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Benefits Byte: All 2012 Issues


December 30, 2012

  • IRS Issues Q&A for Proposed Rules for PPACA Employer ‘Shared Responsibility’ Provisions

December 28, 2012

  • IRS Issues Proposed Regulations for PPACA Employer ‘Shared Responsibility’ Provisions

December 27, 2012

  • Council Comments on Proposed PPACA Essential Benefits Regulations
  • DOL Issues Semi-Annual Regulatory Agenda
  • Recording Available for Webinar on American Benefits Institute/Verisight Compensation & Benefits Survey

December 19, 2012

  • House Committee Hears PBGC Testimony on Multiemployer Plans
  • IRS Guidance Revises Tax Relief for Employers Prospectively Classifying Workers as Employees

December 11, 2012

  • Council Releases Survey Results: Taxation of 401(k) Contributions Will Lead to Fewer Plans, Less Retirement Security
  • DOL Proposes Regulations on Distribution of Retirement Plan Assets in Bankruptcy

December 10, 2012

  • IRS Revises Certain Retirement Plan Qualification Requirements
  • REMINDER: Invitation to Webinar on American Benefits Institute/Verisight Compensation & Benefits Survey

December 5, 2012 (Part II)

  • IRS Finalizes Regulations for PCORI Fee Paid by Insurers, Self-Insured Plans
  • Group Letter to Congress Urges Scrutiny of Additional PBGC Premium Increases
  • List of Upcoming Council Webinars

December 5, 2012

  • PCORI Fee Regulations Released (Further Analysis Later Today)
  • Invitation to Webinar on American Benefits Institute/Verisight Compensation & Benefits Survey
  • Employee Benefit Plans in Play in Fiscal Cliff Talks; Council Resources Available
  • Reminder: 2010 Pension Relief Affects Ability to Offer Certain Dividends
  • Council Writes Treasury on Hybrid Plan Issues

December 3, 2012

  • Council Files Amicus Brief Seeking Review of Decision Regarding Recovery of Benefit Overpayments
  • Additional details on PPACA Proposed Regulations, Guidance

November 30, 2012

  • HHS Proposes Regulations on Fee Amount and Payment Methodology for Three-Year Transitional Reinsurance Program
  • Additional PPACA Guidance Issued by IRS, OPM

November 28, 2012

  • Defined Benefit Plan Update: Council Six-Point Plan, Group Letter to PBGC, November 29 Webinar
  • PBGC Issues Guidance on Maximum Guarantees

November 26, 2012

  • IRS Announces Deadline Extension for Certain Pension Plan Amendments
  • CORRECTION: Recent PPACA Regulations and Cost-sharing Limits

November 20, 2012

  • PPACA Regulations Issued: Employer Wellness Programs, Essential Health Benefits, Market Reforms
  • Council Circulating Letter to Congress Regarding PBGC Premiums; Sign On by November 29
  • Treasury, IRS Issue Priority Guidance Plan for 2012-2013
  • IRS, DOL Provide Additional Relief for Hurricane Sandy Victims

November 16, 2012

  • PBGC Announces Fiscal Year 2012 Deficit
  • Council Urges Treasury Department to Fix Frozen Defined Benefit Plan Issue
  • American Benefits Institute Partners with Verisight/McGladrey on Survey: Benefits Remaining Stable in Face of Uncertainty
  • Regulators Again Extend Deadline for PPACA Exchange Applications

November 14, 2012

  • Council Urges FASB, SEC to Use Stabilized Interest Rates for Pension Accounting
  • Regulators Extend Deadlines for PPACA Exchange Applications; Influx of New Regulations Expected

November 8, 2012

  • New GAO Report Recommends More Risk-Based PBGC Premiums
  • IRS Finalizes New Rules for Defined Benefit Plans in Bankruptcy

November 5, 2012

  • RS Provides Tax Relief for Hurricane Sandy Victims
  • PBGC Announces 2013 Premium Levels

November 2, 2012

  • PBGC Announces New Enforcement Policy for Shutdown Benefits Under ERISA Section 4062(e)

November 1, 2012

  • Council Comments on Stable Value Contracts Under Dodd-Frank Act
  • Deadline Coming for Compliance with Deferred Compensation Regulations under 409A

October 19, 2012

  • IRS Announces Changes in Retirement, Health Plan Limits for 2013
  • EEOC Q&A Transcript Addresses Treatment of Wellness Programs
  • GASB Releases Fact Sheets to Clarify Recent Public Pension Accounting, Reporting Standards

