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More Filers, More to File: ERISA Agencies Slate Major Expansion, Revamp of Form 5500 for 2019

USA - September 1 2016 As attention grabbers go, “This document contains proposed changes to the Form 5500 Annual ReturnReport forms, including the Form 5500, Annual...

Joni Andrioff, Edward Thomas Veal, Paul J. Ondrasik Jr..


New DOL Enforcement Focus on Mental Health and Substance Use Disorder Parity

USA - June 6 2016 The Obama Administration’s focus on the problems of mental health and substance use disorders continues to intensify. In late 2015, President Obama...

Joni Andrioff, Jennifer G. Krengel, Edward Thomas Veal, Eric G. Serron, Don Wellington.


Withdrawal Liability for Private Capital Equity Funds: The Sun Capital Partners Saga Continues

USA - April 14 2016 Sun Capital Partners III, LP v. New England Teamsters and Trucking Industry Pension Fund, 2016 U.S. Dist. LEXIS 40254 (D. Mass. Mar. 28, 2016) holds...

Joni Andrioff, Edward Thomas Veal.


Supreme Court Says Plans Must Move Quickly to Enforce Subrogation Rights

USA - January 26 2016 Last week's US Supreme Court decision in Montanile v. Board of Trustees of the National Elevator Industry Health Benefit Plan, No. 14-723 (Jan. 20...

Edward Thomas Veal, Eric G. Serron, Paul J. Ondrasik Jr..


IRS moves to increase (slightly) the cost of pension de-risking

USA - July 13 2015 "Pension de-risking" - a set of techniques for transferring a pension plan's financial risks from employers to insurance companies and participants -...

Edward Thomas Veal.