Regulatory Updates


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First Group of Health CO-OP Loan Awardees Announced  – 2/22/2012
SEC Provides Guidance on Executive Compensation Advisory Votes  – 2/21/2012
HHS Answers 22 Frequently Asked Questions Regarding Essential Health Benefits Bulletin  – 2/20/2012
HHS Releases Insurer Medical Loss Ratio Model Notices  – 2/17/2012
IRS Releases Proposed Rules on FATCA Reporting Requirements for Foreign Retirement Plans  – 2/14/2012
Department of Labor Releases Fiscal Year 2013 Budget Request  – 2/14/2012
IRS to Hold February 15 Webinar on Worker Classification  – 2/14/2012
IRS and Treasury Seeking Comments on Governmental Plan Guidance; Comment Period Extended; Town Hall and Consultation Listening Meetings Announced; Public Hearing Date July 9  – 2/14/2012
EBSA Issues Final Fee Disclosure Rule for Retirement Plan Service Providers; Adds Model Failure Notice  – 2/14/2012
HHS Releases Question and Answer Guidance Related to Annual Dollar Limit Waivers  – 2/13/2012
Obama Changes Rule on Contraceptive Coverage and Nonprofit Religious Employers  – 2/13/2012
DOL, EBSA Sponsor Free Webcast to Help Small Business Owners Save for Retirement  – 2/13/2012
IRS Releases Guidance and Forms to Claim Tax Credit for Hiring Veterans  – 2/10/2012
GAO Releases Highlights of Financial Literacy Forum  – 2/9/2012
OSFI Updates Funding FAQs to Add Information on Letters of Credit  – 2/9/2012
Agencies Release ACA Final Rule, Guidance and Templates for Summary of Benefits and Coverage (SBC) and Uniform Glossary of Terms  – 2/9/2012
DOL, HHS and Treasury Issue Technical Release on Automatic Enrollment, Waiting Periods and Employer Shared Responsibility Under ACA; Comments Accepted Until April 9  – 2/9/2012
EEOC to Hold Public Meeting on Discrimination Against Pregnant Workers and Caregivers on February 15  – 2/9/2012
PBGC Announces Delinquent Premium Payment Program and Penalty Relief for Certain Plans Through Summer of 2012  – 2/9/2012
Treasury Department Proposes Guidance Package on Lifetime Income; Seeking Comments and Schedules Public Hearing for June 1  – 2/3/2012
EEOC Extends Recordkeeping Rules of Civil Rights Act and ADA to GINA  – 2/3/2012
IRS Releases Rules on Direct Rollovers from DC Plan to DB Plan of Same Employer  – 2/3/2012
IRS Releases Rules Regarding QJSAs and QPSAs when Deferred Annuity Contract Purchased Under Profit-Sharing Plan  – 2/3/2012
CCIIO Provides Fact Sheets on NMHPA and WHCRA  – 2/2/2012
IRS to Hold Free Phone Forum on 401(k) Questionnaire Interim Report and Audits on March 6  – 2/1/2012
PBGC Intends to Revise 2013 Filing Procedures and Instructions; Comments Due April 2, 2012  – 1/31/2012
DOL Issues Notice of Proposed Rulemaking to Implement Statutory Amendments to FMLA; Comments Due April 16  – 1/31/2012
IRS Releases 2nd Quarter Update for 2011-2012 Priority Guidance Plan  – 1/30/2012
DOL Offers Free Webinar on Completing Revised Form LM-30  – 1/30/2012
CRA Announces 2011 Budget Changes Relating to Financial Institutions’ Reporting and Remittance Requirements as RRSP and RRIF Carriers  – 1/27/2012
OSFI Canada, Chief Actuary Release Study on Financial Sustainability of CPP  – 1/27/2012
OSFI Canada Issues Draft Policy Advisory Regarding Federally Regulated Pension Plans' Investments in Buy-in Annuity Products; Comments Due March 9  – 1/27/2012
House HELP Subcommittee to Hold February 2 Hearing on DB Plans and PBGC  – 1/27/2012
HHS Provides Benchmarks for Essential Health Benefits by Providing List of Products with Three Largest Enrollments in Small Group Market in Each State; Comments Still Due January 31  – 1/26/2012
