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Benefits Byte: All 2013 Issues

December 20, 2013

  • Administration Proposes Amendments to Excepted Benefits

December 19, 2013

  • Senate Declines Action on Tax "Extenders" Bill; Congress Expected to Address Expiring Tax Provisions in Early 2014
  • Senate Special Committee on Aging Examines the Future of Long-Term Care Policy

December 18, 2013

  • Senate Subcommittee Examines Retirement Policy, Focusing on Social Security

December 16, 2013

  • IRS Issues Guidance for FSAs, HSAs In Light of Windsor Decision
  • Council Amicus Brief in United States v. Quality Stores Addresses Payroll Taxes on Severance, Power of IRS Revenue Rulings
  • U.S. Supreme Court To Hear Stock Drop Case

December 13, 2013

  • IRS Provides Temporary Relief on Frozen Plan Issue
  • IRS Clarifies Administration of In-Plan Roth Conversions
  • American Benefits Institute Partners with Verisight/McGladrey on Survey: Plan Sponsors Hanging In, Focusing on Costs

December 11, 2013

  • Bipartisan Budget Agreement Includes PBGC Premium Hikes
  • Executive Branch Agencies Release Regulatory Agendas

December 4, 2013

  • Council, ACLI, ICI Release Research Paper Showing Strength of Defined Contribution Retirement System
  • Qualified Retirement Plan Distributions Excluded from NIIT

November 26, 2013

  • CMS Announces PPACA Transitional Reinsurance Fee Amount for 2015
  • Frozen Plan Nondiscrimination Update: Portman, Cardin Weigh In with IRS
  • Council Requests Additional Time to Comment on SEC Proposed Pay Ratio Rules

November 19, 2013

  • Council Testimony Urges IRS to Simplify PPACA Information Reporting Requirements

November 14, 2013

  • IRS Finalizes Rules for Reduction or Suspension of Safe Harbor Contributions
  • CBO Options for Reducing Deficit Include Health, Retirement Tax Changes
  • List of Upcoming Council Webinars - Save the Dates!

November 8, 2013

  • Final Mental Health Parity Regulations Released
  • Council Comments on PPACA Information Reporting Requirements

November 7, 2013

  • Council, Coalition to Protect Retirement Launch 'How America Saves' Campaign
  • PBGC Issues Guidance on 2014 Premiums, Maximum Guarantees

November 5, 2013

  • Electronic Disclosure Update: Council Voices Support for Electronic Plan Administration with Appropriate Implementation Time; GAO Issues Report

October 31, 2013

  • IRS Issues Guidance on FSA Use-It-or-Lose-It Rules
  • IRS Announces Changes in Retirement Plan Limits for 2014

October 30, 2013

  • House Committee Continues Examination of Multiemployer Pension System
  • PBGC Update: Agency Deficit to Be Announced Soon; Independent Study Released
  • House Approves Measure Including Delay of DOL Fiduciary Definition Rule

October 28, 2013

  • HHS Final Rule Indicates Possible Exemptions for Transitional Reinsurance Program Fees

October 23, 2013

  • Looking Ahead: Benefits Issues on the Table in Budget Conference Negotiations

October 16, 2013

  • Final Spending/Debt Limit Deal Mostly Sidesteps Benefits Issues

October 14, 2013

  • Benefits Issues in Play In Congressional Negotiations to Open Government, Raise Debt Ceiling

October 11, 2013

  • Council Issues Benefits Blueprint on Proposed Regulations for PPACA Employer Reporting Requirements; Invites Input for Comment Letter

October 2, 2013

  • Benefits Administration to Continue Largely As Normal Under Government Shutdown
  • Compromise Bill to End Shutdown Could Include Pension Funding Stabilization
  • Council Urges Treasury to Issue Immediate Guidance on Frozen Plan Nondiscrimination Issue

September 27, 2013

  • Council Responds to Request for Comment on Form 5500; IRS Proposes Rules for Electronic Filing

September 25, 2013

  • New Analysis of DOL Guidance Applying PPACA Market Reforms to HRAs, Employer Payment Plans and Health FSAs
  • Senate Aging Committee Discusses Economic Challenges in Retirement

