Administrative Tip: QDROs and Fee Disclosures *

USA - May 31 2013
We are quickly approaching the first anniversary of participant fee disclosures being required to be provided for ERISA-covered defined…

Co-authors: Anita Costello Greer, Peter K. Bradley, Arthur A. Marrapese III, Michael J. Flanagan, Richard W. Kaiser.

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Final rules: essential health benefits, cost-sharing, and actuarial value *

USA - May 31 2013
Beginning in 2014, non-grandfathered individual health insurance policies and policies issued to small employers must provide "essential health…

Co-authors: Anita Costello Greer, Peter K. Bradley, Arthur A. Marrapese III, Michael J. Flanagan, Richard W. Kaiser.

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Post-distribution enforcement of benefit waivers not preempted by ERISA *

USA - May 31 2013
In 2009, plan administrators generally applauded a decision by the U.S. Supreme Court holding that ERISA requires distribution of benefits to the…

Co-authors: Anita Costello Greer, Peter K. Bradley, Arthur A. Marrapese III, Michael J. Flanagan, Richard W. Kaiser.

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Offering retail-class investment fund options can trigger breach of fiduciary duties *

USA - May 31 2013
The Court of Appeals for the Ninth Circuit recently affirmed the ruling of a federal district court that fiduciaries for a 401(k) plan were…

Co-authors: Anita Costello Greer, Peter K. Bradley, Arthur A. Marrapese III, Michael J. Flanagan, Richard W. Kaiser.

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Modification of discount rates not cutback for plan lump-sum benefits *

USA - May 31 2013
Mutual of New York's Insurance Company (MONY) sponsored a tax qualified defined benefit retirement plan and also an excess benefit plan, a defined…

Co-authors: Anita Costello Greer, Peter K. Bradley, Arthur A. Marrapese III, Michael J. Flanagan, Richard W. Kaiser.

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