DOL Releases Semiannual Regulatory Agenda for Fall 2011  – 1/25/2012
International Foundation Compiles Report on 2011 U.S. and Canadian Legislative and Regulatory Developments for Health and Retirement Plans  – 1/24/2012
CRA Updates Article on CPP and EI Earnings  – 1/24/2012
PBGC Updates Multiemployer Financial Assistance Data and Financial Summary  – 1/24/2012
IRS to Hold Free Phone Forum on Funding-Based Benefit Restrictions Under IRC 436 on February 23  – 1/23/2012
HHS Secretary Announces One-Year Delay for Nonprofits with Religious Beliefs in Complying with No-Cost Women's Preventive Services  – 1/23/2012
OSFI Canada Makes 2012 Solvency Information Return Available  – 1/20/2012
DOL Concludes Swap Dealers are not ERISA Fiduciaries Under CFTC's Business Conduct Standard Rules  – 1/20/2012
GASB to Discuss Governmental Pension Accounting and Financial Reporting at January 24 Open Board Meeting  – 1/19/2012
SEC Requesting Comments on Financial Literacy and Investor Disclosure Issues  – 1/19/2012
Advisory Committee on Apprenticeship to Hold Open Meeting on February 2-3 in DC  – 1/19/2012
FCAC-OECD Release Financial Literacy Conference Report  – 1/19/2012
CRA Publishes Circular on Registered DSPs  – 1/16/2012
OSFI Canada Posts Assessment of Pension Plans Regulations  – 1/13/2012
EBSA Posts 2011 Form M-1 for MEWAs  – 1/13/2012
CMS Releases Final Rule on RDS Prescription Drug Cost Reporting  – 1/12/2012
CBO Examines Effect of Raising Social Security and Medicare Eligibility Ages  – 1/12/2012
IRS Provides FAQ on Form 8955-SSA Retirement Plan Notification Requirements  – 1/12/2012
PBGC Posts 2012 My PAA and Premium Payment Instructions  – 1/10/2012
HHS Issues New Rules for Health Care Electronic Funds Transfers; Comments Due March 12  – 1/6/2012
IRS Releases Covered Compensation Tables for 2012  – 1/6/2012
Canadian OSFI Proposes Revision of Instruction Guide on Authorization of Defined Benefit Pension Benefit Reductions; Open for Public Comment Until February 15, 2012  – 1/5/2012
Canadian Government Allows More Flexibility for Employment Insurance Benefits for Adoptive Parents  – 1/5/2012
IRS Issues Additional Guidance on Form W-2 Health Care Coverage Reporting Requirement  – 1/4/2012
DOL Releases Fact Sheet on FMLA and Retaliation  – 1/4/2012
Department of Finance Canada Announces 2012 Automobile Expense Benefit Rates for Business  – 12/29/2011
National Labor Relations Board Postpones to April 30 Requirement to Post Notice of NLRA Rights  – 12/28/2011
Payroll Tax Cut Temporarily Extended into 2012  – 12/27/2011
PBGC Releases Policy Statement on Premium Changes Based On Recharacterization of Contributions  – 12/27/2011
New Members of ERISA Advisory Council Announced  – 12/27/2011
IRS Updates Revenue Procedure on M&P and VS Plan Opinion and Advisory Letters, Extends to April 2 Deadline for DC Plan Applications  – 12/27/2011
FSCO Implements Regulation Changes to the PBGF  – 12/21/2011
Informational 2011 Form 5500 Annual Report Released  – 12/21/2011
FSCO Issues FAQs on Reimbursement of Pension Plan Overpayments and Wind Up  – 12/20/2011
Manitoba Announces Changes to the Employment Standards Code  – 12/20/2011
EEOC Creates Small Business Task Force  – 12/20/2011
IRS Announces Changes to the Employee Plan Determination Letter Program  – 12/19/2011
Keeping Canada's Economy & Jobs Growing Act Receives Royal Assent  – 12/19/2011
IRS Extends Filing Deadline for Some Tax-Exempt Organizations  – 12/19/2011
GAO Releases Report on Possible Impact of Affordable Care Act on Job Lock  – 12/16/2011
Bill 39 Makes Changes to Quebec Pension Plan  – 12/15/2011
