Attorneys & Professionals
- Sean Abouchedid
- Sarah Adams
- Elena Alexeeva
- Kathryn Bjornstad Amin
- Alvaro Anillo
- David Ashner
- A. Xavier Baker
- Larry Blocho
- David Block
- Kim Boberg
- Jon Breyfogle
- Randy Bunnell
- Lisa Campbell
- Mark Carolan
- Jim Cole
- Michael Cook
- Shanna Cramer
- Katelyn Davis
- Michael Del Conte
- William Delany
- Patrick DiCarlo
- Elizabeth Thomas Dold
- Elizabeth Drake
- Jacob W. Eigner
- Douglas W. Ell
- Jennifer Eller
- Stephanie Felder
- Catherine Ferguson
- Thomas Fitzgerald
- William Fogleman
- Megan Friend
- Rina Fujii
- Shaun A. Gates
- Kelly A. Geloneck
- Emily Gerard
- Lars Golumbic
- Ellen Goodwin
- Gary Goodwin
- Zack Hoffmann-Richards
- Allison Itami
- Joanne Jacobson
- Michael Junk
- David Kaleda
- Frank Kalthof
- Katy Kamen
- Christine Keller
- Kalena Kettering
- Tamara Killion
- Michael Kreps
- Jeffrey W. Kroh
- Matthew Lanahan
- Elizabeth LaPaugh
- Jason Lee
- Samuel Levin
- David Levine
- Sandria Lherisse
- Rosemary Loehr
- Mark Lofgren
- Emily Lucco
- Arsalan Malik
- Mike Maricco
- Natallia Maroz
- Richard Matta
- Scott Mayland
- Louis T. Mazawey
- Diana McDonald
- Ross McSweeney
- Nancy McTyre
- Edward Meehan
- Mark C. Nielsen
- Patrick D. O’Neil
- Eboni Onuoha
- Chelsea Pardes
- Seth Perretta
- Michael Prame
- Paul Rinefierd
- Thomas Roberts
- Jenna Russell
- Andrew Salek-Raham
- George Sepsakos
- Joshua Shapiro
- Malcolm Slee
- Richard Smith, Jr.
- Hannah Stephens
- Ryan C. Temme
- Christy Tinnes
- Viv Hunter Turner
- Allison Ullman
- Kevin L. Walsh
- Barry Warner
- Kara Petteway Wheatley
- Jessica Winslow
- Brigen Winters
- Jeff Witt
- Joel Wood
- J. Rose Zaklad
Services
- Employers & Sponsors
- Employer & Sponsor Advocacy
- Employer & Sponsor Litigation
- Executive Compensation Programs
- Fiduciary & Plan Governance
- Fringe Benefits & Payroll
- Health & Welfare Programs
- Retirement Programs
- Health Services
- ERISA
- Federal Insurance Regulation
- Health Services Advocacy
- Health Services Litigation
- Privacy & Security
- State Insurance Regulation
- Taxation of Benefits
- Litigation
- Policy
- Retirement Services
Offices
About Us
Careers
Resource Hubs
Pages
Resources
- Groom’s 26th Annual Seminar
- Arbitration of ERISA Claims in the Context of a Circuit Split on Enforceability
- Groom Webinar: The Future of ERISA Preemption in Health Care (April 24, 2024)
- PLANSPONSOR Cites Groom Publication on Retirement Lost & Found
- Roberts’ Comments on Proposed Fiduciary Rule Featured by PLANSPONSOR
- IRS Issues FAQs on the Tax Treatment of Employer-Provided Work-Life Referral Services
- Retirement Lost & Found: DOL Proposes Voluntary Reporting
- Tri-Agencies Finalize Rule on STLDI, but Kick the Can Down the Road on Fixed Indemnity and the Health Plan Tax Exclusion
- Groom Supports Brem Foundation Empower Hour
- Duties “Bound”: Fiduciary Best Practices
- Kaleda Examines QPAM Exemption with Law 360
- Amendment to QPAM Exemption
- IRS Grants Administrative Delay for Mandatory Roth Catch-Ups
- Groom Webinar: QPAM – New Rules and Implications for Future Rules (April 10, 2024)
- Ashner Covers Defined Contribution Plans with PLANSPONSOR
- New SEC T+1 Rule Further Tightens Payroll Deposit Timeline for Stock Options and RSUs
- Monthly Roundup (March 2024)
- This Week From the Hill (March 24 – 30, 2024)
- Managing Fiduciary Conflicts in the Age of Convergence
- Kreps Joins Law360 2024 Benefits Editorial Board
- Groom Named to the USA Today 2024 Top Workplaces List
- Déjà Vu: Biden’s 2025 Budget Nearly Identical on Health, Retirement
- This Week From the Hill (March 17- 23, 2024)
- This Week From the Hill (March 10 – 16, 2024)
- Monthly Roundup (February 2024)
- IRS Issues Favorable Initial PLESA Guidance on Match Restrictions
- Past is Prologue: DOL Proposes to Change the Definition of “Investment Advice”
- DOL Sends Final Fiduciary Rule to OMB
- This Week From the Hill (March 3 – 9, 2024)
- New IRS Guidance for Implementing SECURE 2.0 Provisions
- Employee Benefits, ERISA, Life, Health & Disability Insurance, and Insurance Regulation Update
- Winters Covers SECURE 2.0 Catch-Ups with PLANSPONSOR
- The IRS’s Pre-Examination Pilot Program Enters Phase Two
- Roberts’ Testimony to Congress on Fiduciary Rule Highlighted by Several Outlets
- PLANADVISER Features Winters on DC Qualified Plans
- Groom Webinar: Recent Developments in SECURE 2.0 Guidance (February 8, 2024)
- Tri-Agencies Issue FAQs on Contraceptive Coverage
- New Guidance on Pension-Linked Emergency Savings Accounts
- Kaleda Covers Fiduciary Best Practices with PLANSPONSOR
- DOL Finalizes More Stringent Procedures for Requesting Prohibited Transaction Exemptions
- Use of Forfeitures Getting Class-Action Attention
- Forfeiture Litigation Raises New Issues for Plan Fiduciaries
- Groom Earns Gold Seal of Approval from MCCA for its Sustainable DEI Strategy
- Final IRS Regulations Update Present Value Calculations for Defined Benefit Plans and Expand Anti-Cutback Relief
- Possible Impact of New DOL Employee Classification Rule on Employee Benefits
- Mayland Covers Prohibited Transaction Bans with Ignites
- New DOL Fiduciary Rule
- Groom Webinar: SCOTUS Update: When Do Courts Defer to Agency Interpretations of Statutes? (January 24, 2024)
- Pensions & Investments Spotlights Groom’s Synopsis on Prohibited Transaction Updates
- “Pension-Linked Emergency Savings Accounts” — Qualified Plans Provide More Than Just Retirement Benefits
- HHS Drops Appeal in Drug Coupon Case
- 2024 Adjusted Penalties for ERISA Violations
- In Memoriam of Rick Matta
- ABA 2024 Midyear Tax Meeting
- SECURE for 403(b) Plans
- ERISA Litigation Faces New Frontiers in 2024
- Treasury Issues Final Regulation on Constructing Yield Curve
- Kreps Discusses ETPs and Cryptocurrency with PLANADVISER
- DOL Proposes Rescinding Prior Rule Relating to Association Health Plans
- Kreps Explores Fiduciary Rule Post Comment Period with Law360
- Kreps Considers Congress’ Election Year Agenda with Pensions & Investments
- PLANADVISER Features Groom’s In-Depth SECURE 2.0 Coverage for 2024 Update
- Influential Circuit Court Establishes Pleading Standards in Residential Treatment Center Cases
- Winters Makes SECURE 2.0 Wishlist with Tax Notes
- SECURE 2.0 Grab-Bag Brings Holiday Treats
- Groom Webinar: Retirement Policy – Year-End Recap & What to Expect in 2024 (December 19, 2023)
- Roberts’ Fiduciary Rule Testimony Prominently Featured in Media
- Groom Sponsors Annual Night of Trees Gala
- Eller Weighs in on Fiduciary Rule Hearing with ThinkAdivsor
- PLANADVISER and PLANSPONSOR Quote Kreps on SECURE 2.0 Changes
- Groom Executive Principal Chris Keller Shares Advice for New Partners
- 2025 Medicare Advantage and Part D Proposed Rule: What’s New for 2025?
- IRS Issues Long-Term, Part-Time Employee Proposed Regulations
- Newly Released 2023 Form 5500s Reflect Significant Changes
- A Victory for Plan Fiduciaries: In Cunningham v. Cornell University, the Second Circuit Clarifies the Pleading Standard for Prohibited Transaction Claims
- Ashner Explores Part Time Eligibility Requirement Proposal
- DOL’s Retirement Security Rule Muddies Definitional Waters
- Kreps Examines Defined Benefit Plans with Pensions & Investments
- PLANADVISER Features Kreps on the Helping Young Americans Save for Retirement Act
- SEC’s Final “Clawback” Rule May Pose Code Section 409A Issues for Nonqualified Plan Sponsors
- Kreps Spotlighted by PLANADVISER on Fiduciary Rule Overhaul
- Bloomberg Law Spotlights Eller on Investment Advice Changes
- Matta to Present on Self-Directed IRAs With the Federal Bar Association
- Chief Investment Officer Quotes Itami on Fiduciary Rule
- IRS Announces 2024 Health and Welfare Limits
- IRS Grants Much-Needed Two-Year Grace Period to Get Roth Catch-Ups All Caught Up
- 2023 Retirement Security Proposal – A Deeper Dive
- Bloomberg Law Quotes Roberts on Investment Advice Fiduciaries
- 401k Specialist Magazine Features Groom Publication on Five-Part Rule
- Itami Quoted on Investment Advice by Yahoo Finance
- DOL’s New Proposal Plans to Make Salespeople Fiduciaries Again
- 2024 Benefit and Contribution Limits
- Groom Tops 2024 Best Law Firms® Lists in Three Practice Areas
- Campbell Explores No Surprises Dispute Rules with Bloomberg Law
- The Wall Street Journal Features Itami on Retirement Advice Regulation
- Kreps Assesses New House Speakers’ Retirement Industry Experience with PLANSPONSOR
- Final Regulations Update Pension Plan Mortality Tables and Proposed Regulations Address COVID Impact on Substitute Tables
- Groom Reassembles for Gifts for the Homeless’ 20th Annual Banding Together
- Kreps Covers Retirement Security with Pensions & Investments
- Groom Sponsors SOME’s 2023 Annual Gala
- Fiduciary Responsibility & Plan Investments Update
- IRS Increases PCORI Fee
- IRS Updates Regulations for Use and Timing of Forfeitures
- Groom Achieves Recognition in All Fall 2023 Top Workplaces Culture Excellence Categories
- ERISA Preemption Reaffirmed: Tenth Circuit Limits State PBM Regulation
- Groom Webinar: DOL Diverse Manager Selection Guidance – Implications for Sponsors, Providers (October 18, 2023)
- Kreps Examines Defined Benefit Plans with PLANSPONSOR
- Itami’s Cybersecurity Panel Cited by Chief Investment Officer
- 2023 Retirement Plan Year-End Amendments and Operational Compliance
- Vetting Providers’ Cybersecurity Processes
- Bloomberg Law Quotes Del Conte on EBSA Advisory Opinion
- Temme Covers Drug Coupon Ruling with Law360
- Groom Webinar: Preparing for Year-End and a Look Ahead for Plan Sponsors (October 11, 2023)
- ESG Issues Continue to Make Headlines
- Pensions & Investments Speaks With Walsh on ESG Ruling
- New DOL Advisory Opinion Guidance Outlines Approach for Diverse Plan Investment Manager Hiring Program
- Court Ruling Calls Into Question Whether Plans and Issuers Can Exclude Drug Coupons Towards the MOOP
- Agencies, Congress Ratchet-Up Oversight of Medicare Advantage and Medicaid Managed Care
- Groom Sponsors Asian Pacific American Bar Association DC Awards & Installation Gala
- PLANADVISER Features Kreps on ESOP Regulation
- Plaintiffs Target Use of 401(k) Plan Forfeitures
- PLANSPONSOR Spotlights Groom’s Publication on SECURE 2.0 Provisions
- Amin to Present at ABA Health and Welfare Benefit Plans National Institute
- Kreps Evaluates Data Breach Response Protocol with PLANSPONSOR
- Itami Quoted by PLANSPONSOR on the Risk of Cyberattacks on DC Plans
- Recent IRS Snapshot Suggests Audit Interest in Timing of Employer Deductions of Retroactive Contributions to 401(k) Plans
- Cole Discusses Cybersecurity Insurance with PLANADVISER
- Groom Sponsors Western Justice Center’s Empower Gala
- Biden ESG Rule Shows Some Staying Power
- Groom Webinar: Mental Health Parity Update for Plan Sponsors – What You Need to Know (September 27, 2023)
- Walsh Covers ESG Decision With 401k Specialist Magazine
- COBRA Notice Litigation Update: Recent Decision Signals Some Skepticism of Plaintiffs’ Claims
- Kreps Weighs in on Concerns Over Lengthy DOL Investigations with P&I
- Groom Webinar: Litigation Trends That Are Reshaping Health Plans (September 20, 2023)
- Groom Webinar: Health Plan Privacy – Your New Compliance To Do List (September 14, 2023)
- Bloomberg Law Features Itami on DOL’s Latest Fiduciary Rule Proposal
- Taylor Costanzo Named “40 Under 40” by The National Black Lawyers
- Eastern District of Pennsylvania Rules in Favor of ERISA Defendants After Rare Bench Trial
- A Condensed History of the DOL’s Fiduciary Rule
- BREAKING: DOL Sends New Fiduciary Rule to OMB
- IRS Issues 2023 Required Minimum Distribution (“RMD”) Relief Following SECURE 2.0 Act Changes
- Groom Named to WBJ’s Largest Law Firms in Greater Washington List
- Fiduciary Bootcamp (September 6, 2023)
- DOL Seeks Input on SECURE 2.0 Changes
- PLANSPONSOR Features Levine and Winters on Roth Catch-Up Plan Guidance
- California to Potentially Implement a Long-Term Care Payroll Tax
- An Overview of Wellness Rules Governing Health Plans
- The Perception of Conflict Between Service Providers: Image Versus Reality
- SEC Private Fund Adviser Rules May Impact Benefit Plan Investors
- Temme Covers 10th Circuit PBM Ruling with Law360
- IRS Gives Plans Two Years to “Catch Up”
- ERISA Preemption Reaffirmed: Tenth Circuit Limits State PBM Regulation
- Eight Groom Attorneys Named to 2022 Capital Pro Bono Honor Roll
- Levine Covers MOVEit Cyberattack with Pensions and Investments
- 26 Groom Attorneys Named to Best Lawyers in America 2024 List
- IRS Warns Plan Sponsors of ESOP Compliance Risks
- PBGC Update: 4010 Reporting Waivers & Benefit Payment Regulations
- Proposed Regulations Limit Green Energy Tax Credits for ERISA Plan Investors
- Parity or Bust: Tri-Agencies Propose Sweeping Changes to Mental Health Parity Requirements
- Eller Considers 9th Circuit Ruling
- States Continue Expansion of PBM Regulation
- Keller to Present at PLI ERISA 2023
- IRS Counsel Memorandum Analyzes FICA and Income Tax Withholding Rules for Certain Employees Working Abroad
- Campbell Examines Mental Health Parity Proposal with Law360
- Bloomberg Law Features Temme on Impact of Mental Health Law on Providers
- Groom Webinar: New MHPAEA Guidance – Proposed Rule Would Require Sweeping Changes to MHPAEA’s NQTL Requirements (July 26, 2023)
- Additional Required Minimum Distribution Relief Following SECURE 2.0 Act Changes
- Groom Earns Spot on Vault’s “Top 150 Under 150” List
- CCPA Delay? Look Before You Leap
- Groom’s DEI Committee Presents Next Level Allyship Town Hall
- Prame Makes Business Today’s “10 Most Influential ERISA Litigation Lawyers in USA” List
- Temme Breaks Down FAQ on No Surprises Act and Transparency in Coverage Final Rules
- Keller Finds Balance with Law Practice Today
- Proposed Rule Has Serious Implications on the Taxation of Fixed Indemnity and Other Similar Coverages
- Tri-Agencies Issue Proposed Rule on Short-Term, Limited-Duration Insurance, Excepted Benefits, and Level-Funded Plans
- Levine Joins PLANSPONSOR to Cover Decline in PEPs
- Qualified Plans Provide for More than Retirement Benefits—Introducing “Pension-Linked Emergency Savings Accounts”
- PLANSPONSOR Highlights Zaklad’s Comments on Changes in 403(b) Plans Under SECURE 2.0
- PLANADVISER and PLANSPONSOR Cite Groom Publication on Wellness Indemnity Payments
- Groom Webinar: The Inflation Reduction Act’s Tax Credits – ERISA Plans, Tax Exempt Organizations, and Investors (June 28, 2023)
- IRS Issues Guidance on HDHP Relief for COVID-19 Services and Preventive Care
- Proposed Treasury Regulation on Constructing Yield Curve for Funding Purposes
- IRS Chief Counsel Advice Says Wellness Indemnity Payments Are Taxable If No Unreimbursed Medical Expenses Related to the Payment
- Amin Discusses Legislative and Judicial Shifts Since Dobbs with Law360
- Groom Hosts PRIDE Inclusive Language Workshop
- Groom Fiduciary Attorneys on Cover Feature of 401K Specialist
- Groom Welcomes Summer Law Intern Simon Lee to the Firm
- Groom’s Litigation Team Hosts Court Hearing Academy
- Groom Practices and Attorneys Receive High Rankings in The Legal 500 US 2023
- Groom Kicks Off Its 2023 Summer Associate Program
- Groom Ranked for Employee Benefits & Executive Compensation, Health, and ERISA Litigation by Chambers USA 2023
- Seventh Circuit Affirms Plan Sponsor’s Discretion for Severance Benefits
- SECURE 2.0 Guidance Process Begins – Self Correction for Eligible Inadvertent Failures Is First Up
- PLANSPONSOR National Conference 2023
- Small Business Administration Guidance Streamlines Process for Loans to ESOPs
- Campbell Weighs in on Mental Health Parity with Law360
- What Plan Fiduciaries Should Know About SEC’s Final Form PF Amendments
- DOL Drops Appeal in ASA Case
- Proposed Regulations on Allocation of Forfeitures
- DOL Issues Field Assistance Bulletin on Annual Funding Notices for Multiemployer Plans That Receive Special Financial Assistance
- IRS Explains FSA Substantiation Rules
- How to Avoid Fee Conflicts
- Kaleda Featured In PLANADVISER Discussion On Wealth Management and Plan Advisory Services
- Eigner Featured on The University of Alabama Podcast ‘Bama Means Business
- Groom Secures 2023 Top Workplaces National Culture Excellence Awards in Three Categories
- Ashner Quoted in PLANSPONSOR on Potential Legislation on CITs in 403(b)s
- Dold Talks SECURE’s Plan Sponsor Roth Requirements With PLANADVISER
- Groom 25th Annual Seminar
- Winters Discusses Mega-IRA Limitation Proposals With Tax Notes
- Temme Discusses Pressures Added Following Texas Abortion Pill Ruling
- CMS Charts the Future of Medicare Advantage and Part D in 2024
- Levine Named to Law360’s 2023 Benefits Editorial Board
- Campbell Discusses ACA Ruling with Law360
- The End of the COVID-19 Public Health Emergency and National Emergency Are Near – Are You Ready?
- Biden’s 2024 Budget Includes Familiar Health, Retirement Proposals
- ACA Preventive Service Requirements Partially Vacated
- IRS Announces Intention to Issue Guidance on NFTs
- The Future of Mental Health Coverage, Access and Litigation
- 17th Annual Lambda Law Diversity Reception
- Groom Issues its 2022 DEI Annual Update
- Goodwin Presenting at HSA Conference 2023
- Sepsakos Quoted on DOL ESG Rule Lawsuits
- Itami Discusses the 2023 Form 5500 with Pensions & Investments
- SECURE 2.0 Guidance – IRA Reporting Relief for 2023 RMDs
- Recent IRS Guidance Focuses on Rules for Qualified Foreign Pension Funds
- Tax-Exempt and Church Plan Highlights From SECURE 2.0
- Traditional and Roth IRA Changes Under SECURE 2.0
- Sepsakos and Witt Join DB Summit 2023
- SECURE Act 2.0: Key Provisions and Compliance Considerations for Plan Sponsors
- Groom Webinar: SECURE 2.0 Highlights for Tax-Exempt and Church Plans (March 8, 2023)
- IRS Provides An “Electric Shock” By Lowering Mandatory Electronic Filing Threshold
- Kreps Talks Rising Interest Rate Impacts on Pension Plans with Institutional Investor
- DOL Finalizes Significant Form 5500 Changes for 2023 Year
- District Court Vacates DOL Interpretation of Investment Advice
- Pensions & Investments Features Eller on DOL Rollover Guidance Ruling
- IRS Proposed Regulation Addresses Rules Relating to Plan Forfeitures
- A Look at the Expanded Plan Correction Procedures Under SECURE 2.0
- Groom Webinar: SECURE 2.0 and Defined Benefit Plans (March 1, 2023)
- DOL Reopens Comment Period for Voluntary Fiduciary Correction Program Changes
- SECURE 2.0 encourages employers to expand employee benefits (not just retirement plans)
- Groom Shares its 2022 Pro Bono Annual Update
- CMS Medicare Advantage RADV Final Rule: No Fee-For-Service Adjuster, May Extrapolate Audit Findings Beginning with PY 2018
- Groom Webinar: SECURE 2.0 for Fiduciaries (February 23, 2023)
- IRS Rules That Payment of 401(h) Account Benefits to Pension-Eligible Active Participants Won’t Jeopardize Plan Qualification
- Eller Touches On Recent EBSA Court Defeat with Bloomberg Law
- With Proposed Non-Compete Ban, the FTC Joins the Executive Compensation Regulatory Landscape
- Groom Webinar: SECURE 2.0 and Retirement Plan Overpayments & Corrections (February 15, 2023)
- Winters Featured in CNN Business on Changes to Roth Savings Under SECURE 2.0
- Kreps Joins Pensions & Investments to Cover Catch-Up Contributions and Raised RMD Age
- Groom’s DEI Committee Shines a Light on Disability Inclusion and Allyship
- Pensions and Benefits Quotes Levine on SECURE Oversight
- A Look at the IRS’s New Employee Plans Audit Pilot Program
- SECURE 2.0 Creates New Opportunity to Use Surplus Pension Assets for Retiree Welfare Benefits
- Groom Webinar: SECURE 2.0 and Emergency Savings Accounts (February 8, 2023)
- Groom Webinar: End of Public Health Emergency and National Emergency – Considerations for Employers, Insurers and TPAs (February 2, 2023)
- Groom Webinar: SECURE 2.0 for 401(k) Plans + Forthcoming Deadlines (February 1, 2023)
- Groom’s DEI Committee Launches ‘Groom Voices: Your Favorites for Black History Month’
- The Department of Labor OKs ESG
- 401(k) Specialist Provides Winters’ Take on SECURE 2.0’s Lapse on Catch-Up Contributions
- PLANSPONSOR Magazine Features Geloneck’s Plan Operational Review Guidance
- Levine Featured in PLANSPONSOR on SECURE 2.0 Nullifying Catch-Up Contributions
- Wilson Joins Bloomberg to Cover PEP Participation and Potential DOL Action
- Groom Webinar: SECURE 2.0 and IRAs (January 25, 2023)
- Groom Webinar: SECURE 2.0 for Governmental Plans (January 18, 2023)
- IRS Guidance on Excise Tax on Buybacks Clarifies Some Benefits Issues
- SECURE 2.0: An Overview of the Provisions Impacting Employers
- Kreps Touches on SECURE 2.0 and Future Retirement Rulemaking With Pensions & Investments
- Levine Talks Roth Decision Time for Many Public and Non-Profit Plans With Law360
- IRS Proposes Making Remote Notarization Permanent for Retirement Plan Elections & Consents
- Kaleda Covers PEPs with PLANADVISER and PLANSPONSOR
- Kreps, McDonald, and Winters Quoted in PLANSPONSOR on SECURE 2.0’s 403(b) Provision
- Eigner Named in 18 Under 31 Awards by The University of Alabama
- Groom Names Four New Principals in 2023
- Groom Webinar: SECURE 2.0 – What You Need to Know (January 4, 2023)
- Onuoha Named Rising Star in 2022 DCIIA Diversity, Equity & Inclusion Awards
- Ashner Discusses SECURE 2.0 for 403(b) Plans With PLANSPONSOR
- Levine, Walsh Cover SECURE 2.0 Priorities on the Broadcast Retirement Network
- CAA 2023 Includes HSA Telehealth Relief, MHPAEA, Medicare, and Medicaid Changes
- SECURE 2.0 Hitches a Ride Just in the St. Nick of Time
- CMS Proposed Rule Would Leverage Technology and Interoperability to Improve Prior Authorization
- Vermont and New Hampshire Employers Take Note: New State Voluntary Paid Family and Medical Leave Programs
- Groom’s Anthony Onuoha Named To The Lawyers of Color Annual “Hot List”
- Groom Supports D.C. Special Olympics Fundraising Gala
- Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts
- Happy Holidays from the IRS: The IRS Finalizes the ACA Reporting Relief and Deadline Extensions!
- Wealth Management in a Retirement Plan Practice
- Lars Golumbic Explores Excessive Fee Litigation Trends in Podcast
- McDonald Discusses SECURE 2.0 Prospects and Uncertainty with PLANSPONSOR
- Kaleda Quoted in MarketWatch on Proposed EBSA Regulation Changes
- A Closer Look at Biden Administration’s New ESG Rule
- Winters Discusses Most Likely SECURE 2.0 Savings Provisions with CNN Business
- Groom’s Secures Fair Custody Agreement for Client
- Health Plans Post-Dobbs: Issues, Insights, and Trends
- New DOL Guidance on ESG Factors in ERISA Plan Investments
- DOL Suggests Changes to Its Voluntary Fiduciary Correction Program and Related Exemption
- Health Insurance Litigation Update
- DOL Finalizes Rule Encouraging ESG Investing & Proxy Voting (November 30, 2022)
- DOL Finalizes ESG, Proxy Voting Regulation
- Kreps Reviews Final DOL ESG Rule With Bloomberg Law
- PLANSPONSOR Interviews Groom’s David Levine on Final ESG Rule
- Eigner Interviewed by Fast Company Magazine on ESG
- IRS Guidance Priorities for 2022-23 Reflect Few New Projects
- New 403(b) Plan Determination Letter Program
- Groom’s Taylor Costanzo Wins 2022 Alvin D. Lurie Memorial Award
- Top 5 Most Important Rules to Remember About the Interaction Between COBRA and Medicare
- Kreps Comments on Potential Effects of 2022 Midterms on SECURE 2.0
- Ashner Talks 403(b) Plan Determination Letters With PLANADVISER
- A New ESG Rule’s Coming, But Is There Investor Demand for These 401(k) Funds?
