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Article

Morgan Lewis | USA | 20 May 2019

Top 10 Areas of Focus in DOL Investigations of Retirement Plans

The US Department of Labor (DOL) has been extremely active in recent years as the federal agency investigating and enforcing the fiduciary duties

Article

Morgan Lewis | USA | 26 Apr 2019

Open Enrollment: Proactive Action

Now that spring has arrived, thoughts turn to the design, communication, and eventual implementation of next year’s health and welfare benefits

Article

Morgan Lewis | USA | 18 Apr 2019

Association Health Plans Provision Declared Unlawful

Judge John Bates of the US District Court for the District of Columbia recently struck down two parts of the US Department of Labor’s (DOL’s) final

Article

Morgan Lewis | USA | 9 Apr 2019

EBSA Stats for FY 2018: DOL Continues Active Enforcement, Terminated Vested Participant Investigations Increase

The Employee Benefits Security Administration (EBSA) at the US Department of Labor (DOL) compiles statistics every year to measure its activities as

Article

Morgan Lewis | USA | 4 Apr 2019

Not Quite Gone, Far from Forgotten: The Current Status of the DOL Fiduciary Rule

In June 2018, the US Court of Appeals for the Fifth Circuit officially ordered the US Department of Labor (DOL) to vacate the so-called DOL Fiduciary

Article

Morgan Lewis | USA | 18 Mar 2019

Payment of Defined Benefit Plan Benefits After Normal Retirement Age

It is apparent from the extensive investigation of defined benefit plans on the part of the US Department of Labor (DOL) that the DOL is quite

Article

Morgan Lewis | USA | 21 Feb 2019

A Refresher on Insurance for ERISA Fiduciaries

There are two distinct types of insurance products that ERISA plan fiduciaries should be aware of. We get a lot of questions about these, so we

Article

Morgan Lewis | USA | 22 Jan 2019

Case Serves as a Reminder About the Costs of COBRA Noncompliance

A recent case provides a reminder for plan administrators of the importance of complying with Consolidated Omnibus Budget Reconciliation Act of 1985

Article

Morgan Lewis | USA | 24 Oct 2018

Severance Planning During an Economic Boom - Are We Nuts?

With the economy humming along and unemployment at historic lows, it seems a strange time for a blog post about severance plans. This is the ideal

Article

Morgan Lewis | USA | 20 Sep 2018

Plan Distribution and Rollover Guidance After Chamber of Commerce v. US Department of Labor

This paper examines how a plan service provider (such as a trustee, record-keeper, broker-dealer, or investment adviser) can offer participant-level

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