Category Archives: Carnival of Employee Benefits

Blogging About ERISA – Carnival #21

This week in the Employee Benefits world:

Jerry Kalish of The Retirement Plan Blog discusses the difference between S-Corp compensation and C-Corp compensation in So Now, Exactly What is Reasonable Compensation?

Roy F. Harmon III of the Health Plan Law blog provides an analysis of the 7th Circuit decision on when ERISA plan participants can successfully state a claim based on misrepresentation of benefits in Assessing the Value of a Promise – A Primer on ERISA Estoppel Claims.

Susan Mangiero of the Pension Risk Matters blog discusses the new disclosure rules by the Financial Accounting Standards Board in FAS 157 is Heeeeere!

Aaron Juckett of the One-Stop ESOP blog provides 2007 End of the Year Checklists.

The Human Resources Blog posts about 401k Misappropriation in Ohio.

David S. White of the Law and Insurance blog discusses the recent 5th Circuit decision in Martinez v. Unum Life Ins. Co. of America in Court Lays Out Blueprint for ERISA Preemptino of State Court Remedies.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #20

This week in the Employee Benefits world:

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog provides a great discussion of how the sub-prime mortgage mess is potentially morphing into huge ERISA litigation in Is Subprime the New Stock Drops.

Kevin Price of the The Float blog by Interlake Capital Management discusses Wasik on 401(k) Plans: Half Right.

Corey Himrod of the Walmart Watch blog posts about the law firm of Keller Rohrback investigating the investment options in Walmart’s profit sharing/401(k) plan in Law Firm Investigating Wal-Mart’s Profit Sharing and 401(k) Plan.

Michael Hoes of the ERISA Class Action Watch posts about new ERISA class action lawsuits in New Suits Update.

Dan Frith of the Legal Medicine blog posts about the health insurers seeking reimbursement from medical malpractice damages awarded to successful plaintiffs in ERISA Liens: Another Sad Story.

Jonathan G. Stein of the California Personal Injury and Insurance blog also posts about ERISA liens in medical malpractice cases in Health Insurers Latching On.

Dina Steele of the Texas Personal Injury Law Blog discusses Insurance Subrogation and ERISA.

George Herman-Giddens of the North Carolina Estate Planning blog provides IRS to Require Retirement Plans to Offer Non-Spousal Rollovers to IRAs.

Susan Mangiero of the Pension Risk Matters blog provides Pension Fiduciaries – Have You Asked Your Bankers About Their Risk Controls?

Roy F. Harmon III of the Health Plan Law blog discusses Slimming Down the ERISA Fiduciary Profile – Good or Bad for ERISA Claims Administrators?

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #19

This week in the Employee Benefits world:

Alberto Dominguez of the Economics, Finance & Investments blog posts about three new shareholder lawsuits against Merrill Lynch along with a lawsuit about their 401(k) plan in Bring on the Lawyers!

The Float by Interlake Capital Management writes about Newton’s First Law of Retirement Plans.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog discusses ERISA, Investment Strategies, and the Duty to Investigate.

Jerry Kalish in The Retirement Plan Blog posts about the 401(k) Arms Race is Over.

Susan Mangiero of the Pension Risk Matters blog writes about FAS 157 and FAS 159 – Day of Reckoning for Pension Investors?

Prof. A. Benjamin Spencer of the Split Circuits blog provides a summary of Lynch v. Fortis Benefits Ins. Co. in S.D. Ohio Notes Split Re How a Beneficiary is Determined Under ERISA.

JLP of the All Financial Matters blog discusses Laura Tyson’s article in the Wall Street Journal on automatic IRAs in How About an Automatic IRA?

Ben Winograd of SCOTUSblog posts the petition for certiorari file with the U.S. Suprreme Court, briefs and the lower court opinion for Sun Life Insurance Company of Canada v. White, which is about whether an ERISA plan can contain a proof of claim accrual cause, in Petitions to Watch – Conference of 11.9.07.

Aaron Juckett of The One-Stop ESOP blog discusses The Economic Performance of ESOP Companies.

Roy F. Harmon III of the Health Plan Law blog provides Managed Care Contract Gives Rise to “Independent Legal Duty” Which Survives ERISA Preemption.

Brian King of Brian King’s ERISA blog writes about The Ideological Playing Field for Deciding ERISA Cases.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #18

This week in the Employee Benefits world:

Mark Toma of the Economist’s View blog writes about the proposal to allow financial firms to buy out frozen pension funds in Pension Funds Buyouts.

