Foundation Publication Search Results

These summaries were compiled from Foundation Publications Search, a database of articles, research reports and books published by the International Foundation and the International Society of Certified Employee Benefit Specialists.


Benefit Plans and Cybersecurity Threats: Controls Outweigh Technology.
Dalal, Hormazd P.; Benefits Magazine; v55 no5 pp 28-33 May 2018; journal article

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Abstract : While technology is an important part of guarding employee benefit plans against cyberthreats, limiting access to information and having security protocols in place are key to protecting plan data.
[0200967]

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Class Certified in Case Alleging Retiree Benefits Had Vested.
Benefits Magazine; v55 no5 pp 50, 52 May 2018; journal article

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Abstract : The U.S. District Court for the Southern District of Ohio grants the plaintiff retirees' motion for class certification in their suit alleging that the defendant former employer violated the Employee Retirement Income Security Act of 1974 (ERISA) by unilaterally modifying retiree medical benefits that had already vested.
[0200972]

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Clear Language Needed to Alter Postretirement Benefits.
Hrycyna, Matthew; Plans & Trusts; v36 no3 pp 32-33 May/Jun 2018; journal article

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Abstract : In Nickel v. Weyerhauser Company Limited, the Supreme Court of British Columbia certified a class action against Weyerhauser Company Limited with respect to certain unilateral changes made by Weyerhauser to the postretirement benefit entitlements of its former employees.
[0200990]

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Conducting a Mental Health Culture Audit.
Ginter, Phillip A.; Benefits Magazine; v55 no5 pp 40-45 May 2018; journal article

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Abstract : One in five working adults experiences at least occasional mental health disorders, making mental health a workplace issue. Employers that want to address the issue can start with a mental health culture audit.
[0200969]

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Court Finds Breach of CBA to Also Be ERISA Violation.
Benefits Magazine; v55 no5 pp 57, 59 May 2018; journal article

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Abstract : The U.S. District Court for the Eastern District of Michigan grants the motion for summary judgment by the plaintiff union retirees and denies the motion to strike by their defendant former employer after an arbitrator found that the defendant's decision to discontinue benefits outlined in a collective bargaining agreement (CBA) constituted a breach of contract.
[0200976]

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Health Insurance Company, PBM Not Acting as Fiduciaries in Price Dispute.
Benefits Magazine; v55 no5 pp 54-56 May 2018; journal article

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Abstract : The U.S. District Court for the Southern District of New York grants the motion by the defendant health benefit company and pharmacy benefits manager (PBM) to dismiss claims by the plaintiff subscribers of the defendant health plans after finding that the defendants are not fiduciaries under the Employee Retirement Income Security Act of 1974 (ERISA).
[0200974]

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Lightening the Load of Elder Care.
Doling, Adam; Solimando, Peter C.; Benefits Magazine; v55 no5 pp 16-20 May 2018; journal article

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Abstract : Nearly 25 million U.S. workers are caring for an elderly parent or loved one. Employers, unions and welfare funds can offer benefits to help workers balance the demands of work and caregiving.
[0200965]

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Other Recent Decisions.
Benefits Magazine; v55 no5 pp 66-68 May 2018; journal article

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Abstract : Summarizes cases on stock plans, benefit litigation and severance.
[0200981]

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What's Working: Building Wellness Program Participation and Engagement.
Bergstrom, Kathy; Benefits Magazine; v55 no5 pp 12-14 May 2018; journal article

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Abstract : Discusses Walworth County Wisconsin's employees' responses to health risk assessments (HRAs), and how the county has adjusted wellness programs to increase participation.
[0200964]

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How Are U.S. Multinationals Preparing for Brexit?
Crum, Selima; Dobelbower, Nicholas C.; Benefits Magazine; v55 no3 pp 48-54 Mar 2018; journal article

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Abstract : U.S. multinational companies are assessing the impact of Brexit on their European businesses, regional talent strategy and employee benefit plans.
[0200899]

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How to Assess the Financial Status of Your Health Fund.
Patrick, Stephanie; Benefits Magazine; v55 no3 pp 22-29 Mar 2018; journal article

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Abstract : Determining benefits and setting contribution rates for health and welfare funds can be challenging tasks for trustees. The author explains the role of financial statements, funding projections and summary reports in determining and monitoring the financial status of a fund.
[0200895]

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In the Know: Spring Into Action.
Plans & Trusts; v36 no2 p 35 Mar 2018; journal article

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Abstract : Accountemps offered tips to employees to beat the winter blahs and boost productivity and morale. Initiatives cited in an International Foundation report on wellness trends in the workplace provide additional ideas for employer support.
[0200937]

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The Nuts and Bolts of Merging Health and Welfare Funds.
Johnson, Dennis R.; Benefits Magazine; v55 no3 pp 16-21 Mar 2018; journal article

