Retiree Health Care

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.


Other Recent Decisions.
Benefits Magazine; v54 no10 pp 69-72 Oct 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Summarizes cases on subrogation, fiduciary duties, retirement benefits, retiree health care and benefit denial.
[0200745]

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Retirees Not Entitled to Unlimited Lifetime Benefits.
Benefits Magazine; v54 no10 pp 57, 60 Oct 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. Court of Appeals for the Third Circuit affirms the district court grant of summary judgment favoring the defendant international manufacturing company in a lawsuit by plaintiff retirees claiming unlimited lifetime health insurance benefits.
[0200735]

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Is Your Workforce Worried About Money? A Financial Wellness Program May Be the Cure.
Luongo, Chris; Benefits Magazine; v54 no9 pp 36-40 Sep 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Whether it's how to pay off student loan debt or save enough for retirement, many employees are worried about money issues. A workplace financial wellness program can help alleviate financial stress among employees, potentially improving productivity and talent recruitment and retention along the way.
[0200692]

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Other Recent Decisions.
Benefits Magazine; v54 no9 pp 66-68 Sep 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Summarizes cases on contributions, benefit denial, retaliation, severance and retiree health care.
[0200706]

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Clear Language Supports Cuts to Retiree Health Benefits.
Benefits Magazine; v54 no8 pp 48, 50 Aug 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. Court of Appeals for the Fourth Circuit affirms a district court grant of summary judgment to the defendant aluminum manufacturing company after concluding that collective bargaining agreements did not provide vested health benefits to the plaintiff retirees.
[0200657]

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Additional Evidence Necessary to Resolve Vested Status.
Benefits Magazine; v54 no7 p 61 Jul 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. District Court for the Eastern District of Tennessee denies the motion by the defendant paper company to dismiss the plaintiffs' claim for vested retiree medical benefits, due to ambiguities in the relevant agreements.
[0200628]

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Certain Employees Entitled to Vested Retiree Benefits.
Benefits Magazine; v54 no6 p 54, 62 Jun 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. District Court for the District of Connecticut holds that a group of plaintiff retirees and surviving spouses who retired before the expiration date of certain collective bargaining agreements with the defendant employer were entitled to vested medical benefits for their lifetimes.
[0200603]

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Collective Bargaining Agreement Did Not Vest Retiree Health Care Benefits.
Benefits Magazine; v54 no4 p 56 Apr 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. District Court for the Northern District of Ohio holds that the durational clause in a collective bargaining agreement released the defendant employer from the obligation of continuing to provide retiree health care coverage to the plaintiff retirees.
[0200536]

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Expired Collective Bargaining Agreements Do Not Require Lifetime Medical Benefits.
Benefits Magazine; v54 no4 p 54 Apr 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. District Court of the Eastern District of Michigan grants summary judgement in favor of the defendant automotive parts manufacturer and welfare benefits plan with regard to the vesting of lifetime health care benefits for the plaintiff retirees.
[0200534]

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Board Refuses Government Motion to Bifurcate Case on Postretirement Benefits.
Godkewitsch, Clio; Plans & Trusts; v35 no2 pp 29, 31 Mar-Apr 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The Grievance Settlement Board is a body that provides dispute resolution services to the Crown and unions representing employees in the Ontario Public Service. In the context of a grievance challenging the Crown's unilateral changes to postretirement benefits (PRBs), the board refused the Crown's motion to first hear a "no prima facie case motion."
[0200513]

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Other Recent Decisions.
Benefits Magazine; v54 no2 pp 58-60 Feb 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Summarizes legal cases on retirement benefits, stock plans, benefit litigation and fiduciary duties.
[0200467]

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Court Refuses to Compel Arbitration Between Employer and Retirees.
Benefits Magazine; v54 no1 p 58 Jan 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. Court for the Southern District of Ohio denies the plaintiff retirees' request to compel arbitration with their defendant former employer over a dispute for retiree medical benefits.
[0200417]

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Retirees Lose Benefits Because of Underenrollment in Plan.
Hopkins, Morgan Teeple; Plans & Trusts; v35 no1 pp 32-33 Jan-Feb 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : After carefully considering conflicting contractual provisions, an Ontario arbitrator held that Sensient Flavors Canada Inc. did not violate its collective agreement by terminating the health and welfare benefits of eight retired employees.
[0200442]

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Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans.
Beebe, Lawrence R.; 529 pp 8th ed.; book

