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Misinterpreting the IRS' new PPA amendment deadline could be costly

Osler, Hoskin & Harcourt LLP
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USA
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December 15 2009

The US Internal Revenue Service has just issued Notice 2009-97 (PDF), extending by one year the deadline to make certain required qualified plan amendments

U.S. COBRA subsidy extended at the 11th hour

Osler, Hoskin & Harcourt LLP
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USA
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December 24 2009

The Fiscal Year 2010 Defense Appropriations Act just signed by President Obama extends eligibility for the 65 COBRA premium subsidy through February 28, 2010, as well as the maximum period during which the subsidy is available from nine to fifteen months

US Wal-Mart decision reinvigorates stale litigation involving 401(k) plan fee challenges

Osler, Hoskin & Harcourt LLP
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USA
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December 17 2009

Plaintiffs have not prevailed in 401(k) plan fee decisions issued on the merits - up to now

Check your loan documents: new PBGC reportable event rules may impact corporate transactions

Osler, Hoskin & Harcourt LLP
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Canada
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January 20 2010

Whenever the U.S. Pension Benefit Guaranty Corporation, the ultimate insurer of participant benefits under U.S. pension plans, re-evaluates the vast scope of its risk exposure, you can be sure that private employers will be subject to increased responsibilities and monitoring

Are you ready for the first wave of U.S. health care reform?

Osler, Hoskin & Harcourt LLP
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USA
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April 12 2010

U.S. health care reform comes into effect years from now, right?

U.S. 401(k) fee alert: how much does my 401(k) investment really cost?

Osler, Hoskin & Harcourt LLP
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Canada
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June 15 2010

Complaints that participants get a lower investment return because they pay excessive and hidden 401(k) retirement plan fees through practices such as revenue sharing have been in the news for years

Don't double that co-payment! Changes to U.S. health plans end health care reform exemptions

Osler, Hoskin & Harcourt LLP
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Canada
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June 17 2010

Some U.S. health care reform rules apply to all plans, but many do not apply to grandfathered plans that is, plans in existence on March 23, 2010 that have not materially changed benefits

Get ready for investment comparison charts: U.S. Department of Labor beefs up required participant fee disclosure

Osler, Hoskin & Harcourt LLP
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USA
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October 26 2010

Do you ever wonder how your 401(k) plan participants select investment funds?

New U.S. pension regulations expand fee disclosure obligations - what should plan fiduciaries and service providers do?

Osler, Hoskin & Harcourt LLP
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USA
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November 22 2010

Lawsuits alleging that 401(k) plan investment fees are too high and have not been monitored by plan fiduciaries or disclosed to participants have been in the spotlight for some time

Are your U.S plan fees too high? Get ready for mandatory fee disclosure

Osler, Hoskin & Harcourt LLP
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USA
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September 22 2010

Plan fiduciaries have a responsibility to make sure that the plan is not overpaying for services, but until now it has been difficult for them to get the information necessary for them to evaluate and compare fee arrangements

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