September 23, 2013

  • IRS Guidance Describes Process for Post-Windsor Refund Claims, Credit Adjustments

September 19, 2013

  • House Republicans Introduce Legislative Alternative to PPACA

September 18, 2013

  • DOL Issues Guidance Observing 'State of Celebration' for Same-Sex Spouses
  • SEC Moves to Propose Pay Ratio Rules
  • House Subcommittee Hears Testimony on SEC Proposed Money Market Fund Rules

September 17, 2013

  • Council Urges SEC to Reconsider Proposed Rules for Money Market Funds

September 13, 2013

  • IRS, DOL Release Guidance Applying PPACA to HRAs, Employer Payment Plans and Health FSAs
  • DOL Advisory Opinion: Mutual Fund Summary Prospectus Meets PTE 77-4 Requirement

September 9, 2013

  • IRS Guidance Clarifies Preventive Care Coverage for Purposes of HSAs, PPACA

September 5, 2013

  • IRS Releases Proposed Regulations for Employer PPACA Information Reporting
  • New PPACA FAQ Guidance on Exchange Notices, 90-Day Limits

August 30, 2013

  • ERISA Advisory Council Hears Testimony on Benefits Issues, Including Witness from American Benefits Council

August 29, 2013

  • Treasury, IRS Guidance: All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes

August 27, 2013

  • IRS Finalizes Rules For Individual Mandate, Minimum Essential Coverage Requirements

August 20, 2013

  • Council Writes PBGC on Lost, Missing Participants in Individual Account Plans
  • Federal Agencies Begin Clarifying Treatment of Same-Sex Spouses after Windsor; Treasury Guidance For Benefit Plans Expected Soon

August 12, 2013

  • EBSA Seeking Approval for Survey, Focus Groups on Retirement Benefit Statements
  • Treasury, IRS Update Priority Guidance Plan; DOL Sets Regulatory Agenda

August 7, 2013

  • HHS Issues Additional Guidance on PPACA Exchange Income Verification
  • Council Comments on Proposals for Retirement Plan Benefit Statements, 'Lifetime Income Illustrations'

August 5, 2013

  • HHS Launches Employer-Focused Website on PPACA Implementation, Compliance

August 2, 2013

  • Council Files Brief in Fourth Circuit Retirement Plan Reverse Stock Drop Case

July 31, 2013

  • In Wake of Windsor Decision, District Court Rules Same-Sex Spouse Has Right to Pension Benefits under ERISA

July 29, 2013

  • DOL Advisory Opinion Discusses Treatment of ERISA Accounts as Plan Assets
  • IRS Seeks Public Comment on Form 5500

July 26, 2013

  • IRS Updates Questions-and-Answers for Payment of Health Plan PCORI Fee
  • Survey Invitation: 401(k) Plan Fee Study

July 22, 2013

  • DOL Allows Defined Contribution Plan Sponsors to Reset Timing for Annual Fee Disclosure
  • PBGC Proposes Changes to Defined Benefit Plan Premium Rules
  • Council Asks Senators to Support Employer-Sponsored Health and Retirement Tax Incentives
  • Registering for Council Webinars: Help Us Help You

July 19, 2013

  • Council Asks Senators to Support Employer-Sponsored Health and Retirement Tax Incentives
  • Registering for Council Webinars: Help Us Help You

July 18, 2013

  • House Votes on PPACA Employer, Individual Mandates; House Subcommittee Grills Treasury Official
  • Council Urges Issuance of Guidance for Health, Retirement Plans After Supreme Court Rejection of DOMA
  • DOL Issues Modifiable Notices to Employees of Coverage Options
  • Senate HELP Committee Hearing Examines Small Business Pensions; Harkin Introduces Legislation

July 16, 2013

  • House to Move to Formalize PPACA Mandate Employer Delay, Also Delay Individual Mandate
  • Legislation to Redefine 'Full Time Employee' Introduced

July 10, 2013

  • Detailed Summary of PPACA Employer Mandate Delay Now Available; House Subcommittee Scrutinizes Delay
  • Newly Introduced Retirement Bill Would Create State Annuity Plans, Reform Existing Defined Contribution Plans
  • IRS Issues Updated Mortality Tables for Calculating Lump Sum Distributions

