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DOL issues new regulation imposing fee disclosure rules on service providers to ERISA retirement plans
Dechert |
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Regulations provide guidance on required fee disclosures
DLA Piper |
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Third Circuit Prevents Plan Sponsor From Eliminating Retiree Benefits in Bankruptcy [IUE-CWA v. Visteon Corp. (In re Visteon Corp)]
Bracewell & Giuliani |
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New Fee Disclosure Rules Require Action by Plan Fiduciaries and Service Providers of Defined Contribution and Defined Benefit Pension Plans
Troutman Sanders |
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IRS Issues Guidance on Basis Reporting Errors
Groom |
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President Signs Pension Relief Bill: Funding Help but at a Cost
McGuireWoods |
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DOL Publishes Interim Final ERISA Regulation on Service Provider Disclosure Obligations
Morgan Lewis |
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What a Relief?—Congress Finally Passes Pension Funding Legislation
Jones Day |
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Dodd-Frank Wall Street Reform and Consumer Protection Act - Impact on Plans and Plan Service Providers
Groom Please see our Hot Topics for more on Dodd-Frank Act in general and its implications for Employee Benefit Plans more specifically. |
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DOL Issues New ERISA Disclosure Requirements for Retirement Plan Service Providers
Sutherland |
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Third Circuit: Terminable-At-Will Retiree Benefit Plans Still Subject to Section 1114 Procedure [In re Visteon Corp]
Pepper Hamilton |
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Fiduciaries breached duty of prudence by investing in retail share classes [Tibble v. Edison International]
Nixon Peabody |
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Third Circuit Extends Section 1114 Protection to Non-Vested Retiree Benefits [In re Visteon Corp., et al]
Groom |
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What Dodd-Frank Means for Plans and Swaps
Stroock Please see our Hot Topics for more on Dodd-Frank Act in general and its implications for Employee Benefit Plans more specifically. |
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ERISA QPAM Exemption Amended to Cover QPAM In-House Plans
Paul Hastings |
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U.S. Department of Labor Issues Updated Proposed Investment Advice Regulations
McDermott Will & Emery Please see our Hot Topics for more on this subject. |
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IRS Increases Scrutiny of 401(k) Plans
Kilpatrick Stockton Please see our Hot Topics for more on this subject. |
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Pension Funding Relief: How It Works and Why Your Executive Compensation, Dividend and Stock Buy-Back Practices May Erode Your Potential Relief
Jenner & Block |
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Department of Labor Finalizes Conditions for Financial Institutions to Serve as QPAMs to Their In-House Plans
Morgan Lewis |
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SEC Proposes Rules for Marketing and Naming of Target Date Retirement Funds
Alston + Bird Please see our Hot Topics for more on this subject. |
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QPAM Exemption Expanded to Cover Plans of Asset Managers
Seyfarth Shaw |
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SEC Adopts New Rules to Curb "Pay to Play" Practices by Investment Advisers
Alston + Bird Please see our Hot Topics for more on this subject. |
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Impact of Financial Reform Legislation on Employee Benefit Plans
Morgan Lewis Please see our Hot Topics for more on Dodd-Frank Act in general and its implications for Employee Benefit Plans more specifically. |
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Plan Sponsors Have Opportunity for Relief from Pension Funding and Benefit Restrictions
Shearman & Sterling |
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Pension Funding Relief Signed Into Law
Pillsbury Please see our Hot Topics for more on this subject. |
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Put It in Writing Everywhere: Deferential Review of ERISA Plan Determinations [Jobe v. Med. Life Insurance Co]
McGuireWoods |
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SEC Proposes New Advertising Disclosure Requirements for Target-Date Funds
Paul Hastings Please see our Hot Topics for more on this subject. |
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US Supreme Court Grants Certiorari in CIGNA Corp. v. Amara
Mayer Brown |
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President Obama Signs Pension Funding Relief into Law
Ballard Spahr |
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SEC Proposes Tougher Disclosure Rules for Target Date Funds
K&L Gates |
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PBGC Provides “Box 5” Relief to Certain Premium Filers—Immediate Action May Be Required
McDermott Will & Emery |
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PBGC Announces Relief for Variable Rate Premium "Catch 22"
Groom |
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IRS Requires Certain 401(k) Plan Sponsors to Complete Compliance Questionnaire
Cooley Please see our Hot Topics for more on this subject. |
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Final Treasury Regulations Issued On Diversification Requirements for Defined Contribution Plans with Employer Securities
Drinker Biddle |
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EFAST2 - All Electronic Filing for Form 5500
McGuireWoods |
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ERISA Required Notices: How Do I Keep Track of Them All?