- Braidwood: A Challenge to the ACA’s Preventive Services Mandate
- 2022 Retirement Plan Year-End Amendments and Operational Compliance
- Groom Ranked in the U.S. News – Best Lawyers “Best Law Firms” 2023 List
- Covering Legal and Regulatory Issues of Asset Management
- Plan Amendment Deadline for SECURE and CARES Amendments
- Mazawey Quoted on Pension Payout Strategy in WSJ
- IRS Releases Final Rule Addressing “Family Glitch”
- 2023 Benefit and Contribution Limits
- PBGC Issues Proposed Regulation for Multiemployer Plan Withdrawal Liability Assumptions
- Company Stock in Employee Benefit Plans May Reduce New Excise Tax on Buybacks
- MCCA Creating Pathways to Diversity Conference & Gala 2022
- Groom Webinar: Preparing for Year-End and a Look Ahead for Plan Sponsors – Retirement (October 20, 2022)
- Fixing the “Glitch” – The IRS Releases Final Rule Addressing the “Family Glitch”
- Eller Discusses Fiduciary Rule With Pensions & Investments
- Mazawey Comments in WSJ on Executive Retirements Prompted by Rising Interest Rates
- Amin Covers Tax Complications for Employers Wanting to Offer Abortion Benefits
- Groom Webinar: MHPAEA Litigation and Enforcement Update (October 26, 2022)
- Groom Webinar: Preparing for Year-End and a Look Ahead for Plan Sponsors – Health and Welfare (October 13, 2022)
- IRS Required Minimum Distribution (“RMD”) Relief for Beneficiaries for 2021 and 2022
- Biden Administration Proposal Restores, Updates Obama-Era Affordable Care Act Section 1557 Rules
- SEC Finalizes “Pay-Versus-Performance” Rules Under Dodd-Frank Act
- Groom Law Group Expands Health Practice With New Principal Xavier Baker
- Deference Declined: Fiduciary Status for Rollovers Not a Given and New Developments in Uses of Plan-Related Data Under ERISA
- Top ESG Considerations for Plan Advisors
- Year-End Amendments Extended – CARES and 2020 Relief Act
- Life Insurance Company Products 2022
- Employee Benefit Plans of Tax-Exempt and Governmental Employers 2022
- HIPAA Considerations for Abortion and Abortion Travel Benefits
- Groom Webinar: Benefit Plan Fiduciary Bootcamp
- Three Key Strategies for Defending MHPAEA Claims: Preparing for the Lawsuit Before It Is Filed
- Groom Serves as Sponsor for the ACEBC 23rd Annual Dinner and Induction Ceremony
- Data Marketing Poses Significant Implications for Health Plans Regulation
- DOL (Somewhat) Unshackles Auditors from Stringent Independence Requirements
- Practical Tips for Plan Sponsors and ESG Investments
- Groom Sponsors Western Justice Center’s Empower 2022 Gala
- Groom Leaders Accepted Into Harvard Law Leadership in Law Firms Program
- IRS Makes Changes to Determination Letter Application Program and Electronic Filing in General
- IRS Rolls-Out New Pilot Program for Plan Audits
- Benefits-Related Provisions of the Inflation Reduction Act of 2022
- DOL Cybersecurity Investigations: The Trap Door to Endless Document Requests?
- Pensions & Investments Draws From Groom SECURE 2.0 Provision Summary
- Division of Fiduciary Duties Proves Key to Success in Stock Drop Lawsuit
- 21 Groom Attorneys Named Among The Best Lawyers in America 2023
- Allison Itami Discusses Employee Stock With PLANSPONSOR Following Court Ruling
- Christy Tinnes Takes Part in MCCA’s 2022 LMJ Scholarship Selection Committee
- New IRS Pre-Examination Retirement Plan Compliance Program
- Minimum Required Distribution Regulations Get a New (but still Complex) Look
- 2022 PLANADVISER National Conference
- Employee Deferrals and Employer Contributions on Bonus Payments May Pose Challenges
- IRS Provides Three-Year Extension for SECURE Act Amendments and Additional Limited Relief
- Groom Again Included in Vault’s Top 150 Under 150
- Top Dos and Don’ts for Medicare Advantage Organizations When Collecting Diagnosis Data for Risk Scores
- DOL Proposes Amending QPAM Exemption
- Groom’s SECURE 2.0 Summary Recapped by PLANSPONSOR and PLANADVISER
- Summary of Provisions in the Securing a Strong Retirement Act (H.R. 2954)
- Fiduciary Implications in Age of Transparency
- Health and Welfare Issues in 2022
- Reminder: Pre-Approved Plan Deadline – July 31, 2022
- Groom Attorneys Conduct Virtual Campus Interviews
- Groom Webinar: DOL’s Proposed QPAM Changes (July 28, 2022)
- PBGC Issues Final Regulation for Multiemployer Plans Applying for Special Financial Assistance
- Seth Perretta Discusses Insurance Coverage for Abortion With Kaiser Health News
- Retirement Asset Management: Regulatory Update
- ECFC Education Series Webinar: Abortion Travel Expenses
- The Washington Post Spoke With Seth Perretta on Barriers Faced With Plan Coverage of Abortions
- Self-Directed IRAs and Unusual Investments
- Sixth Circuit Addresses Key Issues in Excessive Fee Lawsuits
- July 1 Deadline for Transparency Machine-Readable Files Posting Requirement
- Real Estate Fund Investments
- Surplus Plan Assets Continue to Puzzle IRS and Frustrate Plan Sponsors
- Seth Perretta Discusses Employer Abortion Coverage Options With The Wall Street Journal
- The ERISA Fiduciary Advice Exemption
- Relief from the One Bad Apple Rule Is Coming (But Not Without a Price)
- Groom Webinar: SECURE 2.0 – What Comes Next? (June 30, 2022)
- The IRS’s New Pre-Examination Pilot Program – Key Features and Questions
- Groom Alumni Networking Event at Nationals Park
- Groom Webinar: State Abortion Restrictions and the Impact on Employers, Insurers, and Self-Insured Plans (June 16, 2022)
- PSNC 2022: Lessons From Litigation
- The National LGBTQ+ Bar Association’s Director of DEI Presents Groom Workshop
- PSNC 2022: Washington Update
- Groom Litigation Team Hosts Mock Trial
- Groom Teams Up for the AHA 2022 Lawyers Have Heart Run
- Warranting Further Discussion: Why the Use of Financing Warrants in ESOP Transactions Benefits American Workers
- Groom Attorneys Named to 2021 Capital Pro Bono Honor Roll
- Christine Keller Spoke to Bloomberg Law on Abortion Coverage
- Groom Ranks High in The Legal 500 United States 2022
- Groom’s Comment Letters to the Treasury and the IRS Outlined in Tax Notes
- Groom Welcomes Its 2022 Summer Associate Class
- IRS Provides Guidance for Late Pre-Approved Plan Restatements
- Chambers USA 2022 Recognizes Groom as Top Firm for Employee Benefits & Executive Compensation and ERISA Litigation
- The 2022 PLANSPONSOR National Conference (PSNC)
- NJ LEEP Leadership in Diversity Gala
- Regulatory Monitor: Department of Labor Update
- Webinar: Promoting Comprehensive Health in the Workplace
- Fiduciary Considerations For Collective Solutions: MEPs, PEPs, GOPs, Clone Plans and CITs
- Allison Itami Speaks With Pensions & Investments to Discuss New Crypto Directive
- Katie Bjornstad Amin Covers Employer-Provided Snacks With Vox
- Ed Meehan Covers Spike in COBRA Litigation With Bloomberg Law
- Guaranteed Lifetime Income
- Summary of House-Passed SECURE 2.0 Legislation
- Addressing Alternative Assets in Defined Benefit Plan Terminations – The Legal Perspective
- Proposed Required Minimum Distribution Regulations Explain SECURE Act Changes (and More)
- IRS Updates LRMs for 403(b) Plans
- Groom Webinar: Impact of Proposed MRD Regulations on IRAs (April 27, 2022)
- ACEBC® Webinar: Retirement and Exit Strategies for Law Firms (May 25, 2022)
- Asset Owner Cybersecurity in Crosshairs Amid Threats
- Groom Sponsors Asian Pacific American Bar Association Educational Fund 2022 AEF Benefit Dinner
- Groom’s Levine Thomas Accepted Into MCCA’s 2022 Sources of Success Cohort
- Administration Budget Proposals Tighten Rules for 409A Violations, VEBA Funding and Indemnity Health Plans
- New Crypto Guidance Rewrites Rules on 401(k) Brokerage Windows
- Court Extends Anticutback Protection to Post-Normal Retirement Age Pension Distributions
- Proposed “One-Bad-Apple” Rules – IRS Takes Another Cut
- 2022 Virtual Tax Legislative and Regulatory Update Conference
- CITs Have Different Fiduciary Implications Than Mutual Funds
- Michael Kreps Touches on Employers’ Use of SDBAs in PLANSPONSOR
- MCCA Names Groom Law Group Scholar in Its LMJ Scholarship Program
- RITA Spring Conference 2022
- Upcoming Deadlines for Plan Sponsors: April 2022
- Continued European Litigation Over Disparate Tax Treatment of Non-EU and EU Pension Funds
- Groom Webinar: Emerging Issues for Retirement Plan Fiduciaries (March 31, 2022)
- DOL Proposes to Significantly Tighten Prohibited Transaction Exemption Procedures
- People First – Groom’s Kelly Geloneck Discusses the Pillars of Her Client Work
- HSA-Telehealth Relief is Back (Temporarily)!
- IRS Suspends IRA Opinion Letter Program (Just Temporarily)
- One Actuarial Equivalence Lawsuit Bites the Dust, Another Lives to Fight Another Day
- DOL Threatens to Investigate Fiduciaries Over Cryptocurrency in 401(k)s
- Leadership Steeped In Love: An Interview With Groom Principal Viv Hunter Turner
- Executive Order Directs Development of National Policy on Digital Assets
- Understanding PRT: Administrative and Fiduciary Considerations
- From Cranes to Fiction to Health Plans: Musings from Groom’s Executive Principal Christine Keller
- 41st ECFC Annual Conference
- AHIP’s 2022 National Conference on Health Policy and Government Health Programs
- A Surprise Turn of Events for the No Surprises Act Dispute Resolution Process
- New Pension Withholding Forms
- Groom Hosts Tanorria’s Table for Virtual Cooking Demonstration
- IRS Revamps Minimum Required Distribution Rules
- Groom Takes the Plunge for Special Olympics DC
- Best Execution Standard
- Tolling of Important Health and Welfare and Retirement Plan Deadlines Extended Again Due To COVID-19
- George Sepsakos to Speak on Administrative and Fiduciary Considerations for PRT
- Groom 24th Annual Seminar
- The Importance of Wage Code Reviews
- Upcoming Deadlines for Plan Sponsors: March 2022
- Individual and Pre-Approved 403(b) Plan Documents – Evaluating What to Do in 2022
- Qualified Professional Asset Manager: An Important Tool for ERISA Fiduciaries
- IRS Updates Safe Harbor Methods for “Substantially Equal Periodic Payment” Exception
- Dold Discusses Post-Death Retirement Account Distribution Regulations With Law360
- Update! Departments Issue More Guidance Addressing Coverage of Over-the-Counter COVID-19 Tests
- Christine Keller Discusses COVID-19 Vaccine Measures for Employers With SHRM
- Once More Unto the (Fiduciary) Breach – FACC Suit Against the DOL
- Expert Q&A on Cryptocurrency and Retirement Plans
- Illinois Employers: Are You Complying With the Consumer Coverage Disclosure Act?
- DOL Issues Final 5500 Rules for MEPs and PEPs, but Defers Finalizing Broader Changes
- Guaranteeing a Secure Retirement – A Practical Guide for Selecting DC Plan Lifetime Income Options
- Data Privacy and Security: Key Concerns for Benefit Plans
- Controlled Group and Successor Liability for Defined Benefit Pension Plan Liabilities: Best Practices and Potential Pitfalls for M&A Lawyers
- Michael Kreps Featured on the State of Retirement Podcast on Retirement Reform
- The Supreme Court’s Northwestern Decision – A Win for Plaintiffs but a Possible Turn In the Tide?
- Virtual 2022 Midyear Tax Meeting
- Upcoming Deadlines for Plan Sponsors: February 2022
- Groom Law Group Announces Promotions
- Departments Issue Guidance Addressing Coverage of Over-the-Counter COVID-19 Tests
- OSHA Shot or Test Rule: Keeping It All Straight
- Allison Itami Joins PLANSPONSOR to Discuss Recently Expanded Retirement Asset Protections
- Groom Law Group Announces New Principal
- Michael Kreps Comments on SECURE 2.0 in Pensions & Investments
- Upcoming Deadlines for Plan Sponsors: January 2022
- How The ERISA Landscape May Shift This Year
- DOL Releases Field Assistance Bulletin On Disclosure Requirements for Brokerage and Consulting Service Providers Under ERISA 408(b)(2)
- FinCEN Proposes Rules Under Corporate Transparency Act
- Update on Pending Withholding Forms W-4P and W-4R
- IRS Determination Letter Program – Then and Now
- IRS Shuts Down US-Malta Treaty-Based Pension Tax Shelter
- Church Plan Litigation – Out of the ERISA Woods Into the State Law Forest
- DOL Issues Supplemental Guidance on DC Plan Private Equity Investments
- New York University Students Visit Groom Law Group
- DOL Continues Emphasis on Enforcement in 2021
- Groom Webinar: Navigating Department of Labor Investigations of ESOPs (December 15, 2021)
- Groom Webinar: Investigations & Enforcement – Hot Health Plan Issues (December 8, 2021)
- In Remembrance of Theodore R. Groom
- House Passes Build Back Better Act
- Take Notice: The IRS Proposes ACA Reporting Relief and Deadline Extensions!
- ACLI Compliance & Legal Sections Annual Meeting 2021
- Groom Law Group Elects First Female Exec Principal
- IRA “Checkbook Control” in the Crosshairs?
- Infrastructure Investment and Jobs Act Expands Interest Rate Smoothing and Disaster Relief Provisions
- Groom Elects Christine L. Keller as Executive Principal
- Groom Webinar: It’s Not Too Late! What Employers Need to Do With Their Retirement Plans Before Year End (November 23, 2021)
- Form 5500 DOL Investigations
- 2021 Retirement Plan Year-End Amendments and Operational Compliance
- 2022 Round Up of Benefit and Contribution Limits
- Groom Recognized in the U.S. News – Best Lawyers “Best Law Firms” 2022 List
- Christine Keller Discusses COVID-19 Vaccine Program Guidance for Health Plans With SHRM
- Groom Webinar: Book of Business Audits – Navigating DOL Service Provider Investigations (November 10, 2021)
- Groom Webinar: Coming Soon! Disclosures From Group Health Plan Brokers and Consultants (November 18, 2021)
- Health Plan Investigations: Prudent Layperson Rule
- SECURE Act Changes to 401(k)/403(b) Safe Harbor Plans
- 2021 Best Practices Conference: Managing Your Investment and Retirement Plan Committees
- EPCRS Update Brings Good News for Plan Sponsors
- 2021 PLANSPONSOR Best Practices Conference
- Groom Webinar: Looking Ahead – Three Important Plan Governance Practices for 2022 (November 4, 2021)
- DOL Delays Advice Exemption Enforcement Against Good Faith Fiduciaries
- Massena Associates Profiles Michael Kreps
- Cybersecurity Requests Appear in DOL Audits
- Groom Webinar: Investigations & Enforcement – Processes, Procedures, Policies & Proper Practices (October 26, 2021)
- George Sepsakos Discusses DOL Investigations With Ignites
- DOL Proposes Rule Encouraging ESG & Proxy Voting, Reducing Documentation Requirements
- Groom Webinar: Overview of Health SPD Compliance-Driven Updates for Plan Year 2022 (October 21, 2021)
- Groom Launches Investigations & Enforcement Resource Center
- A Primer on DOL Probes for ERISA Plan Service Providers
- IRS Guidance Sheds Light on COBRA Premium Payment Deadlines in the Time of COVID-19
- MCCA Creating Pathways to Diversity Conference & Gala 2021 (October 11-13, 2021)
- New Tri-Agency Guidance on COVID-19 Vaccine-Related Premium Surcharges/Discounts
- Jeanne Klinefelter Wilson Comments on Cybersecurity Oversight for Smaller Retirement Plans
- Society of Professional Benefit Administrators 2021 Fall Meeting
- Groom Named a 2021 Financial Advisor IQ Service Awards Winner
- Groom Webinar: Deadlines to Amend Cafeteria Plans and FSAs Are Approaching (September 30, 2021)
- HHS Issues Proposed Rules Implementing the Individual Health Insurance Agent & Broker Fee Disclosure Requirements
- Courts Giving DOL More Time to Claim ERISA Violations
- ERISA Class Actions: Plaintiff and Defense Perspectives
- Agencies Propose Extensive Form 5500 Amendments
- House Budget Reconciliation Text Includes Significant Health, Paid Leave, and Retirement Provisions
- IRS Extends Remote Notarization Through June 2022 (And Is Considering Permanent Relief)
- ABA Section of Taxation – Virtual 2021 Fall Tax Meeting
- A July Surprise From the Department of Treasury, HHS and DOL!
- IRS Announces Opening of the Second 403(b) Pre-Approved Plan Cycle
- Is a New Era Coming for Robo-Advice? SEC Requests Information
- Groom Webinar: Fall Policy Outlook – What the Budget Might Mean for Health and Retirement Plans (September 9, 2021)
- Cybersecurity and ERISA
- Developing a Prudent Process for Cybersecurity
- The Best Lawyers in America 2022 Recognizes 18 Groom Attorneys
- IRS Guidance on Funding Relief and Elections Under the American Rescue Plan Act of 2021
- DOL Clarifies Lifetime Income Disclosure Requirement
- IRS Releases New COBRA Subsidy Guidance . . . With Less Than A Week Until Forms 941 Are Due!
- IRS Makes Helpful Changes to EPCRS and Modifies Anonymous Submission Process
- Groom Webinar: Tri-Agencies Meet Deadline with First Set of Surprise Billing Rules, With More to Come (July 29, 2021)
- Surprise! Tri-Agencies Meet Deadline with First Set of Surprise Billing Rules, With More to Come
- Jennifer Eller Interviewed on the Revamping Retirement Podcast on Investment Advisory Services
- Pooled Employer Plans: Opportunities for Advisers
- Actuarial Equivalence Lawsuits: Plaintiffs May Defeat Motions to Dismiss, But Can They Win Class Cert?
- Comparison of Provisions in SECURE 2.0 and Cardin-Portman
- New Escheatment Guidance for Qualified Plans
- Groom Webinar: MHPAEA Compliance in Response to the CAA (July 21, 2021)
- Mental Health Parity Remains a Priority for Tri-Agency: MHPAEA Compliance in Response to the CAA
- Groom Webinar: Multiemployer Pensions – The Special Financial Assistance Rules (July 14, 2021)
- Supreme Court Set to Tackle Pleading Standard in Northwestern Retirement Plan Lawsuit
- Christy Tinnes Serves On MCCA’s 2021 LMJ Scholarship Selection Committee
- Cybersecurity for Plan Fiduciaries: Focus on Account Theft
- Groom Expands Its Deep Team With Addition of Principal Elizabeth Drake
- Harmonizing ‘Tax Home’ Concepts With Evolving Remote Work Arrangements
- IRS Updates Audit Guide for Nonqualified Plans
- DOL Information Letter Regarding Production of Recording of Call Between Plan Representative and Claimant
- IRS Guidance on U.S.-Swiss Tax Treaty Pension and Retirement Provisions Includes IRAs
- Groom Receives High Rankings in the 2021 US Legal 500
- Groom Webinar: Top Takeaways For Employers and Insurers From IRS COBRA Subsidy Guidance (June 10, 2021)
- The 411 on the 941: Everything You Need to Know About How to Claim the COBRA Subsidy Tax Credits
- Eye on ERISA: A Chat With Groom Law Group’s Litigation Chair
- Groom Recommends IRS/Treasury Guidance That Removes Potential Tax Obstacles to Repurposing Surplus VEBA Assets
- Christine Keller Addresses COBRA Subsidy Roll Out With The Washington Post
- TEA National 2021 Conference
- Chambers USA 2021 Ranks Groom as Top Tier Employee Benefits & Executive Compensation Firm and Awards Its ERISA Litigation Practice
- IRS Uncoils COBRA Subsidy Guidance!
- Summary of Provisions in the Securing a Strong Retirement Act of 2021
- American Rescue Plan Act Brings Retirement Plan Relief
- Groom Webinar: SECURE 2.0: An Overview and Prospects for Retirement Legislation in 2021 (May 11, 2021)
- IRS Clarifies Partial Plan Termination Relief Under 2020 Legislation
- Applicability of COVID-19 Relief Legislation and Guidance to Health and Welfare Plans Chart
- Emerging Case Law Supports Forum-Selection Clauses in ERISA Plans
- DOL Releases FAQs on PTE 2020-02, Foreshadows Future Activity on Investment Advice
- DOL Issues Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Recordkeepers, and Plan Participants
- ERISA Arbitration and Class Action Waiver Provisions – Recent Court Rulings, Plan Amendments, Employment Agreements
- Zack Hoffmann-Richards Joins PLANSPONSOR 2021 HSA Conference to Discuss Health Savings Accounts
- ALI-CLE Consolidated Appropriations Act 2021: New Requirements and Implications for Health and Welfare Plans
- A Review of the Single-Employer Funding Provisions Under the American Rescue Plan Act
- Is Data a Plan Asset: Another Court Says No
- DOL Takes First Bite At COBRA Subsidy Guidance
- Updated IRS Publication 590-B Provides Insights On Post-Death RMD Rules After the SECURE Act
- Jennifer Eller Comments on Newly Effective Investment Advice Exemption
- Significant Changes to 2022 Pension and IRA Reports Reflected on Draft Withholding Forms
- It’s Official – Tax Date Moved to May 17th (Along With IRA and HSA Contributions)
- Groom Webinar: A Practical Guide to the Multiemployer Pension Provisions of the American Rescue Plan Act of 2021 (March 23, 2021)
- Groom Webinar: American Rescue Plan Pension Provisions (March 18, 2021)
- Groom Webinar: COVID-19 Legislative Update – Health, Pension and Tax Provisions in the American Rescue Plan Act (March 16, 2021)
- Cybertheft Lawsuit: Court Dismisses Fiduciary Breach Claims Against Plan Sponsor for a Second Time
- Congress Finalizes COVID-19 Legislation With Health, Tax, and Retirement Changes
- DOL Issues Missing Participant Guidance After Years-Long Enforcement Initiative
- House Passes Health and Tax Changes as Part of New COVID-19 Legislation
- DOL Issues Guidance on Outbreak Period Extensions – With 2 Days to Spare!
- Groom Webinar: New Transparency and Disclosure Provisions in the Year-End Spending Bill Create Additional Requirements (and Cause Confusion) (March 3, 2021)
- It’s No Stretch to Say That IRS Guidance Makes FSAs More Flexible
- New DOL Safe Harbor for E-Delivery of Retirement Plan Notices
- Groom Webinar: How Employers Can Help Employees Get the Most Out of Their Health Coverage and FSAs in 2021 (February 26, 2021)
- Groom Webinar: COVID-19 Legislative Update – Retirement, Health and Tax Provisions in Budget Reconciliation Bill (February 25, 2021)
- House Committee Advances Important Pension Funding Changes as Part of New COVID-19 Legislation
- 2020 End-of-Year Omnibus Bill Brings a Few Qualified Plan Changes (and Relief)
- Breaking Down the “Outbreak Period” Extensions: The Clock May Begin Ticking Soon for Important Deadlines Suspended Due to COVID-19
- Groom Webinar: Unpacking PTE 2020-02 – Improving Investment Advice for Workers & Retirees – Opportunities and Implications for Retirement Services Providers (February 17, 2021)
- Groom Webinar: New Brokerage and Consulting Compensation Disclosure Rules for Certain Group Health Plans (February 18, 2021)
- End-of-Year Omnibus Bill Adds Mental Health Parity and Addiction Equity Act Disclosure Requirements
- Groom Webinar: What Do the Final IRS UBIT Regulations Mean for Plan Investors and Investment Managers? (February 16, 2021)
- Financial Factors in Selecting Plan Investments Under ERISA
- Groom Webinar: What You Need to Know About the Employee Retention Tax Credit (February 11, 2021)
- Christine Keller Featured on In House Warrior Podcast on Getting Law Firm Culture Right
- Update on Recent Multiemployer Pension Reform Developments
- UK to Mandate Consideration of Climate Change by Pension Fiduciaries in 2021
- Groom Webinar: Discussion of New Mental Health Parity and Addiction Equity Act Requirements Effective February 10, 2021 (February 4, 2021)
- EEOC Releases Much-Anticipated Proposed ADA and GINA Wellness Rules
- Treasury Issues Final Regulations on Section 162(m) Executive Compensation Deduction Limits
- Health Plan Broker & Consultant Service Provider Fee Disclosure
- Groom Webinar: New Proposed EEOC Wellness Rules – Proposal Suggests Material Changes in Wellness Plan Regulations for Plan Sponsors and Service Providers (January 28, 2021)
- PBGC Finalizes Rules for Simplified Withdrawal Liability Calculations
- Another Major Pension Reform for Multinational Companies to Watch: Netherlands DB to DC
- DOL Issues Missing Participants Guidance
- George Sepsakos and Kevin Walsh Discuss New DOL Missing Participant Guidance With Law360
- Trump Administration Issues COVID-19 Vaccine and Transparency Rules
- Groom Law Group Continues to Grow With the Addition of Five New Attorneys and the Promotion of Three Of Counsel
- 2021 Virtual Tax Legislative and Regulatory Update Conference
- Groom Webinar: Surprise Billing Law Imposes New Requirements for Plans and Issuers (January 13, 2021)
- The Supreme Court Narrows ERISA Preemption in Rutledge v. PCMA
- 2020 ERISA Litigation Trends Hint At What’s Ahead This Year
- IRS’ Version of Missing Participant Guidance
- President Signs COVID-19, Health and Tax Provisions in End-of-Year Omnibus Bill
- IRS Guidance on SECURE Act Provides More Detail on Changes to Safe Harbor Plans
- Final UBIT Regulations Likely to Affect Many Benefit Plan Investors
- DOL Issues Final Proxy Voting Rule
- DOL Interprets Five-Part Investment Advice Test and Issues Final Investment Advice Prohibited Transaction Exemption
- Are You a QPAM?
- Post-Election 2020: Healthcare Priorities Under a Biden Administration
- Ford Motor Case Highlights ERISA Issues With Recovery of Overpayments
- Dold Discusses IRS SECURE Act Guidance with Tax Notes
- Congressional Pushback to Recent IRS Guidance on Deductibility of Expenses Related to PPP Loans
- PLI’s ERISA 2020: The Evolving World – Part II
- Groom Principal Michael Kreps Provides Testimony at U.S. Senate Subcommittee Hearing to Address Retirement Security Challenges
- Department of Labor Takes Another Look at Investment Advice
- Dold Comments on 2021 IRS Benefits Agenda
- David Kaleda Discusses Practicing Law During COVID With Duquesne Law Alumni Magazine
- European Privacy Regulators Propose Rules for Data Transfers to the U.S.
