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05/15/13 Raising the Stakes of Worker Misclassification Yet Again
New requirements under the Patient Protection and Affordable Care Act are set to intensify state and federal governments' crackdown on worker misclassification.
05/06/13 Court Upholds Validity of ERISA Fiduciary Indemnification
Ruling rejects DOL challenge of an agreement by a 100% ESOP-owned company to advance defense costs and indemnify a trustee.
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05/21/13 Plan Sponsor Basics: Lost and Missing Participant Issues
John G. Ferreira and Susan D. Lastowski, speakers
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Fast Facts

More than 70 lawyers and other benefits professionals

More than 100 interdisciplinary practice attorneys from our investment management, securities, business and finance, and labor and employment practices

13 attorneys listed in Chambers USA: America's Leading Business Lawyers (2012)

8 fellows of the American College of Employee Benefits Counsel

902 Publications Found
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05/15/13 Raising the Stakes of Worker Misclassification Yet Again

LawFlash/Client Alert | Labor and Employment LawFlash
Labor and Employment Practice

New requirements under the Patient Protection and Affordable Care Act are set to intensify state and federal governments' crackdown on worker misclassification.

05/06/13 Court Upholds Validity of ERISA Fiduciary Indemnification

LawFlash/Client Alert | ESOP and Employee Benefits LawFlash
David Ackerman, John Kober

Ruling rejects DOL challenge of an agreement by a 100% ESOP-owned company to advance defense costs and indemnify a trustee.

04/16/13 Plan Sponsor Basics: 401(k) Plan Issues

Presentation | Webinar
Brian Dougherty, Althea Day

On April 16, 2013, Morgan Lewis presented the second installment of the 2013 Plan Sponsor Basics webinar series, which focuses on the day-to-day issues that many plan sponsors face in the design and operation of their retirement... more

04/12/13 PBGC Proposes New Regulations Under Reportable Events Rule

LawFlash/Client Alert | Employee Benefits LawFlash
Lisa Barton, Brian Dougherty, R. Tracht

New rules signal relief for financially sound plans and plan sponsors and are consistent with PBGC's section 4062(e) enforcement policy for "plant shutdown" liability.

04/08/13 Employer Tax Considerations for Supreme Court’s Pending DOMA Decision

LawFlash/Client Alert | Employee Benefits LawFlash
David Fuller, Mary Hevener, Patrick Rehfield, Andy Anderson

High Court considers the constitutionality of DOMA, which may create tax-refund opportunities for employers and employees before April 15.

04/01/13 Expanded Guidance from IRS on 403(b) Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Robert Abramowitz, Amy Kelly, R. Tracht

IRS amends EPCRS, significantly affecting 403(b) plans, and issues guidance to assist 403(b) plan sponsors in identifying and correcting defects.

March 2013 IRS Updates and Expands its Retirement Plan Qualification Correction Program, Journal of Taxation, Vol. 118 No.3

Outside Publication | Article
Carly Grey

This article was originally published in Volume 118, Number 03, March 2013 of the Journal of Taxation (Thomson Reuters/WG&L) By and large, plan sponsors and administrators will welcome the changes made by the Service t... more

03/21/13 Court Affirms Discounted Stock Options Are Deferred Compensation Subject to Section 409A

LawFlash/Client Alert | Employee Benefits LawFlash
Eric Sarabia, Daniel Hogans, Mary Hevener

Court of Federal Claims agrees with the IRS position that section 409A applies to discounted stock options; holding is important for compensatory stock option grants.

03/21/13 The Road to 2014: ACA Considerations for Individuals

Presentation | Webinar
Andy Anderson

On March 21, 2013 Morgan Lewis presented the last installment of a three-part webinar series entitled "The Road to 2014: ACA Considerations" which discussed Affordable Care Act (ACA) considerations for employers, group health pl... more

03/20/13 Hot Topics in Employee Benefits – What We’re Seeing

Presentation | Webinar
Craig Bitman, R. Tracht, David Fuller, Andy Anderson

On March 20, 2013, Morgan Lewis's Employee Benefits and Executive Compensation Practice presented its fourth installment of our "Hot Topics in Employee Benefits — What We're Seeing" webinar series, which featured updates o... more

03/19/13 New Regulations Extend Reach of Health Care Privacy and Security Obligations, The Legal Intelligencer

Outside Publication | Article
W. Reece Hirsch, Lauren Licastro

Reprinted with permission from the March 19, 2013 edition of The Legal Intelligencer© 2013 ALM media Properties, LLC. All rights reserved. Further duplication without permission is prohibited. For information, contact 877... more

