Although the DOL claims to have “streamlined” the rule in response to industry criticism (and extended the implementation period), this rule may significantly...

Employer Stock Roundtable

We had a great client Dorsey Roundtable this morning to discuss employer stock in retirement plans. It’s been a few years now since the 2013 blockbuster opinion from the Supreme Court (back when they had 9 justices) in Fifth Third Bancorp v. Dudenhoeffer that gave...

ACA Reporting Anecdotes

ACA Filing Extensions. Here’s the latest from our ACA-anecdotes desk. Many employers seem to be sticking to (or close to) the original February 1, 2016 deadline for issuing Form 1095 to employees. This is largely to avoid confusion with employees. Many employers haven’t made a...

Thoughts for U.S. Employers Sending Employees Overseas

Note: I wish I had known about Juliet when I was an in-house lawyer … and am very grateful to have her as a colleague. Take a look at this very practical advice for U.S. employers in the daunting position of sending employees oversees. -bob...

IRS Notice 2016-4 — ACA Reporting Extension for Forms 1094 & 1095

IRS Notice 2016-4 makes for some happy reading. (IRS Notice 2016-4) Background. All Applicable Large Employers (those with 50 or more full time equivalent employees) must report on Form 1095 whether they offered affordable, minimum essential coverage at minimum value to employees (and their dependents) who...

Happy New Year – ACA Reporting Extension!

Here’s a link to IRS Notice 2016-4, extending the deadline for issuing and filing Forms 1094 and 1095. Stay tuned for more on this. (IRS Notice 2016-4) Kudos to Holly Fistler who first spotted this one in our group. Update: Click here for our summary.

Women in GC role and on Boards

I was pleased to see a post on Project 5 / 165 by my colleague, Melinda Maher. Our site here is about employee benefits education and commentary. As a longtime partner in a BigLaw environment and one who advises on employee benefits and corporate executive...

Women General Counsel – Project 5 / 165

I was happy to participate in the Minneapolis Project 5 / 165 Workshop at Dorsey in Minneapolis today with some of the area’s most influential women corporate counsel. (dorsey.com) Project 5/165 is an invitation-only series of regional educational workshops designed to support and accelerate the...