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Jennifer Mammano Ward gives guidance to employers on fee disclosure in retirement plans.

Fennemore Craig
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USA
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August 7 2012

The Department of Labor's new fee disclosure requirements for retirement plans took effect this summer

New requirement to provide summary of benefits and coverage

Fennemore Craig
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USA
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February 15 2012

The Patient Protection and Affordable Care Act requires group health plans and health insurance issuers to provide a new four page summary of benefits and coverage that “accurately describes the benefits and coverage under the applicable plan or coverage”

Full-scope examinations planned for employers that didn’t return the 401(k) questionnaire

Fennemore Craig
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USA
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October 21 2011

Early in 2010, 1,200 employers who sponsor 401(k) plans were randomly selected to receive a questionnaire that inquired about plan documentation and operations

Guidance on termination of 403(b) plans

Fennemore Craig
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USA
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October 21 2011

The IRS issued a revenue ruling discussing the requirements for properly terminating a 403(b) plan

Clarification on when employer securities are “readily tradable.”

Fennemore Craig
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USA
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October 21 2011

There are various uses of the term “readily tradable on an established securities market” in the Code that apply to ESOPs and employer securities held in other types of qualified plans

Retirement plan limits changed for 2012

Fennemore Craig
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USA
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October 20 2011

The IRS today announced the Cost of Living Adjustments for various limits applicable to retirement plans

Form 5300 revised

Fennemore Craig
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USA
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October 20 2011

The IRS has issued a revised Form 5300 for use in applying for favorable determination letters for individually-designed retirement plans

Petitions for certiorari in PPACA individual mandate cases

Fennemore Craig
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USA
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October 20 2011

As discussed in the last Washington Update, there were three major cases decided in the Circuit Courts of Appeals in the last few months regarding the individual mandate under the Patient Protection and Affordable Care Act

Welfare plan audits for PPACA on the horizon

Fennemore Craig
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USA
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October 20 2011

In response to an audit report by the Office of the Inspector General that evaluated whether EBSA had taken action to implement PPACA, Phyllis Borzi, head of EBSA, stated that a "large number" of health plans will be investigated for compliance with PPACA as part of EBSA's fiscal year 2012 Health Benefits Security Project (the federal government's FY 2012 began on October 1, 2011