03/19/13 Voluntary Correction of Retirement Plan Defects

Presentation | Webinar
Carly Grey, R. Tracht

On March 19, 2013, Morgan Lewis presented the first installment of the 2013 Plan Sponsor Basics webinar series, which focuses on the day-to-day issues that many plan sponsors face in the design and operation of their retirement ... more

03/12/13 The Road to 2014: ACA Considerations for Group Health Plans

Presentation | Webinar
Andy Anderson

On March 12, 2013 Morgan Lewis presented the second installment of a three-part webinar series entitled "The Road to 2014: ACA Considerations" discussing Affordable Care Act (ACA) considerations for employers, group health plans... more

02/28/13 The Road to 2014: ACA Considerations for Employers

Presentation | Webinar
Saghi Fattahian, Andy Anderson

On February 28, 2013 Morgan Lewis presented the first installment of a three-part webinar series entitled "The Road to 2014: ACA Considerations" discussing Affordable Care Act (ACA) considerations for employers, group health ... more

02/26/13 2013 Proxies and Compensation Discussion and Analysis: Managing the Risk of Litigation and Evaluating Best Practices

Presentation | Webinar
Zaitun Poonja, Colm Connolly, Timothy Katsiff, Patrick Rehfield, Erin Randolph-Williams

Morgan Lewis attorneys presented this interactive webinar focusing on what should and should not be included in your 2013 CD&A. Panelists included lawyers with experience in executive compensation, securities, and litigat... more

02/20/13 DOL Proposes Survey on Independent Contractor Misclassification

LawFlash/Client Alert | Labor and Employment LawFlash
Timothy Lynch, Sean Lynch, Christopher Parlo, Anne Estevez, Michael Puma, Thomas Linthorst

The survey will involve more than 10,000 workers and carry important implications for employers, including the potential implementation of "right to know" regulations.

02/14/13 DOL Clarifies Application of ERISA Rules to Cleared Swaps

LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Michael Richman, Daniel Kleinman

New guidance defers to the Dodd-Frank/CFTC framework for regulating the swaps clearing process.

02/08/13 HIPAA Privacy Compliance Initiative: Final Rules Impacting Employer Health Plans

Presentation | Webinar
Saghi Fattahian, Lauren Licastro, Georgina O'Hara

On February 8, 2013, Morgan Lewis presented a one-hour webinar reviewing the recently released final regulations under the Health Insurance Portability and Accountability Act (HIPAA) and the Health Information Technology for Ec... more

01/31/13 IRS Updates and Expands Qualification Correction Program

LawFlash/Client Alert | Employee Benefits LawFlash
Carly Grey, Lisa Barton, R. Tracht, Brian Dougherty, Gregory Needles

New provisions for correcting operational and plan document errors take effect on April 1.

01/30/13 Fiscal Cliff Legislation Expands In-Plan Roth Conversion Opportunities

LawFlash/Client Alert | Employee Benefits LawFlash
Lisa Barton, Brian Dougherty, George Tsai, R. Tracht

American Taxpayer Relief Act extends the existing, limited in-plan Roth conversion option to all amounts under plans that allow elective deferrals, including those amounts not yet eligible for distribution.

01/25/13 Final Rules Under HIPAA/HITECH Impact Employer Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Saghi Fattahian, Lauren Licastro, Georgina O'Hara

Modifications to the rules require action by group health plan sponsors and their vendors, including revisions to policies and procedures and new privacy notices.

12/20/12 Group Health Plans: Year-End Action Items, Upcoming Changes, New Guidance

LawFlash/Client Alert | Healthcare Policy and Reform Alert
Andy Anderson

As 2012 closes, group health plan sponsors turn their attention to completing 2012 tasks, implementing upcoming 2013 changes, and preparing for the full impact of ACA in 2014.

12/10/12 ESOPs: A Plan to Help Business Owners Avoid “Taxmageddon,” LifeHealthPro

Outside Publication | Article
Brian Hector

11/13/12 PBGC Changes Enforcement Policy Under ERISA Section 4062(e)

LawFlash/Client Alert | Employee Benefits LawFlash
Eric Sarabia, Lisa Barton, R. Tracht, Brian Dougherty

No action will be taken against creditworthy companies or small pension plans; no financial guarantees will be required for approximately 92% of applicable employer-plan sponsors.

11/07/12 IRS Guidance Encourages Leave Donation Programs for Hurricane Sandy Victims

LawFlash/Client Alert | Disaster Response Alert
Celia Roady, Matthew Elkin, Mary Hevener, Alexander Reid

Employers wishing to provide disaster relief assistance have several tax-relief provisions available to them.

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