Morgan Lewis

Employee Benefits and Executive Compensation

Publications of Interest

524 Publications Found
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10/14/08 Cafeteria Plan Next Steps

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

The Department of Treasury issued comprehensive proposed regulations last year updating a broad range of issues affecting cafeteria plans. We anticipate that the proposed regulations will be issued in final for... more

10/14/08 ERISA Does Not Preempt San Francisco Health Ordinance

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

In August 2006, San Francisco’s mayor signed into law the San Francisco Health Care Security Ordinance (the ordinance). The ordinance requires certain employers operating with the geographic limits of the City ... more

10/14/08 Michelle’s Law

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On October 9, President Bush signed H.R. 2851, which is commonly known as "Michelle’s Law.” H.R. 2851 is named in memory of Michelle Morse, a Plymouth State University student who died of colon cancer in Novemb... more

09/24/08 Employee Plans Compliance Resolution System (EPCRS) Revenue Procedure 2008-50 Webcast

Presentation | Webcast
Heath Miller, David Rosner

09/16/08 Deadline for Compliance with Section 409A Approaching

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

The deadline for ensuring that all deferred compensation plans, agreements, and other arrangements subject to section 409A of the Internal Revenue Code (IRC) comply with the 409A requirements is December 31, 2008. It is highly ... more

09/12/08 Employee Benefits and Tax Exempt Plans Update, presented at the American Bar Association's 2008 Joint Fall CLE Meeting, San Francisco

Presentation | Speech
Robert Abramowitz

09/12/08 Medicare Secondary Payer Mandatory Reporting Requirements

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On August 1, 2008, the Centers for Medicare and Medicaid Services (CMS) published a Supporting Statement outlining the Medicare mandatory reporting data elements under the Medicare, Medicaid, and SCHIP Extensio... more

09/10/08 401(k) Fees Regulation Webcast

Presentation | Webcast
Christopher Weals, Craig Bitman, I. Lee Falk

09/02/08 IRS Updates and Expands Qualification Correction Program

LawFlash/Client Alert | Employee Benefits LawFlash
David Rosner

On August 14, the Internal Revenue Service (IRS) issued Revenue Procedure 2008-50, its latest guidance on methods available to sponsors of tax-qualified retirement plans to correct operational and plan document... more

08/19/08 Form 5500/ERISA 408(b)(2) Proposed Regulations Webcast

Presentation | Webcast
Marianne Yudes, Thomas Hogan, Daniel Kleinman

08/06/08 Alabama District Court Rejects Application of LaRue in ESOP Participant Suit

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits Practice

In February of this year, the Supreme Court recognized the right of individual participants in defined contribution plans to sue for fiduciary breaches that impair the value of plan assets in a participant's in... more

2008 Questions and Answers on the Duties of ESOP Fiduciaries (published by The National Center for Employee Ownership)

Book | Book
David Ackerman

Contents

Foreword Chapter 1: Determining Fiduciary Status Chapter 2: Fiduciary Duties Chapter 3: Prohibited Transactions Chapter 4: ... more

07/28/08 Department of Labor Proposes New Fee Disclosure Requirements for Participant-Directed Individual Account Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On July 23, the Department of Labor (DOL) released proposed regulations that would, if adopted, impose new requirements for the disclosure of fee and expense information to participants in self-directed individual accou... more

07/22/08 IRS Validates Price Protection Agreements for S Corporation ESOPs

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

The IRS marked the Fourth of July this year by issuing a private letter ruling that is favorable to S corporation Employee Stock Ownership Plans (ESOPs). The IRS confirmed that an ESOP company can enter into a ... more

Summer 2008 Alternative Approaches to ESOP Share Recycling, The Journal of Employee Ownership Law and Finance, Vol. 20, No. 3

Outside Publications | Article
Louis Joseph

06/23/08 Supreme Court Issues Two Decisions Affecting Benefit Plans

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

On June 19, the United States Supreme Court issued decisions in Kentucky Retirement Systems v. Equal Employment Opportunity Commission , No. 06-1037, October Term 2007, and in Metropolitan Life Ins.... more

06/02/08 An ESOP Fable with a Drafting Tip

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

An interesting case was recently decided by the federal court in the Northern District of Alabama: Pension and Employee Stock Ownership Plan Administrative Committee of Community Bancshares, Inc. v. Patters... more

06/02/08 Government Contractor ESOP Cost Accounting Rules Finalized

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

Employee Stock Ownership Plans (ESOPs) provide a tax-efficient structure for shareholders to sell some or all of their stock to a trust set up for the benefit of the company’s employees. Shareholders can defer ... more

06/02/08 U.S. District Court Finds Trustee’s Sale of Stock from Plan to be Prudent

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

Plan participants have made claims in the past against plan fiduciaries when the value of the stock held by a plan drops, alleging that the plan fiduciary should not have acquired the stock or should have sold ... more

June/July 2008 The LaRue Holding's Impact on ESOPs, ESOP Report Magazine

Outside Publications | Article
Julie Govreau, Erin Turley, Theodore Becker

05/22/08 New Law Prohibits Employers from Considering Genetic Information in Making Employment Decisions

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

On May 21, 2008, President Bush signed into law the Genetic Information Nondiscrimination Act of 2008 (GINA), prohibiting employers from using genetic information for decisions on hiring, firing, promotions, or... more

04/17/08 Executive Compensation: A Case Study, presented at the ABA Joint Committee on Employee Benefits 22nd Annual National Institute on Employee Benefits in Mergers and Acquisitions, New York

Presentation | Speech
Daniel Hogans

04/08/08 Ownership Transition Alternatives for Private Companies, presented at the Zweig White Webinar

Presentation | Speech
Erin Turley

03/27/08 ESOP Update: Deduction Disallowance Under Section 267; Section 409(p) Letter Ruling; and King & Prince Seafood Decision

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

 

IRS Emerging Issue: S Corporation Accrued Expenses to ESOP Participants a Potential Pitfall for the Less Than 100% S Corporation ESOP

The director for prefiling and techn... more

03/21/08 Expanded Family Leave Act Provisions Can Help Military Kin, Pittsburgh Business Times

Outside Publications | Article
Lauren Licastro

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