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IRS establishes preapproved 403(b) plan program
- Hodgson Russ LLP
- -
- USA
- -
- May 31 2013
The IRS has announced a pre-approved 403(b) plan document program. Under this program, 403(b) plan sponsors will be able to adopt a 403(b) plan
Administrative Tip: QDROs and Fee Disclosures
- Hodgson Russ LLP
- -
- USA
- -
- May 31 2013
We are quickly approaching the first anniversary of participant fee disclosures being required to be provided for ERISA-covered defined
Post-distribution enforcement of benefit waivers not preempted by ERISA
- Hodgson Russ LLP
- -
- 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
Duty of prudence applies to decision to offer employer stock as investment option; fiduciaries not required to disclose nonpublic information concerning employer stock
- Hodgson Russ LLP
- -
- USA
- -
- May 31 2013
In an appeal, the Eleventh Circuit was asked to answer (1) whether ERISA requires fiduciaries of an eligible individual account plan that offers
Modification of discount rates not cutback for plan lump-sum benefits
- Hodgson Russ LLP
- -
- 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
Agencies issue regulations regarding 90-day waiting period for group health plans
- Hodgson Russ LLP
- -
- USA
- -
- May 31 2013
The Departments of Health and Human Services, Labor, and the Treasury issued proposed regulations regarding the Patient Protection and Affordable
Final rules: essential health benefits, cost-sharing, and actuarial value
- Hodgson Russ LLP
- -
- USA
- -
- May 31 2013
Beginning in 2014, non-grandfathered individual health insurance policies and policies issued to small employers must provide "essential health
Offering retail-class investment fund options can trigger breach of fiduciary duties
- Hodgson Russ LLP
- -
- 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
Agencies issue new FAQS regarding Affordable Care Act preventive care issues
- Hodgson Russ LLP
- -
- USA
- -
- April 30 2013
The Departments of Labor, Health, and Human Services and the Treasury have once again issued a set of FAQs regarding the implementation of the
DOL offers target date fund tips for fiduciaries
- Hodgson Russ LLP
- -
- USA
- -
- April 30 2013
With the increasing popularity of target date retirement funds as an investment option in individual account retirement plans (e.g., 401(k) plans
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