October 11, 2012

  • Council, Aon Hewitt Unveil Results of Global Governance Survey
  • New Benefits Passport International Updates; Sign Up for International Committee Distribution List

October 5, 2012

  • Council Meets with HHS on PPACA Transitional Reinsurance Fee

October 1, 2012

  • Council Comments on Recent PPACA Employer Responsibility Guidance
  • PBGC Sends Final Paper Notice Regarding Plan Premium Filings
  • IRS Advisory Committee Requests Feedback on EPCRS

September 21, 2012

  • Senate Committee Holds Hearing on Pension Modernization

September 18, 2012

  • Council Comments on Reporting and Notice Requirements for Deferred Vested Benefits
  • IRS, PBGC to Host MAP-21 Pension Funding Stabilization Phone Forum: September 27, 11:00 a.m. ET
  • House Subcommittee Examines PPACA Exchanges

September 12, 2012

  • Analysis & Summary of IRS Defined Benefit Funding Stabilization Guidance; Council Working to Stave Off Additional PBGC Premiums
  • PBGC Requests Comments on Premium Filing Procedural Changes

September 11, 2012

  • IRS Issues Long-Awaited Defined Benefit Funding Guidance Implementing MAP-21
  • PBGC Issues Guidance Related to Pension Funding Stabilization, 4010 Reporting
  • Council Testifies Before House Subcommittee on IRS Implementation of PPACA

September 7, 2012

  • Council Amicus Brief Addresses 'Appropriate Equitable Relief' Under ERISA
  • Consumer-Purchaser Disclosure Project Writes CMS on PPACA Quality Efforts

September 4, 2012

  • Business Groups Send Letter of Support for 401(k) Plan Leakage Bill; Council Continues Opposition to Plan Loan Insurance Bill
  • IRS Cancels Letter-Forwarding Service Used by Some Retirement Plans

August 31, 2012

  • IRS, Other Agencies Issue PPACA Guidance on Definition of 'Full-Time Employee', 90-Day Waiting Period

August 29, 2012

  • PBGC Issues Guidance Related to Pension Funding Stabilization, Premiums
  • Council Testifies Before ERISA Advisory Council
  • New Benefits Passport International Update; Sign Up for International Committee Distribution List

August 22, 2012

  • Correction/Clarification: IRS Notice 2012-55 Does NOT Include Monthly Rates
  • Council Comments on Effect of Wellness Programs on Premium Tax Credit 'Affordability' Determination
  • Council Joins Group Letter Commenting on SEC Regulation of Money Market Funds

August 17, 2012

  • Council Comments on Potential Modifications to FSA "Use-It-or-Lose-It" Rule
  • Treasury Releases 25-Year Average Rates for Pension Funding Stabilization

August 16, 2012

  • CCIIO Releases State Health Insurance Exchange Blueprint
  • Council Meets with Treasury and IRS Officials To Discuss Hybrid Plan Guidance
  • Council Meets with Treasury, IRS to Discuss Pension Funding Calculation; Letter from Council President Klein Published in Washington Post
  • IRS Releases Revised Form 5558 for Deferred Vested Benefits that Does Not Require Signature

August 3, 2012

  • Senate Committee Approves Measure with Mass Transit Parity Provision
  • House Committee Examines Tax Implications of PPACA

July 30, 2012

  • DOL Issues Revision of FAB 2012-02 and Q&A No. 30
  • Council Letter Requests Additional Guidance on Pension Funding Interest Rate Stabilization, Including Lump Sum Distributions

July 27, 2012

  • Harkin Releases Reform Report Introducing USA Retirement Funds
  • Council Files Brief Supporting Retirement Plan Administrator in Second Circuit Case
  • Senate Aging Committee Examines Women's Retirement Issues

July 23, 2012

  • Updated Summary of 'Q&A No. 30' Brokerage Window Issue Now Available
  • CMS Provides Technical Guidance on MLR Issues

July 20, 2012

  • Actuarial Firms to Request Pension Funding Guidance
  • House Subcommittee Approves Appropriations Bill Cutting Funding for PPACA Programs
  • larification of July 17 Story: Deadlines Upcoming for Puerto Rico Trust Filing

July 17, 2012

  • Council Comments on IRS PCORI Regulations Under PPACA
  • Deadlines Upcoming for Puerto Rico Trust Filing
  • DOL Issues Additional Guidance for Compliance with Mental Health Parity Rules

