Regulatory Updates

Stay informed on new regulations as well as changes to existing regulations for the ever evolving employee benefits industry.

Inside this section

Canada Increases Withdrawal Flexibility for Life Income Funds  – 5/9/2008
CRS Issues Report on HR3185, the 401(k) Fee Disclosure Bill  – 5/9/2008
ERISA Advisory Council Releases Reports on Participant Benefit Statements, Finanical Literacy and Plan Expenses  – 5/8/2008
Canada Revenue Agency Provides Guidance on Taxable Parking Benefits  – 5/7/2008
DOL Creates Elaws Advisor on Recordkeeping and Reporting  – 5/7/2008
Canada Revenue Agency Releases FAQs on Registered Disability Savings Plans  – 5/7/2008
GAO Releases Updated Report on HSAs  – 5/1/2008
EBSA Publishes Technical Corrections and Guidance on QDIAs  – 4/30/2008
PBGC Revises Investment Strategy  – 4/28/2008
IRS Solicits 2008-2009 Guidance Priority List Recommendations  – 4/22/2008
OCA Releases Panel Review of CPP Actuarial Report  – 4/22/2008
Final Regulations on HSA Comparable Contributions Released  – 4/17/2008
New ERISA Summary Released  – 4/16/2008
Treasury Releases Report on Social Security Reform and Pre-Funding  – 4/16/2008
Proposed Best Practices for Hedge Funds Released  – 4/16/2008
IRS Issues Proposed Regulations on Funding of Single-Employer Defined Benefit Pension Plans  – 4/14/2008
SSA Publishes Article on Retirement Savings Programs and Financial Education  – 4/11/2008
DOL Releases Video Outlining Retirement Plan Options for Small Businesses  – 4/10/2008
BLS Releases State and Local Government Benefits Survey  – 4/10/2008
Alberta-British Columbia Joint Expert Panel on Pension Standards Releases Submitted Comments  – 4/8/2008
Canadian OFSI Releases Upcoming Priorities  – 4/4/2008
Updated Canadian Pension Adjustment Reversal Guide Released  – 4/3/2008
GAO Finds Most College Students Are Covered by Employer Health Plans  – 4/1/2008
Form T-1 Rules Proposed; Comments Deadline Extended  – 3/28/2008
Social Security and Medicare Trustees Release 2008 Reports  – 3/27/2008
DOL Issues Model Notice for Multiemployer Plans in Critical Status  – 3/27/2008
SSA Releases Report on Social Security Programs in the Americas  – 3/27/2008
FASB Proposes FSP Amending Statement No. 132, Employers' Disclosures about Pensions and Other Postretirement Benefits  – 3/24/2008
PBGC Releases Waiver for Small Employer Reporting of Missed Quarterly Contributions  – 3/24/2008
IRS Issues Proposed Rules for Future Benefit Accruals Notice  – 3/24/2008
PBGC Issues Final Rule on Variable Rate Premium  – 3/24/2008
PBGC Issues Proposed Rule on Multiemployer Withdrawal Liability, Implementing PPA Changes  – 3/19/2008
IRS Issues Proposed Regulation on Determining Endangered or Critical Funding Status of Multiemployer Plans  – 3/18/2008
IRS Announces Issuance of Opinion and Advisory Letters and EGTRRA Determination Letter Program for PreApproved Defined Contribution Plans  – 3/14/2008
IRS Provides Safe Harbor Accounting Method for Payroll Tax Liabilities  – 3/13/2008
CRS Issues Report on Fiduciary Liability and the LaRue Case  – 3/12/2008
CRS Publishes Primer on Traditional and Roth IRAs  – 3/12/2008
Library of Parliament Issues Legislative Summary Report for Bill C-40  – 3/12/2008
IRS Schedules Roundtable on Governmental Plans Tax Qualification Issues  – 3/12/2008
IRS Offers Guidance on Pension Distribution Provisions of PPA  – 3/7/2008
IRS Notice on Disability Mortality Tables  – 3/7/2008
