Presentation | Webinar
Daniel Hogans, Craig Bitman, Brian Dougherty, Mary Hevener, Brian Hector, Althea Day, Andy Anderson
On June 12, 2013, Morgan Lewis's Employee Benefits and Executive Compensation Practice presented its fifth installment of our "Hot Topics in Employee Benefits - What We're Seeing" webinar series, which featured updates on hot to... more
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
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.
LawFlash/Client Alert | Employee Benefits LawFlash
Michael Richman, Craig Bitman, Donald Myers, Julie Stapel, Marla Kreindler
Modified Field Assistance Bulletin eliminates rule calling for fund disclosures of investments available through brokerage windows and other similar arrangements.
LawFlash/Client Alert | Employee Benefits LawFlash
Lisa Barton, R. Tracht, Brian Dougherty, George Tsai
Sixth Circuit finds that plan fiduciaries did not breach their duties when participants' investments were transferred to the plan's default fund without their explicit consent.
Presentation | Webinar
Brian Hector, Daniel Hogans, Lisa Barton, David Fuller, Steven Spencer, Craig Bitman, Andy Anderson
On June 27, 2012, Morgan Lewis's Employee Benefits and Executive Compensation Practice presented its first installment of our "Hot Topics in Employee Benefits - What We're Seeing" webinar series, which featured updates on hot top... more
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Craig Bitman, Lindsay Jackson, Lisa Barton, Michael Richman, Marla Kreindler, Julie Stapel, I. Lee Falk, R. Tracht, Daniel Kleinman
Guidance contains clarifications of participant-level disclosures and "good faith" standard for enforcement purposes.
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Michael Richman, I. Lee Falk, Craig Bitman, Daniel Kleinman
Final regulation provides a number of helpful clarifications and changes, but continues to impose what will be a highly burdensome disclosure framework.
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Michael Richman, Daniel Kleinman
Final regulation on required disclosures by plan service providers extends deadline for disclosures to July 1, 2012.
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Michael Richman, I. Lee Falk, Carly Grey
The IRS announces that, pending further action by the DOL, indemnification arrangements described in AO 2011-09A will not be considered prohibited transactions.
LawFlash/Client Alert | Employee Benefits LawFlash
Michael Richman
In September 2011, the U.S. Department of Labor (DOL) provided interim guidance, in the form of a temporary enforcement policy, detailing how the newly required disclosures for participant-directed retirement plans could be deli... more
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Michael Richman, Steven Spencer, Craig Bitman, Daniel Kleinman, I. Lee Falk, Steven Stone
On October 20, the Employee Benefits Security Administration of the U.S. Department of Labor (DOL) issued Advisory Opinion 2011-09A (AO 2011-09A), in which it concludes that relief under Prohibited Transaction Class Exemption 80... more
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Employee Benefits and Investment Management Practices
The U.S. Department of Labor (DOL) has adopted a final regulation to implement the statutory exemption from the prohibited transaction rules of the Employee Retirement Income Security Act of 1974, as amended (ERISA), for the pro... more
LawFlash/Client Alert | Employee Benefits LawFlash
Michael Richman, Daniel Kleinman
According to Department of Labor (DOL) officials, the agency will soon publish a "final" final regulation on required disclosures by plan service providers under the statutory prohibited transaction exemption provided by Section... more
LawFlash/Client Alert | Labor and Employment LawFlash
Labor and Employment Practice
In a much-anticipated decision, the U.S. Court of Appeals for the Second Circuit joined five other circuits in ruling that employer stock in a 401(k) plan is subject to a "presumption of prudence" that a plaintiff alleging fiduc... more
LawFlash/Client Alert | Employee Benefits LawFlash
Michael Richman, Donald Myers
On September 19, the U.S. Department of Labor (DOL) announced that it will repropose its pending regulation that would amend the definition of what constitutes "investment advice" for purposes of creating fiduciary status under ... more
LawFlash/Client Alert | Employee Benefits LawFlash
Michael Richman, Craig Bitman, Donald Myers, I. Lee Falk
When it published a final rule on disclosure requirements for participant-directed retirement plans in October 2010, the U.S. Department of Labor (DOL) reserved for further guidance whether this disclosure could be delivered in ... more
Outside Publication | Chapter
Deborah Davidson
Presentation | Speech
Deborah Davidson
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
The Department of Labor (DOL) released revised model COBRA notices and additional supporting material (including FAQs) this week in response to the COBRA 65% assistance payment changes contained in the Department of Defense Appr... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
On January 14, the U.S. Department of Labor (DOL) published a final regulation on when participant contributions—amounts an employer has received from its employees or withheld from wages for contribution to an employee ben... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
On January 5, 2010, the Internal Revenue Service (IRS) issued Notice 2010-6 (Notice), which establishes a document correction program for nonqualified deferred compensation programs under section 409A of the Internal Revenue Cod... more
Presentation | Webinar
Saghi Fattahian, Andy Anderson
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
On November 16, the Internal Revenue Service (IRS) issued final regulations with respect to options granted under an employee stock purchase plan (ESPP) under Section 423 of the Internal Revenue Code (the Code). The IRS also is... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
A prior Morgan Lewis LawFlash addressed the proposed changes by RiskMetrics Group (RMG) (formerly Institutional Shareholder Services, or ISS) to its proxy advisory policies to be in effect for the 2010 proxy season. more