- IRS Guidance Provides More Detail on Terminating 403(b) Plans
- Groom Webinar: Election 2020 – Impact on Plan Sponsors in 2021 and Beyond (December 1, 2020)
- IRS and PBGC Give Sponsors Until January 4, 2021 to Make Contributions Under the CARES Act
- IRS Issues Final Regulations Updating Minimum Required Distribution Rules
- The Race to Register: DOL Issues Final Rule on PPP Registration
- Groom Ranked in 2021 U.S. News – Best Lawyers “Best Law Firms” List
- Groom Webinar: Election 2020 – Impact on Retirement Plan Service Providers in 2021 and Beyond (November 19, 2020)
- Groom Files Amicus Curiae Brief on Behalf of American Benefits Council in Support of Plan Arbitration Provisions
- Groom Webinar: Election 2020 – What to Expect for Health Care Reform (November 17, 2020)
- DOL Shifts Focus From ESG to Pecuniary Factors in Final Rule
- Groom’s Diversity & Inclusion Committee Hosts Workshop for Rising 2L Students on Virtual Interviewing (November 18, 2020)
- Groom Attorneys Recognized by Human Rights First for Pro Bono Case Work
- IRS Brings Clarity to a Number of SECURE Act Provisions for Qualified Plans (and IRAs)
- Groom Webinar: Election 2020 – Health and Retirement Policy (November 10, 2020)
- Christine Keller Speaks With SHRM on What Employers Converting Furloughs Into Permanent Layoffs Must Do
- UK Pension Regulator Issues New Guidance to Employers and Trustees for Pension Risk Transfers to “Superfunds”
- Katie Bjornstad Amin Discusses Health Savings Accounts at 2020 PLANSPONSOR HSA Conference
- Groom Receives MCCA George B. Vashon Innovator Award for Diversity and Inclusion Program
- Groom Law Group Adds to Its Prominent ERISA Litigation and Plan Sponsor Teams
- Jennifer Eller Featured in Pension & Investments Article on Retirement Plan Disclosure E-Delivery
- David Kaleda Interviewed on the Securities Compliance Podcast
- Plan Sponsor Year-End Virtual Seminar
- Cybertheft Lawsuit: ERISA Fiduciary Breach Claims Dismissed Against Plan Sponsor but Move Forward Against Recordkeeper
- ABA JCEB Key Considerations For Successful Remote Plan Governance
- SEC Enforcement on Common and Collective Trusts Catches Many by Surprise
- Final Regulations Remove Longstanding Default Pension Withholding Provisions, but Delay New Form W-4P
- Webinar: Election 2020 – Health Policy (October 8, 2020)
- J. Rose Zaklad Discusses SECURE Act Retirement Amendments In Tax Notes
- Principal Ryan Temme Quoted in Law360 on Recent Medical Billing Executive Order
- Webinar: Overview of 2020 Guidance Impacting Retirement Plan Service Providers (October 1, 2020)
- Possible Options for Participant Relief Under Section 409A Plans in the Time of Coronavirus
- Round One of SECURE Act IRS Guidance Clarifies Some Key Issues for Retirement Plans
- George Sepsakos Joins 2020 PLANSPONSOR National Conference
- Webinar: Election 2020 – Retirement Policy (September 24, 2020)
- DOL Proposes Rule Requiring Increased Proxy Voting Analysis and Recordkeeping
- Webinar: Fall Roundup of IRS and DOL Guidance Impacting Plan Sponsors and Their Retirement Plans (September 16, 2020)
- Election 2020: Retirement Policy Positions
- IRS Reminds Us – Keep a Copy of Your Executed Plan Document
- CARES Act Guidance for Qualified Plans Brings Welcomed Relief
- David Kaleda Featured in PLANSPONSOR on New DOL Proposed Rule on PEPs
- DOL Proposed Pooled Plan Provider Registration Rule
- DOL Presses Forward With Lifetime Income Disclosure in Defined Contribution Plans
- Best Lawyers 2021 Honors 19 Groom Attorneys
- Recent Surge in 401(k) ERISA Class Actions: What’s at Issue and How Is It Potentially Impacted by Recent Supreme Court Decision in Intel v. Sulyma and Thole v. U.S. Bank N.A.
- Webinar: Lifetime Income Illustrations – DOL Gives 401(k) Plan Participants a View of the Future. How Will They React? (August 20, 2020)
- IRS and PBGC Guidance on Single-Employer Defined Benefit Funding Relief Under The CARES Act
- If it Ain’t Broke, Fix it as Needed: The DOL’s Revised Fiduciary Rule and Exemptions Proposal
- Webinar: Employer Securities, Employer Real Property and Other Employer Assets
- PLI’s ERISA 2020: The Evolving World – Part I
- Webinar: COVID-19: Tri-Agency FAQs Implementing FFCRA and CARES Act
- Special 2020 W-2 Reporting Mandated for Qualified Sick and Family Leave Wages
- A New Framework for Consideration of Private Equity in Defined Contribution Plans
- The IRS Provides Relief for Mid-Year Reductions in Employer Contributions to Safe Harbor Plans
- Groom Whitepaper on Excessive Fee Claims Featured in Forbes
- Webinar: Third Time’s a Charm? DOL Proposes a New Fiduciary Investment Advice Exemption
- DOL Proposes a New Fiduciary Investment Advice Exemption
- ABA JCEB’s The Legislative and Regulatory Process with Benefits Legislation
- IRS Guidance on 2020 Required Minimum Distribution Waivers and More
- CARES Act Impact on Retirement Plans
- DOL Proposes Rule to Crack Down on ESG
- Evaluating Reg BI Compliance
- George Sepsakos Featured in New York Times Article on DOL’s Proposed Rule on ESG Retirement Investing
- IRS Issues Anticipated CARES Act Guidance On Plan Loans and Distributions
- Global Pension and Benefits Responses to COVID-19
- Webinar: DOL Proposes Rule to Curtail ESG Investing (June 30, 2020)
- Webinar: CARES Act Revisited: IRS Issues Anticipated Guidance on Retirement Plan Distributions, Loans, and RMDs (July 2, 2020)
- Dold Discusses IRS Guidance on CARES Act Retirement Plan Relief with Tax Notes
- IRS Determination Letter Program: Upcoming Deadlines and Recent Developments
- Proposed Section 4960 Excise Tax Rules for Tax-Exempts: Highlights and Key Features
- Leave Donation Programs for COVID-19
- Direct Primary Care Arrangements and Health Care Sharing Ministries Receive Favorable Tax Treatment Under Proposed Regulations
- Groom Practices and Attorneys Rank High in the 2020 US Legal 500
- Webinar: Proposed Section 4960 Excise Tax Rules for Tax-Exempts: Highlights and Key Features (June 23, 2020)
- Webinar: IRS Proposed Regulations on Direct Primary Care Arrangements and Account-Based Plans (June 18, 2020)
- Big Win for Employer in Actuarial Equivalence Case – Class Certification Denied
- Supreme Court Limits Ability of Pension Plan Participants to Sue for Fiduciary Breach
- IRS Issues Guidance Related to Changes in Elections, Grace Periods, and Carryovers
- IRS Allows Remote Notarization of Participant Elections for 2020
- Department of Labor Guidance on Private Equity Adds Flexibility for Defined Contribution Plans
- The Return to the Supreme Court
- Webinar: 5 Years After IRS Cutback on Determination Letters – What Are the Options, Deadlines and Benefits? (June 16, 2020)
- Webinar: IRS Issues Long-Awaited Proposed UBIT Regulations. What Are the Challenges and Opportunities? (June 9, 2020)
- Dold Discusses Preapproved Retirement Plan Opinion Letters with Tax Notes
- Katie Bjornstad Amin Quoted in NPR About Benefit Changes Following IRS Rule Shift
- Webinar: COVID-19: Post-Termination Coverage Options (June 4, 2020)
- IRS Extends More Pension Deadlines For COVID-19
- The HEROES Act: Key Retirement, Health and Welfare, and Tax Provisions
- DOL Finalizes Safe Harbor Regulation for Retirement Plan Electronic Disclosures
- Webinar: COVID-19 Legislative Update – Retirement Plan Provisions in House HEROES Act (May 28, 2020)
- Employers Get Bit: Flurry of Class Action Lawsuits Allege Deficiencies in COBRA Election Notices
- Webinar: New DOL E-Delivery Rules – Coming Soon to an Inbox Near You (May 27, 2020)
- Groom and Chubb Explore Surge in Litigation Against Fiduciaries of Employer-Sponsored Retirement Plans
- Recent IRS Rulings Illustrate the Dangers of Creating Impermissible Cash or Deferred Arrangements in Governmental Plans
- Webinar: COVID-19 Legislative Update – Health and Leave Provisions in House HEROES Act (May 21, 2020)
- IRS to Focus on Catch-Up Contributions in 403(b) and 457(b) Plans
- Payroll Tax Relief During The COVID-19 Pandemic
- Coming Soon: DOL’s Modernized Electronic Disclosure Rules
- Ch-Ch-Ch-Changes (In Elections and Grace Periods)
- Webinar: COVID-19 and Other Recent Developments Affecting IRAs (May 19, 2020)
- Webinar: COVID-19 IRS Guidance on Section 125 Cafeteria Plans and HDHPs, FSAs, and HRAs (May 14, 2020)
- Rachel Levy Discusses COBRA Coverage Options with The Wall Street Journal
- Christine Keller Speaks with SHRM Regarding Back-to-Work, Commuting Challenges
- IRS Proposes Rules on UBIT Changes Affecting Benefit Plan Investors
- First Look: IRS Answers Frequently Asked Questions on CARES Act Retirement Provisions
- DOL & Treasury Extend ERISA-Required Deadlines, Creating Questions & Disruptions in Administrative Procedures
- Plan Sponsors Face Challenges Implementing the SECURE Act
- Webinar: COVID-19 DOL, IRS & PBGC Guidance Update for Retirement Plans (May 5, 2020)
- DOL Provides COVID-19 Relief for Retirement Plans
- Webinar: Company Stock – Considerations for Fiduciaries (May 12, 2020)
- Webinar: COVID-19 Agency Guidance: DOL & Treasury Extend ERISA-Required Deadlines (May 7, 2020)
- Webinar: Employers and COVID-19 – Issues to Consider for Getting Employees Back-to-Work (April 30, 2020)
- Thinking Outside the Box to Help Employees During COVID: Section 139 Tax-Free Reimbursements
- Chambers USA 2020 Awards Groom Top Rankings in Employee Benefits & Executive Compensation and ERISA Litigation
- Webinar: ERISA Plan Expense Rules: What Expenses Can a Plan Pay? (April 28, 2020)
- IRS Takes a Bite Out of the “One-Bad-Apple” Rule
- Christine Keller Discusses Workplace Return Policies After COVID-19 With SHRM
- DOL E-Disclosure Rule is Submitted to OMB
- Employer Paid Student Loan Relief For 2020
- Webinar: Benefits Plans and COVID-19 – Key Issues for Employers Related to Business Relief and Tax Provisions (April 23, 2020)
- New Lawsuit Alleges Fiduciary Breaches by Plan Sponsor and Recordkeeper for Quarter Million Dollar Cybertheft
- CARES Act Brings Immediate Changes for 401(k) Plans
- Webinar: Voluntary Early Retirement Programs and Other Voluntary Workforce Reductions (April 21, 2020)
- New Fidelity Fee Decision Addresses Several Important Issues For Plan Fiduciaries
- IRS and PBGC Provide Pension and Other Relief in the Wake of COVID-19
- Corporate Pensions in Turbulent Economic Times: An Overview of Key Issues and Options for Plan Sponsors
- Top 5 COVID-19 Benefits Questions
- Webinar: COVID-19 – View from Groom on Legislative and Regulatory Activity (April 16, 2020)
- Webinar: Furloughs and Layoffs – Key Issues and Impacts on Qualified and Non-Qualified Plans (April 14, 2020)
- Webinar: Benefits Plans and COVID-19 – Update on Agency Guidance (April 9, 2020)
- Webinar: Managing Abandoned Plans: Issues For Service Providers Considering the DOL’s QTA Program (April 7, 2020)
- On Small Plans and Large: Any Size Plan Could Be A Target For Fee Litigation
- ERISA Litigation Trends: Looking Back at 2019 and Forward to 2020 and Beyond
- David Kaleda Joins PLANADVISER To Discuss Why Plan Advisors Audits Are On The Rise
- New COVID-19 Paid Leave: 5 Things Employers Should Do by April 1st (Even If You Don’t Think You Are Subject to the Rules!)
- DOL Announces Forms LM-10, LM-30 & LM-2 COVID-19 Non-Enforcement Policy for Filings Extended to June 30, 2020
- Senate Passes Massive Stimulus Bill
- Webinar: Benefit Plans and COVID-19 – Legislative and Regulatory Update (April 2, 2020)
- Webinar: Helping Your 401(k) Participants Weather the Economic Storm (March 31, 2020)
- Webinar: The Pandemic Plan of Action – COVID-19 Update for Health & Welfare Plans (March 26, 2020)
- Webinar: Legal Hurdles and Strategic Initiatives Facing DB Plan Sponsors (March 24, 2020)
- IRS Extends Income Tax Return Payments (but Not Retirement-Related Deadlines)
- Coronavirus Check-Up for Retirement Plans
- Congress Poised to Pass Coronavirus Response Legislation Impacting Health Plans and Leave Policies
- Coronavirus Response Legislation Impacting Health Plans and Leave Policies
- A Message from Groom on COVID-19
- David Levine Joins S&P Dow Jones Indices to Discuss SECURE ACT Lifetime Income Provisions
- Coronavirus: Key Issues Impacting Employers, Health Plans and Retirement Plans (March 10, 2020)
- Fidelity Wins Dismissal from ERISA Claims Based on “Infrastructure” Fees
- Year-End Appropriations Bill Brings Big Changes for Qualified Plan Sponsors
- Proposed Major Revisions to the UK Pension Law Introduced
- PBGC’s Regulatory Spring Cleaning: Numerous Changes, Updates, and Clarifications to PBGC Reporting, Termination, and Premium Rules
- MEPs and PEPs: Effective means to broaden retirement plan access
- Court Challenges to DB Plan Actuarial Assumptions – One Year Later
- Significant Developments Affecting VEBAs – Final IRS Rules Clarify Unrelated Business Taxable Income (“UBTI”) Issues But Renew Uncertainty on Reallocating VEBA Assets
- SECURE Act – Impact on 401(k) Plan Sponsors
- Church Plans Under the SECURE Act
- Lifetime Income Provisions Under the SECURE Act
- Groom Names Two New Principals and Welcomes Five New Associates
- Bloomberg Law Insight: Untangling the SECURE Act’s Retirement Plans—PEPs, ARPs, and MEPs
- Round One of SECURE Act Guidance – IRA Reporting Relief for 2020 MRDs
- David Kaleda Speaks With PLANADVISER Regarding Advisers and 403(b) Plans
- The Aspen Institute’s Roundtable on Employer-Provided Educational Assistance
- Should Your Company Finally Offer a Retirement Plan?
- SECURE ACT Impacts Distributions Under Governmental Plans and Other Areas Affecting Plan Administration
- 2020 brings new opportunities in the retirement space
- SECURE Act and Spending Bills – Impact on Plan Sponsors
- Practising Law Institute: Fiduciary Investment Advice 2020
- Bloomberg Law Insight: 10 Key Changes to IRAs in 2020 Under SECURE Act
- Supreme Court Vacates & Remands Plaintiff-Friendly Ruling in IBM “Stock Drop” Litigation
- New Regulation Best Interest FAQs Address Topics Familiar to DOL Fiduciary Rule Veterans
- SECURE Act Requires Immediate Action by Plan Service Providers
- Groom Webinar: SECURE for Pooled Employer Plans
- Groom Webinar: SECURE for Plan Sponsors
- Groom Webinar: SECURE for Service Providers
- Michael Kreps Discusses In-Plan Retirement Income Options with Pensions & Investments
- SECURE Act Testing Relief for Closed/Frozen Defined Benefit Plans
- The SECURE Act Increases The Buzz Around Annuities
- Texas, et. al., v. U.S. – The Fifth Circuit Rules
- So you want to sponsor a pooled employer plan? Here are 5 things to know
- Groom Launches The SECURE Act Resource Library Website
- Treasury Proposes New Regulations on Section 162(m) Executive Compensation Deduction Limits
- Brigen Winters Discusses the SECURE Act with Pensions & Investments
- Year-End Challenges and Opportunities: Congress Passes SECURE Act, Caddy Tax Repeal, and More
- Updated Retirement Regime in the Dubai International Financial Centre Comes Into Force in 2020
- David Levine Speaks with CNBC About the SECURE Act and Related Distribution Rules
- Cyberfraud: Must a plan’s security policies meet the duty of prudence?
- IRS Relieves Uncertainty About Timing of Plan Amendments
- Mazawey Testifies at IRS Hearing on Proposed MEP Regulations
- Supreme Court Ruling in Intel ERISA Statute of Limitations Suit Could Have Far-Reaching Implications
- Senate Republicans Release Proposal for Multiemployer Pension Reform
- IRS Reopens the Determination Letter Program for Certain Plans
- New Guidance on the Territorial Scope of GDPR Impacts U.S. Benefit Plans
- IRS Proposes Update to Minimum Required Distribution Rules
- PBGC Rulemaking Roundup
- Tax Reporting Guidance for Uncashed Checks from Qualified Plans
- CBBA-Europe Annual Conference
- Groom Named to U.S. News – Best Lawyers “Best Law Firms” List
- Round Up of 2020 Benefit and Contribution Limits
- DOL Modernizes Disclosure Rules in a Significant Expansion of Electronic Delivery
- IRS Guidance on Initial and Recurring 403(b) Remedial Amendment Periods
- Moving From Paper to Digital as the Default Delivery Method for Retirement Plan Disclosures
- New Case Raises Difficult Questions About ERISA Remedies for 401(k) Account Thefts
- Section 1557 Update
- Two New Executive Orders Promise to Impact Retirement and Health Plan Guidance
- MCCA Creating Pathways to Diversity Conference
- PBGC Proposes Change to Lump Sum Assumptions
- IRS Finalizes Changes in Hardship Distribution Rules
- Pepsi Avoids Retirees’ Claims Challenging Benefit Conversion Factors
- Texas, et. al., v. U.S. (ACA Constitutionality Challenge)
- Virtual Roundtable Discussion on SEC’s New Rule Package
- SEC and DOL Working Together on Retirement Advice Rules
- AARP’s 2019 Celebration of Service Meal Pack Challenge
- States Sue to Stop Regulation Best Interest
- Challenge to Governmental Plan Status of Hospital Plans Dismissed
- Ninth Circuit Greenlights Individual Arbitration Provisions in ERISA Plan Documents
- Fiduciary Lessons From DOL’s Win In Employee Stock Case
- IRS Counsel Memo is Reminder That Employers May Not Currently Deduct Contributions of Their Own Debt Securities
- MEPmentum Continues: DOL Issues Guidance on Association Retirement Plans, PEOs, and Turns to ‘Open’ MEPs
- IRS Expands Its Correction Program (EPCRS) for Qualified Plans
- Major Restructuring of the Employee Benefits Security Administration
- Take a Deep Dive into the SEC’s Investment Advice Rule Package
- Can the SEC and DOL Sing in Harmony?
- Kaleda Comments on Litigation Driving Fiduciary-Role Awareness
- Lump Sum Windows for Retirees Back in Play
- District Court Analyzes What a “Principal Purpose” Organization is and Other Church Plan Definitional Issues
- Best Lawyers 2020 Recognizes 15 Groom Lawyers
- DOL Moves on Multiple Employer Plans
- Vault Names Groom Top 150 Under 150
- IRS Proposed Rule Offers Relief to The Multiple Employer Plan One Bad Apple Rule
- Groom Hosts Crump Law Camp, A Group of Aspiring Lawyer High School Students
- EU Issues Final Regulations for the New “EU IRA”
- “Taxpayer First Act” Continues Emphasis on Electronic Services and Refocuses IRS on Taxpayer Needs
- Plaintiffs Claim Victory in First Ruling Challenging DB Plan Actuarial Assumptions
- PBGC Finalizes Streamlined Coverage Determination Process
- European Pension Authority Issues Opinion on ESG Pension Investing
- IRS Determination Letters Are Back in Play for Certain Ongoing Plans
- HHS Issues Proposed Rulemaking Drastically Revising ACA Section 1557 Nondiscrimination Regulations
- Long-Awaited Proposed IRS Rules Would Alleviate “One-Bad-Apple” Rule for Multiple Employer DC Plans
- Louis Mazawey Comments on New Proposed Regulations for Multiple Employer Retirement Plans
- Rhode Island Enacts Law to Require Church Defined Benefit Plans with at Least 200 Members to Provide Financial Information
- Regulatory Monitor ERISA Update
- Hip, Hip, HRA? New Rules Regarding Account-Based Group Health Plans Could Have Some Employers Cheering
- SEC Adopts Regulation Best Interest And Related Rules
- Perretta Comments on Final HRA Rules in The Wall Street Journal
- Legal Aid Recognizes Groom for Outstanding Pro Bono Work
- Guide to Dealing with Department of Labor Investigations of Retirement Plans
- Senate HELP Committee Releases Sweeping Legislative Package Targeting Health Care Costs
- ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements
- Insight: Data Privacy and Cybersecurity—What’s a Plan Fiduciary to Do?
- IRS Issues Proposed Regulations Clarifying What Foreign Pension Funds are Eligible for Tax Exemption on US Real Property Investments
- Growing Number of Lawsuits Claim “Old” Mortality Tables Deprive Participants of Benefits – An Update
- SEC Finalizes Regulation Best Interest, Form CRS Disclosure, and Interpretive Guidance Compliance Required by June 30, 2020
- House Passes Bipartisan Retirement Reform Legislation
- Proposed Hardship Withdrawal Regulations Facilitate Hardships
- Banding Together 2019
- ABA JCEB ERISA Basics National Institute
- IRS Expands Determination Letter Program for Two Groups of Plans – Considerations for Plan Recordkeepers
- PLI’s ERISA 2019: The Evolving World
- PBGC Update – New Director Takes Helm/Flurry of New Forms
- CBBA-Europe, American Benefits Council & Groom Law Group Conference
- Chambers USA 2019 Names Groom as Top Firm in Employee Benefits & Executive Compensation and ERISA Litigation
- What Church Plans and Governmental Plans Now Have in Common – Plaintiffs’ Bar Sets Sights on Some Governmental Plans
- Pension Plan Investments 2019: Current Perspectives
- IRS Reopens Determination Letter Program for Two Significant Groups of Plans
- ALI-CLE Executive Compensation 2019: Strategy, Design, and Implementation
- DOL’s Wage and Hour Division Proposes Clarifications to FLSA “Regular Rate of Pay” Exclusions with Potential Implications for Employee Benefits
- Unrelated Taxable Income and Pensions
- IRS Expands Self-Correction Program Primarily to Facilitate Plan Loan Corrections
- District Court Holds That a Public Library Plan is Not a Governmental Plan
- Settlement in Vanderbilt 403(b) Case Raises Plan Data Questions
- UBIT Changes for Benefit Plan Investors and the 2018 Tax Year Filing Season
- Proposed New Jersey Fiduciary Regulation Far Exceeds Proposed Regulation Best Interest and the DOL’s 2016 Rulemaking
- 2018 Groom Diversity & Inclusion Update
- DOL to Review ESG Investing, Proxy Voting Rules
- A Step Forward For Retirement Legislation
- De-Risking Pitfalls – Annuity Contracts, Plan Terminations and the Excise Tax on Surplus Assets
- What if You Ran a DC Plan Like a DB Plan? The UK May Be About to Find Out
- Court Ruling on Association Health Plans Leaves Future of DOL MEP Rule in Doubt
- PLI’s Fiduciary Investment Advice 2019
- Federal District Court Vacates Key Provisions of DOL’s Association Health Plan Rule
- Seventh Circuit Holds the Parsonage Allowance Constitutional
- Changing Cybersecurity Baselines?
- Second Proposed Class Action Lawsuit Targets Fidelity’s Mutual Fund Platform Fees
- Groom 23rd Annual Seminar
- IRS Notice on Lump-Sum Windows for Retirees Creates More De-Risking Opportunities
- UK Issues Guidance That Companies That Cannot Support Their Pension Obligations Should Not Pay Dividends
- Tax-Exempt Employers May Owe New Excise Taxes Starting in 2018
- Pension Plans Come Under Fire for Outdated Mortality Tables
- Fidelity’s Mutual Fund Shelf-Space Payments Targeted by Plaintiffs
- Lost Participants
- The IRS Says Let Them Eat Snacks
- What Is a DOL Adviser Investigation Like?
- View from Groom: Georgetown Win in Retirement Investment Suit May Help Other Schools
- Robust Pension De-Risking Activity Expected For 2019
- Multinational Companies Take Note: UK Proposes Seven Years in Jail for Mismanagement of DB Plans and other Criminal and Civil Penalties for DB Plan Failures
- Employee Plans Issue Snapshots Are Worth a Closer Look
- A New Paradigm – Delivering Retirement Benefits To Healthcare And Higher Education Employees
- PBGC Finalizes and Expands Mediation Program
- Second Circuit Opens Potential ERISA Avenue for Plaintiffs in “Stock Drop” Lawsuits
- Legislative and Regulatory Update: A Look Back at 2018 and Forward to 2019
- Puerto Rico Treasury Department Issues Guidance on Retirement Plan Limits for 2019
- Lou Mazawey Named as Washington, DC Best Lawyer by Washingtonian
- Making Sure Your Plan Language Matches What You Are Doing – New Class Action Lawsuit Examines How a Common Definition of “Compensation” Was Applied
- New Proposal to Reduce FATCA Administrative Burden
- 403(b) Litigation Update: Court decisions reveal some emerging themes
- U.S. Moves Towards National Data Privacy Framework
- Much Anticipated Hardship Guidance Is Here
- IRS Issues Guidance on Deferrals of Private Company Equity Under Section 83(i)
- Relief for 403(b) Plans Regarding the Exclusion of Part-Time Employees
- New ERISA Class Actions Claim Underpayment of Pensions Due to Unreasonable Actuarial Factors
- PBGC May Streamline Some Coverage Determinations
- Kaleda Comments on Retirement Plan Litigation Trends
- Proposed Guidelines Issued on the Territorial Scope of GDPR – New Considerations for US Benefit Plans and Plan Sponsors
- Winters Comments on Expected Trends in the Retirement Plan Industry
- Winters Comments on Anticipated Solution for Multiemployer Pension Plans
- IRA Escheatment Reporting Gets A Much Needed Extension
- View From Groom: Administration’s Health Reimbursement Arrangement Proposal Is Welcome Step But Leaves Questions Unanswered
- With Year-End Deadline Looming IRS Issues Much Anticipated Hardship Guidance
- Administration Revises State Innovation Waiver Review Standards Under Section 1332 of the ACA
- Top Five Post-Election Retirement Policy Observations
- Most Pension Limits Increase for 2019
- Student Loan Benefit Within a 401(k) Plan Gets IRS Approval
- Open MEP Opportunities: A look at the compliance challenges, as well
- Proposed Rules Allow the Use of HRAs to Pay For Individual Market Coverage
- Qualified Plan Changes Within the Bipartisan Budget Act
- PBGC Potpourri: New Rules, Guidance, and Leadership
- Department of Labor Proposes Multiple Employer Plan Expansion
- Kaleda Comments on DOL Audits of Retirement Plan Advisers
- Broker-Dealers as Fiduciaries After the DOL Rule Vacatur
- IRS Blesses a Student Loan Employer “Match” Contribution
- Data Security Issues Remain Top of Mind in Washington
- 2018 Brings New Mortality Tables and Tax Reform
- Legislative & Policy Update
- 26th Annual NASPP Conference & Exhibition
- Sixth Circuit Finds Family Trust, Successors Liable for Pensions
- Employee Benefit Plans of Tax-Exempt and Governmental Employers 2018
- Understanding The Unwinding Of DOL’s Fiduciary Rule
- AARP’s 2018 Celebration of Service Meal Pack Challenge
- Massachusetts and New Jersey Enact State-Level Health Coverage Mandates
- Prepare for Territorial Scope Guidance Under GDPR
- IRS Guidance Softens Impact of Recent UBIT Changes on Benefit Plan Investors – At Least for Now
- Trump Executive Order on Retirement
- IRS Provides Informal Guidance on Plan Qualification Issues via “Issue Snapshots”
- Congratulations, You’re a Partner: What Happens Now?