July 9, 2013

  • Formal Guidance Delaying PPACA Employer Mandate Released; Analysis to Come
  • Administration Finalizes PPACA Regulations Addressing Premium Tax Credit Applications

July 2, 2013

  • One-Year Transition Period Announced for Certain PPACA Employer Reporting Requirements
  • Council Comments on Proposed PPACA Regulations Governing "Minimum Value"
  • Council Files Brief in Ninth Circuit Retirement Plan 'Stock Drop' Case
  • Final PPACA Regulations Released Governing Contraceptive Coverage and Religious Organizations

June 27, 2013

  • Senate Finance Committee Solicits Tax Reform Proposals
  • DOL Extends Comment Period for Lifetime Income/Benefit Statement ANPRM
  • Summary Available: U.S. Supreme Court Invalidates DOMA
  • Council Joins Global Pension Alliance

June 26, 2013

  • U.S. Supreme Court Strikes Down DOMA
  • Legislators Ask Treasury Department to Address Frozen Defined Benefit Plan Issue

June 21, 2013

  • PBGC Requests Feedback on Lost, Missing Participants in Individual Account Plans
  • DOL Proposes Changes to Prohibited Transaction Exemptions Related to Credit Rating as Measure of Creditworthiness
  • Pay Ratio Repeal Measure Approved by House Committee
  • DOL Issues Spanish-Language Notice to Employees of Coverage Options

June 14, 2013

  • Bipartisan Lifetime Income Disclosure Legislation Introduced
  • List of Upcoming Council Webinars – Save the Dates!

June 12, 2013

  • House Committee Continues Examination of Multiemployer Pension System

June 7, 2013

  • Council Testifies Before ERISA Advisory Council

June 6, 2013

  • SEC Proposes New Regulations Governing Money Market Funds
  • Senate Rejects Student Loan Bill With 'Stretch IRA' Restrictions
  • IRS Revises Form 720 to Provide for Payment of PCORI Fee

June 4, 2013

  • Council Urges Treasury Department to Address Frozen Defined Benefit Plan Issue
  • Council Comments on PBGC’s Re-Proposed ‘Reportable Events’ Rule

May 29, 2013

  • Final PPACA Wellness Regulations Issued

May 24, 2013

  • Senate Finance Committee Staff Release Proposals for Economic Security Tax Rules
  • Neal Introduces Retirement Plan Simplification Legislation

May 21, 2013

  • Council Comments on Proposed Regulations Implementing PPACA 90-Day Waiting Period Limitation

May 16, 2013

  • Newly Introduced Student Loan Bill Would Restrict 'Stretch IRAs'
  • Council Comments on Call Letter Guidance on Medicare Advantage Plans

May 10, 2013

  • Council Signs on to White House Letter Regarding Wellness Regulations

May 8, 2013

  • DOL Releases Temporary Guidance on PPACA Exchange Notices
  • Council Testifies Before EEOC on Wellness Programs
  • Council Comment Letter Addresses Treatment of Expatriate Plans under PPACA
  • Legislation Defining 'Full Time' Employee Introduced in Senate

May 7, 2013

  • DOL/EBSA Issues Advance Proposed Regulations Addressing Retirement Plan Benefit Statements

May 6, 2013

  • Joint Tax Committee Summarizes Tax Reform Proposals and Ways & Means Working Group Submissions, Including Addressing Retirement Incentives
  • Council Submits Comments Regarding IRS Minimum Essential Coverage Requirement
  • IRS Releases 2014 Indexed Amounts for HSAs, HDHPs

May 1, 2013

  • IRS Proposes Regulations for Determining "Minimum Value" of Employer-Sponsored Coverage

April 29, 2013

  • New PPACA FAQ Guidance on Clinical Trial Coverage; Expiration of Annual Limit Waivers

April 25, 2013

  • FAQ Guidance Issued on PPACA Summary of Benefits and Coverage Requirements, Including Updated Templates