Legislative Proposals Released for Canadian Pooled Registed Pension Plans; Open for Public Comments Until February 14, 2012  – 12/14/2011
Nova Scotia Seeks Input on Apprenticeship System; Open for Public Comment Until January 20, 2012  – 12/14/2011
Nova Scotia Proposes Funding Regulations; Open for Comments Until January 31, 2012  – 12/14/2011
IRS Issues 2011 Cumulative List for Retirement Plan Qualification  – 12/14/2011
Canada Pension Plan Changes to Begin in 2012  – 12/13/2011
Early Retiree Reinsurance Program Ceasing Reimbursements at End of Year  – 12/13/2011
IRS Announces Standard Mileage Rates for 2012  – 12/12/2011
HHS Releases Final Rule on CO-OP Program Under ACA  – 12/9/2011
EBSA Revises Interim E-Disclosure Policy Under Participant Fee Disclosure Regulations  – 12/9/2011
GASB Proposes Financial Projections for Assessing Economic Condition of Governments, Including Pensions and Other Postemployment Benefits; Spring Hearings to be Held; Comments Accepted Until March 16, 2012  – 12/8/2011
PBGC Releases Guidance on Reportable Events for 2012 Plan Years  – 12/8/2011
TFSA Dollar Limit for 2012 Remains at $5,000  – 12/8/2011
OSFI Canada Updates LIF Maximum Payment Amounts for 2012  – 12/7/2011
BLS Reports on Employer Costs for Employee Compensation, September 2011  – 12/7/2011
CMS Provides Access to Medicare Data for Performance Measurement  – 12/6/2011
EBSA Proposes MEWA Regulations; Comments Due March 5, 2012  – 12/5/2011
CMS Releases ACA Medical Loss Ratio Requirements Including Group Health Plan Rebate Provisions, Comments Accepted Until January 6; EBSA Issues Rebate Guidance  – 12/2/2011
PBGC Amends Retirement Rate Table for Terminated Single Employer Plans  – 12/2/2011
Minister of Finance Canada Introduces Financial Literacy Leader Act  – 12/1/2011
IRS Provides Sample Amendment for Underfunded Single Employer DB Plans  – 11/30/2011
Canada Revenue Agency Provides Information on CPP Changes  – 11/30/2011
Québec Extends DB Plan Solvency Funding Relief  – 11/30/2011
FSCO Releases Final Risk-Based Regulation Framework for Pension Plans  – 11/29/2011
OSFI Releases InfoPensions Newsletter, November 2011  – 11/29/2011
FSCO FAQs Clarify Aspects of Jointly Sponsored Pension Plans; Additional FAQ Posted  – 11/28/2011
Nova Scotia Introduces New Pension Benefits Act; Comments Requested  – 11/28/2011
PBGC Announces Benefit Maximums for 2012  – 11/23/2011
Statistics Canada Releases Report on Retirement Income Adequacy  – 11/21/2011
HHS Offers Tool for Small Businesses and Consumers to Find and Compare Health Insurance Plans  – 11/18/2011
Canadian Government Introduces the Pooled Registered Pension Plans Act  – 11/17/2011
Agencies Release FAQs on the Summary of Benefits and Coverage Under PPACA, Mental Health Parity  – 11/17/2011
IRS Advisory Council Issues Annual Report  – 11/17/2011
CAPSA Releases Guidelines on the Adoption of Prudent Pension Investment Practices and Funding Policies  – 11/16/2011
PBGC Releases 2011 Annual Report, Showing $26 Billion Deficit  – 11/16/2011
PBGC Releases Annual Management Report  – 11/11/2011
IRS Phone Forum on Self Correction and Closing Agreement Programs Scheduled for November 30  – 11/11/2011
EBSA Web Site Provides Health and Retirement Plan Assistance for Consumers  – 11/11/2011
Financial Services Commission of Ontario Updates Commuted Value Transfer FAQs  – 11/10/2011
IRS Allows Employers Using Accrual Method to Take Current Year Bonus Deduction Although Recipients Unidentified  – 11/10/2011
OCR Implements Pilot HIPAA Audit Program  – 11/9/2011