July 11, 2012

  • House Again Votes to Repeal PPACA; Committees Hear Testimony on Health Care
  • Council Urges Treasury to Issue Defined Benefit Funding Regulations Quickly

July 5, 2012

  • HHS Provides Document to Facilitate Essential Health Benefit Benchmarking
  • CPDP Comment Letters Encourage HHS Commitment to Quality Improvement

July 3, 2012

  • Council, OMB Meet to Discuss 'Q&A No. 30' Fee Disclosure Guidance
  • IRS Issues Notification Requirements for Pension Plan Benefit Limitations

June 29, 2012

  • Defined Benefit Plan Legislative Update: House, Senate Pass Transportation-Student Loan Package with Pension Provisions, Including Funding Stabilization Proposal Originally Developed by the Council

June 28, 2012

  • Supreme Court Upholds PPACA
  • Defined Benefit Plan Legislative Update: Lawmakers Reach Agreement on Package with Pension Provisions

June 26, 2012

  • Council Following Up on Brokerage Window Issue in DOL Fee Disclosure Guidance
  • EBSA Chief Outlines Forthcoming Revised Fiduciary Definition Proposal
  • GASB Updates Public Pension Accounting, Reporting Standards

June 22, 2012

  • Defined Benefit Plan Legislative Update
  • Senate Committee Examines Possible SEC Money Market Reforms

June 20, 2012

  • IRS Proposes New Rules for Defined Benefit Plans in Bankruptcy
  • IRS Proposes Easing Reporting and Notice Requirements for Deferred Vested Benefits
  • House Subcommittee Hears Testimony on Multiemployer Plans

June 19, 2012

  • Senate Finance Committee Examines Comprehensive Tax Reform
  • Council Letter Expresses Concern with SEC Regulation of Money Market Funds

June 15, 2012

  • Council Responds to IRS, Treasury Advance Notice on Proposed Rules for Defining Governmental Plans
  • Council Letter Urges DOL to Withdraw Portion of Retirement Plan Fee Disclosure Guidance

June 14, 2012

  • Council Testifies Before DOL Panel on Income Replacement in Retirement

June 13, 2012

  • Defined Benefit Plan Legislative Update: Council Urges Congressional Leadership to Enact Stabilization, Avoid PBGC Premium Increases

June 12, 2012

  • Council Responds to IRS on Minimum Value for Employer Plans, Reporting Requirements

June 7, 2012

  • Defined Benefit Plan Legislative Update: Funding Reform, PBGC Premiums Added to Student Loan Bill
  • House to Combine Legislation Addressing Consumer-Directed Health Arrangements

June 5, 2012

  • CCIIO Provides Calculator for SBC Coverage Examples

June 4, 2012

  • Council Testifies at IRS Hearings on Longevity, Partial Annuity Regulations

May 31, 2012

  • House Ways and Means Committee Approves Legislation Addressing Consumer-Directed Health Arrangements
  • House Subcommittee Hears Testimony on Health Care Costs
  • GAO Issues New Report on 401(k) Plan Fees

May 30, 2012

  • IRS Provides Transition Guidance for FSA Plan Year Limit

May 29, 2012

  • DOL, EBSA Re-open Comment Period for Proposed Target Date Fund Regulations
  • Senate Committee Discusses Health Care Delivery System Reforms
  • DOL Issues Advisory Opinions on Multiple Employer Plans, 403(b) Safe Harbor

May 18, 2012

  • IRS Finalizes Regulations on PPACA Premium Tax Credit
  • House Subcommittee Examines Health Care Consolidation, Competition under PPACA

May 17, 2012

  • Aging Committee Discusses Older Worker Unemployment
  • Senate Committee Discusses Health Care Delivery System Reforms

May 15, 2012

  • Council Identifies Problem in Recent DOL Fee Disclosure Guidance
  • Coalition Letter to Congress Urges Defined Benefit Funding Stabilization

May 11, 2012

  • DOL Releases Additional FAQs for SBCs and Corrected Templates
  • HHS Issues New Final Regulations Supplementing PPACA Medical Loss Ratio Requirements
  • CPDP Writes CMS on Health IT "Meaningful Use" Project

May 7, 2012

  • Defined Benefit Funding Update: Sign On to New Pension Coalition Letter by May 11
  • DOL Issues New Guidance on Retirement Plan Fee Disclosure