April 23, 2013

  • Council Comments on PPACA Cost-Sharing Limitations under FAQ XII
  • Council Testifies on PPACA Employer 'Shared Responsibility' Proposed Regulations
  • CMS Issues Termination Schedule for ERRP
  • Lawmakers Introduce Bill to Eliminate FSA 'Use-or-Lose' Rule

April 19, 2013

  • IRS Provides Anti-Cutback Relief for ESOP Amendments
  • Federal Court Decision Upholds IRS Interpretation of Stock Options under 409A

April 17, 2013

  • Council Profiles Successes of Employer-Sponsored Retirement Plans to House Ways and Means Committee
  • U.S. Supreme Court Decides for Employers in Subrogation Case

April 12, 2013

  • SEC Considers Target Date Fund Recommendations
  • ERISA Advisory Council Issues Final Reports on 2012 Topics

April 10, 2013

  • Obama FY 2014 Budget Analysis: Health and Retirement Plan Proposals, Including Retirement Savings Cap, PBGC Premiums, Auto-IRA proposal

April 9, 2013

  • IRS Releases Final Report on 401(k) Compliance Check Questionnaire
  • GAO Issues Full Report on Multiemployer Pension Plans

April 5, 2013

  • Obama Administration FY 2014 Budget Proposal to Include Cap on Retirement Benefits

April 4, 2013

  • Council Offers Letter of Support for SEAL Act
  • Informal EEOC Letter Addresses Wellness Plans, Reasonable Accommodations under ADA

April 3, 2013

  • GAO Issues Report on Defined Contribution Plan Rollovers

April 2, 2013

  • PBGC Re-Proposes Reportable Events Rule
  • IRS Proposes Regulations Governing PPACA Executive Compensation Deduction Limit
  • DOL Releases PPACA Study on Self-Insured Health Plans

March 28, 2013

  • Supreme Court Oral Arguments Conclude in Same-Sex Marriage Cases; Council 'Benefits Brief' Available
  • IRS Releases New Procedures for 403(b) Plan Administration

March 25, 2013

  • Senate Approves Budget Resolution; Amendments Prepared, Introduced Addressing Benefit Plans
  • Council Writes DOL Regarding Pension Benefit Statements ICR
  • IRS Issues Correction to PPACA Rule Addressing Shared Responsibility Payment for Not Maintaining Minimum Essential Coverage

March 22, 2013

  • Clarification/Correction: Proposed Technical Amendment - Elimination of HIPAA Certificates of Coverage

March 20, 2013

  • Council Briefs Lawmakers' Tax Reform Working Group on Defined Benefit Plans
  • Senate Committee Discusses Retirement Plan Leakage; SEAL Act Reintroduced

March 18, 2013

  • Proposed Regulations Issued on PPACA 90-Day Waiting Period with Technical Amendments
  • Council Comments on PPACA Employer 'Shared Responsibility' Proposed Regulations

March 14, 2013

  • House GOP, Senate Democrats Release Dueling Budget Proposals

March 13, 2013

  • American Benefits Institute/WorldatWork Survey Study Reveals Consistent, Reliable Nature of 401(k) Plans
  • Council Requests Guidance for In-Plan Roth Conversions Under Fiscal Cliff Bill

March 11, 2013

  • New PPACA FAQ Document Provides Relief for Expatriate Plans

March 8, 2013

  • Summary Now Available for Transitional Reinsurance Fee Final Rules
  • DOL Provides Guidance on Annual Funding Notice for Defined Benefit Plan Sponsors under MAP-21

March 6, 2013

  • Correction: ERISA Advisory Council Announces 2013 Discussion Topics
  • Measure to Repeal Employer Mandate Introduced in Senate, House

March 4, 2013

  • ERISA Advisory Council Announces 2013 Discussion Topics
  • Senators Seeking Co-Sponsorship of Resolution Favoring Retirement Plan Tax Incentives
  • House Subcommittee Hears Additional Testimony on Multiemployer Pensions
  • Health Care Hearing Round-Up: Congressional Committees Discuss PPACA