Jackson Walker |
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Be on the Lookout for an IRS 401(k) Plan Compliance Questionnaire
Baker & McKenzie Please see our Hot Topics for more on this subject. |
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DOL Releases Final Regulations Relating to Time and Order of QDROs
Sutherland |
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FBAR Redux: Upcoming Deadline for Pension Plans
Proskauer
Please see our Hot Topics for more on FBAR. |
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IRS Launches 401(k) Compliance Checklist
Groom Please see our Hot Topics for more on this subject. |
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Final Regulations Regarding Diversification Requirements for Defined Contribution Plans Holding Employer Securities
Proskauer |
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Supreme Court Finds that Party Need Not "Prevail" on Merits to be Awarded Attorney's Fees Under ERISA
Kaye Scholer Please see our Hot Topics for more on this subject. |
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Multiemployer Pension Funding Reform: Helpful, But Systemic Problems Persist
Baker Hostetler |
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FBAR: Deadline Approaches, Issues Remain for Employee Plans
Mayer Brown Please see our Hot Topics for more on FBAR. |
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Senate to Plans: ‘No Swaps for You!’
Stroock Please see our Hot Topics for more on RAFSA/Dodd Bill. |
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IRS Posting Questionnaires to 1,200 Sponsors of 401(k) Plans
Shearman & Sterling Please see our Hot Topics for more on this subject. |
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Are You Ready For the IRS 401(k) Compliance Check Questionnaire?
Pillsbury Please see our Hot Topics for more on this subject. |
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Supreme Court Defines Rules for Attorney's Fees under ERISA [Hardt v. Reliance Standard Life Ins. Co.]
McGuireWoods Please see our Hot Topics for more on this subject. |
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Supreme Court Decides Hardt v. Reliance Standard Life Insurance Co.
Faegre & Benson Please see our Hot Topics for more on this subject. |
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Reminder – Required 2010 Tax-Qualified Plan Amendments and January 2011 IRS Determination Letter Filing Deadline
Groom |
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Supreme Court Holds that ERISA Does Not Impose “Prevailing Party” Requirement for Award of Attorneys’ Fees [Hardt v. Reliance Standard Life Insurance Company]
Sutherland Please see our Hot Topics for more on this subject. |
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Disclosure of Participation in Multiemployer Pension Plans on Financial Statements
Dorsey & Whitney |
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401(k) Plan Sponsors Should Be On Alert for IRS Questionnaire
Barnes & Thornburg Please see our Hot Topics for more on this subject. |
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IRS Launches 401(k) Compliance Check Questionnaire Project
McGuireWoods Please see our Hot Topics for more on this subject. |
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Plan Amendments Required in 2010
Sutherland |
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Victory for Plan Administrators: Supreme Court Reinforces Plan Administrator Deference with Regard to Plan Determinations and Prior Mistakes [Conkright v. Frommert]
ReedSmith Please see our Hot Topics for more on this subject. |
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Target Date Funds: Missing the Target and Hitting the Fiduciaries?