New Report Released on Employing and Retaining Older Workers  – 3/5/2008
EEOC Releases Guides on Workplace Issues Affecting Disabled Veterans  – 3/4/2008
Safe Harbor for Employee Contributions to Small Plans Proposed  – 3/4/2008
Innovative Practices in Canadian Collective Bargaining Agreements  – 3/3/2008
GAO Releases Report on the Current Funded Status of State and Local Government Retiree Benefits  – 2/29/2008
GAO Publishes Two Reports on Medicare Advantage Program  – 2/29/2008
EBSA to Hold Hearing on Service Provider Compensation and Plan Fee Disclosure  – 2/29/2008
2008 Budget for Canada Tabled  – 2/29/2008
AHRQ Releases Report on Mail Order Prescription Drug Purchases  – 2/28/2008
GAO Issues Report on Hedge Funds, Looks at Pension Investment in Hedge Funds  – 2/27/2008
Quebec Releases 2007 Supplemental Pension Plan Annual Information Return  – 2/27/2008
CMS Projects Growth in National Health Expenditures to Remain Steady Through 2017  – 2/26/2008
PBGC Grants One-Day Filing Extension  – 2/22/2008
Report Released on Aging of American Workforce  – 2/22/2008
DOL Releases Online Resource for Retirement Planning  – 2/22/2008
IRS Issues Ruling on Excessive Compensation  – 2/22/2008
Supreme Court Allows Participants to Sue Over 401(k) Losses  – 2/21/2008
PBGC Issues Proposed Rule on Financial and Actuarial Reporting  – 2/19/2008
Wage Increases in Canadian Collective Bargaining Agreements  – 2/19/2008
EBSA Issues Checklist on Wellness Program Compliance  – 2/19/2008
DOL Extends Comment Period for Apprenticeship Program Proposed Rule  – 2/15/2008
BLS Reports on State Labor and State Unemployment Insurance Legislation Enacted in 2007  – 2/14/2008
BLS Reports Increased Number of Older Workers in Labor Force  – 2/14/2008
DOL Issues Proposed Changes to FMLA  – 2/12/2008
AHRQ Reveals Top Outpatient Drugs Ranked by Expense  – 2/8/2008
DOL Issues Bulletin on Delinquent Contributions  – 2/4/2008
IRS Issues Ruling on Pension Backloading Rules  – 2/4/2008
IRS Releases Guidance on New Pension Funding Rules Included in PPA  – 1/31/2008
Bush Signs Defense Law with FMLA Expansions  – 1/30/2008
AHRQ Releases Financial Incentives Guide  – 1/25/2008
Regie des rentes du Quebec Clarifies Equity Principle  – 1/25/2008
Employment Issues During a Flu Quarantine  – 1/18/2008
IRS Provides FAQs on Pre-Approved and Individually Designed Pension Plan Programs  – 1/18/2008
IRS Issues Proposed Rules on Section 529 Qualified Tuition Programs  – 1/18/2008
Comparative Study of Public Employee Retirement Systems Released  – 1/14/2008
CRS Releases Report on the Effect of Same-Sex Marriage on Social Security and Pension Benefits  – 1/11/2008
OSFI Releases 2007-2008 Solvency Information Return for Defined Benefit and Combination Pension Plans  – 1/11/2008
IRS Extends Transitional Relief for DC Pension Plan Diversification Requirements; Releases Proposed Regulations  – 1/10/2008
Treasury Department Releases Third Issue Brief on Social Security Reform  – 1/10/2008
IRS Releases 2008 Publication 15-B on Fringe Benefits  – 1/9/2008
CMS Reports Health Spending Growth Increased 6.7% in 2006  – 1/8/2008
IRS Issues Proposed Regulations on PPA Funding Rules  – 1/3/2008
OLMS Replaces PowerPoint Presentation on Revised Form LM-30  – 1/2/2008
CRS Releases Retirement Savings Tax Credit Fact Sheet  – 1/2/2008
IRS Proposes Rule on Cash Balance and Other Hybrid Retirement Plans  – 12/28/2007
EBSA Proposes Extension of Information Collection Request; Suspension of Benefits  – 12/26/2007
