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Home» Posts tagged "ERISA"

Posts tagged "ERISA"

ErisaALERT 2014-08 – Locating Missing Participants

Posted on September 6, 2014 by Mary Andersen in DOL, IRS

The DOL has issued FAB 2014-01 replacing previously issued guidance (FAB 2004-02) related to locating missing participants. Both the IRS and Social Security Administration have discontinued their letter forwarding service since the issuance of FAB 2004-02. Internet search technologies have improved greatly over the past few years. While this FAB is specifically for finding participants […]

DOL, ERISA, IRS, lost participants, missing participants

ErisaALERT 2012-13 More Health Care Reform Guidance

Posted on December 13, 2012 by Mary Andersen in ACA, Health Care Reform

ErisaALERT© The IRS recently issued Notices 2012-58 and 2012-59. Notice 2012-58 addresses the determination of full-time employee status for purposes of shared responsibility. Notice 2012-59 addresses the 90 day waiting period requirements. This Alert summarizes important points in each notice and provides a to-do list for plan sponsors. Notice 2012-58 will be of particular interest […]

2012 archive, 90 day waiting period, ACA, DOL Technical Release, ERISA, Notice 2012-58, Notice 2012-59

ErisaALERT 2012-01 Focus on Compliance

Posted on January 8, 2012 by Mary Andersen in DOL

Employee benefit compliance is often viewed as a necessary evil; it is tedious, boring and complicated but if your plans are selected for audit, the process can be a nightmare if you are not prepared. A recent Towers Watson Retirement Plan Governance Survey revealed that 73% of respondents indicated regulatory complexity will be among the […]

2012 archive, compliance, DOL, ERISA, IRS

ErisaALERT 2011-17 IRS revises Interim Policy on Electronic Disclosures

Posted on December 9, 2011 by Mary Andersen in Uncategorized

Snapshot In ErisaALERT 2011-13, we discussed Technical Release 2011-03, an interim enforcement policy regarding electronic delivery of the required participant disclosures until further guidance becomes available. Technical Release was intended to provide guidance related to DOL regulations issued in October 2010 regarding disclosures for participant directed accounts. The participant disclosures are plan related and investment […]

Disclosure, electronic disclosure, ERISA, IRS

ErisaALERT 2010-12 Disclosures Participant Directed Individal Account Plans

Posted on November 17, 2010 by Mary Andersen in Uncategorized

In 2008, we issued a series of ErisaALERTs discussing the proposed regulations regarding fee transparency (Plan participants, Reasonable Contract, 2009 Schedule C). The Obama administration delayed finalization of the regulations pending review. In July 2010 we issued an ErisaALERT discussing the Reasonable Contract interim final regulations. In this ErisaALERT, we will cover the final regulation […]

404(a)(5), defined contribution, ERISA, participant disclosure

ErisaALERT 2010-11 Reasonable Contract ERISA 408(b)(2) disclosure requirements

Posted on July 5, 2010 by Mary Andersen in Uncategorized

Reasonable Contract under ERISA 408(b)(2) Disclosure Requirements In 2008, we issued a series of ErisaALERTs discussing the proposed regulations regarding fee transparency (Plan participants, Reasonable Contract, 2009 Schedule C). The Obama administration delayed finalization of the regulations pending the new administration’s review. The wait is over; interim final regulations regarding the Reasonable Contract were issued […]

408b2, Disclosure, ERISA, reasonable contract

ErisaALERT 2009-06 Michelle’s Law

Posted on October 11, 2009 by Mary Andersen in Uncategorized

Michelle’s Law goes into effect for group health plans on the first day of the plan year on or after October 9, 2009. Michelle’s Law is a federal law that prohibits a group health plan from terminating a dependent’s health coverage if the dependent requires a medically necessary leave of absence or a reduction in […]

compliance, ERISA, Michelle’s law

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