Newsletters

11.11

HHS Announces Immediate Start to HIPAA Audit Program

10.11

DOL Issues New Electronic Delivery Policy for Participant Fee Disclosures

10.11

In re Citigroup ERISA Litigation Decision

10.11

Cost of Living Increases' Dollar Limit Increases for 2012

09.11

Health Care Reform Update – Regulators Propose Rules for the Summary of Benefits and Coverage (“SBC”) and the Uniform Glossary

07.11

DOL Again Extends Compliance Dates for Fee Disclosure Rules

06.11

DOL Extends and Aligns Compliance Dates for Fee Disclosure Rules

04.11

Timeline for Claims, Appeals, External Review Process

03.11

Grace Period Extension for Claims, Appeals, External Review Process

03.11

Update on New IRS Form 8955-SSA and Filing Deadline

02.11

Applicability Date of Service Provider Fee Disclosure Rules Moved to January 1, 2012

01.11

Say on Pay

11.10

New IRS Guidance - IRA Amendments Not Required For Now

11.10

Reporting Under IRS §6039 is Coming

11.10

DOL Issues Final Rules for Participant Fee Disclosures

10.10

Cost of Living Increases – Mostly Unchanged for 2011

10.10

Health Care Reform Update - IRS Provides Form W-2 Reporting Relief for 2011

10.10

Health Care Reform Year-End Review and Action Items

08.10

DOL Clarifies Requirements for Service Provider Fee Disclosures

07.10

Health Care Legislation Update #3 – Grandfathered Plan Regulations

06.10

Q&As for Employers about Upcoming Health Care Legislation Changes

05.10

Amendments to Minnesota Business Corporation Act

03.10

Historic Health Care Reform Becomes Law

02.10

Correcting Deferred Compensation Plan Document Failures

01.10

DOL Finalizes 7-Day Safe Harbor for Participant Contributions to Small Plans

11.09

Employee Stock Purchase Plans: IRS Issues Final Regulations

10.09

Cost of Living Increases

09.09

IRS Issues New 402(f) Notices for Eligible Rollover Distributions

02.09

New COBRA Subsidy Effective March 1, 2009

02.09

Defined Benefit Pension Plan Annual Funding Notices

01.09

Net Exercise of Stock Options

11.08

New Minnesota Tax on Deferred Compensation Paid to Former Residents

11.08

2009 Cost of Living Increases

09.08

Heroes Earnings Assistance and Relief Tax Act of 2008 (HEART Act)

09.08

Year End 409A Deadlines

07.08

DOL Issues Proposed Regulations on Participant Fee Disclosures

07.08

DOL Issues FAQs on Service Provider Fee Reporting for the 2009 Form 5500

07.08

Automatic Contribution Arrangements

05.08

The DOL Clarifies QDIA Regulations

05.08

New Minnesota Tax on Deferred Compensation Paid to Former Residents

03.08

DOL Proposes 7-Day Safe Harbor for Small Employers to Deposit 401(k) Deferrals

12.07

New DOL Proposed Regulation – Service Provider Fee Disclosures

10.07

DOL Final Qualified Default Investment Alternatives Regulation

10.07

IRS Extends 409A Deadlines

10.07

Cost of Living Increases

09.07

IRS Extends 409A Plan Document Deadline

08.07

New Cafeteria Plan Regulations

06.07

Separation From Service & 6-Month Delay Under §409A

05.07

How the New §409A Regulations Apply to Separation Pay

04.07

401(k) Fee Litigation - A Closer Look

04.07

New Regulations for QDROs

04.07

Document Requirements Under New §409A Regulations

03.07

401(k) Fee Disclosure

02.07

HSA Rollovers

02.07

Pending Adverse Deferred Compensation Legislation

01.07

New Regulation R is Proposed by the SEC and FRB

11.06

2006 Deferred Compensation Reporting Suspended

10.06

2007 Cost of Living Increases

09.06

Securities Law Update for Bank Trust Departments

09.06

DOL Proposed Regulation on “Qualified Default Investment Alternatives”

09.06

New Cash Balance Plan Developments

08.06

Pension Protection Act of 2006 - Investment Advice for Defined Contribution Plans

08.06

Issues That Will Require Immediate Attention Under the New Pension Law

04.06

Final Rules for Abandoned 401(k) Plans

04.06

SEC Regulation B Challenges for Banks

03.06

DOL Filing Advisory for Form LM-10 and LM-30

01.06

New USERRA Notice Requirement

12.05

409A Reporting Suspended for 2005

11.05

Section 409A - Year-End Compliance

11.05

Section 409A - Supplemental Plans

10.05

Section 409A - Deferral Elections

10.05

Section 409A - Stock Rights

10.05

Section 409A - Severance Pay

08.05

Troubling New ESOP Regulations

08.05

Reconsidering Roth Accounts

08.05

Elimination of Benefit Options by Pension Plans

08.05

Medicare Part D Notice Requirement

06.05

ERISA Plan Settlements in "Stock Drop" Cases

05.05

New IRS "Use-It-Or-Lose-It" Cafeteria Plan Rule

02.05

Mandatory Rollover of Automatic Cash-Out Distributions

01.05

IRS Publishes Final 401(k) and 401(m) Regulations

01.05

 IRS Notice 2005-1 Interpreting Code §409A

11.04

Cost of Living Increases for 2005

10.04

New Deferred Compensation Legislation

10.04

Automatic Rollover of Cash-Out Distributions

09.04

Complying with New COBRA Regulations

07.04

Recent Changes to MN Business Corps Act

04.04

Optional Benefit Form Disclosure

03.04

Retroactive Payments by DB Plans

01.04

HIPAA Compliance

10.03

Cost of Living Increases for 2004

09.03

Pretax Reimbursement of Over the Counter Drugs

07.03

Shareholder Approval Requirement of Equity Plans

07.03

Proposed 401k-m Regs for Plans with ESOP Component

06.03

Tax Bill Enacted without Deferred Comp Changes

05.03

Deferred Compensation Legislation

05.03

Electronic Filing of SEC Ownership Reports

03.03

HIPAA Regulations Compliance