May 3, 2012

  • Council Submits Comments on IRS Retirement Plan, Annuity Guidance

May 2, 2012

  • Council Website Update: Individual Health Care Reform Pages

May 1, 2012

  • Defined Benefit Funding Update: Senate to Confer with House on Transportation Bill
  • House Ways and Means Majority Staff Releases Report on PPACA, Employer Coverage

April 30, 2012

  • Council Makes Recommendations for IRS Priority Guidance Plan
  • IRS Releases 2013 Indexed Amounts for HSAs, HDHPs

April 26, 2012

  • IRS Issues PPACA Guidance Seeking Comments on Minimum Value for Employer Plans, Reporting Requirements
  • HHS Issues Bulletin Requesting Comment on Proposed Guidance for Verification of Access to Employer Coverage
  • House Committees Continue Scrutiny of PPACA: Approve De-Funding Measures, Hear HHS Testimony

April 25, 2012

  • Council Letter to IRS Requests Transition Relief for FSAs in Non-Calendar Year Plans
  • House Committee Examines Taxation of OTC Medications

April 24, 2012

  • Council Letter to IRS Regarding Frozen Defined Benefit Plan Issues
  • GAO Identifies International Models for Regulating Defined Contribution Plans
  • Puerto Rico Retirement Plans Update: Tax Amnesty Extended

April 19, 2012

  • Aging Committee Examines Long-Term Care
  • Tax Committee Approves PPACA Subsidy Recapture Measure

April 17, 2012

  • House Committee to Examine Retirement Tax Incentives
  • IRS Proposes Regulations For PCORI Fee

April 16, 2012

  • Council Letter to IRS Requests Permanent Transition Relief for Puerto Rico Plan Group Trusts
  • Council, CPDP Write HHS on Hospital Patient Safety Measures
  • EEOC Final Regulations on Disparate Impact May Affect Retirement Plans

April 11, 2012

  • Defined Benefit Funding Update: New Council Document on "Input/Output" Issue
  • House Committee to Examine Retirement Tax Incentives

April 10, 2012

  • Recent PPACA Final Regulations Address Reinsurance Assessment
  • Council Update on International Benefits Issues

April 6, 2012

  • Council Comments on FAQ Guidance Addressing Automatic Enrollment, Shared Responsibility, Waiting Periods

April 5, 2012

  • Retirement Regulatory Roundup: SEC Reissues Proposed TDF Regulations; DOL Readying Tips for Fiduciaries, Fee Disclosure FAQs
  • New Worker Classification Legislation Introduced in Senate, House

March 30, 2012

  • Defined Benefit Plan Reform Update: Transportation Bill Delayed, New Council "Myths & Facts" Document
  • Harkin Releases Wide-Ranging Legislation Including Retirement Provisions
  • Council Proposes Additional Guidance Relating to Retirement Plan Fees
  • House Subcommittee Hears Testimony on Independent Pharmacy Bill; Council Submits Letter

March 29, 2012

  • PBGC Establishing New Enforcement Approach for Facility Shutdowns under Section 4062(e)
  • Senate Banking Subcommittee Examines Retirement Security

March 28, 2012

  • Final Day of PPACA Supreme Court Arguments: Severability and Medicaid Expansion
  • Council Urges DOL to Provide Additional Electronic Disclosure Flexibility

March 27, 2012

  • Day Two of PPACA Supreme Court Arguments: The Individual Mandate and the Commerce Clause

March 26, 2012

  • Day One of PPACA Supreme Court Arguments: Applicability of Anti-Injunction Act
  • CRS Report Shows Lack of Support for Elimination of Certain Tax Incentives

March 23, 2012

  • Council to Provide Daily Updates on Supreme Court PPACA Oral Arguments; Council Op-Ed on Health Care Blog
  • Senate Committee Hears Testimony on Disability Insurance
  • DOL Secretary Solis Testifies Before House Committee on 2013 Budget Request, Including Fiduciary Definition

March 21, 2012

  • Ryan, House GOP Release Budget Proposal
  • GAO Reports on Defined Benefit Plans and Hedge Fund/Private Equity Investments

March 19, 2012

  • Regulatory Guidance Issued on SBC Rules, Offers "Good Faith" Compliance Standard But No Delay

March 16, 2012

  • CMS Establishes Timeframe for ERRP Expenditures
  • EBSA to Host Fiduciary Responsibility Webcasts

March 15, 2012

  • CBO and JCT Release Estimated Effect of PPACA on Employer-Based Health Plan Participation
  • CMS Updates "Culturally and Linguistically Appropriate" County List for PPACA Disclosures