Department of Finance Canada Economic Update Includes Work-Sharing Program Extension and Maximum EI Premium Rate Reduction  – 11/9/2011
PBGC Posts 2012 Maximum Guarantee Table  – 11/9/2011
IRS Limits Number of Plans Listed on Form 5558 Filing Extension  – 11/8/2011
ON Ministry Announces Second Window for Public Sector Pension Solvency Relief  – 11/8/2011
Canada Revenue Agencey Announces 2012 Pension Limits  – 11/7/2011
IRS Removes Preparer Tax Identification Number Requirement for Enrolled Retirement Plan Agents  – 11/4/2011
PBGC Clarifies Instructions for Reporting Premium Payments on Form 5500  – 11/3/2011
GAO Releases Report on the Implementation of the Early Retiree Reinsurance Program (ERRP)  – 11/1/2011
Statistics Canada Reports Growth in Pension Assets in 2010  – 10/31/2011
PBGC Issues Proposed Rules for Determining Benefits Upon Termination of a Cash Balance Plan; Public Comments Due December 30  – 10/31/2011
EBSA Releases SEC No-Action Letter on 401(k) Plan Fee Disclosure Rules  – 10/28/2011
ETA Develops Research and Strategic Plan for 2010-2015; Comments Due November 14  – 10/28/2011
HHS Announces Medicare Part B Premiums for 2012 Less Than Projected  – 10/28/2011
EBSA Revises PTE Application Procedure  – 10/27/2011
OLMS Revises Form LM-30, Labor Organization Officer and Employee Report  – 10/26/2011
No Flat-Rate PBGC Premium Increase for 2012  – 10/25/2011
SEC Proposes Rules on Registration of Security-Based Swap Dealers and Major Security-Based Swap Participants  – 10/25/2011
GAO Publishes Report on Health Price Transparency  – 10/25/2011
EBSA Issues Final Investment Advice Prohibited Transaction Relief; Rule Separate from Proposed Fiduciary Definition Rule  – 10/24/2011
IRS Seeking Applications for Advisory Committee on Tax Exempt and Government Entities (ACT) Members  – 10/24/2011
COBRA Information Released for State and Local Government Employers  – 10/21/2011
Canadian Government Asking for Comments on Registered Disability Savings Plans  – 10/21/2011
IRS Explains Eligibility for Determination Letter User Fee Exemptions for Retirement Plans  – 10/20/2011
ERISA Advisory Council Public Meeting Scheduled for November 8-9  – 10/20/2011
IRS Releases Cost-of-Living Increases for Benefits in 2012  – 10/20/2011
IRS to Hold Webinar on Reporting Health Care Coverage on Form W-2  – 10/18/2011
Canadian Pension Administration Assessment Regulations Updated  – 10/17/2011
HHS Halts Implementation of CLASS Act  – 10/14/2011
EBSA Issues FAQs on Multiemployer Plan Leasing Arrangements  – 10/14/2011
IRS Postpones Certain Effective Dates for Hybrid Plan Interest Crediting Rules  – 10/13/2011
Statistics Canada Examines Sources of Worker Stress  – 10/13/2011
HHS Updates FAQs for Funding Applicants of CO-OP Health Insurance Plans  – 10/13/2011
FSCO Proposes New Family Law Forms for Pension Valuation and Division  – 10/10/2011
IOM Issues Report for HHS Recommending Criteria and Methods to Develop Essential Health Benefits Package Under PPACA  – 10/7/2011
IRS to Hold Free Phone Forum on ESOP Determination Letters  – 10/7/2011
OSFI Canada Tables 2010-2011 Annual Report  – 10/6/2011
CMS Proposes Updates to Medicare Advantage and Part D Coverage  – 10/5/2011
CMS Releases Guidance on Medicare Secondary Payer Reporting for HRAs  – 10/3/2011
IRS Releases Guidance on Per Diem Allowances for Expenses Incurred While Traveling  – 10/3/2011
Website Launched to Help Canadian Workplaces Deal with Mental Health Issues  – 9/30/2011
DOL Requests Comments on FMLA Information Collection  – 9/28/2011
IRC Section 6050W Does Not Apply to Insurance Companies Administering Certain Self-Insurance Arrangements  – 9/27/2011