Roy F. Harmon III of the Health Plan Law blog discusses Ninth Circuit Applies “Time of Death” Rule for Evaluating Participant Status of Deceased Employee.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog discusses the recent ERISA opinion from the District Court for the District of Massachusetts in Simply Put, Drunk Driving Doesn’t Happen by Accident.

Linda Chan of the Company Counselor blog provides a short tale about 401(k) Reasonable Administrative Fee.

Jerry Kalish in The Retirement Plan Blog posts about the November 1 Deadline for SIMPLE Notice Fast Approaching.

Nancy Dittmer of RSM McGladrey ESOP Blog provides the Timing of the Delivery of Your ESOP Participants Statements.

The Fine Art of Resurfacing blog posts about Calculating Your TSP/401k Contribution.

Mitchell H. Rubenstein of the Adjunct Law Prof Blog discusses the Duties of Directed Trustees in ERISA Stock Drop Litigation.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #17

This week in the Employee Benefits world:

Congrats to Paul M. Secunda and Richard Bales of the Workplace Prof Blog, for reaching the 500,000 hits milestone. The Workplace Prof Blog contains an excellent mix of labor and employee benefits law, and is a must read each week.

Tom Lydon of the EFTtrends blog explains EFTs in 401(k) Plans: The Technology is Here.

Roy F. Harmon III of the Health Plan Law blog provides State Supreme Court Hold ERISA Subrogation Provisions Unenforceable.

Prof. A. Benjamin Spencer of the Split Circuits blog examines a split between the 8th Circuit Court of Appeals and the 10th Circuit Court of Appeals in S.D. Tex. Notes Split Re Meaning of “Full and Fair Review” Under ERISA.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog discusses the opening of the U.S. Supreme Court’s term on the first Monday in October with Is the Supreme Court Setting Out to Alter the Law of ERISA?

Brian M. Peterson of Brian Peterson’s West Virginia Legal Weblog covers the opening of the Supreme Court’s term with U.S. Supreme Court to Decide 7 Employment Cases.

Barry Barnett of the Blawgletter provides an analysis of this week’s case from the 2nd Circuit Court of Appeals on welfare benefit plans in Second Circuit Orders ERISA Sub-Class.

The Buck Stops Here Live Radio Show provides a short History of ERISA.

Michael N. Marcus of the For the First Time blog provides 1875: The First Private Pension Plan in the US.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #16

This week in the Employee Benefits world:

Michael Hoes of the ERISA Class Action Watch discusses Miscellaneous 401(k) Fee Updates.

Broc Romanek of the TheCorporateCounsel.net Blog posts about Clawbacks and Careful Drafting, discussing a recent court decision about a corporation seeking return of compensation paid under a non-ERISA stock equity plan.

Barry Barnett of the Blawgletter provides Third Circuit Okays ERISA Dismissal.

Roy F. Harmon III of the Health Plan Law blog discusses the recent 10th Circuit Opinion in Tenth Circuit Adopts Rule of Contra Proferentem on De Novo Review.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog provides Reinsurance and LaRue, All in the Same Post.

Mitchell H. Rubenstein of the Adjunct Law Prof Blog discusses Disability Plan not a Welfare Plan Notwithstanding the Fact that Employer Referred to This Plan as an ERISA Plan in its Summary Plan Description.

Ross Runkel of Ross’ Employment Law Blog provides Supreme Court Denies Motion to Dismiss ERISA Case.

Paul M. Secunda of the Workplace Prof Blog discusses Motion to Dismiss in LaRue ERISA Case Denied.

Aaron Juckett of The One-Stop ESOP Blog discusses a recent study of 5500 data in ESOP Participants Receive a Much Larger Benefit.

Brian S. King of Brian King’s ERISA Blog discusses the recent 7th Circuit opinion on the difference in disabled for any occupation and disabled for own occupation in Fight in the Seventh Circuit!

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #15

This week in the Employee Benefits world:

Colin Servis of the Innovest Blog republishes as article by Brad Brewer about Fiduciary Responsibilities and Opportunities, originally published in the August 2007 issue of the CPA Journal.

Jerry Kalish of The Retirement Plan Blog provides Tax Deduction for ESOP was Twice as Nice in IRS Private Letter Ruling.

Roy F. Harmon III of the Health Plan Law blog discusses Resolving Competing Claims to Settlement Funds – Subrogation Controversy Involves Insurers in ERISA Litigation.

