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April 4, 2017 - ERISA Law Alert

March 8, 2017 - ERISA & Employee Benefits Newsletter

February 21, 2017 - ERISA Law Alert

February 10, 2017 - ERISA & Employee Benefits Newsletter

February 3, 2017 - ERISA & Employee Benefits Newsletter

February 3, 2017 - ERISA & Employee Benefits Newsletter

January 31, 2017 - ERISA & Employee Benefits Newsletter

January 19, 2017 - ERISA & Employee Benefits Newsletter

November 10, 2016 - ERISA & Employee Benefits Newsletter

October 27, 2016 - ERISA & Employee Benefits Newsletter

September 6, 2016 - ERISA & Employee Benefits Newsletter

July 9, 2016 - ERISA & Employee Benefits Newsletter

April 25, 2016 - ERISA & Employee Benefits Newsletter

April 21, 2016 - ERISA & Investment Law Newsletter

March 29, 2016 - ERISA & Investment Management Law Alerts

November 17, 2015 - ERISA & Employee Benefits Newsletter

September 4, 2015 - ERISA & Employee Benefits Newsletter

June 19, 2015 - ERISA & Employee Benefits Newsletter

June 10, 2015 - ERISA & Employee Benefits Newsletter

May 18, 2015 - ERISA & Investment Management Law Alerts

 

May 15, 2015 - ERISA & Investment Management Law Alerts

May 5, 2015 - ERISA & Investment Management Law Alerts

April 15, 2015 - ERISA & Investment Management Law Alerts

 

April 2, 2015 - Legal Updates in ERISA, Employee Benefits & Human Resources

March 12, 2015 - Legal Updates in Estate Planning & Administration

February 25, 2015 - Legal Updates in ERISA, Employee Benefits & Human Resources

February 24, 2015 - ERISA and Investment Management Law Alert

February, 2015 - Legal Updates in ERISA, Employee Benefits & Human Resources

January, 2015 - Legal Updates in ERISA, Employee Benefits & Human Resources

November, 2014 - Legal Updates in ERISA, Employee Benefits & Human Resources

 

September, 2014 - Legal Updates in ERISA, Employee Benefits & Human Resources

August, 2014 - Legal Updates in ERISA, Employee Benefits & Human Resources

May, 2014 - Legal Updates in ERISA, Employee Benefits & Human Resources

March, 2014 - Legal Updates in ERISA, Employee Benefits & Human Resources

December, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

November 14, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

2014 Cost of Living Adjustments
IRS Releases Guidance Concerning Same-Sex Marriages
Interest in Tactical Asset Allocation Grows Among ERISA Plans According to CFDD White Paper
ERISA Accounts Meet Plan Asset Rules in New DOL Guidance

August 6, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

Section 404(a)(5) Annual Fee Disclosure Notice Extension
A Yale of a Tale

July 11, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

July 10, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

          Supreme Court Rules Part of DOMA Unconstitutional

July 9, 2013 - Nationally Recognized Roberta Casper Watson Joins The Wagner Law Group

June 11, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

DOL Releases PPACA and HIPAA Self-Compliance Tools
HHS Issues Final Regulations Implementing Provisions of the HITECH Act
DOL Updates Delinquent Filer Voluntary Compliance Program
HHS Issues Final Regulations on PPACA's Transitional Reinsurance Fees
HHS Issues Final Regulations on Essential Health Benefits and Plan Value under PPACA
Individual Shared Responsibility Penalty
Recently Released Health Care Reform FAQs Address HRAs
DOL Issues Guidance on PPACA Exchange Notices
IRS Issues Proposed Regulations on PPACA's Employer Pay-or-Play Penalties
IRS Releases Final Regulations on PPACA's Patient-Centered Outcomes Research Fees

May 20, 2013 - Legal Updates in ERISA, Employee Benefits & Human Resources

November 28, 2012

Legal Updates in ERISA, Employee Benefits & Human Resources

IRS Releases 2013 Limits for Welfare Benefit Plans
Supreme Court's Ruling on PPACA
PPACA: What Should Employers Do Next?
Some States Refuse to Establish Exchanges
IRS Issues Guidance on Salary Reduction Contribution Limits for Health FSAs
DOL Updates Health Benefits Advisor for Employers Website
IRS' New COBRA Audit Guidelines
Two Federal Appeals Courts Declare Part of Defense of Marriage Act Unconstitutional
HIPAA Audit Protocols
Massachusetts Enacts Health Care Reform Legislation Aimed at Cost Containment and Revises Fair Share Contribution Test