EBSA Posts Videos for Workers on Retirement Savings and Health Benefit Rights  – 9/26/2011
GASB Extends Deadline for Commenting on Pension Accounting Proposals to October 14  – 9/23/2011
IASB Provides Mark-up of IAS 19 Employee Benefits  – 9/23/2011
OSFI Canada Updates Instruction Guide for Pension Surplus Refund  – 9/23/2011
FASB Issues Accounting Standards Update to Improve Employer Disclosures for Multiemployer Pension Plans  – 9/22/2011
IRS Modifies Church Plan Determination Letter Procedure  – 9/22/2011
IRS Voluntary Worker Classification Settlement Program Provides Past Payroll Tax Relief to Employers Who Reclassify Their Workers  – 9/22/2011
Statistics Canada Examines Registered Apprenticeship Training Trends, 1991 to 2009  – 9/21/2011
CCIIO Awards Grants for and Releases Report on Health Insurance Rate Reviews  – 9/21/2011
Statistics Canada Studies Workers Laid-off During Recessions  – 9/21/2011
EBSA Provides Form 5500 Version Selection Tool  – 9/20/2011
EBSA Decides to Repropose Definition of Fiduciary Rule  – 9/20/2011
PBGC Provides 2012 Filing Reminders  – 9/20/2011
EBSA Webcast on Savings Tips Scheduled for September 22  – 9/19/2011
PBGC Offers Premium-Related Relief to Pension Plan Sponsors  – 9/14/2011
IRS Clarifies Tax Treatment of Employer-Provided Cell Phones  – 9/14/2011
CMS Requesting Input on States' Option to Offer Standard Health Plans in Lieu of Coverage Through Exchanges; Comments Accepted Through October 29, 2011  – 9/14/2011
IRS Seeks Input on Safe Harbor for Shared Responsibility Requirements of Affordable Care Act; Comments Deadline Is December 13, 2011  – 9/14/2011
OSFI Releases Study on Canada Pension Plan Disability Beneficiaries  – 9/13/2011
HHS Proposes Rules Expanding Patient Access to Personal Health Information  – 9/13/2011
ERISA Advisory Council to Meet Via Teleconference on September 28; Public May Attend in Person in DC; Comments or Statements Due by September 21  – 9/9/2011
EBSA to Hold September 13 Webcast on Fee Disclosure  – 9/8/2011
IRS to Hold Free Phone Forum Offering Technical Guidance on September 21  – 9/6/2011
OSFI Canada Releases Fact Sheet with RRP and RRSP Data  – 9/6/2011
GAO Statement Focuses on Challenge of DB Plan Hedge Fund and Private Equity Investments  – 9/1/2011
Department of Finance Canada Invites Comments on Tax Rules for Employee Profit Sharing Plans; Comments Due October 25  – 8/31/2011
OSFI Canada Provides Stress Testing Guidelines for DB Pension Plans  – 8/31/2011
EBSA FAQ Clarifies End of COBRA ARRA Subsidy  – 8/31/2011
GAO Examines Early Implementation of Medical Loss Ratio Requirements  – 8/30/2011
GAO Releases Report on Pre-Existing Condition Insurance Plans  – 8/29/2011
Canada Registered Plans Directorate Announces Plans to Amend Actuarial Bulletin 1  – 8/29/2011
OSFI Canada Releases Policy Advisory on Consent Benefits  – 8/29/2011
BLS Releases Data Report on Health and Retirement Benefits  – 8/26/2011
IRS Releases Revised ESOP Worksheet  – 8/24/2011
PBGC Announces Plan to Streamline Pension Regulations  – 8/24/2011
Canada Revenue Agency Releases Bulletins on RDSP and RESP Issues  – 5/26/2011
CMS Final Rule Revises Medicare Advantage and Medicare Prescription Drug Program for 2012  – 4/15/2011
Treasury Tax Policy Office Seeking Recommendations for 2011-2012 Guidance Priority List  – 4/15/2011
IRS Releases Final and Proposed Rules on Hybrid Defined Benefit Plans; Requests Comments; Releases Corrections  – 12/28/2010
Free FASB Webcast  – 9/24/2010
IRS Announces 411(d)(6) Relief for Hybrid Plans that Must Amend Interest Crediting Rate  – 11/11/2009