- Dold Comments on IRS Ruling on Student Loan Benefit
- Ryan Comments on Shareholder Activism by Churches
- IRS Clarifies Grandfather Rule and Other Code Section 162(m) Issues
- IRS Private Ruling on Student Loan Benefit Under 401(k) Plan Likely to Fuel Interest
- The Departments Release Final Rule Aimed at Expanding Short-Term, Limited-Duration Insurance Coverage
- Kaleda Comments on the Role of the Adviser Post Fiduciary Rule
- 15 Groom Lawyers Recognized in <em>The Best Lawyers in America</em><sup>©</sup> 2019
- Principal Transactions: Advisers are still fiduciaries under the 5-part test
- Ryan Comments on How Retirement Investment Firms Remain Cautious of the U.S. Cannabis Industry
- Puerto Rico Treasury Department Extends Relief for Eligible Distributions to Participants Affected by Hurricane Maria
- PBGC Staff Claims Transactions That Reduce Premiums May Be Improper “Form Over Substance”
- Kaleda Comments on States Establishing Their Own Best Interest Fiduciary Regulations
- Kreps Joins Fox Business to Talk RESA
- EBIA Advanced Cafeteria Plans and Benefits Conference
- DOL Finalizes Association Health Plan Rule, Allowing for Expanded Availability of Association Health Plans
- Mazawey Comments on IRS Determination Letter Program
- PLI’s ERISA 2018: The Evolving World
- A Look at Two Areas of Historic Interest for Qualified Plans—Self-Correction and E-Delivery
- It’s Over! Fifth Circuit Issues Mandate Vacating Fiduciary Rule
- Groom Urges IRS to Expand Determination Letter Program
- CRI Policy Innovation Forum: Driving Change to Improve Long-Term Outcomes
- Groom Bands Together with Gifts for the Homeless
- Kreps Comments on Retirement Reform in Possible “Phase Two” Tax Bill
- Chaotic Rollout for European Data Privacy Regulations Raises Questions for Benefit Plan Administrators
- Groom Hosts Fiduciary Fly-in
- A New Best Interest Model: The SEC steps up to the plate
- Trump Administration Issues Request for Information on Drug Costs
- Groom Named Law Firm of the Year by <em>Chambers USA</em> for Employee Benefits & Executive Compensation
- PLI Fiduciary Investment Advice 2018
- PLI’s Pension Plan Investments 2018: Current Perspectives
- Is Excessive Fee Litigation Headed For Its Dudenhoeffer?
- Groom Earns Top Rankings in Chambers USA 2018
- ESGs – Perspectives of the OECD and New US Guidance
- DOL Announces Temporary Enforcement Policy in Response to Fifth Circuit Decision
- DOL and ESG Investing: Evolving Guidance
- Fiduciary Proposal: Episode III – Revenge of the SEC
- Shapiro Comments on Plans Seeking Treasury Approval to Cut Benefits
- IRS Requests Input on Possible Expansion of Determination Letter Program in 2019
- The Budget Act Brings Much Needed Hardship Relief for Plan Participants
- Kaleda Comments on the Current Litigation Environment for Plan Sponsors
- UK Publishes White Paper Proposing Defined Benefit Plan Regulatory Changes – Including Possible Criminal Penalties
- US Government Accountability Office Recommends Changes Regarding US Participants in Foreign Retirement Plans
- Fifth Circuit Vacates DOL Fiduciary Rule
- Litigation Against 403(b) Plan Fiduciaries
- Insight: 2017 Tax Reform Impacts IRAs Indirectly in Many Ways
- IRS Issues Immediately Effective HSA Guidance
- Budget Act Includes Hardship and Other Important Retirement Plan Relief
- Tax Reform Brings Some 2018 Changes for Qualified Plans
- Massachusetts Brings Enforcement Action Against Brokerage Firm Based on Violations of Fiduciary Rule Compliance Policies
- Recent UBIT Change May Impact Benefit Plan Investors
- New Year’s Resolution for 2018: Develop OFAC Compliance Strategy
- DOL Grants Individual Exemptions to Allow Asset Managers to Use QPAM Exemption
- Budget Brings Pension and Health Care Relief
- Tax Reform Changes to §162(m) Impact Executive Pay at Public Companies
- New Disability Claims Procedure Rule To Take Effect in April 2018
- Puerto Rico Treasury Department Issues Additional Guidance on Eligible Distributions to Participants Affected by Hurricane Maria
- Tax Reform Series III: Executive Compensation Provisions
- Tax Reform Series II: Retirement Plan and IRA Provisions
- Tax Reform Series I: Fringe Benefit and Health & Welfare Provisions
- Groom Law Group 22nd Annual Employee Benefits Seminar
- DOL Proposes Sweeping Changes to Allow for Expanded Availability of Association Health Plans
- Tax Reform – What Changes May the New Year Bring for Qualified Plans?
- Tenth Circuit Agrees with District Court that Catholic Health Initiative’s Plan is a ‘Church Plan’
- Puerto Rico Treasury Department Issues Guidance on Retirement Plan Limits for 2018
- Tax Reform: Comparison of House, Senate and Conference Report Versions of the Tax Cuts and Jobs Act (H.R. 1)
- EU Launches New Association to Encourage Cross-Border Pension Arrangements
- Tax Reform: Comparison of House and Senate Versions of the Tax Cuts and Jobs Act (H.R. 1)
- IRS Begins Enforcement of Employer Mandate for Calendar Year 2015
- Many Pension Limits Will Increase in 2018
- DOL Finalizes Transition Period Extension to July 1, 2019
- HHS Releases Notice of Benefit and Payment Parameters for 2019 Proposed Rule
- QLACs and Lifetime Income Makes the IRS Guidance Plan List
- Tax Reform Legislation Moves Through the House and Senate
- IRS Loan and Hardship Distribution Relief in the Wake of Hurricanes Irma and Harvey
- Puerto Rico Treasury Department Finally Grants Relief to Participants Affected by Hurricane Maria
- View from Groom: House Tax Bill Would Radically Curtail Executive Compensation
- House Tax Reform Bill Unveiled
- Plan Sponsor Fee Litigation Cases on the Rise
- White House Takes Steps to Modify Healthcare Rules and Stop CSR Funding
- View from Groom: Cybersecurity as It Relates to Retirement Plan Data
- Federal District Court Holds the Minister’s Housing Allowance Unconstitutional (Again)
- IRS Finalizes New Mortality Table Rules for Pension Plans
- Congress Expands Disaster Relief for Benefit Plans
- ALI-CLE Conference: Employee Benefit Plans of Tax-Exempt and Governmental Employers
- Winters Mentioned in Thomson Reuters
- Special Report: “Who May Sue You and Why: How to Reduce Your ERISA Risks, and the Role of Fiduciary Liability Insurance”
- Winters Comments on Tax Reform
- “Big Six” Unveil Tax Reform Framework But Effect on Retirement Plans Unclear
- Children’s Law Center
- Kaleda Comments on 403(b) Plan Litigation Cases
- IRS’ Pre-Approved Plan Program Gets a Make-Over (with Extensions)
- Recent DOL Actions Address Impermissible Wellness Programs As Well As Fiduciary Status of Changed Out of Network Provider Payment Methodologies
- Federal Agencies Provide Pension Relief in the Wake of Hurricane Harvey
- IRS and Other Agencies Provide Pension Relief in the Wake of Hurricane Harvey
- DOL Proposes 18 Month Extension of the Transition Period to Fiduciary Rule & Issues Non-enforcement Position on Arbitration Prohibition
- Regulation of Robo-Advisers by the Department of Labor
- Final Mortality Table Regulations Sent for OMB Review Signals Potential Effective Date Delay
- View from Groom: US Tax Issues for US Expats in UK Pension Schemes
- Fifth Circuit Oral Arguments – A New Hope for Fiduciary Rule Opponents?
- New Conflict of Interest FAQs Address 408b-2 Disclosure Transition Period and Recommendations to Increase Contributions and Plan Participation
- DOL Announces that it is Proposing an 18-Month Extension of the Transition Period
- IRS Revised Its Qualified Plans Correction Program to Address the Determination Letter Progra Changes
- OFAC Update
- The Future of Healthcare Reform: Republican Efforts Stall in the Senate
- Curtailment of the Determination Letter Program Impacts Plan Sponsors
- IRS Revamps Pre-Approved Qualified Plan Program
- Department of Labor May Be Saying Au Revoir to BIC Exemption’s Restrictions on Arbitration
- Dold Comments on Pre-Approved Plan Program
- IRS Clarifies Process for FICA Refunds
- DOL Releases Request for Information on Fiduciary Rule and Prohibited Transaction Exemptions
- Environmental, Social and Governance Factors Get Further Attention by OECD, International Pension Supervisors
- Changing Retiree Medical Plan Benefits to Reduce OPEB Liabilities Under Governmental Accounting Rules
- The Tide is Turning Against Discretionary Authority and the Abuse-of-Discretion Standard of Review
- View from Groom: After Advocate – Practical Considerations for Church Plan Sponsors
- Groom Ranks High in the 2017 US Legal 500
- View from Groom: An Open or Closed Section 409A Case
- In Victory for Religiously-Affiliated Hospitals, the Supreme Court Rules that Church Plans Need not be Established by Churches
- Groom Top Ranked by Chambers USA 2017 Guide
- Acosta’s DOL Approach to the Fiduciary Rule
- PLI Pension Plan Investments 2017: Current Perspectives
- Welcomed IRS Guidance on Use of Forfeitures and Hardship Distributions
- Canadian Court Rejects Multiemployer Plan’s ERISA Controlled-Group Liability Claims
- PBGC Walks Back Early Warning Program Expansion
- Groom 21st Annual Employee Benefits Seminar
- Summary of Key Provisions of the American Health Care Act
- View from Groom: Outlook for Republican ACA Repeal and Replace Efforts
- View from Groom: 401(k)/403(b) Hardship Substantiation Made Easier for Plan Sponsors and Recordkeepers
- FBAR Deadline Reminder
- Summa Holdings Inc. v. Commissioner— Substance Over Form May No Longer Prevail
- Department Releases Final Extension of Applicability Date
- IRS Announces Fiduciary Rule Excise Tax Relief
- PLI: Investment Management Institute 2017
- Implementing Global Benefits Governance
- DOL Issues Field Assistance Bulletin with Enforcement Relief from DOL Fiduciary Rule and Exemption Requirements Pending Rule Delay
- CMS Releases Market Stabilization Guidance
- DOL Proposes 60-Day Delay to Fiduciary Rule
- Employee Benefits in the Trump Administration
- Groom Announces New Plan Document Compliance Service
- Fiduciary Rule Update: Is the Applicability Date Applicable?
- Surplus Assets Locked in §401(h) Accounts – Is There a Key?
- Fiduciary Rule Survives Challenge in Texas
- Federal Government Breaks Silence and Asks Supreme Court to Uphold Agencies’ Long-Standing Interpretation of ERISA’s Church Plan Exemption
- Long Awaited IRS Guidance on Initial 403(b) Remedial Amendment Period
- Puerto Rico Treasury Department Issues Updated Guidance on PR Code Qualification of Retirement Plans
- DOL Releases Second Set of FAQ Guidance on Fiduciary Rule
- Proposed New IRS Mortality Table May Impact Plan Funding and Benefit Payouts
- PBGC Update – Controlled Group Liability, Early Warning Program, Premiums And Other Developments Affecting Plan Sponsors
- DOL Announces New Guidance on Proxy Voting
- Court Enjoins Part of Final ACA Nondiscrimination Rule (Section 1557)
- Mazawey Comments on Finalized Changes to Determination Letter Program
- View from Groom: Post-Election Outlook for Retirement and Health Policy
- Change in Fiduciary Rules to Encourage Social Investing by Pension Funds Sought at OECD
- Puerto Rico Treasury Department Issues Guidance on Retirement Plan Limits for 2017 and Reminder on Taxation, Withholding and Reporting Requirements Applicable to Distributions from Puerto Rico Tax Qualified Plans
- Puerto Rico Plans 2016 Plan Amendments and Compulsory Determination Letter Filings
- Dold Comments on IRS Amendments List
- Addressing the Risk of Long-Term Disability on Retirement Income
- U.S. Supreme Court Agrees to Hear Church Plan Appeals
- Dold Comments on Good Faith Reporting Standard
- Mazawey Comments on IRS Guidance on Minimum Present Value Distribution
- A Look at What’s Coming: The IRS Issues Its Guidance Priorities
- The Best Lawyers in America 2017: Sixteen Groom Attorneys Listed
- SouthWest Benefits Association 2016 Benefits Compliance Conference
- Society of Actuaries Webcast: What Will a Post-DOL Fiduciary Rule World Look Like?
- DOL Releases Guidance on Best Interest Contract and other Exemptions
- Excessive Fee Litigation
- Excessive Fee Litigation
- AbogadoActualizado.com Seminar: Puerto Rico Qualified and Non-Qualified Retirement Plans
- ALI-CLE: Employee Benefit Plans of Tax-Exempt and Governmental Employers
- Banco Popular de Puerto Rico Retirement Plans Conference
- The Evolution of IRS Retirement Plan Programs: Determination Letters and EPCRS
- Required 2016 Tax-Qualified Amendments and Cycle A Determination Letter Filings
- Oriental Bank & Trust Puerto Rico Client Appreciation Day Conference
- IRS Updates Plan Correction Program and Modifies Criteria for Monetary Penalties in Plan Audits
- Dold Comments on EPCRS Updates
- Senate Finance Committee Approves Bipartisan Pension Bills
- View from Groom: The University Fee Cases – Product of the Past, Possible Wave of the Future
- PBGC Issues Proposed Regulation Expanding Missing Participants Program
- Dold Comments on IRS Request for Comments on Planned Changes to Determination Letter Program
- IRS Issues the Latest Installment on the Determination Letter Program
- ABA JCEB Webinar: Practical Employee Benefits Issues for ERISA and Non-ERISA Attorneys
- Dold Comments on IRS Final Regs on Marriage Definition
- Current Issues Affecting Pension Plan 401(h) Accounts
- DOL Finalizes Regulation on State Automatic IRAs and Proposes Extension to Cities and Other Political Subdivisions
- Dan Hogans Named 2017 “Washington D.C. Employee Benefits Lawyer of the Year” by Best Lawyers
- A New Year Brings New IRS Fees and Updates on the Determination Letter Program
- View from Groom: The Shape of Things to Come – New IRS Guidance on Downsized DL Program
- IORP II – European Pension Regulation Revised, Further Encourages Cross-Border Pensions, Pushes Social Investing
- House Republicans Advance Health Care Reform Proposals
- View from Groom: Recent IRS 409A Guidance Will Impact Employers
- An Action Plan For Employers Who Receive Exchange Notices (Spoiler Alert- the Action Plan May Be “Do Nothing”)
- Agencies Propose Significant Changes to Form 5500 Annual Reporting
- The IRS Provides Helpful Guidance Through Chief Counsel Advice and IRS Website
- Technical Corrections to BIC and Principal Transactions Exemptions Released
- Department of Labor Substantially Increases Penalties for ERISA Violations
- View From Groom: Long-Awaited Proposed Rules Provide Greater Clarity for Executive Compensation Plans of Exempt Organizations
- New IRS Guidance on Downsized DL Program – In Brief
- Department of Labor’s Final “Investment Advice” Regulation and Its Impact on the Retail Investor Marketplace
- OECD Focus on Pensions: ESOPs Acknowledged, Social Investing Promoted
- Groom Ranks High in the 2016 US Legal 500
- Mazawey Comments on Elimination of Periodic Determination Letters
- Departments Issue Proposed Rule on Expatriate Coverage, Excepted Benefits, Lifetime and Annual Limits, and Short-Term, Limited Duration Insurance
- IRS Clarifies Numerous 409A Issues
- ALI-CLE Conference: Executive Compensation 2016: Strategy, Design, and Implementation
- EEOC Releases Final Rules on Wellness Programs
- House GOP Report on Poverty Issues Includes Retirement Policy Proposals
- Groom Top Ranked by Chambers USA Guide
- Treasury Issues Final Benefit Suspension Guidance under MPRA
- Business and Trade Groups Bring First Lawsuits Challenging DOL Fiduciary Rule
- View from Groom: ERISA Does Not Apply – Bonus!
- DOL Finalizes New Definition of “Investment Advice”
- Groom Nominated for Chambers USA 2016 Awards for Excellence
- HHS Issues Final Rule on ACA Nondiscrimination Provisions (Section 1557)
- FINRA Annual Conference
- Mandatory Deferral of Financial Institution Bonuses and Impact on Nonqualified Deferred Compensation Plans
- IRS Issues Favorable Guidance on Mid-Year Safe Harbor Changes
- Dold Comments on Final Rules on Roth IRA Rollovers
- Perretta Comments on Final EEOC Rules in USA Today
- Levine Comments on 401(k) Plans in Wall Street Journal
- Gobeille v. Liberty Mutual Insurance Company: Supreme Court Ruling Calls into Question Validity of State APCD Statutes and Claims Taxes with Respect to ERISA-Governed Plans
- New EU Data Privacy Regulation May Impact US Benefit Plan Administrators
- View From Groom: Latest Developments in the Church Plan Cases
- Groom Law Group Experts Take an In-Depth Look at the DOL’s Fiduciary Rule
- GASB Clarifies Pension Accounting Items for Governmental Plans
- The Final Fiduciary Rule: A Plan Sponsor’s Perspective
- Departments Issue New Summary of Benefits and Coverage Templates and Accompanying Documents
- IRS Withdraws Proposed Regulations that Could Have Limited QSERPs
- HHS Announces Phase II HIPAA Privacy & Security Audits
- Fiduciary Rule
- Groom Law Group Continues to Expand: Erin Cho and David Olstein Join Groom
- Sun Capital and the Ever-expanding Scope of Multiemployer Pension Withdrawal Liability
- Long-Standing IRS Determination Letter Program Takes a Big Hit
- DOL and SEC Opine on How Fiduciaries May React to Inside Information
- View From Groom: Helpful IRS Guidance on Mid-Year Changes to Safe Harbor 401(k) and 403(b) Plans
- Groom Law Group is gearing up for fiduciary rule release
- Proposed FBAR Regulations Expand “Signature Authority” Exemption But Eliminate Longstanding Limited Reporting for 25+ Foreign Accounts
- Recent IRS Changes Impact Retirement Plan Compliance
- Supreme Court Holds that Plan Fiduciaries Cannot Seek Recoupment Under ERISA Section 502(a)(3) From Participant’s General Assets
- Executive Compensation Expert, Dan Hogans, Joins Groom
- New US Model Tax Treaty Makes Pension-Related Changes
- IRS Rules Could Limit QSERPs
- Obama Administration Budget Proposals Would Again Impact Retirement and Health Benefits
- Dold Comments on Relief for Safe Harbor Plans
- Groom’s Health Care Group Continues to Grow its Federal Regulatory and Compliance Practice: Lisa Lowenstein and Joel Wood Join Firm
- Kaleda Comments on Labor Department Investigations
- IRS Issues Proposed Regulations on Permissible Normal Retirement Ages for Governmental Plans
- Year-end Legislation and Agency Guidance Affects Health and Welfare Plans
- View from Groom: Final Cash Balance Regulations Provide More Time and Flexibility
- 2015 Transit Pass Retroactively Increased – Impacts 2015 Forms W-2 and 941
- IRS Guidance on Application of Federal Tax Law to Employee Benefit Plans in Light of Obergefell Decision
- Puerto Rico Treasury Department Issues Guidance on Retirement Plan Limits for 2016 and Reminder on Taxation, Withholding and Reporting Requirements Applicable to Distributions from Puerto Rico Tax Qualified Plans
- Kaleda Comments on SEC Retirement Sweep
- Investing in China: An ERISA Perspective
- Church Plan Law Changes as Part of the Omnibus Budget Deal; Church 401(a)/403(b) Plan Transfers and Mergers Now Permitted
- Court Issues Landmark Decision in Church Plan Lawsuit
- View from Groom: The Intersection of Sections 457(f) and 409A-Is Guidance Really Imminent?
- Qualified Non-US Pension Funds Exempt from FIRPTA Tax Withholding
- Year-end Spending and Tax Deal Affects Health, Retirement and Fringe Benefit Plans
- Kaleda Comments on DOL Fiduciary Rulemaking
- Michael Kreps, David Levine, and Scott Mayland Featured in Law360
- Department of Labor Proposes Complex Procedures for Disability Benefit Claims; Changes Would Increase Litigation Risk
- Departments Issue Final ACA Market Reforms Rule
- BNA November Compensation Planning Tax Advisory Board Meeting
- Killion Comments on ACA Market Reform Rules
- EEOC Releases Proposed GINA Rule on Wellness Programs
- Gerstein Comments on Investing in Chinese Markets
- Kreps and Levine Comment on DOL Proposed Rules for State Secure Choice Plans
- Kreps Comments on DOL Guidance on State-Run Retirement Programs
- Kreps Comments on DOL’s Proposed Regulation on State-Based Retirement Initiatives
- DOL Releases Guidance to Facilitate State-Based Retirement Initiatives
- The Best Lawyers in America 2016: Sixteen Groom Attorneys Listed
- Congress Passes Budget Deal Affecting DB and Health Plans
- Kreps Comments on Pension Plan Premium Increases in Federal Budget Deal
- DOL Announces New Guidance on Social Investments
- Banco Popular de Puerto Rico’s Annual Retirement Plans Conference
- GASB Proposes to Amend Governmental Employer Reporting Rules for Participation in an ERISA Multiemployer Plan
- Webinar: Groom Retirement Industry Policy Forum
- Kreps Comments on 401(k) Roll Over
- Kreps Comments on Next PBGC Director
- ABA JCEB Webinar: Open Enrollment 2016 and More!
- Groom Weighs in on IRS’ Curtailment of the Determination Letter Program
- 401(k) Fee Litigation September 2015
- Plaintiff Goes Down to Georgia … Court Rules in Favor of Employer Paying Nonqualified Plan Benefits as Lump Sum on Plan Termination
- Groom Alumni Reception
- Department of Labor’s Proposal to Define “Investment Advice”
- Groom Webinar: PBGC Issues Final “Reportable Event” Regulations
- Recent IRS Letter Rulings Shine Helpful Light on Reallocation of VEBA Assets
- Groom Webinar: SEC Exec Comp Update with Mark Borges of Compensia
- ALI-CLE Webcast: Impact of the Proposed DOL Fiduciary Rules on IRAs
- PBGC Issues Final “Reportable Event” Regulations
- View from Groom: DOL’s Revised VFCP Should Provide an Opportunity to Submit Comments
- Broken Promises – A Controversial Solution to Pension Plan Underfunding Could Reduce Benefits for Retirees and Active Workers
- HHS Issues Proposed Rule on ACA Section 1557 Nondiscrimination Provisions
- DOL Announces Close of Comment Period for Fiduciary Proposal
- IRS Ends Lump Sum Windows for Individuals in Pay Status
- Kreps Comments on State Retirement Program Rules
- View from Groom: DOL Weighs in Again on Select Group Requirement for Top Hat Plans
- Who Cares About the BIC Exemption for IRAs – “Reasonable Compensation” is Already Exempt … Isn’t It?
- Groom Webinar: Proposed Groom Client Group Comments to IRS
- IRS Issues New Guidance on Plan (and IRA) Distributions
- BNA Webinar: The IRS’ Liberalization of the IRS Correction Program for Qualified Plans
- SEC Adopts Final CEO Pay Ratio Disclosure Rule
- OECD Revises “Core Principles of Private Pension Regulation” – Expanded to Cover Personal/IRA-Type Pensions, Discourage ESOPs, Give Plan Sponsors Due Process
- DOL Proposes Definition of “Investment Advice”
- PLI Seminar: ERISA 2015 – The Evolving World
- View from Groom: Cadillac Tax – What Can We Expect in the Second Notice?
- Dold Comments on Changes to Determination Letter Program
- The Health Coverage Tax Credit: Retroactively Reincarnated
- PRI Conference: Research, Innovation and Stewardship in Responsible Investment
- Supreme Court Same-Sex Marriage Ruling Likely to Require More Changes
- View from Groom: IRS FAQs on Employer Information Reporting Sheds Light on COBRA and Other Issues
- DOL Clarifies Safe Harbor on Defined Contribution Annuity Distribution Options
- Kreps Comments on Partition Program
- IRS Expands Its Plan Correction Program with Two New Revenue Procedures
- Congress Significantly Increases Penalties for Information Return Failures
- IRS Shuts the Door on Lump Sum Windows for Retirees
- Kreps Comments on Senate Tax Group Recommendations
- Senate Finance Panel Recommends Changes to Retirement System
- Agencies Issue Final Rule Amending Summary of Benefits and Coverage Requirements
- SEC’s Proposed “Clawback” Rule Raises Section 409A and Other Tax Issues
- View from Groom: Fiduciary Advice Proposal Signals a Fundamental Shift in the DOL’s Approach
- King v. Burwell: Supreme Court Rules that ACA Tax Subsidies Are Available Through Federal Exchanges
- Kaleda Comments on Fiduciary Liability Risk
- Michael Kreps Re-joins Groom Law Group, Expanding Premier Policy Practice
- Treasury Department and PBGC Release Multiemployer Benefit Suspension and Partition Guidance
- Groom Ranks High in the 2015 US Legal 500
- Notice of Hearing and Extension of Comment Period
- Dold Comments on Late Filer Penalty Relief Program
- IRS Plans to Severely Curtail Determination Letter Program
- It’s 2015, Are Your Plans Ready for FATCA?