Sarah Stevens of BNA’s Pension & Benefits Blog posts about the upcoming ERISA litigation conference in BNA Sponsors Conference on Cutting-Edge ERISA Litigation Issues.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog provides Some Interesting Papers on the Issues of State Health Reform Mandates.

Paul M. Secunda of the Workplace Prof Blog discusses how the Third Circuit Expands Scope of ERISA Structural Conflict of Interest Analysis.

LawyersandSettlements.com posts about ERISA litigation in Possible Case: ORBCOMM, Inc.

Michael Hoes of the ERISA Class Action Watch blog posts about New Suit Against AT&T.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #14

This week in the Employee Benefits world:

Mitchell H.Rubinstein of the Adjunct Law Prof Blog briefly summarizes the recent 8th Circuit opinion in Health Plan Entitled to Restitution under Plan’s Subrogation Clause.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog provides The First Circuit’s Road Map for Terminating Benefit Plans.

Roy F. Harmon III of the Health Plan Law blog discusses Tenth Circuit Holds that Participant Cannot Appeal Order Remanding Case to Plan Administrator.

Interlake Capital Management of The Float blog discusses the recent Wall Street Journal article on ETFs in ETFs and 401(k) Plans: Part I.

Reed Kathrein of the Reed Kathrein’s News on Corporate Fraud discusses Is the Tyco Class Action Settlement Good?

W.C. Varones of the W.C. Varones Blog provides the text of the email solicitation he received from Bruce Murphy PC on Countrywide’s 401(k) plan in Countrywide ERISA Suit.

Barry Barnett of the Blawgletter provides a summary of seven upcoming Supreme Court cases, including the ERISA case of LaRue v. DeWolff, Boberg & Assoc. in Supreme Court Bidness Cases for 2007 Term.

Jerry Kalish of The Retirement Plan Blog discusses Dividing Retirement Benefits on Divorce and What ERISA has to say About it.

Matt posts an interesting reality check about 401(k) enrollment meetings at Is Anyone Happy at a Retirement Plan Meeting?

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #13

This week in the Employee Benefits world:

Ben Glass of the InjuryBoard.com provides Tricks of the Disability Insurance Companies.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog discusses 401(k) Plans and Increasing Liability Risks for Fiduciaries.

Susan Mangiero of the Pension Risk Matters blog discusses the < a href="http://www.pensionriskmatters.com/2007/09/articles/disclosure-and-transparency/new-irs-form-mandates-governance-disclosures-for-non-profits-what-about-pensions" target="_blank">New IRS Form Mandates Governance Disclosures for Non-Profits – What About Pensions?

Elizabeth Carlassare of the MoneyGirl blog provides a podcast about How to Roll Over Your 401(k) When You Leave Your Job.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]

Blogging About ERISA – Carnival #12

This week in the Employee Benefits world:

Michael Hoes of the ERISA Class Action Watch blog discusses the Suit Against Principal Alleges Misleading Mutual Fund Sales, involving Principal encouraging participants to rollover their funds into Principal’s “j class” shares.

Roy F. Harmon of the Health Plan Law provides an analysis of a recent opinion from the 11th Circuit in Eleventh Circuit Rejects Application of “De Facto” Administrator Doctrine to Claims Administrator.

Stephen Rosenberg of the Boston ERISA & Insurance Litigation Blog discusses Another View on Whether a Cashed Out 401k Participant Has Standing to Sue for Losses Under ERISA.

Susan Mangiero of the Pension Risk Matters blog discusses Can Pension Clients be Hazardous to Your Financial Health.

Diane L. Skaggs of the Divorce Law Journal blog provides Another QDRO Horror Story: QDRO Sole Route to Waiver of Pension Rights.

Thomas Humes of the Wealth Building World blog provides Retirement Income Planning – Getting Started, saying, “The days of being able to retire on social security alone are long gone, and todays retirees must rely on personal investments and/or earnings as well. Whether you’re 30, 40, 50 or 60, here are a few tips to get you on track for a rich and rewarding retirement.”

Kurt Brouwer of the Fundmastery Blog discusses hedge fund collapses worry plan managers in Hedge Fund Woes Worry Pension Plan Managers.

Submit your blog article to the next edition of Carnival of Employee Benefits using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.

[tags]Pension Protection Act, ppa, pension, retirement, blog carnival, blogging about ERISA, employee benefits, fiduciary, ERISA, 401(k)[/tags]