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  • Article

    IRS Signals End To Pension Lump Sum De-Risking For Retirees In Pay Status

    In a series of private letter rulings issued during the last several years, the Internal Revenue Service ("IRS") approved programs allowing defined benefit plan sponsors to offer retirees in pay status the ability to convert existing annuity forms of payment into lump sums.
    United StatesEmployment and HR
    Day Pitney LLP
    Day Pitney LLP
  • Article

    May Certain Employee Classes Be Excluded?

    The Issue: May employers exclude certain classes of employees (e.g., interns, part-time employees, temporary employees) from participation in a qualified retirement plan?
    United StatesEmployment and HR
    Drinker Biddle & Reath LLP
    Drinker Biddle & Reath LLP
Article

New Electronic Delivery Proposal Announced

Participants and beneficiaries will have the option to opt out of electronic delivery and elect to receive the disclosures in paper form.
United StatesEmployment and HR
Kutak Rock LLP
Kutak Rock LLP
  • Article

    New Jersey WARN Severance Pay Challenge Rejected

    On April 6, 2023, a New Jersey federal court denied a request to invalidate the severance pay requirements of the amended New Jersey mini-WARN law...
    United StatesEmployment and HR
    Ogletree, Deakins, Nash, Smoak & Stewart
    Ogletree, Deakins, Nash, Smoak & Stewart
  • Article

    Participants' ERISA Retaliation Claim Dismissed

    A federal district court in Illinois held that participants in a multiemployer pension plan failed to plausibly allege that plan fiduciaries retaliated against them in violation of ERISA § 510
    United StatesEmployment and HR
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Public Pension Beneficiaries Lack Standing To Bring Claims Against Investment Managers

    The Kentucky Supreme Court holds that plaintiffs lack standing to bring claims for alleged fiduciary misconduct, but there are potential limits to the court's opinion.
    United StatesEmployment and HR
    Jones Day
    Jones Day
  • Article

    Reminder: Remedial Amendment Period For Individually Designed 403(b) Plans Scheduled To Close On March 31

    Although sponsors of Code § 403(b) plans were required to have adopted written plan documents by 2009, some uncertainty remained about how to ensure compliance...
    United StatesEmployment and HR
    Shipman & Goodwin LLP
    Shipman & Goodwin LLP
  • Article

    Same-Sex Marriage Is Legal In All 50 States: So What Now?

    Now that same-sex marriage is legal in all 50 states, most benefits plans will treat same-sex spouses the same as opposite-sex spouses. But several tricky issues remain.
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Article

    State Law Regulating PBMs Not Pre-Empted By ERISA

    The Supreme Court recently held that the Employee Retirement Income Security Act ("ERISA") does not preempt an Arkansas law regulating Pharmacy Benefit Managers ("PBMs").
    United StatesEmployment and HR
    Hodgson Russ LLP
    Hodgson Russ LLP
  • Article

    The Long Wait For The Long-Term Part-Time Guidance Is Over

    True to form, the IRS released long-awaited proposed regulations during a long holiday weekend. This time they are narrowly focused on the eligibility rules for Long-Term Part-Time employees...
    United StatesEmployment and HR
    Seyfarth Shaw LLP
    Seyfarth Shaw LLP
  • Article

    Tracking The SECURE Act's Effect On Tax Qualified Retirement Plans

    As we previously reported, on December 20, President Trump signed into law the "Setting Every Community Up for Retirement Enhancement Act of 2019
    United StatesEmployment and HR
    Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
    Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
  • Article

    View From McDermott: Judicial Dos And Don'ts Of ERISA Benefit Claim

    Much has been written about the challenges that exist for the ERISA plan fiduciaries related to their investment of plan assets or review of plan administration fees related to those investments...
    United StatesEmployment and HR
    McDermott Will & Emery
    McDermott Will & Emery
  • Article

    Will 401k Auto-Portability Become A Cure-All Or A Fiduciary Headache?

    Of Counsel Michelle Capezza spoke to Fiduciary News in an article discussing the implementation of auto-portability, effective January 1, 2024, under the SECURE 2.0 Act.
    United StatesEmployment and HR
    Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
    Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
  • Article

    ‘Till Death Do Us Part? Second Circuit Affirms Validity Of Posthumous QDROs

    In 2009, Mr. Nicholls married Barbara Nicholls. Mr. Nicholls died on February 11, 2012, and at the time of his death, Barbara, his surviving spouse, was the named beneficiary to each of the pension plans.
    United StatesEmployment and HR
    Day Pitney LLP
    Day Pitney LLP
  • Article

    Appellate Court Warning: Pension Funds May Get Stuck With Unintended Oral Contracts With Their Investment Managers

    On May 8, 2015, the Second District Court of Appeal in Los Angeles revived a $35 million lawsuit against CalPERS in Centinela Capital Partners LLC v. California Public Employees' Retirement System.
    United StatesFinance and Banking
    Reed Smith
    Reed Smith
  • Article

    High Court Reverses Court Of Chancery In Sanchez Derivative Litigation

    Earlier this month, the Delaware Supreme Court reversed a decision of the Delaware Court of Chancery in the matter of In re Sanchez Energy Derivative Litig., No. 702, 2014 (Del. Oct. 2, 2015)...
    United StatesFinance and Banking
    Pierson Ferdinand LLP
    Pierson Ferdinand LLP
  • Podcast

    Ep. 68 – Creating A Circle Of Care: Planning For Independence And Peace Of Mind (Podcast)

    Host Michael Clear sits down with Andi Hughes from TrustHouse to explore how concierge home care services create comprehensive support systems for families facing cognitive decline, chronic illness, and behavioral health challenges. The discussion reveals strategies for building effective care teams and preventing caregiver burnout while maintaining dignity and independence. Learn how proactive planning and coordinated care can transform the experience of aging in place and managing complex health transitio
    United StatesFood, Drugs, Healthcare, Life Sciences
    Wiggin and Dana LLP
    Wiggin and Dana LLP
  • Article

    E-Verify Recommends Timeframes To Resolve Certain Social Security Mismatches; Deadline Is September 29, 2023

    E-Verify notified employers on February 15, 2023, that it recommends that employees with E-Verify Social Security Administration (SSA) Tentative Nonconfirmation mismatch cases..
    United StatesImmigration
    Klasko Immigration Law Partners
    Klasko Immigration Law Partners
  • Article

    California District Court Dismisses Exchange Act Claims Based On The PSLRA Safe Harbor For Forward Looking Statements

    On December 13, 2018, Judge Manuel L. Real of the United States District Court for the Central District of California granted defendants' motion to dismiss plaintiffs' first amended complaint asserting claims for violations of ...
    United StatesTechnology
    A&O Shearman
    A&O Shearman
  • Article

    The International Employment Update: Ogletree Deakins' Newsletter on Global L&E News Debuts

    This debut issue includes an update on President Macron's progress reforming French labor law, a new union for the technology sector in India, a number of countries' legislative updates on data collection and telecommuting to keep up with developments in technology, and much more.
    GlobalEmployment and HR
    Ogletree, Deakins, Nash, Smoak & Stewart
    Ogletree, Deakins, Nash, Smoak & Stewart
  • Showing 681–700 of 5360 results

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