March 14, 2012

  • Senate Passes Transportation Bill with Pension Funding Interest Rate Reform, Other Benefits Provisions
  • Council Asks U.S. Supreme Court to Consider Fifth Circuit ERISA Case
  • ERISA Advisory Council Announces 2012 Discussion Topics

March 12, 2012

  • HHS Finalizes Regulations for State Health Exchanges

March 9, 2012

  • Pension Funding Reform Update: Interest Rate Stabilization Modified in Transportation Bill
  • Council Update on International Benefits Issues

March 8, 2012

  • Third Circuit Rules for Plan Sponsor in Case Concerning Asset Purchase Agreement and PJS Benefits
  • Aging Committee Hears Testimony on Small Business Retirement Plans as Senators Ready Multiple-Employer Plan Bill
  • IRS to Examine Safe Harbor 401(k) Plans

February 27, 2012

  • Council Writes Regulators, Urges Additional Time to Comply with SBC Rules
  • CMS Actuarial Value Bulletin: Employer Contributions to HSAs, HRAs Will Be Included in Calculation

February 23, 2012

  • Treasury, HHS Issues Final Regulations on State Waivers to PPACA
  • Sixth Circuit Appeals Court Rules Against Employer in Stock Drop Case

February 22, 2012

  • Neal Introduces Retirement Plan Simplification Legislation
  • IRS Updates Website "Questions and Answers" on Form W-2 Informational Reporting Under PPACA

February 17, 2012

  • HHS Releases Additional Guidance on EHB Bulletin, Including Application to Large Group/Self-Insured Plans
  • House Resolution Supporting Retirement Savings Tax Incentives Introduced
  • Auto-IRA Legislation Introduced in House

February 16, 2012

  • Senate Transportation Bill Includes Potentially Unhelpful Pension Funding Reform Provision; Also Includes Section 420 Extension, Mass Transit Parity

February 13, 2012

  • Obama FY 2013 Budget Analysis: Health and Retirement Plan Proposals

February 10, 2012

  • IRS Proposes Regulations for Information Reporting under FACTA
  • Obama Administration's Contraceptive Coverage Compromise Affects Certain Employers
  • PBGC to Provide Premium Relief for Certain Delinquent Plans
  • DOL Engaging States on Worker Classification
  • Treasury, DOL, HHS Release Semi-Annual Regulatory Agendas

February 9, 2012

  • Final Regulations on PPACA Summary of Benefits and Coverage Requirements Issued
  • New Health Care Guidance Addresses Automatic Enrollment, Shared Responsibility, Waiting Periods

February 8, 2012

  • Changes to Minimum Required Distribution Rules Considered as Part of Transportation Bill
  • Council Welcomes New Officers and Executive Board Members

February 2, 2012

  • DOL Issues Final 408(b)(2) Defined Contribution Plan Fee Regulations
  • White House Council of Economic Advisors Issues Retirement Report; Obama Administration Releases Lifetime Income Guidance
  • House Subcommittee Holds Hearing on PBGC, Defined Benefit Plans
  • House Votes to Repeal CLASS Program

January 31, 2012

  • Council Comments on HHS Essential Health Benefits Bulletin
  • Reminder: New Council Website Now Online

January 30, 2012

  • Council Files Amicus Brief on Severability Issue in PPACA Supreme Court Case

January 25, 2012

  • DOL Releases Updated Regulatory Agenda

January 23, 2012

  • Council Working with SEC on Dodd-Frank Pay Ratio Issues, Survey Results Revealed

January 20, 2012

  • Council Requests Extension of Fee Disclosure Effective Dates

January 18, 2012

  • CFTC Releases Final Rules for Business Conduct Standards; EBSA Affirms No Conflict with Fiduciary Rules
  • Ways and Means Committee Votes to Repeal CLASS Program

January 13, 2012

  • Council Offices Closed on Martin Luther King Jr. Day
  • Council to Unveil Redesigned Website; Individualized Passwords for Members

January 12, 2012

  • Council to Unveil Redesigned Website; Individualized Passwords for Members
  • IRS Issues Guidance on Filing Form 8955-SSA

January 11, 2012

  • CFTC Finalizing Rules for Business Conduct Standards, Segregation of Swap Collateral Under Dodd-Frank, Addressing Several Council Concerns
  • IRS Issues Guidance on Permitted Disparity on Employee Covered Compensation

January 4, 2012

  • IRS Revises Guidance on Form W-2 Informational Reporting Under PPACA
  • IRS Formalizes Changes to Determination Letter Program