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Recordkeeper Consolidation: Plan Sponsor 30-Minute Special Briefing
Recordkeeper Consolidation: Plan Sponsor 30-MinuteSpecial Briefing - Stephen Wilkes, Institutional Investment Consulting free webcast, September 14, 2021 - Click Here for details and registration
Court Decision Highlights Importance of Complying with ERISA’s “Other Instruments Rule” for Document Disclosures
The U.S. District Court of Utah has confirmed, in M.S. v. Premera Blue Cross, that a plan administrator for a self-insured group health plan violated ERISA’s disclosure requirements in its response to a participant’s written request for “a copy of all documents under...
IRS Guidance for Plan Sponsors on ARPA’s Effect on Funding for Plan Years 2020 and 2019
As we advised in Important Benefit Plan Provisions of the American Rescue Plan Act of 2021, in the American Rescue Plan Act of 2021 (ARPA), Congress provided funding relief for single-employer defined benefit pension plans. The relief provisions may be applied to the...
Look Beyond the Label when Exploring ESG Investment Options
Look Beyond the Label when Exploring ESG Investment Options - Thomas Clark, Jr., Lord Abbot, September 9, 2021
IRS Releases ACA Affordability Rates for 2022
The Internal Revenue Service has issued Revenue Procedure 2021-36 to implement the 2022 index adjustments for certain Affordable Care Act (“ACA”) contribution percentages used to determine affordability under the law’s employer shared responsibility mandate....
Creating Effective Diversity, Equity, and Inclusion Initiatives
Creating Effective Diversity, Equity, and Inclusion Initiatives - David Gabor and Katherine Brustowicz, Clear Law Institute CLE and HR-credit webinar, September 8, 2021, 1:00 - 2:15 PM (EDT) - Click here for details
AD&D Plan Not Subject to State Health Insurance Law
The U.S. Court of Appeals for the Eighth Circuit has ruled, in Williams v. Unum Life, that a state law regulating health insurance policies does not apply to an accidental death and dismemberment (“AD&D”) plan. Facts. A participant’s wife died after falling down a...
Do You Have Questions About How To Comply With The New DOL Fiduciary “Investment Advice” Prohibited Transaction Exemption? Part 1
IRS Updates Guidance Regarding Correction of Tax-Qualified Plan Errors under the Employee Plans Compliance Resolution System (EPCRS)
Mistakes happen, even with respect to tax-qualified plans and 403(b) plans that have implemented internal controls designed to reduce, if not eliminate, the likelihood of plan failures. Under the Internal Revenue Code and IRS regulations, those mistakes could result...