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Insights & Publications
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Compliance Alerts
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| Date |
Cafeteria Plans |
| December 5, 2008 |
IRS Extends Debit Card Relief to June 30, 2009 |
| June 2008 |
Congress has a HEART, Gives Servicemembers Big Breaks |
| August 16, 2007 |
IRS Issues Final DCAP Regulations |
| August 9, 2007 |
IRS Issues New Regs for Cafeteria Plans |
| December 2006 |
IRS Loosens, Then Tightens FSA Debit Card Rules |
| August 7, 2006 |
IRS Issues Final HSA Comparability Regs, Clarifies the Cafeteria Plan Loophole |
| July 14, 2006 |
Belly Up to the Bar Code: IRS Ruling Enhances Flexibility of FSA and HRA Debit Cards |
| November 29, 2005 |
Saving Grace: IRS Clarifies FSA Grace Period and HSA Interaction |
| May 2005 |
Use it or...Use it Later
IRS Authorizes Exception to FSA "Use it or Lose it" Rule |
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| Date |
Employment Discrimination |
| December 31, 2007 |
Erie County Saga Appears to Draw to a Close |
| June 5, 2007 |
Appellate Court Approves EEOC Regulation Allowing Differing Pre- and Post-Age 65 Retiree Medical Benefits |
| April 2005 |
Raining on the Parade
Age Discrimination Rulings Darken Employers' Skies |
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| Date |
Health Reform Initiatives |
| January 9, 2008 |
More Massachusetts Disclosures Required by January 31 |
| December 28, 2007 |
Federal Court Bounces Employer Mandate from San Francisco Health Reform Measure |
| July 20, 2006 |
Federal Trial Court Strikes Down Maryland's "Wal-Mart" Health Reform Law |
| April 28, 2006 |
Bay State Leads the Charge on Health Reform |
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| Date |
Health Savings Accounts |
| July 15, 2008 |
IRS Sharpens its Pencil, Issues Additional Clarifying Guidance on Health Savings Accounts |
| May 13, 2008 |
IRS Adjusts HSA Limits for 2009 |
| June 4, 2007 |
New Proposed Rules for Employer Hsa
Contributions: Cafeteria Plan Loophole Still Applies |
| February 22, 2007 |
IRS Issues First Guidance on 2007 HSA Changes, Also Rules on HSA-Compatible Coverages |
| December 14, 2006 |
Congress’ “Midnight Special” Overhauls HSAs; Supercharged Rules Apply for 2007 |
| September 26, 2006 |
Congress Set to Tinker with HSAs |
| August 7, 2006 |
IRS Issues Final HSA Comparability Regs, Clarifies the Cafeteria Plan Loophole |
| November 29, 2005 |
Saving Grace: IRS Clarifies
FSA Grace Period and HSA Interaction
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| April 2005 |
Family Ties
IRS Rules on Coordinating Spousal Coverage Under High Deductible Plans |
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| Date |
HIPAA |
| May 5, 2008 |
GINA: A Solution in Search of a Problem? |
| February 25, 2008 |
Well, Well, Well….DOL, IRS and Courts Weigh-in on Wellness Issues |
| December 10, 2007 |
Labor Department Weighs in (At Last) On "Supplemental Benefits" Under HIPAA |
| April 10, 2007 |
HIPAA Privacy Reminders Due; New Creditable Coverage Notices Too! |
| January 29, 2007 |
Remote Access to ePHI Triggers Duties Under CMS HIPAA Security Guidance |
| January 9, 2007 |
Feds Finally Finalize HIPAA Nondiscrimination Regulations, Clarify Wellness Programs |
| June 23, 2006 |
EEOC Informally Questions Common Wellness Program Designs |
| March 9, 2006 |
Impending Deadlines for Notice to CMS, HIPAA Privacy Notice Reminder and HIPAA Security |
| December 7, 2005 |
Don't forget the new HIPAA Portability Rules
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| November 15, 2005 |
HIPAA Security's Second
Target: The Small Health Plan
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| Date |
Hurricane Relief for Benefit Plans |
| September 2005 |
Katrina's Wrath
II: Additional Relief from IRS, DOL and Congress |
| September 2005 |
Katrina's Wrath: Employers
and Employees Grapple with Benefits Issues
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| Date |