Drinker Biddle Please see our Hot Topics for more on this subject. |
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IRS 401(k) Compliance Questionnaires Issued
Morgan Lewis Please see our Hot Topics for more on this subject. |
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Supreme Court rejects "one strike and out" rule for deference to plan administrator's decisions [Conkright v. Frommert]
Steptoe & Johnson Please see our Hot Topics for more on this subject. |
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DOL and SEC Publish Investor Bulletin on Target Date Funds
Sutherland Please see our Hot Topics for more on this subject. |
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The ERISA Litigation Newsletter
Proskauer
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Title IV Basics
Groom |
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DOL Issues Proposed Investment Advice Regulations
Alston + Bird Please see our Hot Topics for more on this subject. |
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ERISA’s Revised Schedule C: Many Tentacles and Lots of Ink
Stroock |
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Military Relief Under the HEART Act:: Year-End Plan Amendments Needed
Groom |
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Supreme Court's Decision Strengthens Deference Afforded to ERISA Plan Administrators
Ballard Spahr Please see our Hot Topics for more on this subject. |
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Supreme Court Rules on Level of Deference Afforded to ERISA Plan Administrators
Sidley Austin Please see our Hot Topics for more on this subject. |
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The Supreme Court Requires Deference to Plan Administrator’s Interpretation of ERISA Plan Notwithstanding Administrator’s Prior Invalid Interpretation
Simpson Thacher Please see our Hot Topics for more on this subject. |
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Supreme Court Decides Conkright v. Frommer
Faegre & Benson Please see our Hot Topics for more on this subject. |
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Supreme Court Decision in Conkright v. Frommert
Groom Please see our Hot Topics for more on this subject. |
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US Supreme Court Releases Opinion in Conkright v. Frommert
Mayer Brown Please see our Hot Topics for more on this subject. |
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Supreme Court Endorses Governing Standard for Mutual Fund Fees Cases Under Investment Company Act: An ERISA Perspective
Morgan Lewis Please see our Hot Topics for more on Jones v Harris. |
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Supreme Court Expands Deference Applicable to ERISA Plan Administrators [Conkright v Frommert]
Proskauer Please see our Hot Topics for more on this subject. |
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IRS 401(k) Compliance Checklist Coming Soon
Groom |
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April 30 Deadline Approaches for Restatement of IRS Pre-Approved Plans
McGuireWoods |
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Supreme Court Agrees to Hear ERISA Attorney's Fee Case involving "Prevailing Party" Status [Hardt v Reliance Standard Life Insurance Co]
Nixon Peabody Please see our Hot Topics for more on this subject. |
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Principal 401(k) Rollover Lawsuit - Court Denies Class Certification, Rejects Arguments that Principal Was a Fiduciary [Walsh v. Principal Life Ins. Co]
Groom |
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Allocating "Basis" in Partial and Split Rollovers – Can We Still Rely on Code Section 402(c)(2)?
Groom |
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The Supreme Court Adopts the Gartenberg Standard to Determine Whether an Investment Adviser Breached its Fiduciary Duty in Approving Fees
Simpson Thacher Please see our Hot Topics for more on this subject. |
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Important Changes to Form 5500 Filing Requirements
Venable |
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ERISA 401(k) Plan Proprietary Fund Claims Dismissed in Part [Leber v. Citigroup, Inc]
Sutherland |
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Proposed Rules on Investment Advice Exemption for 401(k) Plans and IRAs
Sidley Austin Please see our Hot Topics for more on this subject. |
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PBGC Regulations May Affect Credit and Other Agreements
Dorsey & Whitney |
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April 30th Deadline for Prototype and Volume Submitter Plans
Latham & Watkins |
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ERISA Litigation Update
Goodwin Procter
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A Potential New Compliance Regime for Broker-Dealers? [California Placement Agent Regs]
Squire Sanders |
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Restated Prototype Plan Deadline April 30, 2010
Jackson Walker |
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Department of Labor Expands Annual Reporting Requirements for Service Provider Compensation
Mayer Brown |
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Schedule C: Disclosing and Documenting Eligible Indirect Compensation
Faegre & Benson |
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Important April 30, 2010 Deadline for Employers Who Have Adopted Pre-Approved Retirement Plans
Venable |
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DOL "Re-Proposes" Investment Advice Rules; Eliminates Class Exemption
White & Case Please see our Hot Topics for more on this subject. |
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Schedule C of the 2009 Form 5500—Checklist for Plan Administrators
Mayer Brown |
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DOL Publishes Guidance on 401(k) Plan and IRA Investment Advice
McGuireWoods Please see our Hot Topics for more on this subject. |
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Hartford Fee Lawsuit - Court Grants Preliminary Approval of Settlement
Groom Law Group |
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Department of Labor Supplements 403(b) Annuity Plan Guidance for Tax-Exempt Entities: Where Does Your Plan Stand?
EpsteinBeckerGreen Please see our Hot Topics for more on this subject. |
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Department of Labor Proposes New Rules on 401(k) Plan Investment Advice
Pillsbury Please see our Hot Topics for more on this subject. |
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Changes to Form 5500 Process Require Plan Sponsor Attention
Troutman Sanders |
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Providing Individual Investment Advice Under Participant-Directed Plans – DOL Issues New Proposed Regulations
Drinker Biddle Please see our Hot Topics for more on this subject. |
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DOL Proposes Revamped Rule on Investment Advice
K+L Gates Please see our Hot Topics for more on this subject. |
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Financial Reform: How It Will Affect Your Company's Compensation Practices
Jenner & Block Please see our Hot Topics for more on the Corporate Governance & Executive Compensation provisions of the Dodd-Frank Act and/or implications for Public Companies. |
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