- Update: Embedded MOOP Requirement Applies to Large Group and Self-Funded Plans
- View from Groom: IRS Liberalizes IRS Correction Program for Qualified Plans
- New Agency FAQs on ACA Preventive Care Services
- The Supreme Court Rules that Fiduciaries Have an Ongoing Duty to Monitor Plan Investments
- Applicability of the Embedded MOOP to Large Group and Self-Funded Plans
- Global Governance of Benefit Plans: ISO Best Practices
- Groom “Fly-In” Meeting: DOL 2015 Proposed Fiduciary Regulation
- US, UK and EU FATCA, Investment Sanctions and Their Impact on Retirement Funds
- Plaintiffs Settle Church Plan Case in 6th Circuit – Plan Remains a Church Plan
- May 11 – John Hancock Webinar on DOL 2015 Proposed Fiduciary Regulation
- New Investment Opportunity for Defined Contribution Plans – Qualifying Longevity Annuity Contracts (QLACs) Are Here
- Bill Sweetnam Farewell Reception
- Expatriate Health Coverage Exemption Enacted in Omnibus Spending Bill
- Groom Nominated for Chambers USA 2015 Awards for Excellence
- A Fresh Look at Privacy Rules in Light of Recent Cyberattacks in the Health Sector
- SEC Proposes “Pay for Performance” Rules under Dodd-Frank Act
- EEOC Releases Proposed Rule on Wellness Programs
- BNA Webinar: DOL and HHS Enforcement Activities – Targeting Health Plans and Insurers
- DOL Fiduciary Advice Proposal – Major Changes to Fiduciary Advice Definition, Revises Existing Exemptions and Introduces New Exemptions
- DOL Issues Definition of “Fiduciary” Proposed Regulatory Package
- NFP Benefits Partners Health Summit
- Sweetnam and Levy Comments on Cadillac Tax
- Kaleda Comments on DOL, SEC Coordination
- Kaleda Comments on Retirement Plan Adviser
- Webinar: The ACA in 2015: What’s Next in Compliance?
- Webinar: North Carolina State Board of Dental Examiners v. FTC: The Case and its Potential Implications
- View from Groom: A Brief Guide to Benefit Suspensions Under the Multiemployer Pension Reform Act
- Cumulative List of Non-US Pension Funds Exempted by FATCA Intergovernmental Agreements
- SPBA Spring Meeting
- Dold Comments on Form 8938
- When is a year, not a year? When sending out participant disclosures, of course.
- IRS Instructions to Form 8938, Reporting of Foreign Accounts, Clarify Reporting Rules and Provide Relief for Failure to Report Certain Foreign Retirement Plans and Accounts for 2014 and Earlier Years
- IRS Issues Updated 403(b) Listing of Required Modifications
- Employee Benefit Security Administration Enforcement Activity
- Senate and House Leaders Introduce Bill Supporting Employee Wellness Programs
- Supreme Court Hears Arguments On Availability of ACA Tax Subsidies Through Federal Exchanges
- IRS Issues Its Annual Lineup of Legal Changes for Qualified Plans – The 2014 Cumulative List
- Cash Balance Plans: The Continuing Impact of the Pension Protection Act of 2006
- Treasury/IRS Take First Step In Implementing 40% High-Cost “Cadillac” Excise Tax with Notice 2015-16
- Groom Law Group Welcomes Two Experts on ACA Implementation and Enforcement: Lisa Campbell and Rachel Leiser Levy Join Firm
- President Announces New Fiduciary Rule
- Dold Comments on IRS Announcement to Disallow Claims for Refunds of FICA Taxes
- Agencies Issue Proposed Rule Amending Summary of Benefits and Coverage Requirements and Revising Templates, Instructions, and Uniform Glossary
- View From Groom: DOL and HHS Enforcement Activities Targeting Health Plans and Insurers
- Groom Law Group Expands its Plan Funding and Restructuring Practice: Joshua Shapiro Joins Firm
- Obama Administration Budget Proposals Would Expand Impact on Tax-Favored Retirement Benefits
- Health Data Breach: What HIPAA Requires
- Washington Outlook for Benefit Programs in 2015
- “De-Risking” Strategies Still Making Headlines
- IRS Announces Guidance and Transition Relief for Charter Schools in Public Plans
- Supreme Court Rejects Yard-Man Inference that Retiree Welfare Benefits Extend Beyond the Term of Collective Bargaining Agreements
- Groom Webinar: Reporting to the IRS Regarding Employer Shared Responsibility: What You Need to Know for 2015
- View From Groom: Separation Anxiety – Analyzing Separations From Service Under Section 409A
- NCPERS 2015 Healthcare Symposium
- Cash Balance Plans Get Final (and Proposed) Regulations
- Prame Comments on Fiduciary Re-Proposal
- Recent Case Imposing Employer Liability Based on FICA Error May Extend to 409A Errors
- Post-Dudenhoeffer Company Stock Litigation
- Groom Webinar: New Multiemployer Pension Reform Legislation
- Major Changes in “Shutdown” Liability under ERISA Section 4062(e)
- Puerto Rico Treasury Department Issues Guidance on Retirement Plan Limits for 2015
- Mazawey Comments on Target-Date Annuity Guidance
- Final IRS Regulations Clarify Some Questions on Individual FATCA Reporting of Foreign Pensions and Deferred Compensation on Form 8938
- Congress Passes Multiemployer Pension Reform
- View From Groom: Litigation Risks Associated With Workforce Realignments in Response to the ACA’s Employer Mandate
- ALI-CLE Webcast: Patient Protection and Affordable Care Act “Pay-or-Play” Penalty – What You Need to Know before 2015
- ALI-CLE Webcast: Employee Benefits Law and Practice Update: Winter 2014
- NAPEO Healthcare Webinar: Onboarding Your Clients Under the ACA
- View from Groom: Long-Awaited Cash Balance Plan Guidance Presents Compliance Challenges and Opportunities
- FIRMA Seminar: New York, NY
- NAPEO Healthcare Webinar: Preparing for DOL Enforcement Activities
- The IRS 2014-2015 Priority Guidance Plan – Still a Long List for Employee Benefits
- Groom Webinar: Recent EEOC Activity Regarding Wellness Programs
- Heart of America Tax Institute
- Kaleda Comments on Scrutiny of Advisor Pension Plan Fees
- What is Deferred Compensation? Difficult Issues Made for Complex Rules
- The Department of Health and Human Services Issues HPID “Non-Enforcement” Policy
- Puerto Rico Retirement Plans Tax Prepayment Window to be Extended / PR Treasury Issues Additional Guidance on Prepayment Window
- Puerto Rico Treasury Department Expected to Issue Guidance on Retirement Plan Limits for 2015 and SSA Announces Increase in Social Security Wage Base for 2015
- Supreme Court Strikes Down ESOP Presumption of Prudence and Imposes New Limits and Standards for Stock Drop Claims
- Final Regulations Issued on ACA $500,000 Deduction Limit for Health Insurers
- NAPEO Healthcare Webinar: Transitional Relief & Non-Calendar Year Plans
- 2014 IRPAC Reception
- Treasury Department and Department of Labor Guidance to Encourage Employers to Offer Annuity Options in DC Plans
- Maxing Out: Guidance on Out-of-Pocket Maximums
- 2014 NSCP National Conference
- Conference of Consulting Actuaries Annual Meeting 2014
- Society of Professional Benefit Administrators Conference
- IRS Simplifies Tax Relief for Individuals in Canadian Retirement Plans
- 19th Annual Employee Benefits Seminar
- Groom 19th Annual Employee Benefits Seminar
- Pension & Benefits Daily Covers Groom’s 19th Annual Benefits Seminar
- Groom Webinar: Final Employer Shared Responsibility and Waiting Period Rules
- NAPEO Healthcare Webinar: ACA “ABCs” for Companies with 50-99 Employees
- View From Groom: Criminal Conviction for ERISA Disclosure or Reporting Violations-Potential for Criminal Liability
- ABC Executive Compensation Briefing Webinar Series: Stock Plans & Awards
- Dold Comments on Recent IRS Guidance on Roth Rollovers
- New IRS and Court Guidance Continue to Support “De-Risking” Strategies
- IRS Modifies Cafeteria Plan Rules to Allow Certain Employees to Drop Employer-Provided Group Health Plan Coverage
- Amin Comments on Notices 2014-49 and 2014-55
- Senate Unanimously Passes Bill on ERISA 4062(e) Overhaul
- IRS Health Coverage Reporting Instructions Leave Many Questions Unanswered
- ABC Executive Compensation Briefing Webinar Series: Scope of Executive Compensation & SEC Disclosure Rules
- PlanAdviser Covers Kaleda’s Lifetime Income Panel
- Dold Comments on Proposed Rules and Guidance on Roth IRAs
- Lofgren Comments on Hybrid Plan Rules
- NAPEO Annual Conference
- 2014 PlanAdviser National Conference
- Individual Retirement Accounts and Annuities: The Emerging Regulatory Outlook
- IRA Workshop and Reception
- NAPEO Healthcare Webinar – The Latest Healthcare Reform Developments: What You Need to Know
- Levine Comments on Evolution of Retirement Plans
- The Best Lawyers in America 2015: Seventeen Groom Attorneys Listed
- Dold Comments on Code Sec. 6056 Reporting for 2015
- Mazawey and Alonso Comments on IRS Revenue Ruling 2014-24
- DOL Pronouncements regarding Missing Participants and Brokerage Windows
- IRS Clears the Way for Puerto Rico Plans and Insurance Company Separate Accounts to Invest in Group Trusts Under the IRS Code
- Waiting Period Rules: How HHS and DOL Rules Interact with the ACA Shared Responsibility Rules
- Puerto Rico Treasury Issues Guidance on Tax Prepayment Window on Retirement Plans
- Amin Comments on Notice 2014-47
- IRS Final Regulations Make “TIN Masking” Permanent For Payee Statements
- IRS Final Regulations Impose Complex Information Reporting Requirements on Insurers, Employers and Other Entities Who Provide Health Coverage
- Extension of Pension Interest Rate Smoothing Relief Clears Congress Before August Recess
- Puerto Rico Society of CPAs: 6th Annual CPA-Attorney Conference
- Supreme Court to Weigh-In on Presumption of Prudence
- IRS Captive Insurance Ruling Creates Opportunities For Plan Sponsors
- View From Groom: Taking the ‘Risk’ out of De-Risking – Issues to Keep in Mind When Terminating a SERP
- EBIA 16th Annual Advanced Cafeteria Plans and Benefits Conference
- IRS Issues Guidance on In-Plan Roth Rollovers and the Latest Cumulative List (for “Cycle D” Determination Letter Filings)
- Puerto Rico Code Amended to Allow Tax Pre-Payment Window on Retirement Plan Account Balances
- NYSSCPA Employee Benefits Conference
- Groom Webinar: Supreme Court Rejects Presumption of Prudence in Fifth Third Bancorp v. Dudenhoeffer
- Mazawey Comments on QLAC Rules
- 2014 IRI Government Legal & Regulatory Conference
- Kaleda Comments on Use of Revenue Sharing
- Mazawey Comments on Longevity Annuities Final Rule
- Supreme Court Rejects Presumption of Prudence in Fifth Third Bancorp v. Dudenhoeffer
- NAPPA 2014 Legal Education Conference
- Groom Ranks High in the 2014 US Legal 500
- Groom Attorneys Listed in Lawdragon’s World-Class Employment Lawyers Guide
- IFEBP: Trustees and Administrators Institutes, Nevada
- 2014 NTSA 403(b) Summit
- Prame Comments on Proprietary Products Litigation
- Dold Comments on Supreme Court Decision on Inherited IRAs
- View From Groom: Final PBGC Regulations Make Numerous Changes to Premium Payment Rules
- Saxon Comments on the Fiduciary Rule Delay
- 2014 Cincinnati Employee Benefits Conference
- New IRS Rulings Support Lump-Sum Windows for Retirees
- Perretta Comments on ACA Guidance in NYT
- 2014 PLANSPONSOR National Conference
- DOL Delays Issuance of Target Date Fund Regulation
- Keller Comments on Notice 2013-54
- Ullman Comments on Recent ACA Guidance
- Expert Q&A on Section 409A Audits
- 2014 Department of Energy Contractor Attorneys’ Association Conference
- 26th Annual Federal Bar Association Section on Taxation Insurance Tax Seminar
- Freezing Defined Benefit Plans
- Where will it Lead? DOL Proposes a 408(b)(2) Fee Disclosure Guide
- FATCA Compliance Challenges for Employee Benefit Plans
- Groom Webinar: Current Topics Impacting Defined Benefit Pension Plans
- Kroh and Witt Comment on 409A Audits
- ALI-CLE Webinar: New IRS Guidance – DOMA and In-Plan Roth Conversions
- Additional IRS DOMA Guidance for Safe Harbor 401(k) Plans
- ALI-CLE: Conference on Collective Trust Funds – Featuring Current Banking, SEC, and ERISA Regulatory and Compliance Issues
- National Society of Compliance Professionals Regional Meeting
- District Court Strikes Down Federal Income Tax Exemption For Clergy Housing As Unconstitutional
- IRS Announces Two-Year Transition Period For Withholding Agents For Purposes of FATCA Enforcement And Administration
- In-House Benefits Counsel Network Third National Conference
- Nielsen Comments on ACA Effects on Employers
- Series of Limited Scope 409A Audits Underway
- Another District Court Rules that Church Hospitals Cannot Establish Non-ERISA Church Plans
- Eller Comments On Alternative Investment Options
- 2014 Super Lawyers
- Seth Perretta Leads Benefits Team to Groom Law Group: Will Serve as Co-Head of Firm’s Health Group
- Post-DOMA – A Look at the First Round of IRS and DOL Guidance and Their Impact on Qualified Plans
- PLI Seminar: Financial Services Fiduciary Duties – Navigating the Emerging Regulatory Maze 2014
- Court’s Rejection of ERISA Challenges to Verizon Annuity Purchase Supports “De-Risking” Strategy
- Groom Nominated for Chambers USA 2014 Awards for Excellence
- Groom Webinar: More IRS Guidance on Same Sex Marriage Issues for Employee Benefit Plans
- New IRS DOMA Guidance for Retirement Plans
- View From Groom: Final Regulations Issued Implementing the Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008
- IRS Allows Retirement Funds and Other FFIs in Certain Countries To Act as Though a FATCA IGA was Already In Effect Even Though Not Yet Signed
- European Commission Issues Long Awaited Revised Pension Directive – More Cross Border Pensions, New Uniform Participant Benefit Statements, More Governance, More Infrastructure Investment, No New Solvency Rules (For Now)
- FATCA Alert: IRS Issues Final Version of the FATCA Exemption Form W-8BEN-E
- Eighth Circuit Affirms $13.4 Million Judgment Against 401(k) Plan Fiduciaries for Excessive Recordkeeping Fees, But Overturns Mapping and Float Rulings
- WEB Luncheon: Important New Regulatory, Case Law, and Legislative Developments and their Practical Implications
- Dold Comments on IRS IRA Rollover Guidance
- IRS Guidance Gives In-Plan Roth Rollovers New Life
- IRA Rollovers: Their Marketplace may Soon be Reshaped
- HIPPA Excepted Benefits: Agencies Issue Proposed Rules to Use through 2014
- IRS Modifies 403(b) Pre-Approved Plan Program, Extends Deadline for Filing
- Supreme Court Rejects Quality Stores – Severance Pay Subject to FICA Taxes
- 39th Annual Enrolled Actuaries Meeting
- Washington Non-Profit Legal & Tax Conference
- Levine Keynote Speaker at P&I East Coast Defined Contribution Conference
- IRS Follows Tax Court’s Restrictive View of One-Year Limitation for Indirect IRA Rollovers
- DOL Proposes a 408(b)(2) Fee Disclosure Guide; But Where Will It Lead?
- Regulatory Monitor
- Groom Webinar: New HIPAA Health Plan ID and Certification Rules
- View From Groom: Rollovers to IRAs From Employer-Sponsored Retirement Plans – Emerging Legal and Regulatory Standards
- Dold and Levine Discuss In-Plan Roth Rollovers
- Roth 401(k) Plans
- Tax Reform Proposal Advanced by Republican Ways and Means Chairman Includes Major Changes to Retirement and Other Employee Benefit Programs
- Kroh Comments on Tax Overhaul Proposal
- Brokerage Windows: The DOL may have more regulatory guidance coming
- Killion Comments on Final ACA Waiting Period Rules
- Hassel and Keller Comment on ACA Final and Proposed 90-Day Waiting Period Rules
- Dramatic Changes to Code Sections 409A and 162(m) Proposed by Republican Ways and Means Chairman
- ALI-CLE Webcast: Key ACA Issues for Multiemployer Plans
- Agencies Issue Final Regulations Implementing Employer Shared Responsibility and Waiting Period Rules
- WEB Luncheon: Healthcare Reform – 2014 and Beyond
- Expert Q&A on Outsourcing Fiduciary Investment Responsibilities
- IFEBP: Trustees and Administrators Institutes, Florida
- Recent IRS Developments Affecting VEBAs and Group Term Life Insurance Plans
- Winters Comments on ACA Final Employer Mandate Regulations
- PLANSPONSOR Webcast: What You Need To Know About Defined Benefit and Defined Contribution Plan Trends in 2014
- Tax Court Takes Restrictive View of One-Year Limitation for Indirect IRA Rollovers
- New HIPAA Certification Requirement and Other New Health Plan “To Do” Tasks under HIPAA Standard Transaction Rules
- Winters Comments on Harkin Bill
- Puerto Rico Treasury Department Guidance on Retirement Plans Limits for 2014
- New Proposed Regulations on HIPAA Excepted Benefits
- 2014 World Captive Forum
- Levine Comments on State of the Union Address
- Dueling Fiduciaries: The debate over who should be considered a fiduciary
- Final IRS Guidance on Additional Medicare Tax on High Earners
- IRS Issues Final Regulations to Allow Mid-Year Elimination of Safe Harbor Nonelective Contributions
- NCPERS 2014 Healthcare Symposium
- FINRA Guidance: Broker-Dealer Responsibilities for IRA Rollover Recommendations
- Strafford Webinar: ERISA Class Certification – Strategies to Defeat or Certify the Class After Dukes and Comcast
- View From Groom: In-Plan Roth Rollovers Take on New Look
- ABA Section of Taxation 2014 Midyear Meeting
- District Court Rules that Church Hospitals Cannot Establish Non-ERISA Church Plans
- Winters Comments on Legislative Outlook for 2014
- Keller and Mazawey Share Thoughts on Hot Topics for 2014
- Mazawey Comments on Likelihood of 2014 Tax Reform
- Benefit Plans and Plan Distributions Exempt From New “Net Investment Income” Tax
- FINRA Holiday “Reminder” – Broker-Dealer Responsibilities for IRA Rollover Recommendations
- Keller Comments on Excepted Benefits Proposed Rules
- PBGC Proposes Reportable Event Regulation Changes
- ACI’s Advanced Forum on Executive Compensation
- How the ACA Applies to HRAs and FSAs: Notice 2013-54 addresses a number of open questions
- View From Groom: Top Hat Plan Litigation: Beyond the Select Group Analysis
- Supreme Court Upholds Plan-Imposed Limitations Periods For ERISA Benefit Claims
- Witt Comments on Frozen Defined Benefit Plan Guidance
- Nielsen Provides Update on DOMA Guidance
- ALI-CLE Webcast: Living in the Post-DOMA World – Implications for Employee Benefits Plans
- Dold Comments on IRS In-Plan Roth Rollover Guidance
- Update on FATCA for Non-US Retirement Plans – December 2013
- Groom Webinar: New Final Regulations Issued on Mental Health Parity and Addiction Equity Act of 2008
- Supreme Court to Settle Circuit Split Over Fiduciary Presumption of Prudence in Stock Drop Suits
- The Value of Alternatives: How EBSA looks at these investments
- Powell Comments on FATCA Impact On Retirement Plans
- D.C. Bar Employee Benefits Committee: International Tax Issues for Employee Benefit Plans
- ALE-CLE Webinar: Employee Benefits Law and Practice Update – Winter 2013
- Levine Discusses Fiduciary Best Practices for Investment Committees
- Fiduciary Insurance for Advisors
- Retirement Resource Center: Don’t Let Disability Derail Retirement Security
- Special Olympics’ 29th Annual Night of Trees
- View From Groom: Fixing the Gap Problem – Fiduciary Insurance Coverage of Defense Costs During DOL Investigations of ERISA Fiduciaries
- New Final Regulations Issued on Mental Health Parity and Addiction Equity Act of 2008
- DOL Clarifies the QPAM Exemption’s Anti-Criminal Rule in Advisory Opinion 2013-05A
- Required Puerto Rico Qualified Retirement Plan Amendments and Determination Letter Filing Deadline
- ALI-CLE Webinar: Healthcare Update – Recent and Forthcoming IRS Guidance and Operations
- Long-Awaited IRS Guidance Provides Uniform Rules for Mid-Year Suspension of Safe Harbor Contributions
- More Pitfalls for Current-Year Bonus Deductions Arising in IRS Audits
- ABA: Business Law Section Fall Meeting
- Use or Lose and Integrated HRA Webinar
- Pennsylvania Bar Association: Strings Attached – Pension Money Investments In Private Equity
- Dold Comments on Final Safe Harbor Regulations
- GLG in the Community: Volunteers in Action at Miriam’s Kitchen!
- IAML Employee Benefits Law Seminar November 2013
- No More Delays – Municipal Advisors Must Register with the SEC
- Guidance Permits Carryover of Up to $500 of Unused Health FSA Balances
- Rev. Rul. 2013-17 and Technical Release No. 2013-04 – The IRS and DOL Announce Same Position on Same-Sex Marriages
- Puerto Rico Treasury Department Expected to Issue Guidance on Retirement Plan Limits for 2014
- Worldwide Employee Benefits Webinar:The Post-DOMA Impact on Employee Benefits
- Plan Corrections Take on a Slightly New Look with Revenue Procedure 2013-12
- View From Groom: Tax Compliance Challenges for IRA Owners and Providers – Does the IRS/Treasury Priority Guidance Plan Offer Some Hope?
- Society of Actuaries 2013 Annual Meeting & Exhibit
- Conference of Consulting Actuaries Annual Meeting 2013
- US Tax Reform – More Changes for Tax Qualified Plans Could be on the Way
- 2013 CFDD Advisor Conference: Identifying & Managing Retirement Plan Risk
- Guidance Eliminates Use of Stand-Alone HRA or Cafeteria Plan to Purchase Individual Health Policies But Provides Helpful Exemption for Employee Assistance Programs
- Bloomberg BNA Covers Groom’s 18th Annual Employee Benefits Seminar
- CCH Covers Groom’s 18th Annual Employee Benefits Seminar
- 18th Annual Employee Benefits Seminar
- Groom 18th Annual Employee Benefits Seminar
- HIPAA Wellness Rules: Preparing for new wellness program rules for 2014
- Levine Quoted in Pensions & Investments Special Report
- 2013 Annual Conference of International Bar Association
- Sweetnam Comments on Government Shutdown
- ALI-CLE Pension, Profit-Sharing, Welfare, and Other Compensation Plans October 2013
- FIRMA Seminar: Cleveland, OH
- Dold Comments on Government Shutdown Affect on IRS Guidance
- 2014 SBC Updates and the PPACA 90-Day Limit
- Streamlined Employment Tax Refund Process Following Windsor
- 2013 ALI CLE Conference: Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers
- ABA JCEB: Health and Welfare Benefit Plans 2013
- Dold Comments on IRS Special Procedures For Adjusting Employment Taxes Of Same-Sex Spouses
- New Pay Ratio Disclosure Rule: Will the Employee with the Median Level of Compensation Please Raise Your Hand?
- DOL Guidance Clarifies Action Steps for Puerto Rico Retirement Plan Sponsors on Definitions of “Spouse” and “Marriage”
- ABA Tax Section Fall Meeting – Diversity Luncheon: Tax Implications for Same-Sex Couples After DOMA
- PlanAdviser Covers Kaleda’s Fiduciary Fitness Panel
- FIRMA Seminar: Denver, CO
- Winters Comments on ACA Market Reform Guidance Issued by IRS
- Dold Comments on IRS DOMA Guidance
- View From Groom: Detroit’s Bankruptcy Filings – What Comes Next?
- Dold Comments on Proposed Regs re ACA Employer and Insurer Information Reporting
- A Look at How the Supreme Court’s DOMA Decision Impacts Employee Benefit Plans
- 2013 PlanAdviser National Conference
- Groom Webinar: Treasury and IRS Announces That All Legal Same-Sex Marriages Will Be Recognized For Federal Tax Purposes
- PlanAdviser Covers Kaleda’s Regulatory Update
- DOL Proposes Important Exemption for In-Kind Contribution
- Planning for ACA Issues Affecting Your Business: Are You Ready?
- First Circuit Rules Private Equity Fund is “Trade or Business” for Purposes of ERISA Withdrawal Liability
- Dold Comments on IRS Guidance re Tax Treatment of Married Same-Sex Couples
- DOMA Decision Issues: Rival claimants, retroactivity will make things complicated
- IRS “Place of Celebration” Rule For Same-Sex Marriages Expands Rights and Simplifies Plan Administration
- IRS Announces That All Legal Same-Sex Marriages Will Be Recognized For Federal Tax Purposes
- IRS Expands Asset Information on New Form 5498 and Releases New Form 5306
- Louis Mazawey Named 2014 “Washington D.C. Employee Benefits Lawyer of the Year” by Best Lawyers
- The Best Lawyers in America 2014: Seventeen Groom Attorneys Listed
- ABA 2013 Annual Meeting
- Kaleda Comments on New Secretary of Labor and Fiduciary Rule Proposal
- ERISA Accounts: Are revenue-sharing payments plan assets under ERISA?
- SPBA Webinar: Incentives for Nondiscriminatory Wellness Programs
- View From Groom: The Impact of Supreme Court’s DOMA Decision on Employee
- Essential Guarantees: Proposed PTE 80-26 amendment could dampen investing
- IAML Employee Benefits Law Seminar July 2013
- BNA Covers Employee Wellness Programs Webcast
- Pension Regulators from Developed and Developing Countries Seek Comments on Global Good Practices for Governance of Pension Regulators
- French Court Holds US Parent Liable for Employee Benefits of French Subsidiary
- BNA Video Insight: Nielsen Explains Effects of DOMA on Plan Sponsors
- Kaleda Comments on SEC Push for Broker-Dealer Registration
- Update on FATCA for Non-US Retirement Plans
- Dold Comments on ACA Delayed Employer Mandate
- ALI-CLE Webcast: Employee Wellness Programs under ACA – Diagnosing the Health of Your Plans
- The Role of Pre-retirement Disability in Retirement Security
- NACUBO 2013 Annual Meeting
- Upcoming Deadlines for Puerto Rico Plans
- Kaleda Comments on QDIAs in Plan Sponsor
- Revenue Sharing Payments as Plan Assets
- Treasury Delays Employer Responsibility and Information Reporting Requirements Until 2015
- ASPPA: Northeast Area Benefits Conference
- Dold Comments on Supreme Court DOMA Decision
- Repeal of DOMA Impacts Qualified Plans
- GASB Proposes Transition Relief for Public Employers Under New Accounting Rules
- Tax Reform – What Does That Mean for Qualified Plans?