Medicare |
| November 6, 2008 |
Federal, Massachusetts Notices and Filings Due November 15 |
| September 19, 2008 |
CMS Data Collection Requirements May Compel Employers to Capture Additional Data at Open Enrollment |
| December 27, 2007 |
Congress Plays Scrooge to Employer Health Plans
Imposes Burdensome New Report |
| April 10, 2007 |
HIPAA Privacy Reminders Due;
New Creditable Coverage Notices Too |
| November 9, 2006 |
Creditable Coverage Notice Deadline Nears |
| September 26, 2006 |
CMS Issues Re-Revised Model Part D Notices |
| May 2, 2006 |
CMS Issues Final Revised Creditable Coverage Notices, Adjusted Part D Amounts for 2007 |
| March 29, 2006 |
CMS Clarifies...Sort of...its Online Notice, and Issues New Model Creditable Coverage Forms |
| March 9, 2006 |
Impending Deadlines for Notice to CMS, HIPAA Privacy Notice Reminder and HIPAA Security |
| January 5, 2006 |
Feds Issue Guidance on Health Plans’ Notice
to CMS Regarding Creditable Coverage |
| June 2005 |
CMS Delivers
Agency Honors Pledge to Streamline Medicare Part
D Notice Obligation |
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| Date |
New Developments & State Legislation |
| November 6, 2008 |
Federal, Massachusetts Notices and Filings Due November 15 |
| October 6, 2008 |
New Laws Expand Mental Health/Substance Abuse Parity, Extend Coverage for Ill College Students |
| June 26, 2008 |
Supreme Court Articulates New Standard for Judicial Review of ERISA Claim Disputes |
| June 25, 2008 |
DOL, IRS Grant Form 5500 and Other Relief to Storm Victims |
| May 23, 2008 |
Congress, Courts Issue Shotgun Blast of Developments |
| September 26, 2006 |
Employer Fined $32,400 for Shoddy SPD |
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| Date |
Plan Admin & Renewal Issues |
| December 2, 2005 |
Don't Get Your Year End Caught in a Sling |
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| Date |
Prohibited Transactions |
| January 9, 2008 |
DOL's Proposed Compensation Disclosure Rules Would Impose New Duties on Plan Fiduciaries |
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| Date |
Retirement Plans |
| August 18, 2008 |
Will Proposed New Rules Clarify Retirement Plan Fees? |
| June 11, 2008 |
Congress Has a HEART, Gives Servicemembers Big Breaks |
| February 28, 2008 |
Supreme Court Opens Door to "Lost Profits" Suits by Individual Participants |
| November 29, 2007 |
IRS Issues Proposed Regulations for Automatic Contribution Arrangements |
| October 29, 2007 |
DOL Softens Benefit Statement Duties, Issues Default Investment Rules; California Adds Spouse Leave Law |
| June 27, 2007 |
I Can See Clearly Now: IRS Issues Definitive Standards for Partial Plan Terminations |
| January 15, 2007 |
DOL Explains the Hows, Whens and Whats of the PPA's Quarterly Benefit Statement Duty |
| December 5, 2006 |
IRS Issues PPA Diversification Guidance; Initial Notice Deadline Extended to January 1 |
| October 5, 2006 |
IRS Eases Shift of Tribal Plans to "Non-Governmental" Status |
| October 4, 2006 |
Pension Protection Act Part II - Changes to Distribution Rules |
| September 26, 2006 |
Lawsuits Allege Failure to Adequately Disclose 401k Fees |
| September 7, 2006 |
Pension Protection Act Part I - Sweeping Changes in Store for
401(k)s |
| August 8, 2006 |
Federal Appeals Court Reverses IBM Pension Decision, Resuscitates Cash Balance Plans |
| January 10, 2006 |
IRS Suspends W-2 Reporting of Some Nonqualified
Deferred Compensation
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| March 2005 |
Keep on Rollin'
Immediate Action Required on Automatic Rollover
Rules |
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| Date |
Taxation of Welfare Benefits |
| January 8, 2008 |
IRS Loosens "Above-The-Line" Insurance Deduction for S Corporation Shareholders |
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| Date |
Texas Legislation |
| October 14, 2005 |
Lone Star Shocker: Texas
Mandates Employer-Paid Health Coverage Extensions
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