 

October 25, 2012

Legal Updates in ERISA, Employee Benefits & Human Resources

2013 Cost of Living Adjustments

IRS Discontinues Lost Participant Letter Forwarding Program

USI Settlement Unraveled: Why Providers Need to Fix a Price and Be Careful about Using ERISA Accounts

New Legislation Provides Pension Funding Stabilization and PBGC Premium Increases

New Final Regulations Under ERISA Section 408(b)(2)

Update on DOL Guidance Regarding Disclosure Rules

Retirement Plan Services Agreement: Every Word Counts

June 28, 2012

PPACA Survives Constitutional Challenge in Supreme Court

April 2012

Legal Updates in ERISA, Employee Benefits & Human Resources

IRS Determination Letter Program for Tax-Qualified Retirement Plans

DOL Creates New Consumer Assistance Webpage

DOL Issues Final Regulations on Investment Advice for Participants

DOL and IRS Increase Worker Misclassification Enforcement

Supreme Court Hears PPACA Case

Agencies Issue Final Regulations on PPACA's Summary of Benefits Coverage

HHS Provides States with Flexibility on Essential Health Benefits under PPACA

DOL Issues Final Rules on PPACA's Medical Loss Ratio Provision

DOL Responds to Questions on PPACA

Agencies Issue New Guidance on Mental Health Parity Requirements

DOL Proposes New Enforcement Procedures and Reporting Requirements for MEWAs

HHS Begins HIPAA Privacy Audits

2012 Penalties for Violations of Massachusetts Health Care Reform Act's Individual Mandate

The Wagner Law Group News

Upcoming Events; Seminars; Wagner Articles; Publications; Webinars

February 2012

Legal Updates in ERISA, Employee Benefits & Human Resources

The Wagner Law Group News

New Final Regulations Under ERISA Section 408(b)(2)

Tax Guidance on Lifetime Income Options

Upcoming Events; Seminars; Wagner Articles; Webinars

January 2012

Legal Updates in ERISA, Employee Benefits & Human Resources

The Wagner Law Group News - Marcia Wagner has been nominated as one of the 100 Most Influential People in Defined Contribution by 401(k) Wire

Year in Review

ERISA/Employee Benefits Compliance Checklist

Welfare Benefit Plans

Tax Qualified Plans

Employee Plan Issues in General

November 2011

Legal Updates in ERISA, Employee Benefits & Human Resources; The Wagner Law Group News; 2012 Cost-of-Living Adjustments; DOL Issues Interim Guidance on Electronic Delivery of Disclosures for Participant-Directed Plans; PBGC Provides Premium-Related Relief to Plan Sponsors; New IRS Program Allows Employers to Voluntarily Reclassify Workers as Employees and Receive Partial Tax Relief; Supreme Court to Review Constitutionality of PPACA; Agencies Issue Proposed Regulations on PPACA's Uniform Summary of Benefits Coverage; New Rules on Women's Preventative Care; PPACA's Internal Claims and Appeals and External Review Rules Amended; HHS Issues Proposed Regulations on PPACA Exchanges' Eligibility and Employer Standards; HHS Issues Guidance Exempting HRAs from PPACA's Annual Maximum Benefit Rule; Court Rules Actual Receipt of COBRA Election Notice Not Required; Enrollment in Medicare Part A Required to Maintain Eligibility for Social Security Benefits; Best Practices Related to Workplace Harassment; First Circuit Finds Employer Liable for USERRA Violations; NLRB Extends Implementation Date for Notice-Posting Rule; Marcia Wagner, Russ Gaudreau and John Keegan named Massachusetts Super Lawyers by Super Lawyers Magazine; Ari Sonneberg received the Rising Star nod by Super Lawyers Magazine; David Gabor named New York Super Lawyers by Super Lawyer Magazine; Upcoming Events; Seminars; Wagner Articles; Webinars.

September 2011

Legal Updates in ERISA & Employee Benefits World; The Wagner Law Group News; IRS Clarifies Process for Terminating 403(b) Plans and Tax Impact; Common 409A Compliance Problems for Employers; ERISA Fee Disclosure Rules; Form 5500 Updates; Supreme Court Remedies for Misrepresentations in SPDs; Employment, Labor and Human Resources Law; David Gabor and Geri Zamber join the firm; Upcoming Events; Seminars; Wagner Articles; Webinars.