- Shared Responsibility: More questions about guidelines in proposed health care regs
- View From Groom: Department of Labor Investigations
- Groom Webinar: Supreme Court Rules On Same-Sex Marriage – The Implications for Plan Sponsors
- Supreme Court Rules On Same-Sex Marriage – DOMA Is Unconstitutional: The Implications for Plan Sponsors
- What it Means to be an ERISA Fiduciary: A Comparison to the Securities Laws
- Groom Attorneys Named Nation’s Top Employment Attorneys
- Paying Employee Benefit Plan Expenses Chart
- ABA JCEB Teleconference: Governmental and Church Retirement Plans
- Groom Webinar: 409A Corrections – Keys to Minimizing Errors and Potential Penalties
- IRI Government Legal & Regulatory Conference
- Eller Comments on QPAM Audits
- PCORI & Reinsurance Fees-Keeping Them Straight
- Powell Comments on 403(b) Document Drafting Requirements
- Government Asks Supreme Court to Reject Quality Stores Ruling that Exempts Severance Pay from FICA Taxes
- Groom Webinar: Agencies Issue Final HIPAA Wellness Program Rules under ACA
- Puerto Rico Treasury Department Grants Additional Extension to Adopt Amendments and File Plans for Puerto Rico Tax Qualification
- 2013 PLANSPONSOR National Conference
- Breyfogle Comments on Possible Implications of Proposed New Fiduciary Definition
- Paying Employee Benefit Plan Expenses
- Agencies Issue Final HIPAA Wellness Program Rules under ACA
- The Legal 500 US: 2013
- Recent and Expected Developments Affecting Retirement Plans in Puerto Rico
- Don’t Let Disability Derail Retirement Security
- Sharing the Burden: Employer guidelines on proposed regulations have been released
- Swap Meet: What plans should consider if they use swaps
- View From Groom: Get Ready for Sweeping Changes in HIPAA Privacy Regulations
- Dold Comments on Implications of DOMA Unconstitutionality
- Liability Driven Investments: Global Legal Perspective
- Chambers USA: 2013 Edition
- WEB Network Luncheon: Important New Regulatory, Case Law and Legislative Developments and their Practical Implications
- Dold Comments on EBSA Proposals On Lifetime Stream Of Income
- Nielsen Comments on Health Care Reform
- IFEB Washington Legislative Update
- ABA Section of Taxation 2013 May Meeting
- Office of Foreign Assets Control Compliance for Public Pension Plans
- ALI-CLE Conference: Collective Trust Funds Today – Recent Developments in Banking, SEC, and ERISA Regulation and Compliance
- DOL Proposes to Include “Lifetime Income Illustrations” in Benefit Statements
- Strafford Webinar: Defined Benefit Pension Plan Litigation – Latest Developments
- Groom Webinar: Hot IRA Topics
- PBGC Proposes Significant Changes to “Reportable Event” Regulation
- Fiscal Cliff Tax Legislation Expands In-Plan Roth Conversions and Extends Charitable IRA Deduction
- 2013 Super Lawyers
- A Matter of Trust: Standards of Conduct under ERISA, the Exchange Act, and the Advisers Act: Part 2 of 2
- Litigation Challenges to the Church Plan Definition: a Critical Issue for Church-Related Hospitals and Nonprofits
- View From Groom: Discounted Stock Options in the Cross-Hairs of Section 409A Compliance
- Multinational Pensions Forum: Global Challenges and Opportunities for Corporate Sponsors
- SACUBO 2013 Annual Meeting
- The Participant Disclosure Regulation: Turning “Experts” into Informed Participants
- IRS Rulings Permit Cashout of Pension Plan Retirees
- Proposed IRS Regulation on ACA $500,000 Deduction Limit
- US Administration Proposes to Exempt Non-US Pension Funds from Income Tax on US Real Property Investments
- 38th Annual Enrolled Actuaries Meeting
- European Litigation on Taxes on Cross-Border Pension Investment – Should Your Plan Look for Refunds?
- Dodd Frank for Canadian Pension Plan Administrators
- Dold Comments on IRS Pre-approved 403(b) Opinion and Advisory Letter Program
- April 15 Deadline Fast Approaching for Filing 2009 Protective FICA Refund Claims
- Levine Comments on DOL Struggle With 408(b)(2) Noncompliance
- Federal Claims Court Upholds IRS Position on Discounted Stock Options
- Supreme Court Hears Arguments On Constitutionality of State Same-Sex Marriage Restrictions and DOMA
- A Round-Up of IRS Qualified Plan Relief Provisions Following Hurricane Sandy
- IRS Releases Long-Awaited 403(b) Plan Approval Procedures – Decisions and Opportunities for Vendors and Employers
- Error Correction Redux: The ING settlement reveals DOL views on erroneous gains
- Ninth Circuit: Plan Fiduciaries Breached Duty of Prudence by Failing to Investigate Possibility of Institutional Class Shares
- Groom Nominated for Chambers USA 2013 Awards for Excellence
- IRS Worker Classification Program
- Groom Webinar: The Wait is Over – HHS Issues Final Rules that Significantly Expand HIPAA Privacy and Security Regulations
- IAML Employee Benefits Law Seminar March 2013
- Kaleda Explains DOL Swap Guidance in Plan Sponsor
- IRS Proposed Regulations Make TIN Masking Permanent
- View From Groom: Updated IRS Correction Program Guidance – What’s New and What Isn’t
- ALI-CLE Webinar: HIPAA Update 2013: Focus on Final HITECH Regulations
- ALI-CLE Pension, Profit-Sharing, Welfare, and Other Compensation Plans March 2013
- The Wait is Over: HHS Issues Final Rules that Significantly Expand HIPAA Privacy and Security Regulations
- 2012 Retroactive Transit Pass Increase
- Look at the New Rendition of EPCRS
- Non-US Pension Fund Exemptions under the Final FATCA Regulations
- 37th Annual FBA Tax Law Conference
- Chris Keller Profiled in Practical Law Journal
- A Matter of Trust: Standards of Conduct under ERISA, the Exchange Act, and the Advisers Act: Part 1 of 2
- DOL Issues Guidance on Swap Clearing Process
- ALI-CLE Webinar: Expanded Roth Conversions and EPCRS – 2013 Retirement Plans Update
- Kaleda Comments on EBSA Advisory Opinion re Pension Fund Swaps Use
- Groom Law Group Expands its Fiduciary Responsibility Practice: David Kaleda Joins Firm
- DOL Settlement Regarding Trading Error Correction Gains
- Groom Law Group Expands its ERISA Litigation Group: Edward Meehan Joins Firm
- ALI-CLE Webinar: Wellness Programs -Compliance under the New Regulations
- Strafford Webinar: Employee HSAs, HRAs and FSAs – Issues for Benefits Counsel
- DOL Field Assistance Bulletin 2012-02: Participant Disclosure FAQs
- The Electronic Age: Antediluvian electronic disclosure rules need updating
- The Wait Is Over: Full-time employee and waiting-period guidance have been issued
- IRS issues employer “shared responsibility” proposed regulations under the Affordable Care Act
- PLI Seminar: Securities Products of Insurance Companies in the Course of Regulatory Reform 2013
- Groom Webinar: Hot New Topics for Retirement Plans
- Groom Inauguration Celebration
- An Update on Hurricane Sandy and a Look Forward to 2013
- Dold Comments on ATRA Affect on Roth Conversions
- Keller Comments on ACA Shared Responsibility Proposed Rules
- Groom Webinar: Agencies Issue New HIPAA Proposed Rule on Wellness Programs
- IRS issues employer “shared responsibility” proposed rules under the Affordable Care Act
- US Congress Provides Pension Funding Relief to Help Mitigate Effects of Quantitative Easing
- Matta Discusses Self-Directed IRAs on “Money Matters”
- Matta Comments on Fiduciary Regulations in 2013
- Agencies Issue New HIPAA Proposed Rule on Wellness Programs
- U.S. Captive User Group Meeting: Building on Success – Developing Effective Benefit Captives
- IRS Guidance on Additional Medicare Tax on High Earners
- Winters Comments on Dental Coverage Modifications Caused by PPACA
- HRMagazine Groom’s 17th Annual Employee Benefits Seminar
- Full Disclosure: Sponsors have all this information under 408(b)(2). Now what?
- To-Do List, Part 2: ACA requirements to consider for 2014
- Washington Update: Outlook for Congressional “lame duck” session and possible impact on employee benefits
- Puerto Rico Treasury Department Announces Deadline Extension for PR Code Amendments and Filings
- Matta Quoted in Investment News
- A Look at Retiree Cashouts as the New De-Risking Strategy
- IRS Makes it Easier to Make Hardship Withdrawals and Plan Loans to Persons Affected by Hurricane Sandy
- The ESOP Association’s Las Vegas Conference & Trade Show
- Mazawey Comments Possible Benefits Legislation Post-Election
- EBIA Webinar: Form W-2 and Employer Health Coverage
- IRS Memorandum Provides Informal Guidance on Vesting Requirements for Governmental Plans
- FATCA Implementation Timelines Extended
- Puerto Rico Treasury Department Issues Guidance on Retirement Plans Limits for 2013 and IRS Announces Increase in Social Security Wage Base for 2013
- Groom and PEI Webinar: Evaluating Existing and Potential Portfolio Companies – A Focus on Managing Employee Benefits Exposure and Costs
- Questionable Response: Does FAQ really address the brokerage window issue?
- EBIA Webinar: Health Care Reform Fees for Employers and Insurers
- CFDD Advisor Conference: Outcomes Based Consulting, Higher Margins & Increased Efficiency
- In-Kind Contributions to Defined Benefit Plans – An Introduction
- ALI-CLE Pension, Profit-Sharing, Welfare, and Other Compensation Plans October 2012
- Groom Comment to the Department of Labor Concerning Captive Reinsurance Transactions
- 17th Annual Employee Benefits Seminar
- Caution – 2011 Form 990, Schedule R Requires Disclosure of All Contributing Employers to a VEBA
- Groom 17th Annual Employee Benefits Seminar
- ABA JCEB: Health and Welfare Benefit Plans 2012
- Retirement Plan Governance and Fiduciary Risk Management Summit
- 2012 NASPP Annual Conference
- Checklist for Required 2012 Puerto Rico Tax-Qualified Plan Amendments and Compulsory Determination Letter Filing with PR Treasury
- Dold Quoted in Federal Tax Weekly
- Required 2012 Tax-Qualified Plan Amendments and Cycle B Determination Letter Filings
- IRS Affordable Care Act Guidance on Full-Time Employee Definition and 90-Day Waiting Period
- FIRMA: Current Risk Issues Seminar
- Comparative Effectiveness Fees – Part I
- New Sixth Circuit Ruling – No FICA for Severance Pay – Poses Quandary for Employers
- SEBC Fall Fly-In: Healthcare, Investments and Retirement Plans Looking Ahead
- Retirement Savings Reform: Don’t expect any real discussion until after the election
- To-Do List, Part 1: ACA requirements to consider for 2012 and 2013
- BNA Covers Kroh’s 409A Corrections Program Webcast
- 401(k) Fee Litigation September 2012
- ACA Medicare Tax Increase – Employer Withholding Requirements
- Puerto Rico Treasury Department Provides Helpful Clarification of Deduction Limit for Contributions to Defined Benefit Plans
- BNA Webcast: 409A Corrections – Tips and Discussion of Common 409A Failures
- Net Pension Liability of State Retirement Systems – Do the New Rules Allow Liability to be Shifted to an Entity other than a Participating Employer?
- ALI CLE Conference: Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers
- Cash Balance Plans – IRS Further Delays Reasonable Interest Rate Rules and Provides Guidance for Plans with Rates Affected by Map-21
- Mazawey Comments on Lump Sum Pensions
- IRS Revisits Pay Arrangements That Attempt To Convert Taxable Wages Into Nontaxable Expense Reimbursements
- Groom Webinar: IRS Affordable Care Act Guidance on Full-Time Employee Definition and 90-Day Waiting Period
- Post Supreme Court ACA Checklist Part II
- The Best Lawyers in America 2012-2013: Sixteen Groom Attorneys Listed
- Winters Comments on IRS Guidance re Employer Health Insurance Mandate
- Post Supreme Court ACA Checklist Part I
- Puerto Rico Qualified Retirement Plans Significantly Impacted by Puerto Rico Internal Revenue Code of 2011, as Amended: Puerto Rico Treasury Department Issues Guidance on Qualification Process
- Dawning of a New Era: Participant-level fee disclosure – the culmination of a journey
- Pension Funding Relief Brings with It Increased PBGC Premiums
- Proposed Regulations Clarify the 50% Entertainment Limit for Expense Reimbursement Arrangements
- ABA/FIRMA Briefing: IRAs – Prohibited Transactions
- Mazawey Comments on MAP-21 Adjusted Pension Funding Segment Rates
- Fees to Fund ACA Reinsurance Program
- Expert Q&A on the US Supreme Court’s Health Care Reform Decision
- Wolters Kluwer Law & Business Retirement and Benefits Compliance Solutions Customer Conference
- What Should Plans Do with MLR Rebates?
- Mazawey Comments on GM and Ford Pension Buyouts
- Ball of Confusion: ‘FAQ 30’ creates concern about brokerage windows
- EBIA 14th Annual Advanced Cafeteria Plans and Benefits Conference
- Medical Loss Rebates-Fiduciary and Tax Implications
- ACA Cap on Contributions to Health FSAs
- Due Date to File Annual Returns and Fee Disclosures for Puerto Rico Plans
- Higher Income Workers Face Extra Medicare Tax Next Year
- Groom Hosts The Crump Law Camp
- Pension Funding Relief and PBGC Premium Increases in Final Highway Legislation
- Negative Consent: When avoiding fiduciary status might not be an option
- Groom Webinar: Supreme Court Decision to Uphold the Affordable Care Act
- Lifetime Income Features in Retirement Plans
- Little SBC Relief for Health Plans
- Groom Comments on IRS Proposal to Issue Guidance on the Governmental Plan Definition
- Puerto Rico Society of CPAs: 4th Annual CPA-Attorney Conference
- Saxon Comments on DOL Fee Disclosure Regulations
- SPARK National Conference
- $2,500 Cap on Salary Reduction Contributions to FSAs Prompts Re-examination of the “Use It or Lose It” Rule
- Eller Quoted in Investment News re DOL Brokerage Guidance
- Chambers USA: 2012 Edition
- Groom Webinar: Hot Retirement Topics Facing Plan Sponsors – A Mid-Year Look
- Mazawey Testifies Before ERISA Advisory Council on Qualified Disability Benefits
- Comparative Effectiveness Fees – Part II
- The Big Test – Supreme Court of the U.S. decision: A road map for plan sponsors
- Supreme Court of the U.S. decision: A road map for plan sponsors
- Witt Comments on IRS Position On Forfeiture Risk
- 408(b)(2) Disclosures: Nonmonetary compensation may count!
- Webinar: Offering retirees lump sums – a new option for plan sponsors
- The Legal 500 US: 2012
- DOL Rules Implement PPA Investment Advice Exemption
- Eller Comments on DOL’s Brokerage Account Guidance
- Supreme Court Review of the Affordable Care Act: Implications for Plan Sponsors and Health Insurers
- DOL Field Assistance Bulletin 2012-02 — Participant Disclosure FAQs
- ALI-ABA Conference on Collective Trust Funds 2012
- Law Firm Pension and Related Benefits Breakfast Briefing
- GASB Simplifies Accounting for State Retirement System Liabilities, But Will Still Require Participating Employers to Include Apportioned Liabilities on Financial Statements
- ABA Section of Taxation 2012 May Meeting
- 35th Annual ESOP Conference
- Levine Comments on DOL Decision: No Extensions For 408(b)(2) Disclosures
- FTI Consulting ERISA Litigation and Compliance Breakfast Series
- New Summary of Benefits Rule – Part II
- BNA Covers Killion’s Health Care Reform Panel at IFEBP Conference
- IRS Releases Local Lodging Expense Guidance
- Mandate Clarity: Employer mandate, waiting period and auto-enrollment issue
- A Look at What’s Coming from the IRS 401(k) Compliance Check
- Dold Comments on IRS Proposed Regs On Disclosure Of Return Information
- The Devil is in the Details – Part I
- Straight From the Source: DOL speaks about fiduciary definition re-proposal
- 401(k) Fee Litigation April 2012
- FATCA Reporting by U.S. Persons of Participation in Foreign Retirement Plans and Deferred Compensation – New Rules for the 2011 Tax Year
- ALI-ABA Pension, Profit-Sharing, Welfare, and Other Compensation Plans, April 2012
- Dold Comments on NRA Rules and Government Plans
- A Roundtable Discussion With Tax-Exempt Organizations – Retirement Plan Challenges and Fiduciary Best Practices
- Puerto Rico Tax Amnesty Program May Help Retirement Plans Correct 1994 PR Code Withholding and Reporting Failures
- Levine Comments on NRA Rules for Public Plans
- Proposed IRS Regulations Exempt Some Non-US Retirement Plans from FATCA
- Groom Nominated for Chambers USA 2012 Awards for Excellence
- Conference of Consulting Actuaries Webcast: Plan Terminations
- SCOTUS Decision: Roadmap for Plan Sponsors
- Employers Consider the Employer Group Waiver Program for Retiree Drug-Cost Savings
- Form 8938 and FATCA – Considering Some of the Issues for 2011
- Breakfast Briefing: Current Issues in Employment Benefits
- Supreme Court Review of the Affordable Care Act: A Summary of the Oral Arguments
- 37th Annual Enrolled Actuaries Meeting
- Employer Mandate, Waiting Period, and Auto-Enrollment Issues – Part II
- Dold Comments on Proposed IRS Regs re EIN Updates
- ALI-ABA Seminar: HIPAA Privacy and Security Rules – Update for Employee Benefits and Business Lawyers
- Keeping in Line: PPACA coverage mandates penalties and eligibility waiting periods
- Employer Mandate, Waiting Period, and Auto-Enrollment Issues – Part I
- Groom Webinar: Current Issues Facing Puerto Rico Plan Sponsors
- New FATCA Reporting Obligation May Affect Global US Employees’ 2011 Tax Returns
- IRS Updates the Filing Process for Qualified Plans – Part II
- ALI-ABA Seminar: Section 408(b)(2) Final Rule: New Fee Disclosure Requirements for Service Providers
- Mazawey Comments on IRS Draft Proposed Rule Defining Governmental Plan
- 36th Annual FBA Tax Law Conference
- DoL Offers Help: Exemption for use of proprietary mutual funds
- IRS 2011-2012 Guidance Plan: A Look at What’s Coming
- US Taxpayers Participating in Non-US Retirement Plans: When is There an FBAR or FATCA Reporting Obligation?
- Summary of Benefits and Coverage Final Regulations May Impact You as Early as Open Enrollment 2012 Webinar
- Eller Comments on Fee Disclosure Rules
- Dold Comments on Changes in Determination Letter Program for DB Plans
- ABA Teleconference: Getting a DL for the Pre-Approved DB – Preparing IRS Submissions for Pre-Approved Defined Benefit Plans
- PR Treasury Allows Certain Puerto Rico Qualified Retirement Plans to File Copy of Form 5500 Instead of Form 480.70(OE)
- ABA Section of Taxation 2012 Midyear Meeting
- IRS Updates Guidance On Form W-2 Reporting of Group Health Plan Coverage
- ABA Telephone Briefing: IRAs – Do’s, Do Not’s and Did Not’s
- Summary of Benefits and Coverage Final Regulations May Impact You as Early as Open Enrollment 2012
- Knowledge Congress Webcast: Understanding New IRS Rule in Filing Revised Form 5300
- Dold Comments on Treasury and IRS Release Package of Retirement Plan Guidance
- Mazawey Comments on Treasury Guidance on Lifetime Income Options
- PR Treasury Issues Guidance for Puerto Rico Qualification of Retirement Plans
- EBIA Web Seminar: Form W-2 and Employer-Sponsored Health Coverage
- DOL Finally Finalizes the 408(b)(2) Regulation
- American Benefits Council Webinar: W-2 Guidance & Essential Benefits
- ERISA Litigation: Company stock cases continue to take top billing
- Summary of Essential Health Benefits Bulletin
- North American Iron Workers – IMPACT Labor Management Conference
- Leading Puerto Rico Benefits Attorney, Juan Luis Alonso, Joins Groom
- Webinar: New Disclosures! How to Prepare for the New 401(k) Fee Disclosures
- Groom Webinar – Recent Health Plan Guidance and Other Hot Topics
- Luncheon Seminar on Health Care Reform
- PlanSponsor Webcast: Nonqualified Deferred Compensation – What you need to know in 2012
- IRS Updates the Filing Process for Qualified Plans
- California Public Employers – Employees Health Care Coalition 14th Annual Training Conference
- Getting It Straight: Your 2012 PPACA Checklist
- Dold Comments on IRS Guidance re Form W-2 Reporting of Group Health Plan Coverage
- Form 8955-SSA Participant Notice Requirements
- Dold Comments on Tax Gap in Bloomberg Businessweek
- Dold Comments on IRS Deadline Extension To Submit Opinion/Advisory Letter Applications
- IRS Guidance On Form W-2 Reporting of Group Health Plan Coverage
- Trusted Advisers: Navigating a plan’s relationship with its investment consultant
- Dold Comments on IRS Changes to the EP Determination Letter Procedures
- Mazawey Comments on 2012 Outlook for Governmental Plans
- Mazawey Comments on IRS Indefinite Deadline Extension for Some Puerto Rico Plan Spinoffs
- ABA Webinar: 2014 – End of the (Health Care) World as We Know It?
- ABA Webinar: Avoiding Unknown (and Fatal) Foot Faults in Executive Compensation Arrangements
- Court Grants Preliminary Approval to Settlement of Wal-Mart 401(k) Fee Lawsuit
- Mazawey Comments on Approaching Deadline for Puerto Rico Plan Spinoffs
- The Impact of GASB Public Accounting Proposals on Employers Participating in State Retirement Systems – Employers May Need to Prepare for Substantial Additional Accounting Requirements
- Recent Developments Involving Same-Sex Marriage, Civil Unions and Gender Identity Disorder
- New IRS Regulation Project Tackles Definition of ‘Governmental Plan’
- 2011 BCBS National Tax Conference
- Pay Pulls: Proposed regulation on PPACA premium tax credit
- IFEBP Webinar: Health Care Reform
- ABC Webinar: Benefits Briefing on Puerto Rican Plans – IRS Developments
- FATCA and its Tax and Reporting Impact on Non-US Pension Plans
- Dold Comments on the 2011 Repeal Act
- IRS Grants Much-Needed Relief for 1099-K Reporting
- Code “DD” Reporting Group Sign-up – Wake-Up Call for Third Party W-2 Providers
- Dold Comments on Withholding Rules in Bloomberg
- Levine Quoted in BNA
- Levine and Powell Comment on Long-Awaited Guidance on Defining Governmental Plans
- Employer Stock Litigation Update: Second Circuit Adopts “Moench” Presumption
- IFEBP 57th U.S. Annual Employee Benefits Conference
- 2011 NASPP Annual Conference
- Summary Judgments: What is required in the summary of benefits and coverage?
- The IRS 2011-2012 Priority Guidance Plan: A Long List for Employee Benefits
- 16th Annual Employee Benefits Seminar
- Groom 16th Annual Employee Benefits Seminar
- ERISA Regulatory Update
- 2011 IRPAC Reception
- DOL Finalized Participant Advice Exemption
- 2011 NBCOT State Regulatory Conference
- 401(k) Fee Litigation October 2011
- Keller Joins PLC’s Employee Benefits & Executive Compensation Advisory Board
- IRS Again Postpones Plan Amendment Deadlines For Cash Balance and Other Hybrid Plans
- The Knowledge Congress Webcast: Your 401(k), 403(b) and Other Retirement Plans for 2011 and Beyond
- Two Courts of Appeals Reject 401(k) Fee Claims Based on Plans’ Use of Retail Share Classes of Mutual Funds
- PPACA Checkup: Planning for the future impact of PPACA
- Health Care Reform: 2012 and Beyond
- IRS Announces New Voluntary Worker Classification Settlement Program
- Analyzing Excessive Fee Claims Under ERISA Following Jones v. Harris Associates L.P.
- Dold Comments on the IRS Voluntary Classification Settlement Program
- EBIA Webinar: Appeals and External Review for Self-Funded Health Plans – Where the Rules Stand Now
- Strafford Webinar: Compliance Challenges and Intensified IRS Audits
- Southern Employee Benefits Conference Fall Fly-In
- IRS Cell Phone Guidance Clears the Air
- Dold Comments on IRS Notice 2011-78
- Cole Comments on FASB Accounting Standard for Multiemployer Pension Plans
- DOL Decides to Re-propose Amendments to its Fiduciary Definition Regulation
- Powell Comments on 403(b) Rules for Church Plans
- PBGC Announces Annual Premium Penalty Relief
- SEC Delays Guidance on Key Executive Compensation Requirements under Dodd-Frank
- 2011 Plan Adviser National Conference
- The Best Lawyers in America 2011-2012: Fourteen Groom Attorneys Listed
- Breyfogle Comments on Proposed Rule on Standardized Benefit Summaries Under PPACA
- BNA Covers Eller’s Testimony Before ERISA Advisory Council
- Comparative Advantages: The comparative effectiveness fee
- Internal Claims and Appeals and External Review under Health Care Reform
- Employee Plans Enforcement Activities – An Overview
- Eller to Testify Before ERISA Advisory Council
- GASB Issues Proposals to Revamp Governmental Pension Plan Accounting
- Agencies Issue Summary of Benefits Proposed Regulation Under PPACA
- Budget Control Act of 2011: How the Debt Limit and Budget Negotiations Could Impact Health and Retirement Plans
- New French Tax Withholding Law on Equity Compensation Carries Global Reach (and Criminal Penalties)
- New York’s Marriage Equality Act: Top 10 Questions (and Answers) for Health and Welfare Plan Sponsors
- Rescind Developments: Rescissions under PPACA
- DOL Proposes Extensions of Disclosure Regulation Effective Dates
- Update on US Tax Issues for Puerto Rico Plans
- New French Tax Withholding Law on Equity Compensation Carries a Global Reach (and Criminal Penalties)
- Golumbic Comments on DOL Amicus Briefs
- Mazawey Comments on Electronic Fee Disclosure Rules
- Comment on Notices 2010-60, 2011-34 and 2011-53 and Exemption for Foreign Retirement Plans under FATCA
- DOL Further Extends the Compliance Dates for the 408(b)(2) and Participant Disclosure Regulations
- Dallas ABC Meeting
- New Proposed HIPAA Accounting Regulation Adds Up To Big Changes for Health Plans
- Groom Law Group Expands its Financial Services Expertise: Thomas Roberts Joins Firm
- Amendment to Affordable Care Act’s Claims and Appeals Rules
- Form 8955-SSA is Now Available and the Deadline Has Been Extended
- “Well” Wishes: PPACA and wellness programs
- IRS Revises Code Section 162(m) Rules
- Qualified Pension Plans for Puerto Rico Employees – The Perfect Storm Has Arrived
- FBAR Update – IRS Grants Extension for Some Filers until June 30, 2011
- IRS Releases Notice 2011-35 and Requests Comments on Health Coverage Fee to Fund Patient-Centered Outcomes Research Institute
- The Knowledge Congress Webcast: Significant Changes to Executive Compensation in 2011
- D.C. Bar Health Law Section: Spotlight on Insurance Exchanges
- SPBA Webinar: Grandfathered Health Plans: Requirements, Pitfalls and Best Practices
- 2011 PLANSPONSOR National Conference
- Saxon Comments on Electronic Disclosure
- Groom Supports the 2011 Lawyers Have Heart 10K Run/Walk
- David Levine Appointed Chair of ACT
- Chambers USA: 2011 Edition
- Powell Contributes to the Comparative Survey of Pension Law Issues
- The Legal 500 US: 2011
- Report “Calls”: The PPACA’s impact on Form W-2 reporting requirements
- Cole Comments on DOL Fiduciary Definition
- 2011 Financial Executive Conference
- Nielsen’s IFEBP Health Care Reform Speech Covered by BNA
- Nielsen Comments on Legal Challenges to PPACA
- IRS Request for Comments on Employer Mandate, Full-Time Employee Definition, and Waiting Period Issues
- Supreme Court Vacates Order to Reform Pension Plan, But May Have Opened the Door to Expanded Equitable Remedies
- Restrictive New IRS Ruling Affects Tax-Free Exchanges of COLI – A Trap for Unwary Employers?
