LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Daniel Kleinman, I. Lee Falk, Donald Myers, Craig Bitman, 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
Andy Anderson
Last week, San Francisco Mayor Ed Lee signed legislation that significantly revises parts of the city's Health Care Security Ordinance (Ordinance). In particular, the revised Ordinance imposes detailed design and administrative... more
LawFlash/Client Alert | Advertising, Consumer Protection, and Privacy LawFlash
Lauren Licastro, W. Reece Hirsch, Andy Anderson
HIPAA-covered entities, including employer health plan sponsors, should watch the mail for a letter from the Office for Civil Rights (OCR). The Health Information Technology for Economic and Clinical Health (HITECH) Act requ... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
The end of the year marks the deadline for many tax and other qualification requirements for qualified retirement and savings plans. It is important that plan sponsors review whether any qualified plan action items must be addr... more
LawFlash/Client Alert | Employee Benefits and Investment Management LawFlash
Michael Richman, Thomas Harman, Donald Myers, David Sirignano
The Division of Investment Management of the U.S. Securities and Exchange Commission (SEC) recently issued a no-action letter to the U.S. Department of Labor (DOL), taking the position that disclosures required by a DOL regulati... 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
Presentation | Webinar
Craig Bitman, Stanley Lechner
Important details on the risk management issues and genuine opportunities, from the business and union perspectives, for private equity deal makers buying unionized companies.
Presentation | Webinar
Vicki Nielsen, David Fuller, Mary Hevener
Outside Publication | Article
Michael Richman, Donald Myers
LawFlash/Client Alert | Employee Benefits LawFlash
Mims Zabriskie, Leslie DuPuy, Althea Day
Provisions added to the Internal Revenue Code (the Code) by the Pension Protection Act of 2006 (the PPA), which went into effect on August 17, 2006, could impose adverse tax consequences on executives of publicly traded companie... 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
Jerry Holmes, Vicki Nielsen, David Fuller, Mary Hevener
The Internal Revenue Service (IRS) provided welcome and practical relief to businesses with the September 14 release of Notice 2011-72 (the Notice), which eliminates all recordkeeping requirements in connection with employer-pro... more
LawFlash/Client Alert | Employee Benefits LawFlash
Michael Richman, Marianne Yudes, 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
LawFlash/Client Alert | Employee Benefits LawFlash
Lauren Licastro
On August 22, the Departments of Treasury, Labor, and Health and Human Services (the Departments) jointly published proposed regulations on the new Summary of Benefits and Coverage (SBC) that insurers and group health plan admin... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
On July 29, the Securities and Exchange Commission (SEC) extended its timeline for issuing rules with respect to various Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act) provisions applicable to execut... more
Presentation | Webinar
Vicki Nielsen, Andy Anderson
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
On July 24, New York's Marriage Equality Act will become effective, making New York the sixth and largest state to recognize same-sex marriage. [1] Specifically, New York's Marriage Equality ... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
The Patient Protection and Affordable Care Act (Affordable Care Act or ACA) places various new reporting and disclosure requirements on employers, group health plans, and plan administrators. One such ACA requirement relates to... more
LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice
On June 24, the Internal Revenue Service (IRS) issued proposed regulations clarifying the scope of the performance-based compensation exception to the $1 million deduction limit under Internal Revenue Code (Code) Section 162(m).... more
Presentation | Webinar
David Calder, Randall McGeorge, Amy Kelly, Mary Hevener
Presentation | Webinar
Mims Zabriskie, Justin Chairman, Patrick Rehfield, David Zelikoff