June 2011

Legal Updates in ERISA & Employee Benefits World; The Wagner Law Group News; Health Care Reform; Fox Business News Appearance; Seminars; Wagner Articles.

May 2011

Legal Updates in ERISA & Employee Benefits World; The Wagner Law Group News; Round 2 of the IRS Determination Letter Program for Tax-Qualified Retirement Plans; "In Plan" Roth Conversions; New Puerto Rico Internal Revenue Code Requires Significant Changes to Retirement Plans for Puerto Ricans; DOL Releases Final Disclosure Regs; New Electronic Deposit Rules for Payment of Retirement Plan Withholding Taxes; New Form ADV Part 2; CNN Newsroom Appearance; Seminars; Wagner Articles; Webinars.

April 2011

Legal Updates in the ERISA & Employee Benefits World; Save the Date; The Wagner Law Group News; New Office Address; Estate Planning and Administration; Eugene F. Pollingue, Marilen Hartnett, and Regina Dinkes join the firm; CNBC Appearance; Marcia Wagner is listed as one of the top 25 attorneys in the inaugural issue of Boston Business Journal's Who's Who of Attorneys in New England; Seminars; Wagner Articles.

January 2011

Legal Updates in the ERISA & Employee Benefits World; Healthcare Reform Act; Three Courts Rules on Constitutionality; Grandfather Rules Revised; Required Notices; Internal and External Review Requirements; Discrimination Rules for Insured Plans; Cafeteria Plans; COBRA; HITECH; FMLA; GINA; Cost of Living Adjustments; NBC News Appearance; Fox News Appearance; Seminars; Wagner Articles.

October 25, 2010

Legal Updates in the ERISA & Employee Benefits World; DOL Issues Final Regulations on Mandatory Fee Disclosures for Plan Participants; DOL Regulatory Proposal to Broaden Its "Fiduciary" Definition under ERISA; Marcia Wagner, Russ Gaudreau, John Keegan named Massachusetts Super Lawyers by Super Lawyers Magazine; Ari Sonneberg received the Rising Star nod by Super Lawyers Magazine; Roberta Johnnene joins firm; Al Lurie named as an adviser to the Federal Tax Institute of New England; Tax Management of the Bureau of National Affairs published "EPCRS - Plan Correction and Disqualification," by Marcia Wagner and Diane Cohen.

October 2010

Legal Updates in the ERISA & Employee Benefits World; Litigation Matters; Same Sex Marriage Matters; Court Ruling on Excessive Fee Claim Against Mutual Fund Investment Advisor May Have Implications for 401(k) Excessive Fee Cases; Supreme Court Ruling on Attorney's Fees; Supreme Court Rules on Differential Standard of Review for Plan Administrators.

September 2010 No. 2

Legal Updates in the ERISA & Employee Benefits World; Welfare Benefit Plans; Health Care Reform Overview; Notification and Open Enrollment Issues Under the Health Care Reform Act; Proposed Regulations Issued on HITECH Rules.

September 2010 No. 1

Legal Updates in the ERISA & Employee Benefits World; Executive Compensation; Dodd-Frank Wall Street Reform and Consumer Protection Act; Voluntary Correction Program for Non-Qualified Deferred Compensation Failures.

August 2010

Legal Updates in the ERISA & Employee Benefits World; Tax-qualified and 403(b) Plans; IRS Determination Letter Program; Partial Plan Termination; Roth IRA Conversions; Pension Funding Relief Law; FBAR Rules; Heightened Enforcement Regarding Employee Misclassification; Auto-IRA Legislation Introduced in Senate and House; Interim Final 408(b)(2) Regulations; DOL Proposes New Regulations for Investment Advice; New Form 5500 Reporting Requirements; What Every Plan Sponsor Needs to Know.

June 2010

The Wagner Law Group Garners Top Honors; Marcia Wagner and Russ Gaudreau Recognized as Boston's Best Lawyers; Employee Benefits of the Year; Marcia Receives IRS Commissioner's Award; C-SPAN Appearance; Associated Press Interview; Investment News Interview; Fiscal Times Interview; Webcasts; Seminars and Papers; Wagner Articles.

March 2010
ERISA Litigation Update, the litigation spawned by the Hecker v. Deere lawsuit and review the major cases that have recently settled. John Sohn joins the firm; Wagner speeches.

