EBIA Weekly Archives - ERISA - Statutes
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Results (159 articles found)
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- DOL Releases Statistics on ERISA Benefit Plan Enforcement, Including COBRA Subsidy Statistics, for Fiscal Year 2009
- From the March 04, 2010 EBIA Weekly
- The DOL’s Employee Benefits Security Administration (EBSA), the agency that enforces Title I of ERISA, has released a Fact Sheet reflecting its fiscal year (FY) 2009 enforcement statistics. According to the Fact Sheet, the DOL’s total ...
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- DOL Posts Six EFAST2 User Guides Providing Assistance for Form 5500 Electronic Filers
- From the February 11, 2010 EBIA Weekly
- DOL has posted on its website six EFAST2 user guides to assist with electronically filing Form 5500 for 2009 and later plan years. Final DOL regulations, originally issued in 2007, require all Form 5500s for plan years beginning on or ...
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- DOL Issues Two FAQs on How Pharmacy Benefit Manager Compensation Is Reported for Form 5500 Schedule C Purposes
- From the February 04, 2010 EBIA Weekly
- The DOL has expanded its FAQs about Form 5500 Schedule C disclosures by adding two new questions addressing how pharmacy benefit managers (PBMs) that provide services to ERISA plans are to report direct and indirect compensation for purposes of Schedule ...
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- DOL to Propose Expansion of Fiduciary Regulation to Cover Pension Consultants and Other Investment-Related Advisors
- From the January 14, 2010 EBIA Weekly
- The DOL has announced its intent to revise the regulation that determines when a plan investment advisor is considered a plan fiduciary and becomes subject to ERISA’s fiduciary duty rules. Currently, advisors who give investment-related advice but ...
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- DOL Finalizes Seven-Business-Day Safe Harbor for Depositing Participant Contributions and Loan Repayments in Small Plans
- From the January 14, 2010 EBIA Weekly
- The DOL has finalized its seven-business-day safe harbor rule for determining when participant contributions (including elective deferrals under a 401(k) plan) become plan assets. Generally, participant contributions to ERISA plans become plan assets as soon as they ...
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- 2009 Form M-1 Now Available; Virtually Unchanged From 2008
- From the January 07, 2010 EBIA Weekly
- The DOL has announced the availability of the 2009 Form M-1, Report for Multiple Employer Welfare Arrangements (MEWAs) and Certain Entities Claiming Exception (ECEs), which is virtually unchanged from 2008. Form M-1 is an annual report that must ...
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- Three Form 5500 Developments: EFAST2 Website Goes Live, New Guidance on Submitting Delinquent/Amended Filings, and Agencies Release Form 5500 for Both 2009 and 2010 Plan Years
- From the January 07, 2010 EBIA Weekly
- DOL has ushered in the new year with several developments applicable to Form 5500 filings for plan years beginning on or after January 1, 2009. First, as anticipated, the DOL’s all-electronic system for filing Form 5500s—...
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- Insurer's Untimely Claim Denial Leads to Loss of Deferential Review
- From the November 19, 2009 EBIA Weekly
- The participant in this case sued the insurer of his employer-sponsored accidental death and dismemberment (AD&D) plan after it denied benefits. The participant argued that the trial court should apply the nondeferential, de novo standard of review ...
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- EFAST2 PIN for Form 5500 Electronic Filing Is Plan Administrator's Signature and Must Not Be Shared
- From the November 12, 2009 EBIA Weekly
- A new question has been added to the DOL’s webpage of FAQs on EFAST2, the all-electronic filing system for Form 5500 filings beginning with 2009 plan years. (For information about other topics addressed in the previous EFAST2 ...
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- DOL Issues Additional FAQs on Schedule C for 2009 Form 5500
- From the October 29, 2009 EBIA Weekly
- The DOL has issued 25 additional FAQs concerning the Schedule C disclosures for 2009 and later plan years. This guidance supplements a set of 40 FAQs issued last year. (See our Checkpoint Newsstand article.) Generally, both pension plans and those ...