EEOC Issues Final Rule on Retiree Health Benefits Under ADEA  – 12/26/2007
OSFI Releases LIF Maximum Payment Amount Table for 2008  – 12/21/2007
CBO Issues Report about Research on the Comparative Effectiveness of Medical Treatments  – 12/21/2007
OSFI Releases Latest Issue of PBSA Update  – 12/21/2007
EBSA Issues Proposed Regulation on Civil Penalties Under ERISA Section 502(c)(4) for Notice Violations  – 12/20/2007
Statistics Canada Offers Articles on Work Stress and Return to Work After Childbirth  – 12/20/2007
IRS Issues Notice on Information Reporting Requirements for Stock Transfers Under Section 6039  – 12/19/2007
IRS Issues Notice Clarifying a Qualifying Relative Under Section 152(d)  – 12/19/2007
CRA Publishes FAQ on Phased Retirement  – 12/19/2007
AHRQ Report Estimates National Hospital Bill May Reach $1 Trillion by 2008  – 12/19/2007
CRS Publishes Report on Lump Sum Distributions After PPA  – 12/19/2007
Alberta-BC Pension Review Panel Request Comments  – 12/18/2007
PBGC Publishes Final Rule on Certain PPA Premium Provisions  – 12/17/2007
GAO Reports Low DC Plan Savings Challenge Retirement Security  – 12/14/2007
IRS Provides Rule for Deductibility of Health Insurance Costs of 2-Percent S Corporation Shareholders  – 12/13/2007
DOL Proposes Regulation for Service Provider Fee Disclosure  – 12/13/2007
Alberta Releases "Cheat Sheet" on 50% Unlocking Option  – 12/7/2007
EBSA Offers Guidance on the HIPAA Portability Rules and Supplemental Health Coverage  – 12/7/2007
IRS Modifies Guidance on Retired Public Safety Officer Health Insurance Premiums Paid from a Governmental Pension Plan  – 12/6/2007
IRS Division Publishes Newsletter with Information for Governmental Entities  – 12/5/2007
IRS Issues Notice Allowing 409A Corrections  – 12/4/2007
EEOC Releases Fact Sheet on Employment Testing  – 12/4/2007
AHRQ Finds More Insured Workers Are Required to Meet a Deductible  – 12/3/2007
Alberta Introduces Letter of Credit Regulations for Pension Plans  – 11/30/2007
IRS Releases 2007 Cumulative List of Changes in Plan Qualification Requirements  – 11/30/2007
PBGC Releases Pension Insurance Data Book for 2006  – 11/30/2007
PBGC Issues Guidance on PPA Funding-Related Determinations  – 11/30/2007
IRS Offers Model Plan Language for 403(b) Plans  – 11/28/2007
IRS Updates Standard Mileage Rates  – 11/28/2007
IRS Issues Covered Compensation Tables for 2008  – 11/26/2007
DOL Expands Settlement Class Exemption to Allow Non-Cash Settlements  – 11/26/2007
New Publication on Labor Standards for New and Small Businesses  – 11/26/2007
Canadian Pensions and Retirement Savings Data  – 11/26/2007
Agencies Release Form 5500 Revisions  – 11/19/2007
EBSA Amends Regulations Relating to Annual Reporting and Disclosure Requirements  – 11/19/2007
IRS Issues Final Regulation on Payments Made to 403(b) Plans by Reason of a Salary Reduction Agreement  – 11/19/2007
IRS Posts Sample Participant Notice on Automatic Enrollment and Automatic Contribution Arrangements  – 11/15/2007
IRS Releases Temporary Regulations on Employer-Owned Life Insurance Contract Information Reporting  – 11/15/2007
PBGC Releases Financial Results for Fiscal Year 2007  – 11/15/2007
Alberta Superintendent Releases Alert on Illegal Locked-In Account Unlocking Scheme  – 11/14/2007
CBO Releases Report on the Long-Term Outlook for Health Care Spending  – 11/14/2007
CRS Releases Report on Leave Benefits  – 9/12/2007