Benefits & Compensation Legal & Legislative Reporter

Benefits & Compensation Legal & Legislative Reporter, a Foundation member service, is a monthly review of legislative developments, court cases, arbitration awards and administrative decisions affecting the employee benefits field. It also reports on benefits-related activities of Congress and government agencies. Starting in April 2010, it is included as a special section of the Benefits & Compensation Digest, which is available by subscription.

March 2010

Digital Edition
  • Court Dismisses VEBA’s Claim for Tax Refund
  • Plaintiff’s Subsequent Employment Was Not Prohibited Activity Under the Plan
  • Court Affirms Calculation of Disability Retirement Benefits
  • Court Reverses Dismissal After Finding Standing to Bring Reasonable Claims
  • Mortality Discounts Properly Applied in Calculating Lump-Sum Distribution
  • Plaintiff Denied Lump-Sum Distribution From Underfunded Plan
  • Court Finds Concurrent State and Federal Jurisdiction Over QDROs
  • Court Dismisses Plaintiffs’ Allegation of Excessive Fund Fees
  • Washington Update: DOL Issues Safe Harbor Rule Regarding the Time to Transmit Employee Contributions to Small Plans
  • Court Addresses Plaintiffs’ USERRA Claims
  • Other Recent Decisions

Printable Issue [PDF]

February 2010

Digital Edition
  • Participant’s Claims Fail Because Plan Overfunded
  • QDRO Cannot Be Revoked Despite Sham Divorce
  • Injuries From Drunken Driving Accident Covered Under AD&D Plan
  • Court Excuses Administrative Exhaustion Requirement
  • Plaintiff Entitled to Benefits for Service While Covered by Affiliate’s Foreign Plan
  • Plaintiff Waived His Claims in Release Agreement
  • Employer Obligated to Make Delinquent Contributions Assessed by Arbitrator
  • Defendant Employers Not Liable for Contributions
  • Washington Update: DOL Releases Updated Regulatory Agenda;Withdraws Pending Investment Advice Regulation
  • Legislative Scorecard
  • Other Recent Decisions

Printable Issue [PDF]

January 2010

Digital Edition
  • Cash Balance Plan Satisfies ERISA Minimum Benefit Accrual Rulesand Notice Requirements
  • Multiple Defendants Liable for Unpaid Pension Contributions
  • Early Retirement Benefit Reasonably Terminated for Disqualifying Employment
  • Court Addresses Source of Employer’s Obligation to Pension Plan
  • Plaintiff Entitled to Exercise Stock Options Under Terms of Employment Contract
  • Court Denies Pension Credit
  • Plaintiffs Not Entitled to Lifetime Retiree Health Benefits
  • Prenuptial Agreement Did Not Waive Right to Plan Benefits
  • Plans May Have Valid State Law or ERISA Claims
  • Washington Update: DOL Provides More Guidance on Expanded Plan Service Provider Information Reporting
  • Legislative Scorecard
  • Other Recent Decisions

Printable Issue [PDF]


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