March 2010 Vol. XV, No. 1
Webinar on Health Care Reform Act; Additional Speeches; Alex Olsen Joins Firm; Services We Provide; Contact Info; Health Care Reform Enacted; Reform Act Provisions; Employers Must Take Action Now; Welfare and Fringe Benefits; COBRA Subsidy Update; Employers Must Report Welfare Plan Excise Taxes; Mental Health Parity Act Regulations Issued; Children's Health Insurance Program Notice Requirements; HIPAA Privacy and Security Rules Update; Regulations Issued on Genetic Information; Nondiscrimination Massachusetts Health Care Reform Regulations; Modified EFAST2 On-Line.

February 2010
Marcia Wagner named one of the top 40 Most Influential in the 401(k) Industry.

June 2009 Vol. XII, No. 1
New disclosure requirements; FAS 157; Form 5500 changes and expanded 403(b) plan reporting; partial plan terminations; IRS final regulations on automatic enrollment plans; reduction or suspension of safe harbor nonelective contributions; 2009 required minimum distributions suspended; 403(b) plan writing requirement deadline; Worker, Retiree, and Employer Recovery Act of 2008; Code Section 409A operational failure relief; COBRA subsidies and HIPAA privacy rules under American Recovery and Reinvestment Act of 2009; Massachusetts health care reform update; same-sex marriage developments.

November 2008 Vol. XI, No. 2
This Newsletter reports the 2009 index limits for Social Security benefits, the Internal Revenue Service (“IRS”) limits for tax-qualified retirement plans, the Pension Benefit Guaranty Corporation (“PBGC”) guarantee limit and Medicare rates.  These past several months have been busy indeed with respect to tax and ERISA law changes, as well as updates to Massachusetts health care law.

May 2008 Vol. XI, No. 1
2009 indexed limits; Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008; changes to IRSís Voluntary Correction Program; DOL proposed rules for participant-directed investments; Mental Health Parity Act; Massachusetts health care reform.

October 2007 Vol. X, No. 3
2008 indexed limits; Massachusetts health care reform update.

September 2007 Vol. X, No. 2
Final Code Section 403(b) regulations issued by IRS; IRS ruling on partial plan terminations; IRS regulations affecting cafeteria plans; IRS regulations on dependent care tax credit.

January 2007 Vol. X, No. 1
2007 indexed limits; Pension Protection Act of 2006; Massachusetts health care reform update; cash balance plans.

April 2006 Vol. IX, No. 1
2006 indexed limits; IRS final regulations on Roth 401(k) plans; IRS final regulations under Code Section 401(k); IRS proposed regulations under Code Section 403(b); IRS proposed regulations on phased retirement under pension plans; Deficit Reduction Act; Hurricane Katrina statutory and administrative relief; a HIPPA update.

November 2004 Vol. VIII, No. 1
2005 indexed limits; American Jobs Creation Act of 2004.

December 2003 Vol. VII, No. 2
Impact of same-sex marriage on employee benefits in Massachusetts.

November 2003 Vol. VII, No. 1
2004 indexed limits; new developments in the IRSís Employee Plans Compliance Resolution System and DOLís Voluntary Fiduciary Correction Program; IRS guidance on deemed IRAs; new regulations interpreting the Sarbanes-Oxley Act of 2002.

November 2002 Vol. VI, No. 2
2003 indexed limits.

March 2002 Vol. VI, No. 1
2002 indexed limits; GUST remedial amendment period extended; Economic Growth and Tax Relief Reconciliation Act of 2001; EPCRS changes; DOLís final claims procedure regulations.

November 2000 Vol. V, No. 2
2001 index limits.

August 2000 Vol. V, No. 1
Extension of GUST remedial amendment period; update to Internal Revenue Serviceís Employee Plans Compliance Resolution System; Department of Laborís Voluntary Fiduciary Correction Program established; electronic notices.

November 1999 Vol IV No.1
2000 indexed limits.

November 1998 Vol.III, No.2
1999 indexed limits.

September 1998 Vol. III, No.1
IRS Restructuring and Reform Act of 1998; Rev. Proc. 98-22 consolidating IRS correction programs into Employee Plans Compliance Resolution System. /p>

November 1997 Vol. II, No.2
1998 indexed limits.

September 1997 Vol. II, No.1
Taxpayer Relief Act of 1997; Health Insurance Portability and Accountability Act of 1996; plan amendments required by Small Business Job Protection Act of 1996; investment advice.

September 1996 Vol. I, No.2
Sexual harassment policies for Massachusetts businesses.

September 1996 Vol. I, No.1
Small Business Protection Act of 1996.

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