Availability : International Foundation of Employee Benefit Plans
Abstract : A reference tool for trustees, administrators and others who serve multiemployer benefit plans, this book includes a collection of practical articles covering fiduciary responsibility, plan design and financing, plan administration, liability insurance, actuarial considerations, accounting, investment management and much more. Additional topics include: educational policies and reimbursement of plan expenses; using committees effectively; running an apprenticeship program like a business; and using social media as a communications tool.
[0200718]

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The Decline of Group Retiree Health Plans--What's Next?
Storms, Rick; NewsScope; v34 no3 pp 15-16 Dec 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Reviews the retiree health environment and the basics of Medicare and Part D as a backdrop for considering employer approaches to manage retiree health options.
[0200429]

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The Decline of Group Retiree Health Plans--What's Next?
Storms, Rick; NewsBriefs; v34 pp 21-23 4th Qtr 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Reviews the retiree health environment and the basics of Medicare and Part D as a backdrop for considering employer approaches to manage retiree health options.
[0200399]

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Health Savings Accounts: An Emerging Cornerstone of the Health-Wealth Bridge?
Steinberg, Allen T.; Benefits Quarterly; v32 no4 pp 24-28 4th Qtr 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Several trends may help make health savings accounts (HSAs) a ubiquitous part of Americans' financial planning. When one looks at the totality of factors, it is easy to see how HSAs can become a vital connection between active and retiree health care needs and between retirement income and retiree medical needs. However, it is also easy to see the clouds over the horizon that could stall HSA growth in coming years. This article discusses both.
[0200385]

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The HSA in Your Future: Defined Contribution Retiree Medical Coverage.
Towarnicky, Jack M.; Benefits Quarterly; v32 no4 pp 29-37 4th Qtr 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : This article shares one plan sponsor's journey to help employees accumulate assets to fund medical costs--while employed and after retirement. It documents a 30-plus-year retiree health insurance transition from a defined benefit to a defined contribution structure and culminating in a full-replacement defined contribution structure using HSA-qualifying high-deductible health plans (HDHPs) and then redeploying/repurposing the HSA to incorporate a savings incentive for retiree medical costs.
[0200386]

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Workplace Financial Wellness Programs Help Employees Manage Health Care Changes.
Meyer, Cynthia; Smith, Michael C.; Benefits Quarterly; v32 no4 pp 20-23 4th Qtr 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Employers and employees are navigating major changes in health insurance benefits, including the move to high-deductible health plans in conjunction with health savings accounts (HSAs). The HSA offers unique benefits that could prove instrumental in helping workers both navigate current health care expenses and build a nest egg for much larger health care costs in retirement. Yet employees often don't understand the HSA and how to best use it. How can employers help employees make wise benefit choices that work for their personal financial circumstances?
[0200384]

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Retiree Health Care Benefits Not Vested.
Benefits Magazine; v53 no8 p 61 Aug 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. District Court for the Middle District of Pennsylvania holds that the plaintiff retirees were not entitled to lifetime health care benefits from the defendant employer under the terms of the union welfare plans.
[0200266]

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Lifetime Retiree Health Care Benefits Not Vested Under CBAs.
Benefits Magazine; v53 no7 p 56 Jul 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. Court of Appeals for the Sixth Circuit overturns the district court's holding and finds that the plaintiff retirees were not entitled to lifetime health care benefits from their defendant former employer.
[0200213]

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Bankrupt Coal Company May Reject CBAs and Eliminate Retiree Benefits.
Benefits Magazine; v53 no5 p 56 May 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. Bankruptcy Court for the Northern District of Alabama holds the debtors' dire financial circumstances allow them to reject their collective bargaining agreements (CBAs) with unions and terminate retiree benefit obligations.
[0200153]

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Other Recent Decisions.
Benefits Magazine; v53 no5 pp 64-66 May 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Summarizes cases on benefit litigation, class actions and retiree health care.
[0200160]

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Court Reverses Position on Lifetime Retiree Health Care Benefits.
Benefits Magazine; v53 no3 p 54 Mar 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. District Court for the Eastern District of Michigan vacates its previous decision and finds that the plaintiff retirees are entitiled to lifetime health care benfits from the defendant employer.
[0200089]

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Other Recent Decisions.
Benefits Magazine; v53 no3 pp 60-61 Mar 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Summarizes cases on retiree health care, disability benefits, preemption and multiemployer plans.
[0200093]

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