As the safekeeper of plan assets, custodians are among the service providers that multiemployer benefit plan trustees have a fiduciary duty to monitor. Yet plan custodians are not discussed as… Read more >
Kathy Bergstrom, CEBS
May 24, 2021
Employee Benefits, ERISA, Investments, Multiemployer, Regulatory, Retirement, U.S.ERISA, fiduciary, investments, multiemployer trustee boards, plan custodian, plan sponsors, retirement plans, trustee
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On September 2, the Employee Retirement Income Security Act (ERISA) will celebrate 45 years (That’s a lot of candles to put on one cake!) since being signed into law in… Read more >
Anne Patterson
August 30, 2019
Employee Benefits, ERISAERISA, PBGC
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I recently provided information to some International Foundation members who asked about the different types of fiduciaries, and you might be wondering too. Retirement plan fiduciaries manage the plan and… Read more >
Jenny Lucey, CEBS
February 11, 2019
Employee Benefits, ERISA, Retirementfiduciary, outsourcing
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Naturally, we love to talk benefits here at the International Foundation of Employee Benefit Plans. So when a couple of our resident benefits gurus started presenting a monthly benefits update… Read more >
International Foundation Staff
February 10, 2017
Affordable Care Act (ACA), Cadillac Tax, Compliance, Defined Benefit (DB) Plans, Employee Benefits, ERISA, Health Care, Insurance, Legislative, Multiemployer, Regulatory, Retirement, Talking Benefits Podcast
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Note: The DOL announced on September 20, 2016, that the deadline for submitting comments has been extended to December 5, 2016. Last week I had the opportunity, along with a… Read more >
Julie Stich, CEBS
September 16, 2016
Affordable Care Act (ACA), Compliance, DOL, Employee Benefits, ERISA, Health CareForm 5500
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On April 6, after years of work, comments, hearings, discussions and more work, the U.S. Department of Labor released a final rule clarifying the term “fiduciary” as it relates to… Read more >
Julie Stich, CEBS
June 29, 2016
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, ERISA, Regulatory, Retirementconflict of interest, fiduciary rule
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A recent decision from the U.S. Supreme Court may make it harder for ERISA health care benefit plans to recover benefits paid when a plan participant receives a settlement from… Read more >
Kelli Kolsrud, CEBS
February 4, 2016
Employee Benefits, ERISA, Health Care, Insurance, Regulatoryrecovery, subrogation
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You’ve mastered the complex guidelines on how to identify which employees must be treated as full-time and offered health insurance coverage to avoid the Affordable Care Act (ACA) employer shared… Read more >
Jenny Lucey, CEBS
September 17, 2015
Affordable Care Act (ACA), ERISA, RegulatorySPD, summary plan description
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About Lois Mathis-Gleason, CEBS Manager, Reference/Research Services at the International Foundation Defined contribution pension plan administrators now have a two-month grace period for issuing annual participant-level plan disclosures. The term… Read more >
Lois Gleason, CEBS
June 24, 2015
401(k) Plans, Defined Contribution (DC) Plans, DOL, Employee Benefits, ERISA, RegulatoryParticipant-level plan disclosure, plan administration
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So, your number has come up—The Department of Labor (DOL) is auditing your employee benefit plan (it’s happening more often these days). It may go on for a long time and… Read more >
Chris Vogel, CEBS
June 2, 2015
Affordable Care Act (ACA), Employee Benefits, ERISA, HIPAADOL audit
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