New Resource
Presentation | Webinar
Lisa Barton, Gregory Needles
On June 18, 2013, Morgan Lewis presented the fourth installment of our 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 p... more
LawFlash/Client Alert | Employee Benefits LawFlash
R. Tracht, Christina Payne-Tsoupros, Gregory Needles
Sponsors of 457(b) plans may receive questionnaires aimed at identifying noncompliance issues.
Presentation | Webinar
Saghi Fattahian, Andy Anderson
On May 29, the Tri-Agencies (DOL, HHS, and Treasury) issued the final regulations on wellness programs. The regulations expand the requirements under the original HIPAA nondiscrimination rules and incorporate the wellness progra... more
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
Outside Publication | Article
Brian Hector
Presentation | Webinar
John Ferreira
On May 21, 2013, Morgan Lewis presented the third installment of our 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 pl... more
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.
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.
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
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.
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.
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.
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
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.
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
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
Outside Publication | Article
W. Reece Hirsch
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
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
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
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
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
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.
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.
Presentation | Webinar
Saghi Fattahian, 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
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.