EBIA Weekly Newsletter

Plan Administrator Pays for Failure to Furnish Documents


   November 10, 2016

Askew v. R.L. Reppert, Inc., 2016 WL 5661714 (E.D. Pa. 2016); Askew v. R.L. Reppert, Inc., 2016 WL 5845015 (E.D. Pa. 2016) After ruling that a 401(k) plan administrator violated ERISA when it failed to furnish a custodial agreement and other documents requested by a plan participant (see our Checkpoint Read More


Who Is Responsible for Monitoring the Annual Dollar Limit on Elective Deferrals?


   November 10, 2016

QUESTION: My spouse and I jointly own two incorporated companies. Each company has its own 401(k) plan. If an employee transfers from one of our companies to the other, who is responsible for monitoring the combined annual dollar limit on that employee’s elective deferrals: our companies or the employee? ANSWER: This is a common problem. … Read More


Upcoming EBIA Webinars From Checkpoint Learning 


   November 3, 2016

Don’t miss our upcoming webinars covering Form 1094/1095 Reporting, HIPAA Basic Training, and HIPAA Enforcement. EBIA webinars, conferences, and seminars—now including seminar recordings—are available for purchase and registration on the Checkpoint Learning® platform. For more information, please visit EBIA Learning Products on Checkpoint Learning. Get Ready for Form 1094/1095 Reporting for 2016. Thursday, … Read More


Final Regulations Address Excepted Benefits, Lifetime and Annual Limits, and More


   November 3, 2016

Excepted Benefits; Lifetime and Annual Limits; and Short-Term, Limited-Duration Insurance, 26 CFR Part 54; 29 CFR Part 2590; 45 CFR Parts 144, 146, 147, and 148, 81 Fed. Reg. 75316 (Oct. 31, 2016) Available at https://www.gpo.gov/fdsys/pkg/FR-2016-10-31/pdf/2016-26162.pdf The DOL, HHS, and IRS have jointly issued final regulations on several health care reform provisions, including … Read More


Agencies Provide More Guidance on Mental Health Parity Compliance and Seek Input on Tobacco Cessation Preventive Services


   November 3, 2016

FAQs About Affordable Care Act Implementation Part 34 and Mental Health and Substance Use Disorder Parity Implementation (Oct. 27, 2016) Available at https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/aca-part-34.pdf In conjunction with the interagency Mental Health and Substance Use Parity Task Force’s release of its final report and announcement of other task force activities, the … Read More