EBIA Weekly Archives - ERISA - Statutes

Below is a list of EBIA Weekly articles in the category you selected.

To change or refine the scope of the articles listed, select a category below or perform a search in the column to the left.

We provide free access to our search engine and to the list of search results. The list will include the headline and an excerpt from each EBIA Weekly article that is retrieved as a result of your search.

The full searchable library of EBIA Weekly articles is available on Newsstand.

per page:

Results (159 articles found)


  1. 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 ...
    [DOL Fact Sheet (Feb. 25, 2010)]
  2. 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 ...
    [EFAST2 Guide for Filers and Service Providers; EFAST2 Tutorial; EFAST2 IFile User Guide; EFAST2 Filing Search Guide; Most Common EFAST2 Filing Errors; EFAST2 2009 & 2010 Third Party Software Test Plan & Certification Procedures]
  3. 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 ...
    [DOL Supplemental FAQs About the 2009 Schedule C (Feb. 5, 2010)]
  4. 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 ...
    [DOL Fact Sheet "Definition of Fiduciary Regulation (Investment Advice)" (Jan. 2010)]
  5. 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 ...
    [Definition of "Plan Assets"—Participant Contributions, DOL Reg. Sec. 2510.3-102, 75 Fed. Reg. 2068 (Jan. 14, 2010)]
  6. 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 ...
    [Form M-1 (2009); DOL News Release No. 09-1572-NAT (Dec. 28, 2009)]
  7. 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—...
    [EFAST Webpage: All-Electronic Form 5500 Filings (Jan. 1, 2010); "EBSA FAQs: EFAST2 All-Electronic Filing System" (Jan. 2010); Form 5500 (Annual Return/Report of Employee Benefit Plan) (2009) & (2010)]
  8. 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 ...
    [Rasenack v. AIG Life Ins. Co., 2009 WL 3526490 (10th Cir. 2009)]
  9. 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 ...
    ["EBSA FAQs: EFAST2 All-Electronic Filing System" (Nov. 2009)]
  10. 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 ...
    [DOL Supplemental FAQs About the 2009 Schedule C]

EBIA Weekly

Keep up on all the latest developments with our
FREE email newsletter.

Sign up for EBIA Weekly!

Web Seminars

View all »

Search help »

Annual Conference

News and Information

View all »