Archive for the ‘Employee Benefits Publications’ Category
“The Mental Health Parity and Addiction Equity Act: Does Your Plan Comply?”
Dan Brice is the author of “The Mental Health Parity and Addiction Equity Act: Does Your Plan Comply?” published in the January 2017 edition of the International Foundation Benefits Magazine. Read the article here.
The Effects of the ACA on Medical Expense Accounts
Dan Brice, a partner with the Firm, presented “The Effects of the ACA on Medical Expense Accounts (HSAs, FSAs and HRAs)” at a live webcast through the International Foundation of Employee Benefit Plans on June 23, 2016. The program focused on the essential aspects of HSAs, FSAs and HRAs while comparing strengths and weaknesses of […]
Considerations for Defined Benefit Plan Fiduciaries Who Hire Nondiscretionary Investment Consultants
This is the second in a series of articles about legal considerations under ERISA for pension plan fiduciaries in selecting and monitoring investment professionals to assist with the investment of plan assets. Although there are a multitude of general differences between a defined benefit pension plan and a defined contribution pension plan where participants don’t […]
Legal Considerations When Engaging an Investment Professional for an ERISA Pension Plan
This is the first in a series of articles about legal considerations under ERISA for pension plan fiduciaries in selecting and monitoring investment professionals to assist with the investment of plan assets. The prudent investment of plan assets is one of the most basic duties facing pension plan fiduciaries under the Employee Retirement Income Security […]
The Basics of the New Disclosure Rules for Service Providers | Employee Benefits
The Basic Rules for Service Providers
U.S. Pension and Benefits Overview | Employee Benefits
Read an article on International Labor and Employment Laws.
Defending ERISA Fiduciaries Against Claims of Failure to Diversify in a World of Multi-Manager Investments | Employee Benefits
Although they are generally lauded for increasing diversification of investments, investment managers and employee benefit plans need to be aware of the potential for ‘‘overlapping’’ and its impact in situations where ‘‘plan assets’’ are invested in multimanager investments and, in particular, fund of funds (‘‘FoF’’ or ‘‘FoFs’’) investment strategies.
IRS to Conduct Compliance Reviews of 457(b) Plans
The IRS Employee Plans Compliance Unit (ECPU) is conducting a compliance review of nonqualified deferred compensation plans commonly known as “top hat” plans established under Internal Revenue Code Section 457(b). The ECPU is looking for possible compliance irregularities related to funding, loans, catch-up contributions and plan sponsor eligibility. If you receive an ECPU compliance letter […]