- The NTSAA 403(b) Compliance Resolution Summit
- 2011 General Membership Meeting of the Investment Company Institute
- ALI-ABA Conference on Collective Trust Funds
- Knowledge Congress Webcast: Conquer the New World of 403(b) Retirement Plans
- BNA Covers Groom Webinar on Latest IRA Developments
- “Kid” Stuff: Issues regarding adult-children coverage under the PPACA
- Tax Treatment on the Payment of IRA Fees Gets a New (but Familiar) Private Letter Ruling
- IRAlert: Federal Court Relieves IRA Trustees of Liability for Madoff Investments
- Seventh Circuit Affirms Trial Court’s ERISA “Stock Drop” Judgment in Favor of Former Employee of Closely-Held Securities Trading Firm.
- Pilot Program Extended for TIN Masking for Payee Statements
- Mazawey Comments on Orange County Pension Redesign and IRS Guidance
- Dold Comments on Repeal of Expanded Business and Rental Expense Information Reporting Requirements
- Repeal of Expanded 1099-MISC Reporting Is Official
- Florida Court Upholds ADA “Safe Harbor” in Broward County Wellness Program Case
- FATCA; Norway – International Benefits Developments for US Multinational Plan Sponsors
- IRAlert: Abusive IRAs Make The IRS’ “Dirty Dozen” Tax Schemes
- New UK Pension Auto-enrolment Law Raises Questions for US Employers with UK Employees
- Groom Nominated for Chambers USA 2011 Awards for Excellence
- A New Plan Design Feature for Qualified Plans: The Roth “In-Plan” Rollover
- Transition Guidance Issued on Form W-2 Reporting For Health Care Costs
- Groom Sponsors Pension Rights Center 35th Anniversary Gala
- Law Firm Pension & Retirement Plans 2011
- ALI-ABA Pension, Profit-Sharing, Welfare, and Other Compensation Plans, March 2011
- Investment Adviser Compliance Conference
- The 2011 ASPPA 401k Summit
- IRS Maintains Favorable Position on IRA Owner’s Direct Payment of “Wrap Fees”
- Federal Agencies Propose Rules on Dodd-Frank Financial Institution Incentive Compensation Requirements
- The New Puerto Rico Internal Revenue Code – Plan Sponsors May Need to Take Action in 2011
- Saxon Testimony at DOL Hearing Covered in BNA
- Final FBAR Regulations Offer Helpful Relief for Plans – But No Blanket Exception
- Adult Child Health Care Premiums May Constitute Wages for State Tax Purposes
- Eller Comments on Fee Disclosure Regulations Extension in Pensions & Investments
- Golumbic Discusses Moench Presumption in Pensions & Investments
- “PTINs” For Payroll and Employee Benefits Practitioners
- NAPPA 2011 Winter Seminar Meetings
- BLR Webinar: Wellness – Effectively Promote Your Program and Avoid Common Legal Pitfalls
- Release Bars Participant’s Stock Drop Claims; § 404(c) is a Defense to Disclosure and Monitoring Claims, But Not to Imprudent Investment Claims
- Physical “Education”: Are executive physical programs affected by the PPACA’s new nondiscrimination rules?
- Elizabeth Dold Appointed Chair of IRPAC
- Asset Purchaser May Have Successor Liability for Multiemployer Plan Contributions
- HHS Requests Comments on CO-OP Rules and Loans and Grants under PPACA
- Seventh Circuit Vacates Class Certifications in 401(k) Fee Cases
- SEC Proposes Registration Requirement for “Municipal Advisors”
- January 27th Dinner at San Marco
- Groom Rochester Breakfast Presentation: Current Issues in Employee Benefits
- IRPAC Welcome Dinner at Cafe Atlantico
- ACI’s Compensation & Benefits Boot Camp
- Golumbic Quoted in Pensions & Investments
- 2010 Ends with a Flurry of Health and Welfare Guidance
- Food Marketing Institute Midwinter Conference
- ABA 37th Annual TIPS Midwinter Symposium on Insurance and Employee Benefits
- Strafford Webinar: Section 404(c) Compliance for Retirement Plans
- Winters Comments on Legislative Outlook in BNA
- A New Plan Design Feature-The “In-Plan” Roth Conversion
- BNA Reports on Groom Comment Letter re Cycle E Amendment Deadline
- IRS Provides Further Guidance on Operation of the Small Business Health Insurance Tax Credit
- FAQ “Stack”: Agency FAQs on PPACA implementation
- DOL’s About-Face on Advancement of Fees Leaves Heads Spinning
- Levine Quoted in Plan Adviser
- Comment Letter on Cycle E Amendment Deadline
- IRS Relief on PPACA $500,000 Compensation Deduction Limit
- IRS Overhauls Group Trust Guidance
- Mazawey Comments on IRS Revenue Ruling on Group Trusts in BNA
- The New World of 403(b) Retirement Plans Webcast
- IOMA Webinar: Getting Your Benefits Plans Ready for 2011
- Cash Balance Plan Regulations Address Many Knotty Issues
- Groom 403(b) Fee Lawsuit Dismissal Covered in BNA
- IRS Issues Additional 409A Correction Relief
- Groom Law Group Secures Dismissal of 403(b) Fee Lawsuit
- Dold Explains IRS Guidance re In-Plan Roth Rollovers
- 2010 BCBS National Tax Conference
- Checklist Checkup: 2011 PPACA Plan Amendment Checklist
- Accounting Proposals Present Obstacles for Multiemployer Plan Sponsors
- First Round of Guidance on Roth “In-Plan” Conversions
- Non-US Pension Funds May Be Subject to New IRS Reporting and Withholding on US Investments
- Dold Comments on Roth 401(k) Guidance
- IFEBP 56th Annual Employee Benefits Conference
- Investment Management Institute: Corporate and Public Funds Fall Forum
- Increased IRS Outreach on Qualified Plan Issues
- BNA Webinar: End-of-Year Employee Benefit Plan Issues
- National Institute on Compensation for Executives and Directors
- “Cost Basis” Regulations Impact Stock-Based Compensation
- Notice “Says”: What notices are required by PPACA?
- Health Care Open Enrollment For 2011
- Roth Conversion Group
- CIEBA Annual Meeting
- ASPPA 2010 Annual Conference
- IRPAC Reception
- Dold Comments on IRS’ Deferral of Health Care Reform’s W-2 Reporting Requirement
- Form W-2 Health Care Reporting Made Optional for 2011
- Center for Due Diligence 2010 Advisor Conference
- Required 2010 Qualified Plan Amendments and January 2011 IRS Determination Letter Filing Deadline
- NRS 25th Annual Fall Conference
- ALI-ABA Pension, Profit-Sharing, Welfare, and Other Compensation Plans, October 2010
- Employer Stock Litigation Update: Ninth Circuit Court of Appeals Adopts “Moench” Presumption
- Increased Reporting Penalties and Cell Phone Relief in the Small Business Jobs and Credit Act of 2010
- IRS Releases Draft Form For Claiming the Small Business Health Insurance Tax Credit
- “In-Plan” Roth Conversions
- Eller Comments on DOL Fee Disclosure Proposal
- Theodore Groom Named 2011 “Employee Benefits Lawyer of the Year” By Best Lawyers
- Eller Comments on Fee Disclosure Regulations
- DOL Finalizes Participant Disclosure Regulation
- DOL Proposes Expanded Definition of “Investment Advice” Fiduciary
- Limit, Less: An inside look at PPACA’s restrictions on pre-existing Conditions and annual and lifetime limits.
- Dold Comments on Penalty Provisions in the Small Business Jobs Act
- 15th Annual Employee Benefits Seminar
- Diocesan Fiscal Management Conference
- Groom 15th Annual Employee Benefits Seminar
- Health Care Reform Workshop
- Mazawey Comments on Small Business Act
- Dold Comments on Roth Conversions in Small Business Jobs Act
- IRS Issues Guidance on Over-the-Counter Medicines and Drugs
- 2010 Plan Adviser National Conference
- Enforcement Grace Period for Key Aspects of New Claims and Appeals Rules and Additional Rules on Grandfathering, Age 26 Dependent Coverage, Highly Compensated Employees, and other PPACA Requirements
- DOL Speaks: The 2010 Employee Benefits Conference
- Comment Letter on Form 1099-MISC Expansion
- Taking the Plunge: Managing a “Plan Assets” Fund
- New Claims and Appeals Rules under PPACA
- 401(k) Fee Litigation September 2010
- NAGDCA Annual Conference
- Public Pension Financial Forum (P2F2) 7th Annual Conference
- Ford Quoted in MarketWatch
- Groom Receives First Tier Ranking From U.S. News and Best Lawyers
- Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers
- Court Holds ERISA Imposes Statutory Obligation on Employers to Remedy Multiemployer Pension Plan Funding Deficiency
- IRS Provides Guidance on Pension Plan Payment Basis Errors
- IRS Issues Guidance on Basis Reporting Errors
- DOL Releases Interim Final Service Provider Disclosure Regulation
- Model Notices to Comply with PPACA’s Claims and Appeals Regulation and Interim Guidance on the Federal External Review Process
- EBIA Webinar: Grandfathered Plan Status: Weighing the Costs and Benefits
- Another Federal Court Adopts More “Defense-Friendly” Position on Damages in Stock Drop Cases
- Dodd-Frank Meets ERISA – The Impact of Wall Street Reform on Plan Investments
- ALI-ABA Webinar: Proposed HITECH Regulations – What Health Plans and Business Associates Should Know
- Ohio District Court Rejects Negligence and ERISA Claims Against Milliman
- Pre-Existing Condition Insurance Plan Program- Interim Final Rule
- PBGC Proposes To Regulate Funding of Ongoing Plans Sponsored by Companies That Restructure Their Operations
- ABA Conference: Retirement Security: Is This What’s Next After Health Care Reform?
- Groom Law Group Secures Dismissal of 401(k) Fee Lawsuit
- The Best Lawyers in America 2010-2011: Thirteen Groom Attorneys Listed
- PPACA Appeal Process Changes – Interim Final Rule
- Groom Wine Tasting Event
- FASB & IASB Propose Increased Disclosure of Multiemployer Funding Liability
- Preventive Care Requirements under PPACA – Interim Final Rule
- Dodd-Frank Wall Street Reform and Consumer Protection Act – Impact on Plans and Plan Service Providers
- Third Circuit Extends Section 1114 Protection to Non-Vested Retiree Benefits
- President Obama Signs into Law the Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2010
- SEC Unanimously Adopts “Pay to Play” Restrictions
- Department of Labor Update: Service Provider Fee Disclosure Regulation is Released
- 2010 Plan Amendments and EGTRRA Determination Letter Filing Deadline
- HHS Issues Final Application for Early Retiree Reinsurance Program
- Massachusetts District Court Rejects the “Prudent Investor Rate” in Favor of the PBGC’s Discount Rate
- Pension Relief Act Extends Amortization Periods for Single and Multiemployer Plan Funding
- ERISA Claims Review: A Tale of Two Cases
- Agencies Issue Regulations On Pre-existing Condition Exclusions, Annual & Lifetime Limits, Rescission, & Patient Protections
- The U.S. Supreme Court Sharply Curtails Use of the “Honest Service Fraud” Statute
- Tinnes Comments on Age 26 Rule
- 2010 CBA/IPEBLA Conference: Pensions and Benefits in a Changing Global Environment
- ALI-ABA Seminar: Navigating Health Care Reform – Challenges for Employers and Plan Administrators
- PBGC Announces Relief for Variable Rate Premium “Catch 22”
- BNA Webinar: IRAs – Alternative Investments and Other Strategies
- 2010 PLANSPONSOR National Conference
- “Grandfather” Status Under PPACA-Interim Final Rule
- Groom Team Supports the 2010 Lawyers Have Heart 10K Run/Walk
- IRS Launches 401(k) Compliance Checklist
- Alex Ryan Profiled in MCCA Diversity & the Bar
- The Legal 500 US: 2010
- Chambers USA: 2010 Edition
- Matta Comments on SEC Target-date Proposal
- Matta Comments on 401(k) Rollovers for Business Start-ups
- Elizabeth Dold Comments on IRS 401(k) Compliance Checklist
- Minimizing Legal Risks in the Design, Implementation & Administration of Employee Benefit Plans
- Reminder – Required 2010 Tax-Qualified Plan Amendments and January 2011 IRS Determination Letter Filing Deadline
- IRS Provides Important Details on the 2010 Small Business Health Care Tax Credit
- Retirement Industry Trust Association Conference
- Mazawey Comments on New IRS Diversification Rules in BNA
- Trends in Liability Driven Investing for Managing Pension Risks: A Global Legal Perspective
- Best Practices for Effective Retirement Plan Management
- Preparing for Health Care Reform: A Chronological Guide for Employers
- Additional IRS Additional Guidance on HIRE Act – 2010 FICA Tax Exemption and 2011 Retention Credit
- David Levine Selected for the Advisory Committee on Tax Exempt and Government Entities (ACT)
- WEB’s Benefits Boot Camp
- Annual BCBSA Lawyer’s Conference
- New High Earner Tax in the UK Applies to US Pension Plan Contributions and Accruals
- Dependent Coverage to Age 26 Interim Final Rule
- SWBA 35th Annual Conference
- DOL/SEC Issue Target Date Fund Guidance
- 2010 Finance and Business Operations Symposium
- Dold and Keller Comment on Adult Children Health Coverage Exclusion
- Retiree Reinsurance Program Interim Final Regulation
- Health Care Reform Insurance Web Portal Interim Final Rule
- Thorbahn 2010 Spring Seminar
- Tax-Free Treatment for Adult Child’s Health Care Coverage
- Title IV Basics
- Hiring Incentives to Restore Employment (HIRE) Act: Law, Explanation & Analysis
- Military Relief Under the HEART Act: Year-End Plan Amendments Needed
- Kreps Comments on Treasury and IRS Agenda
- Overview of the Department of Labor’s Spring 2010 Regulatory Agenda
- Groom Comments on Proposed FBAR Regulations
- Harvard Law School: Pensions and Capital Stewardship Project, Labor and Worklife Program
- Supreme Court Decision in Conkright v. Frommert
- Chart of Key PPACA Provisions
- BNA Webinar: Discretionary Clauses Under Fire – The Future of Discretionary Clauses in Health, Disability, and Life Insurance Plans
- List of Corresponding Plans for US-Belgium Tax Treaty Purposes Announced
- PPACA $500,000 Compensation Deduction Limit on Health Insurers May Have Broader Reach
- IRPAC April Meeting Festivities
- Two-Month Extension to COBRA Subsidy Signed into Law on April 15, 2010
- H.R. 4994 Passes House – Favorable Cell Phone Relief Comes at a Price – Increased Reporting Penalties on Information Returns
- Elizabeth Dold Comments on the HIRE Act
- IRS Priority List Indicates Increase in International Employee Benefits Compliance Efforts
- 35th Annual Enrolled Actuaries Meeting
- IRS Issues Needed Guidance on the HIRE Act – 2010 FICA Tax Exemption and 2011 Retention Credit
- Effective Date Chart: Key Provisions of the Patient Protection and Affordable Care Act
- Another Court Rules That Severance Pay is Not FICA wages
- IRS 401(k) Compliance Checklist Coming Soon
- The Return of Worker Classification Audits: Impacts More Than Employment Taxes
- Principal 401(k) Rollover Lawsuit – Court Denies Class Certification, Rejects Arguments that Principal Was a Fiduciary
- Employer Payroll Changes for HIRE Act Relief
- MicroCredit Enterprises and Gary Ford Featured in Financial Times Wealth Magazine
- Allocating “Basis” in Partial and Split Rollovers – Can We Still Rely on Code Section 402(c)(2)?
- New Model Notices Issued for the COBRA Subsidy Extension Provisions of the Temporary Extension Act
- ALI-ABA Pension, Profit-Sharing, Welfare, and Other Compensation Plans, March 2010
- Design Flexibility and Potential Pitfalls in IRS Final Rules for Employee Stock Purchase Plans
- Healthcare Compliance Update: What Employers Need To Know Now About Recently Enacted And Pending Legislation
- The ASPPA 401(k) Summit
- Hartford Fee Lawsuit – Court Grants Preliminary Approval of Settlement
- Eller Discusses IRS Notice 2010-23
- DOL Issues New FAQs on Schedule C Reporting of Pharmacy-Related Compensation
- One-Month Extension to COBRA Subsidy Signed into Law on March 2, 2010
- Insurers’ New Reporting Obligations Under Medicare Medicaid SCHIP Extension Act
- Elizabeth Dold Appointed Vice-chair of IRPAC
- IRS Pension Distribution Reporting Changes For 2010
- New Interim Final Regulations on Mental Health Parity and Addiction Equity Act of 2008
- DOL Releases New Proposed Investment Advice Regulation
- IRS 2009 – 2010 Guidance Plan: A Look at What’s Coming
- Obama Budget Proposes Major Worker Classification Reforms
- FBAR Update – Deadline Extension and Proposed Regulations
- New Fiduciary Considerations for U.S. Public and Private Pension Plan Governance
- FBAR Update – Plan Fiduciaries May Have to Disclose Plan Foreign Financial Accounts on Income Tax Returns
- IFEBP Advanced Trustees Institute
- Kraft Foods Prevails in 401(k) Fee Lawsuit
- Employer Stock Litigation Update: DOL Urges Second Circuit to Reject “Moench” Presumption
- Levine Comments on Doggett Bill
- BNA Covers 409A Webcast
- Foreign Account Reporting for Retirement Plans
- NTSAA’s 2010 National Conference
- Securities Products of Insurance Companies in the Face of Regulatory Reform 2010
- Healthcare Reform Legislation Seminar
- Health Care Reform Update, January 26, 2010
- ABA Section of Taxation Midyear Meeting
- ABA Section of Taxation – 2010 Midyear Meeting
- Kroh Comments on New 409A Guidance
- Keller and Levine Comment on Health Care
- DOL Issues New Model Notices for the COBRA Subsidy Extension
- Overview of Document Correction Guidance Under Section 409A
- Groom Presentation: Overview of Health Care Reform
- Christy Tinnes and Brigen Winters are PlanSponsor’s Health Care Reform Experts
- Defined Benefit Plans: Distress and Involuntary Terminations
- ERISA Bonding Requirements
- 2010-A Look at the Upcoming Year
- 401(k) Fee Litigation December 2009
- Qualified Transportation Plans: IRS Delays Effective Date Again for Mass Transit Electronic Payment Cards
- Two-Month Extension to COBRA Subsidy Signed into Law
- Groom Victory Covered in BNA
- Health Care Reform Update, December 18, 2009
- Lofgren Comments on IRS Extension For PPA Plan Amendments
- IRS Offers Initial Remedial Amendment Period Guidance for 403(b) Plans
- Service Provider Fee Cases: Principal Prevails in Ruppert Case; Class Certification Granted in Haddock v. Nationwide; John Hancock Settles Charters Lawsuit
- ICI’s 2009 Securities Law Developments Conference
- DOL Issues Two New FAQs Related to COBRA Premium Subsidy
- 401(k) Fee Cases: United Technologies Prevails in Second Circuit; Eighth Circuit Reinstates Wal-Mart Lawsuit; Caterpillar Settles
- IOMA Audioconference: Getting Your Benefits Plans Ready for 2010 Plan Year Changes
- Washingtonian Top Lawyers
- Mazawey Comments on 204(h) Notice Requirements
- HIPAA Compliance Webinar: What You Need to Know Now about New Privacy and Data Security Breach Obligations
- Elizabeth Dold Comments on the Making Work Pay Credit
- 2009 SPARK Forum: Waves of Change
- IFEBP 55th Annual Employee Benefits Conference
- Thompson Audio Conference: Recent IRS Guidance on Retirement Savings Plans
- Red Flags Rule: FTC Delays Enforcement Deadline and House Passes Legislation to Limit the Rule
- Foreign Bank Account Reporting for Employee Benefit Plan Investments
- DOL Issues Supplemental FAQs About the 2009 Schedule C
- 401(k) and 403(b) Plans: Responsibilities of a Retirement Plan Fiduciary
- PlanSponsor: Defined Benefit Investment Summit 2009
- IRS Worker Classification Initiative
- Compensation for Executives and Directors
- Thorbahn Fall Seminar
- 401(k) Fee Litigation October 2009
- CUPA-HR National Conference and Expo 2009
- Public Pension Financial Forum (P2F2) 6th Annual Conference
- 44th Annual Southern Federal Tax Institute, Inc
- ACI ERISA Litigation Conference
- BNA Covers Groom’s 14th Annual Employee Benefits Seminar
- 14th Annual Employee Benefits Seminar
- Health Care Reform Side-by-Side Chart, October 2009
- New Interim Final Regulation on Genetic Information Nondiscrimination Act
- Groom 14th Annual Employee Benefits Seminar
- ERISA 403(b) Plans – What To Do Before and After January 1, 2010
- Year-End Deadline for Bonus and Performance-Based Equity Fast Approaching
- Group Health Plan Excise Tax Reporting Obligations Coming in 2010
- BNA Reports on Groom FBAR Comment Letter
- Groom Comments on FBAR Filing Requirement for Pension Plans
- ALI-ABA Pension, Profit-Sharing, Welfare, and Other Compensation Plans
- PENSCO Webinar: Due Diligence Tips for Investors and Top Red Flags
- Knowledge Congress Webcast: IRA and Qualified Plan Distributions
- Keller Comments on End-of-Year Plan Issues
- Sylvia Simms Recognized as NBC 4’s “Morning Person”
- Groom Website Wins Web Marketing Association’s WebAward
- Coping with the Interaction of 409A, 457 and Form 990 Reporting Obligations
- Red Flags Rule: Application to Health Flexible Spending Accounts, Health Reimbursement Arrangements, Dependent Care Assistance Programs and Transportation Plans
- Common 409A Problems After the Transition Period
- IRS Clarifies Tax Impact of Qualified Plan Rollovers to Roth IRA
- BNA Webinar: End-of-Year Employee Benefit Plan and Executive Compensation Issues
- Groom Dial In: September 2009 Update on Health Care Reform
- 2009 Plan Adviser National Conference
- IRS Extends FBAR Deadline Until October 15, 2009, For Certain Filers
- Groom Supports Greater DC Cares 9/11 National Day of Service
- ALI-ABA Program: Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers
- 401(k) Fee Litigation September 2009
- New York Enacts New COBRA and Dependent Coverage Laws
- Options for Troubled Multiemployer Pension Plans in a Post-PPA World
- HHS Issues HIPAA Security Breach Notification Rules
- Matrix Financial Solutions, Inc. “Get Connected 2009” Conference
- IRS Modifies Determination Letter Process for Governmental Plans
- Eller Comments on Need for FBAR Guidance Clarification
- FBAR Filing Deadline Extended Until June 30, 2010 in IRS Notice 2009-62
- SEC Proposes Rules to Curtail “Pay to Play” by Public Plan Advisers
- Flexible Spending Account Providers Fighting to Protect Benefits
- Groom’s Role in Health Care Reform
- BNA Covers Groom Comment Letter on Report of Foreign Bank and Financial Accounts (FBAR)
- The Best Lawyers in America 2009-2010: Eleven Groom Attorneys Listed
- Groom Comments on FBAR Filing Requirement for Plans
- Eller Comments on FBAR Filing Requirements and Pension Plans
- DOL Provides Some Form 5500 Relief for 403(b) Plans
- Law Firm Pension and Retirement Plans: The New Realities
- Groom Comments on Pension Provisions of the US Model Tax Treaty
- 403(b) Plan Workshop: Implementing Recent Guidance for Tax-Exempt and Governmental Employers
- Health Care Reform Update: House Discussion Draft – July 2, 2009
- MicroCredit Enterprises Announces New CEO Gary Ford
- Groom Comments Recommend That IRS Not Impose Additional Information Reporting In Employer Stock-Based Compensation Programs
- The Deal Publishes Eller and Kreps FBAR Article
- NAPPA 2009 Legal Education Conference
- Eller Comments on Report of Foreign Bank and Financial Accounts (FBAR) in BNA Article
- Plans May Be Required to Make FBAR Filing for Offshore Investments by September 23, 2009
- Chambers USA: 2009 Edition
- Groom and Calibre Host Free Webinar on the Pension Funding Crisis
- Governmental Retirement Plans Under IRS Radar
- National Institute of Pension Administrators Seminar
- 2009 SPARK National Conference: Retirement Plans at a Crossroad
- Health Care Reform Update – June 16, 2009
- Cell Phone Substantiation
- Same-Sex Marriage, Domestic Partnerships, And Civil Unions: Benefits Compliance Update
- IRS Issues New Q&As Related to COBRA Premium Subsidy
- Treasury Department Issues Final TARP Executive Compensation Guidance
- Helping Employers Negotiate the New Landscape – 403(b) and 457/409A Plans
- The Legal 500 US: 2009
- Groom Comments on Proposed IRS 403(b) Prototype Plan Program
- Plan Designs 2009: The Next Generation of Defined Contribution Designs
- Spotting Section 409A Issues in Executive Separation Agreements
- DOL Issues Details of Appeal Process for COBRA Subsidy Denials
- Retiree Benefit Funding Challenges Elevate Interest in Benefit ‘Captives’
- Friction at the Border – Recent Cross Border Developments
- Elizabeth Dold Comments New IRS Withholding Adjustment Option
- BNA Covers Groom Comments on IRS Government Plan Initiative
- Second Circuit Affirms Dismissal of <nobr>401(k)</nobr> Fee Lawsuit
- DRI Webcast: Extra-Record Discovery Requests Post-Glenn
- Chart Your HIPAA Course: What Plans Need to be Doing Today
- IRS Announces 2010 HSA/HDHP Limits
- 401(k) Fee Litigation May 2009 Update
- Groom Comments on IRS Pilot Government Plan Questionnaire
- Tax Analysts Publishes Groom Comments on IRS Government Plan Initiative
- New Obama Administration Tax Proposals Adversely Corporate Owned Life Insurance (COLI)
- 403(b) Plan Workshop: Implementing Recent Guidance
- Groom Comments on Distribution of Contracts Under 403(b) Plans
- New HITECH Act HIPAA Guidance
- Self-Directed IRA Myths
- Stimulus Act Modifications to the Health Coverage Tax Credit
- The Changing Shape of Employee Benefits – How the Recession is Affecting Benefits and What’s Next
- Blue Cross and Blue Shield Association’s 43rd Annual Lawyers’ Conference
- DOL Speaks: The 2009 Employee Benefits Conference 2009
- Employee Benefits Law and Practice Update: SPRING 2009
- Update on Pending Department of Labor Regulations
- FIRMA National Training Conference
- Groom and Calvert Foundation Host MicroCredit Reception
- IRS Announces Guidance to Help Sponsors of Tax-Deferred Annuity Plans Develop Written Plans
- IRS Guidance on Proposed 403(b) Prototype Plan Program
- David Powell Comments on 403(b) Rules
- Current Issues in Employee Benefits
- DOL Issues New FAQs Related to COBRA Premium Subsidy
- OECD turns its attention to possible further regulation of DC plans, impact of accounting standards
- What’s New in US – 2008 Pension Law Changes Impact Pension Underfunding Rules
- IRS Issues Additional COBRA Premium Assistance Guidance
- 409A Correction Chart
- ICI and FBA Examine Current Issues Impacting Investment Companies
- Brigen Winters Quoted in Defined Contribution
- Executive Compensation: New Developments, Trends and Structures for Performance Seminar
- DOL Issues Model Notices and New FAQs Related to COBRA Premium Subsidy
- IA Compliance Best Practices Summit 2009
- Hot Topics in Governmental Plans
- “Making Work Pay” Credit in American Recovery and Reinvestment Act
- Untangling Your 403(b) Webinar
- Groom Comments on Administrative Procedures and Rules for IRAs
- IRS Issues COBRA Premium Assistance Guidance
- Recent Federal Legislation Affecting Employee Welfare Plans: The Mental Health Parity Act
- Programs and Education Committee’s Brown Bag Program
- COBRA Provisions in American Recovery and Reinvestment Act
- New HIPAA Privacy & Security Requirements in Stimulus Bill
- Children’s Health Insurance Program Reauthorization Act of 2009
- Executive Compensation Rules in Stimulus Bill and Treasury Guidance
- IRS Guidance on Section 457A Foreign Deferred Compensation Rules
- Comment Periods on DOL Final Investment Advice Regulation
- Gary Ford Comments on GM Pension Plans in Pensions & Investments
- How to Avoid a 401(k) Lawsuit
- 2009 National Tax Sheltered Annuity Association National Conference
- Groom Comments on 2009 Suspension of Required Minimum Distribution Rules
- COBRA Provisions in Economic Stimulus Legislation
- Jon Breyfogle Quoted in Pensions & Investments
- Brigen Winters Quoted in National Law Journal
- Recent Developments in Four States Regarding Same-Sex Marriage and Civil Unions
- 401(k) Fee Litigation January 2009 Update
- Fall 2008/Winter 2009 Update
- Elizabeth Dold Selected for the Information Reporting Program Advisory Committee (IRPAC)
- Worker Retiree and Employer Recovery Act
- IRS Extends Deadline for 403(b) Plan Document Compliance
- David Levine Comments on RMD Rules in Market Watch
- David Levine Quoted in Forbes
- David Levine Comments on RMDs in Bloomberg News
- PPA May Restrict Rabbi Trust Funding
- DOL Sets Sights on PE Valuation
- ERISA for Securities Professionals
- Bicycle Commuter Benefits Added as Qualified Transportation Fringe Benefit
- Comment on Governmental Plan Determination Letter Issues
- EESA Executive Compensation Guidance
- Winter 2008 Update
- Congress Passes New Benefit Standards for Group Health Plans
- 401(k) Plans Could be Facing a Total Revamp
- Attorneys Ask for Delay of 403(b) Effective Date
- Emergency Economic Stabilization Act of 2008
- Jenny Eller Quoted in Financial Times
- Courts Divide on Fiduciary Status of 401(k) Plan Service Providers
- 401(k) Fee Litigation October 2008 Update
- Financial Bailout Legislation
- Ninth Circuit Holds ERISA Does Not Preempt San Francisco Health Care Security Ordinance
- IRS Considering Modifying Determination Letter Process for Governmental Plans
- Steve Saxon Quoted in Defined Contribution
- Project Northstar Annual School Supply Drive
- New San Francisco & Massachusetts Guidance
- IRS Update to ESPP Rules and Reporting Requirements
- Employee Stock Purchase Plans: IRS Updates to Rules and Reporting Requirements
- Motion for Class Certification Denied in 401(k) Fee Case Against Plan Service Provider
- David Levine will Chair The Performance Institute’s 403(b) Retirement Plans Conference
- DOL Issues Form 5500 Schedule C “FAQs”
- 409A Year-End Survival Guide
- Class Certified in 401(k) Fee Case
- Summer 2008 Update
- U.S. Pension Regulator Moves to Impose New Fee Disclosure Rules for Employee Benefit Plans and Service Providers
- Recent IRS Guidance on Health Savings Accounts
- Gary Ford Featured in Bostonia for his MicroCredit Work
- Genetic Information Nondiscrimination Act of 2008
- The Best Lawyers in America 2008-2009: Ten Groom Attorneys Listed
- IRS Announces ESOP Dividend Reporting Changes
- IRS Guidance on Supplemental Wage Withholding
- HEART Act of 2008 – Part 2: Cafeteria Plan Issues
- HEART Act of 2008 – Part 1: Retirement Plan Issues
- Dold Comments on IRS Supplemental Wage Guidance
- Paid Sick Leave in the Nation’s Capital
- Bill Sweetnam quoted in the Congress Daily AM
- HEART Act Provides Benefits for Those in Military Service
- The Legal 500 US: 2008
- Chambers USA: 2008 Edition
- US Department of Labor Issues Guidance on Certain Aspects of Global Investment Pooling: Another Step Towards Global Pensions?