March 1, 2013

  • HHS Finalizes Transitional Reinsurance Fee Rules
  • IRS Proposes Regulations Implementing PPACA Health Insurance Provider Fee
  • HHS, OPM Issue Regulations on PPACA Exchange Programs
  • DOL, EBSA Release Self-Compliance Tools for HIPAA, PPACA
  • DOL/EBSA Issue Target Date Fund 'Tip Sheet' for Fiduciaries

February 28, 2013

  • Council Joins Amicus Brief Filed with U.S. Supreme Court on Benefits Implications of Defense of Marriage Act
  • IRS Expanding Worker Classification Settlement Program

February 26, 2013

  • OSHA Rule Implements Whistleblower Protections under PPACA
  • IRS Provides 403(b) Plan Correction Resources

February 22, 2013

  • Council Files Amicus Brief in Class Action Lawsuit Related to 401(k) Investments

February 20, 2013

  • Final Regulations Issued Regarding PPACA Essential Health Benefits
  • New PPACA FAQs Focus on Preventive Care
  • Multiemployer Pension Group Releases Report, Recommendations

February 15, 2013

  • Council Welcomes New Officers and Board of Directors Members

February 14, 2013

  • Senate Democrats' Sequester-Offset Package Does Not Include Benefits-Related Revenue
  • Tax Reform Discussions to Begin in House Ways and Means Committee; Pensions/Retirement Working Group Named
  • New Summary Available: PPACA Tax Reporting Obligations under Code Sections 6055, 6056
  • DOL, EBSA Extends Comment Period Regarding Amendments to Abandoned Plan Program

February 13, 2013

  • IRS Publishes 25-Year Interest Rate Averages for Pension Plans Under MAP-21
  • DOL Advisory Opinion Clarifies: Swaps Dealers Do Not Become Pension Plan Fiduciaries Under Standard Clearing Agreements
  • Treasury, IRS Update 2013 Priority Guidance Plan

February 1, 2013

  • Senate Committee Discusses Retirement Policy
  • Obama Administration Seeking New Comments on Contraceptive Coverage for Religious Employers
  • Council Writes Treasury/FSOC Regarding Potential Regulation of Money Market Funds

January 31, 2013

  • IRS Issues Final Regulations Addressing PPACA Premium Tax Credit for Individuals Related to Enrollees
  • HHS, IRS Propose Regulations Governing Individual Mandate, Minimum Essential Coverage
  • PBGC Renews Reportable Events Guidance

January 28, 2013

  • Council Comments on Proposed PPACA Wellness Regulations
  • EBSA Issues Modifications to Delinquent Filer Voluntary Compliance Program

January 25, 2013

  • Treasury Working on 25-Year Interest Rate Averages for Pension Plans Under MAP-21

January 24, 2013

  • PPACA FAQs Provide Guidance on Exchange Notice, HRA Coordination, Medicare Part D
  • New Harkin Health Bill Includes Wellness Program Incentives
  • Updated Forms Available For Use with EPCRS Correction Program

January 18, 2013

  • HHS Finalizes HIPAA Privacy Regulations Under HITECH Act, GINA
  • New Proposed Health Care Regulations Address Exchanges, CHIP
  • DOL/EBSA Request Comments on Upcoming Survey Project on Retirement Benefit Statements

January 16, 2013

  • President's Gun Violence Reduction Proposal Includes Finalization of Mental Health Parity Rules
  • PBGC Issues Premium Filing Instructions for 2013
  • IRS Provides Guidance on Transportation Fringe Benefit Parity Extension

January 9, 2013

  • GAO Report on Tax Expenditures References Health, Retirement Benefit Incentives

January 4, 2013

  • PPACA Employer 'Shared Responsibility' Proposed Regulations: Summary & Analysis
  • Council Urges Treasury to Proceed Cautiously on Hybrid Plan Administrative Actions
  • IRS Bulletin Provides Ongoing Plan Administration Guidance

January 2, 2013

  • Proposed PPACA Employer 'Shared Responsibility' Provisions: Summary & Analysis Coming Soon
  • Congress Passes Tax Bill to Avert Fiscal Cliff; Includes Roth Conversions, Other Employee Benefit Provisions
  • Council Comments on New Rules for PPACA Transitional Reinsurance Fee
  • IRS Updates EPCRS Correction Program