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Abstract : In this practical guide to merging health and welfare funds, the author describes both the steps trustees should take when evaluating a merger and issues to consider, including structure and the legal standards that apply to the decision to merge.
[0200894]

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Other Recent Decisions.
Benefits Magazine; v55 no3 pp 73-77 Mar 2018; journal article

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Abstract : Summarizes cases on benefit litigation, fiduciary duties, benefit denial and severance.
[0200911]

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Washington Update: IRS Ready to Enforce ACA Shared Responsibility Requirements.
Benefits Magazine; v55 no3 p 72 Mar 2018; journal article

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Abstract : The Internal Revenue Service (IRS) issued a preliminary tax notification form, Letter 226J, which is the initial letter issued to applicable large employers (ALEs) to notify them that they may be liable for an employer shared responsibility payment (ESRP) in connection with the 2015 calendar year.
[0200910]

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Differential-Benefits Claim Concerning Mental Illness Is Dismissed.
Benefits Magazine; v55 no2 pp 52, 55 Feb 2018; journal article

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Abstract : The U.S. District Court for the District of New Hampshire denies in part and grants in part the motion by the defendant insurance company to dismiss claims that attempt to recover long-term disability (LTD) benefits under the Employee Retirement Income Security Act of 1974 (ERISA) and that allege that a mental illness limitation violates the Americans with Disabilities Act (ADA) and New Hampshire antidiscrimination laws.
[0200878]

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Insurer Abused Discretion in Denying Coverage for Bariatric Surgery.
Benefits Magazine; v55 no2 pp 56, 58 Feb 2018; journal article

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Abstract : The U.S. District Court for the Southern District of Texas grants in part and denies in part motions for summary judgment by the plaintiff health care plan participant and the defendant insurance company concerning claims related to coverage for bariatric surgery.
[0200880]

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Other Recent Decisions.
Benefits Magazine; v55 no2 pp 71-74 Feb 2018; journal article

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Abstract : Summarizes cases on benefit litigation, retiree health care, fiduciary duties, benefit denial and reimbursement.
[0200888]

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Retiree-Only Health Plans Must Be Clearly Explained to Participants.
Benefits Magazine; v55 no2 pp 51, 54 Feb 2018; journal article

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Abstract : The U.S. Court of Appeals for the Ninth Circuit reverses a district court grant of summary judgment in favor of the defendant benefit plan fiduciaries after finding that the lifetime benefit limits, which can be acceptable under a retiree-only plan were not adequately explained to the plaintiff plan participant.
[0200877]

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Washington Update: HHS Withdraws HIPAA Certification Requirements.
Benefits Magazine; v55 no2 p 70 Feb 2018; journal article

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Abstract : On October 4, 2017, the Department of Health and Human Services (HHS) withdrew a proposed rule, Administrative Simplification: Certification of Compliance for Health Plans.
[0200887]

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Administrators Imposed Requirements Not Stated in Benefits Plan.
Benefits Magazine; v55 no 1 pp 59, 61 Jan 2018; journal article

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Abstract : The U.S. District Court for the District of Utah grants the motion for summary judgment by the plaintiff welfare benefit plan beneficiary in a lawsuit alleging that the defendant plan administrators arbitrarily and capriciously denied coverage for treatment at a residential mental health facility.
[0200841]

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Air Ambulance Services Arbitrarily and Capriciously Denied.
Benefits Magazine; v55 no1 pp 60-61 Jan 2018; journal article

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Abstract : The U.S. District Court for the Eastern District of Michigan remands for further consideration a lawsuit by the plaintiff employee and employee welfare benefit plan participant alleging that the defendant insurance companies arbitrarily and capriciously denied his benefits claim for an air ambulance.
[0200842]

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Autism Treatment Coverage Suit Proceeds.
Benefits Magazine; v55 no1 pp 52-53 Jan 2018; journal article

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Abstract : The U.S. District Court for the Northern District of Alabama grants in part and denied in part the motion by the defendant health insurance company to dismiss the plaintiff health care plan participant's claims under the Employee Retirement Income Security Act of 1974 (ERISA).
[0200837]

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Benefit Trends: Well-Being Emphasized In Workplace Wellness Trends.
Held, Justin; CEBS Advantage; v36 no1 pp 13-14 1st Qtr 2018; journal article

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Abstract : Canadian employers are continuing to evolve in their rationale for offering wellness initiatives--transitioning away from merely reducing costs toward improving overall worker health and well-being.
[0200863]

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California Law Invalidating Grant of Discretionary Authority to Plan Administrator Upheld; De Novo Review of LTD Claim Required.
Hesse, Katherine A.; Benefits Quarterly; v34 no1 pp 67-69 1st Qtr 2018; journal article

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Abstract : Some states have enacted legislation to void discretionary clauses in benefit plans; courts may thus conduct a de novo review of a denial of a claim.
[0200921]

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