ERISA

Lessons Learned: Benefit Plan Schedules

Note. I spent 12 years in a large firm as an employee benefits lawyer and another 12 as an Assistant General Counsel for Pay & Benefits at a Fortune 50 company. I’m now back at my law firm. That makes me pretty lucky. This is...

Monday Briefing: Cadillac Tax Developments & More

Here are a few things to consider alongside your cyber-Monday web-surfing. We have some very good intelligence suggesting that Congress is considering pushing the Cadillac (tax) down the road a few years. Members of Congress reportedly left for Thanksgiving break with a proposal on the...

ERISA lawyers

Here’s a post from Daily Lawyer Tips. Where do we start? “For corporate associates doing deals, one of the hardest things about working with specialist attorneys is that they have a hard time thinking about the bigger picture beyond their specialty. So it’s always a...

Monday Briefing: the retirement edition

Many expect retirement policy to be a focus of the next Congress. That seems to be supported by recent events. Here are a few: The DOL gave a green light to various state retirement plan designs last week, explaining how they can avoid ERISA. State...

Monday Briefing

A few things to ponder as you start your week in the world of employee benefits. Another rock (or is it a hard place?) for wellness plans. EEOC issues proposed rules under GINA.  (EEOC Proposed Regs) (EEOC Fact Sheet) More evidence that individual consumer issues will...

Monday Briefing

Today’s Monday Briefing is “short form” to give time to prepare for Dorsey’s annual Corporate Counsel Symposium (over 900 attendees the last time we checked) featuring a panel discussion on “Avoiding Liability in the Rapidly Changing Healthcare Industry.” Proposed IRS regulations save some big re-writing time...

Monday Briefing

As predictably as the leaves changing in “the North,”the benefits world is starting to see lots of activity. Here’s a sampler. Retirement security is going to eclipse ACA talk in the coming years. That will of course include discussion of health care costs in retirement....

Monday Briefing

Just back from American Benefits Council Board meeting in Chicago. More on that later this week. Here are some happenings in the benefits world: Let’s hope the PACE Act (which preserves the small employer definition at 50 rather than allowing it to grow to 100...

Monday Briefing

Here’s your short-form Monday Briefing for the first week of October. Yikes! Another court finding successor liability for multi employer withdrawal liability in an asset sale. Be careful out there.  (Resilient Floor Covering Pension Trust Fund v. Michael’s Floor Covering, Inc. / 9th Circuit) This...

Monday Briefing

This last week had us wondering if Volkswagen makes an ACA reporting software package that we could use, maybe just for 2015. (That’s benefits humor.) Here’s our full disclosure of interesting benefits news from last week: You can keep (offering) your plan? See here for a...

Monday Briefing

Monday morning. So soon. Here are a few reads to get the synapses firing: The DOL’s fiduciary rule is moving towards final form. It will be published before President Obama leaves the White House and possibly later this year or early in 2016. But that doesn’t...

Monday Briefing

Right on cue, things seem to be picking up a bit. Lots to think about from last week’s screen time. Here’s a sampler of what has been catching our attention. We are still betting on leave laws as a megatrend in the coming years. Now...

Tuesday Briefing

OK. Summer’s over (from a school-year standpoint, if not astronomically). That means it’s time to check on 5500s (maybe call the auditors to see what surprises they have coming), accept that ACA reporting isn’t going away and start a new ear-worm.  (September – Earth, Wind &...