- In-Depth: Genetic Information Nondiscrimination Act
- VEBAs Fund Welfare Benefits For Active Employees and Retirees
- The American Heart Association’s ‘Lawyers Have Heart’ 10k and Fun Walk
- Congressional Hearing Raises Concerns About HSAs
- IRS Announces 2009 HSA/HDHP Limits
- IRAlert of 5-01-08
- IRAlert of 4-30-08
- Final 403(b) Regulations Make 2008 a Key Planning Year
- Retirement, Health Benefits During an Economic Downturn
- Tom Gigot to present the ALI-ABA course of study Employment and Labor Relations Law for the Corporate Counsel
- Spring 2008 Update
- Chris Keller was quoted in P&I re SF Health Care Security Ordinance
- IRAlert of 3-24-08
- Final IRS Regulations Make Major Changes in the 403(b) World
- Subprime Related ERISA Litigation
- Third Circuit Confirms EEOC Authority
- Federal Courts Appear to Disagree on Whether ERISA Preempts State and Local Health Reform Laws
- Mike Prame and Lars Golumbic to participate in an audioconference on Heading Off Lawsuits From 401(k) Participants
- Proposed Cash Balance Plan Regulations
- IRAlert of 3-03-08
- In Depth – Courts Delve into Whether a Pharmacy Benefit Manager is a Fiduciary under ERISA
- IRAlert of 2-29-08
- IRS Ruling on Performance-Based Pay
- Supreme Court Gives “Green Light” to ERISA Breach of Fiduciary Duty Claims Related to Individual 401(k) Participant Accounts
- Performance-Based Compensation Under 409A
- Comment letter filed with the DOL 2.11.08
- Sixth Cir Rules for Groom Client in Enforcing Arbitration Provision
- IRAlert of 1-22-08
- The Changing Landscape of 401(k) Plan Fee Disclosure Rules
- Lou Mazawey testifies before the IRS
- The Wait is Over: DOL Issues Final Default Investment Regulations
- DOL and IRS Issue Supplemental Health Plan Guidance and Qualified Medical Expense Guidance
- December Health Plan Update
- IRS Establishes Limited Correction Program Under Code Section 409A
- Sweetnam and Goodwin present on Proposed IRS Regs on Automatic Contribution Arrangements and Final DOL Default Investment Regs
- Winter 2007 Update
- In-Depth: ERISA Subrogation – The “Make Whole” Doctrine as a Barrier to Reimbursement
- Proposed IRS Regulations Provide Clarity For Automatic Enrollment Programs
- DOL Issues Final Default Regulations: Many Questions Answered, Many Questions Remain
- Select Group Requirement for ERISA Top Hat Plans
- Dold, Levine and Eller to participate in a BNA audioconference on End of the Year Pension Issues
- Form 5500 Regulatory 2007 Update
- IRAlert of 11-12-07
- Native Vision’s Evening with the Stars
- IRAlert of 10-31-07
- IRS Again Extends Section 409A Transition Period
- 2007 Employee Benefits Seminar
- IRAlert of 10-10-07
- Fall 2007 Update
- Lou Mazawey quoted in Business Insurance
- IRAlert of 9-21-07
- IRS Provides Limited Relief from Section 409A Deadline
- Chambers USA: 2007 Edition
- A Second Bite? The Availability of Section 1346(a)(1) as an Alternative Remedy to Section 7426(a)(1) in EC Term of Years Trust v. US
- IRS Updates Long-Standing Proposed Cafeteria Plan Regulations
- IRAlert of 8-22-07
- Bill Sweetnam quoted in Congress Daily
- Rochelle Middle School Event
- David Powell participated in ABC conference call on final 403(b) regulations
- Lou Mazawey participated in ALI-ABA conference call on 403(b) regs
- IRAlert of 8-01-07
- Andrée St. Martin and Bill Sweetnam to participate in conference on pension, profit-sharing, welfare, and other compensation plans
- Legal Times Highlights Gary Ford’s Work with MicroCredit
- Bill Sweetnam quoted in Pension & Investments article
- Jon Breyfogle testifies before the House Education and Labor Committee on Mental Health Parity Legislation
- Summer 2007 Update
- The Best Lawyers in America 2007-2008: Ten Groom Attorneys Listed
- The Evolving Governmental Retirement Plan Landscape After the Pension Protection Act
- IRAlert of 6-20-07
- Proposed IRS Regulations on Entertainment Use of Business Aircraft
- IRAlert II of 6-18-07
- IRAlert of 6-18-07
- Third Circuit Upholds EEOC Regulation Allowing Retiree Medical Plans to Coordinate With Medicare
- IRS Proposed Rules on Employer Comparable Contribution to HSAs
- Third Circuit Court Upholds Equal Employment Opportunity Commission (EEOC) Regulation on Retiree Medical Plans & Medicare
- IRAlert of 6-12-07
- Brigen Winters presents audio seminar on Section 409A
- IRS Announces 2008 HSA/HDHP Limits
- IRAlert of 6-04-07
- The Legal 500 US: 2007
- Lou Mazawey and David Powell to participate in ALI-ABA conference on Retirement, Deferred Compensation, and Welfare Plans for Tax Exempt and Governmental Employers
- IRAlert of 5-15-07
- IRAlert of 5-04-07
- IRAlert of 4-20-07
- Overview of Final Section 409A Rules
- Groom Law Group noted in the New York Times
- Spring 2007 Update
- IRAlert of 3-30-07
- San Francisco’s New Paid Sick Leave Ordinance and Other California Employment Law Issues
- Treasury and IRS Issue Guidance on HRA & Health FSA Transfers to HSAs
- Administration’s Fiscal Year 2008: Focus on Health Care
- IRS Waives Reporting of 409A Deferrals for 2006, But 2005 and 2006 Violations of 409A Trigger Last Minute Reporting and Withholding Obligations
- DOL Guidance Interpreting PPA “Investment Advice” Provisions – Answered Questions, New Opportunities and Outstanding Issues
- Bill Sweetman quoted in Pensions & Investments and BNA Daily Report
- Chris Keller quoted on Flexible Spending Accounts in the SF Chronicle
- IRAlert 2.07.07
- Brigen Winters contributes to PlanSponsor article regarding Deferred Comp Limits
- Brigen Winters quoted in New York Times
- The Senate Finance Committee Takes Aim at Executive Compensation- Again
- The New Single-Employer Defined Benefit Plan Funding Rules: What’s In Store For Defined Benefit Plan Sponsors and Participants?
- DOL Updates Securities Lending Class Exemption
- IRS Guidance on Cash Balance and Other Hybrid Defined Benefit Plans
- HSA Provisions in the Tax Relief and Health Care Act of 2006
- DOL, Treasury & HHS issue final HIPAA Nondiscrimination Rules
- DOL, Treasury & HHS issue final HIPAA Wellness Program Rules
- GW Law Event – “Panel of ERISA Experts”
- Lou Mazawey and Brigen Winters to speak at the Tax Executives Institute’s 43rd Annual Tax Symposium
- Brigen Winters a panelist at Pensions & Retirement Conference
- Class Action Lawsuits Target Fee Arrangements
- IRS Extends Transition Period Under Section 409A
- Fall 2006 Update
- DOL Issues Default Investment Rules
- Investigating Potential Allegations of Backdating Option Grants
- Another Reason 40 is the New 30: The ADEA May Not Protect You From Age Discrimination
- Health Opportunity Patient Empowerment Act of 2006
- DOL Guidance Provides Further Clarification on HSAs and ERISA
- Chambers USA: 2006 Edition
- Pension Protection Act of 2006
- Final SEC Rules Issued on Executive Compensation Disclosures
- IRS Final Comparability Regulations for Employer Contributions to HSAs
- Freezing Defined Benefit Pension Plans – The Process and Post-Freeze Issues
- Brigen Winters quoted in MARHedge and PlanSponsor Publications
- Comments on Proposed Section 415 Regulations
- SEC Approves Final Rules on Executive Compensation Disclosure
- Final IRS Regulations on Supplemental Wage Withholding
- Form 5500 Regulatory 2006 Update
- IRS Expands Use of Debit/Credit Card Technology for Health Plans and Dependent Care Assistance Programs
- Treasury, IRS and SEC Officials Comment on Current Executive Compensation Issues
- IRS Proposed Regulations Update and Clarify Rules on Dependent Care Assistance Expenses
- The Best Lawyers in America 2006-2007: Ten Attorneys Listed
- ERISA Benefits Litigation: Who Can Be Sued?
- International Body Enters Debate Over Governance & Funding of US Pension Plans
- IRS Updates the EPCRS Program
- Third Circuit Issues Decision in Favor of Groom Client in Top Hat Plan Lawsuit
- Legislative Update June 2006
- International Body Promotes Stricter Funding Requirements for Public and Private Pension Plans
- Summer 2006 Update
- Supreme Court Issues Decision in Favor Of Groom Client in Sereboff v. Mid Atlantic Medical Services, Inc.
- Split in Recent Cash Balance Rulings
- ERISA Fiduciary Issues for Plan Sponsors
- DOL Issues Guidance on Mutual Fund Settlements
- DOL Publishes Updated Voluntary Fiduciary Correction Program And Prohibited Transaction Exemption
- Western Pension and Benefits Conference: “What’s ‘Hot’ in Washington D.C.”
- DOL Issues Final Amendment to Exemption for No-Interest Loans to Plans
- Current Health Plan Funding Opportunities
- Federal Legislative and Regulatory Activities Relevant to Public Sector Employee Benefit Plans
- Where IT and Fiduciary Responsibility Meet
- “The Gravy Train” – Fiduciaries Acceptance of Gratuities,
- “The Gravy Train?” – Trustee Responsibilities in Public Retirement Systems
- Fiduciary Responsibility
- New York City Joint Trustee Orientation – Fiduciary Basics
- “Honest Services” Fraud – Strong Medicine for “Pay to Play”
- Administration Releases Its Latest Budget Proposal
- The Top 10 funding issues for HSA account owners and employers
- Final Amendments to PTE 75-1 and PTE 84-24
- Department of Labor Amends Class Exemptions for Plan Transactions Involving Mutual Fund Shares
- ERISA’s Bonding Requirements – Misunderstood and Misapplied
- Plan Governance
- Would Major Tax Reform Be Good For Retirement Programs?
- SEC Proposes Increased Proxy Disclosures on Benefits
- David W. Powell quoted in SHRM’s HR News
- Comprehensive IRS Guidance on Roth 401(k) and 403(b) Plans
- Brigen Winters quoted in Pension & Investment Article
- Gary Ford and Brigen Winters featured in Minneapolis Star Tribune
- IRS Suspends Reporting and Withholding Requirements for Deferred Compensation Arrangements under Section 409A
- Groom Comment Letter on 409A Proposed Regulations
- 2006 Employee Benefits Seminar
- Managing Defined Benefit Pension Plan Funding
- Is Chapter 11 Bankruptcy A Possibility? Have You Remembered Your Employee Benefit Plans?
- Notice 2005-94
- The Public Company ESOP in 2004
- Fiduciary Lessons for ESOPs from the Enron (and other) Debacles
- Brief of Mid-Atlantic Medical Services, Inc. in Opposition to Petitioners’ Writ of Certiorari
- Court Sides with Debtors in Disputed Distress Termination of Defined Benefit Plans
- Tax Reform Panel Releases Recommendations
- Pension Reform Legislation Update 2005
- Single-Employer Pension Funding Reforms and Cash Balance Provisions: Legislation Chart
- Congress takes on Funding Reform (Part 2)
- Congress takes on Funding Reform (Part 1)
- Managing Pension Costs and Funding Issues
- Section 1114 Basics
- 403(b) and 457(b) Plan Issues Under the New Proposed 415 Regulations
- DOL Issues Significant New Guidance on Plan Expenses
- ERISA Issues In Pension Fund Real Estate Investments
- Administration of ERISA Covered Welfare Plans- Selected Topics
- ERISA Issues in Insurance Company Demutalizations
- Fiduciary Issues in ERISA-Covered Plans
- Proposed IRS Regulations Provide Reasonable Framework For Redesign of Nonqualified Programs
- Deferred Compensation Regulation Action Plan
- Round-up Relief For Plan Sponsors, Administrators and Employees Affected by Hurricanes Katrina and Rita
- Trustee Expense Reimbursements / Acceptance of Gratuities
- Round-up Relief For Plan Sponsors, Administrators and Employees Affected by Hurricane Katrina
- Roth Contribution Design and Implementation Issues
- IRS Proposed Comparability Regulations for Employer Contributions to HSAs
- Chambers USA: 2005 Edition
- The Best Lawyers In America 2005-2006: Twelve Groom Attorneys Listed
- Proposed IRS Rules on Use of Electronic Technologies
- The National Employee Savings and Trust Equity Guarantee Act (NESTEG) (as favorably reported out of the Senate Finance Committee on 7/26/05)
- H.R. 2830, The Pension Protection Act (as approved by the House Education and the Workforce Committee on 6/30/05)
- IRS Proposes Comprehensive Update of Section 415 Regulations
- Groom Follow-Up Letter to Treasury: Additional Requests for 409A Guidance
- Recent IRS Guidance on FSA/HSA/HRA Accounts
- Groom Letter to Treasury: Need for Code Section 409A Guidance
- Are You Prepared? Uncertainty of Section 409A’s Impact on Multinational Corporations Looms
- An Executive’s Perspective on New 409A Deferred-Compensation Rules under the American Jobs Creation Act
- Pension Provisions in the New Bankruptcy Legislation
- Automatic Rollovers – March 28th Deadline is Here
- DOL Proposed Abandoned Plans Program
- Doug Ell featured in Pittsburgh Post-Gazette article
- David Levine quoted in San Francisco Chronicle article
- Coming Soon . . . The Roth 401(k)
- March 15th Deadline Under Deferred Compensation Legislation Approaches
- Proposed Disclosure Requirements for Multiemployer Plans
- Groom Law Group and Pension & Investments Top 200 Pension Funds
- Final Comprehensive IRS Rules for 401(k)/(m) Plans
- SEC FAQs on Immediate Disclosure of Executive Arrangements
- IRS Transition Guidance on Deferred Compensation Legislation
- Groom Letter to Treasury: Urgent Need for Deferred Compensation Guidance
- Rabbi Trusts-The Basics and Beyond
- Ted Groom named as a Top Lawyer by Washingtonian Magazine
- Amending Voluntary Deferral/401(k) Mirror Plans to Comply with New Code Section 409A
- Amending “SERPs” to Comply with New Code Section 409A
- COBRA Final Rules Contain Helpful Model Notices For Use By Plan Administrators But Also Impose Additional Notice Requirements
- New Deferred Compensation Legislation-Summary and Action Steps
- Impact of New Deferred Compensation Legislation on Stock Appreciation Rights
- Gary Ford featured in Financial Times article
- IRS Issues Final Incentive Stock Options Rules and Requests Comments on Employee Stock Purchase Plan Rules
- IRS Issues Comprehensive HSA Guidance That Clarifies Many Issues and Sets Forth Several New Rules
- The Best Lawyers in America 2004-2005: Eight Groom Attorneys Listed
- Aetna Health Inc. v. Davila
- Gary Ford comments on United Airlines
- Agencies Extend Deadline for New QJSA Disclosure Rules (Generally)
- The Best Lawyers in America 2003-2004: Eight Groom Lawyers Listed
- Update on Nonqualified Deferred Compensation Legislation
- IRS Ruling Confirms Tax-Planning Opportunities for LTD Plans
- Update: Pensions and Nonqualified Deferred Compensation
- Same-Sex Domestic Partner Benefits – Current Legal and Plan Drafting Issues
- Treasury Guidance Restricts Use of Health Savings Account (HSA) with Health Flexible Spending Arrangement (FSA) and/or Health Reimbursement Arrangement
- Gary Ford named as one of the 12 Leading Labor & Employment Litigators by the Legal Times
- Complying with New Pension Disclosure Issues
- Health Savings Accounts – Favorable IRS And DOL Guidance
- Legislative Update April 2004
- SEC Requires Accelerated Disclosure of Executive Arrangements
- Pension Proposals in Bush Administration Fiscal Year 2005 Budget
- The Mature ESOP
- Tax-Free Subsidies For Employer-Sponsored Retiree Prescription Drug Plans (New Medicare Part D § 1860D-22)
- Recent Cash Balance Decisions Pose Limited Threat to Governmental Cash Balance Plans
- A Primer On Employment And Reemployment Rights Of Employees Entering The Armed Services
- NYSE Addresses Impact of Shareholder Approval Rules
- How Health Savings Accounts Compare To Health Flexible Spending Arrangements (FSAs) and Health Reimbursement Arrangements (HRAs)
- Impact of Sarbanes-Oxley Act on Benefits and Executive Compensation
- IRS Launches Exam Program Targeting Executive Comp Benefits
- Checklists For Updating Qualified Plans For EGTRRA And Other Recent Guidance
- Groom Law Group files Amicus Curiae brief urging U.S. Supreme Court to grant certiorari in Aetna Health Inc., v. Davila
- Enron Corp. Summary of September 30, 2003 Ruling
- IRS Finalizes Comprehensive New Rules for Split Dollar Plans
- IRS Revenue Ruling Allowing Health Plans to Reimburse Nonprescription Medicine and Drugs
- Performance-Based Compensation Under IRC § 162(m)
- Pension Legislation Update
- Nonqualified Deferred Compensation Proposals in New International Tax Bill
- Tracking the Comprehensive Proposed Rules for 401(k) and Matching Plans
- Comments on COBRA Notice Regulations
- NYSE and NASDAQ Rules on Shareholder Approval of Equity Compensation Plans
- COBRA Proposed Regulations Contain Helpful Guidance in the Form of Model Notices But Impose New Notice Requirements
- New IRS Guidance For Deemed IRAs
- Nonqualified Deferred Compensation: An Important Source of Retirement Income
- New Rules for Black-out Periods Under Sarbanes-Oxley Act
- DOL Guidance on Plan Loans After Sarbanes-Oxley
- House Committee Approves Enron-Related Pension Legislation
- Court Upholds Plan’s Rules Restricting Frequent Trading of Individual Plan Accounts
- Kentucky Association of Health Plans, Inc. v. Miller
- Groom Law Group Files Amicus Curiae Brief in Supreme Court Treating Physician Rule Case
- Groom Comments on Controversial Age Discrimination/Cash Balance Proposed Regulations
- Design and Implementation Issues for Eligible Deferred Compensation Plans After EGTRRA and the Proposed Regulations
- Legislative Outlook for 108th Congress
- Sample Top Hat Notice
- Deemed IRAs – A Welcomed New Plan Design Feature
- New Health Tax Credit, New COBRA Election Period, Contained in Enacted Trade Bill
- The Role of 401(k) Professional Administrators and Recordkeepers after Enron
- Updating Qualified Plans for EGTRRA and other 2002 GUIDANCE
- Employer-Sponsored College Savings Plans- An Attractive New Employee Benefit?
- Funding Employee Benefits Through Captives: ERISA Issues
- Innovative Uses of Insurance for Employee Benefits
- Successor Liability Applied to Top Hat Plan
- Groom Law Group Plays Key Role in ESPP/ISO Employment Tax Moratorium
- Deductibility of ESOP Dividends After EGTRRA: Time to Revamp the Administration of ESOP Dividends
- Long-Awaited Update of 457 Plan Regulations
- Catch-Up Contributions: IRS Guidance and Technical Corrections
- IRS Adopts Revamped Minimum Required Distribution Rules
- Individual Account Plan MRD Rules
- Erie County Retiree Health ADEA Litigation Settles — Be Careful What the EEOC Once Asked For
- Defined Benefit Plan Breach of Fiduciary Duties Under ERISA
- Groom Law Group Files Amici Curiae Brief to the Supreme Court of Alabama
- Employer Securities Issues After ENRON
- DOL Issues Final Passive Cross-Trading Class Exemption
- You’ve Heard of USERRA, but Have You Heard of SSCRA?
- Recent Trend in Health Care: Defined Contribution Health Care Arrangements
- DOL Advisory Opinion Clarifies Application of Prohibited Transaction Rules to Asset Allocation Programs
- Eleventh Circuit Preemption Decisions
- Supreme Court’s Subrogation Decision
- Synopsis of the Soldiers’ and Sailors’ Civil Relief Act
- Courts Focus on DC Plan Investments in Employer Stock
- Troubling 9th Circuit Decision Expands Anti-Cutback Rule to Protect Future Accruals
- IRS Releases Sample EGTRRA Amendments and Key Effective Date Guidance
- New SEC Rules Implementing Gramm-Leach-Bliley Provisions May Affect 401(k) Industry Business Practices
- Title VII Prohibits Exclusion of Prescription Contraceptives from Comprehensive Prescription Coverage under Employer’s Health Plan.
- District Court Holds on Remand that Erie County’s Retiree Health Program Flunks ADEA’s
- Pennsylvania Supreme Court finds that State Law Claims Against Plan Decision-Makers for
- Department of Labor Issues Final Claims Regulations
- DOL, IRS, and HHS Issue Final Nondiscrimination Rules
- Evidentiary Scope of Judicial Review of Discretionary Employee Benefit Plan Decisions (A Circuit-By-Circuit Review)
- Amicus brief on Alta Health & Life Ins. v. Gilbert, prepared by Groom Law Group
- Eleventh Circuit Rejects Plan’s Interpretation on Provider Discounts
