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.


Benefit Trends: The Multiemployer Health Plan Landscape.
Held, Justin M.; Benefits Magazine; v55 n11 pp 10, 12 Nov 2018; journal article

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Abstract : The Multiemployer Health Plan Landscape: A Ten Year Look (2006-2015), the second annual report in a series, shows that the ratio of active to retiree participants decreased during the ten-year period, making it increasingly difficult for trustees to manage financial shortfalls for retirees.
[0201162]

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Other Recent Decisions.
Goodman, Lindsay M.; Benefits Magazine; v55 n10 pp 75-77 Oct 2018; journal article

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Abstract : Summarizes cases on preemption, disability benefits, retiree health care and health care.
[0201159]

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Sixth Circuit Reverses Finding of Vested Lifetime Benefits.
Goodman, Lindsay M.; Benefits Magazine; v55 n10 pp 63-34 Oct 2018; journal article

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Abstract : The Sixth Circuit reverses a district court judgment, finding that the applicable collective bargaining agreements are unambiguous and did not intend to vest retiree health care benefits for life.
[0201150]

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Making Postretirement Plans and Senior Care More Effective.
Whelan, Ellen; Plans & Trusts; v36 no4 pp 18-22 Jul/Aug 2018; journal article

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Abstract : Health care resources are being stretched by slow economic growth, escalating health care costs and an aging workforce, among other factors. Now is the time for employers and plan sponsors to explore how retiree health care coverage can be made more effective through improved communications and tax-advantaged vehicles.
[0201058]

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No Lifetime Health Benefits if CBA Unambiguously Limits Duration.
Benefits Quarterly; v34 no3 pp 51-52 3rd Qtr 2018; journal article

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Abstract : Retirees are not entitled to lifetime health benefits since the limited duration of these benefits was defined unambiguously by the governing collective bargaining agreement (CBA).
[0201073]

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Plaintiffs Unlikely to Succeed in Case Involving Retiree Health Care Benefits.
Benefits Magazine; v55 no7 pp 56, 59 Jul 2018; journal article

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Abstract : The U.S. Court of Appeals for the Sixth Circuit reverses a district court decision to grant the plaintiff retirees' motion for a preliminary injunction enjoining their defendant employer from terminating retiree health care benefits.
[0201042]

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Supreme Court Rules Retirees Are Not Entitled to Lifetime Health Care Benefits.
Benefits Quarterly; v34 no3 p51 3rd Qtr 2018; journal article

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Abstract : An expired collective bargaining agreement (CBA) does not create a vested right to lifetime health care benefits absent contractual language specifying such right. The so-called Yard-Man inferences cannot be used to find a CBA ambiguous such that extrinsic evidence would be allowed.
[0201072]

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Other Recent Decisions.
Benefits Magazine; v55 no6 pp 73-76 Jun 2018; journal article

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Abstract : Summarizes cases on retiree health care, heath care, reimbursement, benefit denial and stock plans.
[0201014]

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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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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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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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SPDs Must Inform Plan Participants of Available Plan Benefits.
Benefits Quarterly; v34 no2 pp 63-64 2nd Qtr 2018; journal article

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Abstract : Summaries and amendments to summary plan descriptions (SPDs) violate the statutory and regulatory disclosure requirements of the Employee Retirement Income Security Act (ERISA) if they do not apprise the average plan participants of available plan benefits.
[0201026]

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Terminated Retirees' Age Discrimination Claim Rejected.
Benefits Quarterly; v34 no2 pp 64-65 2nd Qtr 2018; journal article

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Abstract : Terminated retirees failed to establish a discrimination claim since their participation in a supplemental health insurance plan - not their ages - was the determinative factor in the termination decision.
[0201027]

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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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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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Other Recent Decisions.
Benefits Magazine; v55 no1 pp 63-66 Jan 2018; journal article

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Abstract : Summarizes cases on retaliation, retiree health care, fiduciary duties and statute of limitations.
[0200844]

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The Multiemployer Health Plan Landscape: A Ten-Year Look (2006-2015).
Patrick, Stephanie; Kingsley, Nicholas; Franklin, Cary; Held, Justin; 82 pp 2018; survey

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Abstract : For a second year, Horizon Actuarial Services, LLC and the International Foundation have partnered on this annual benchmarking report on multiemployer health plans. The report takes a look at a ten-year period (2006-2015) to summarize and analyze key trends in demographics, benefit costs, income, cash flows and asset values. It further breaks down data for multiemployer health plans by industry and geographic region. By analyzing decade-long trends, the report aims to show how these plans have evolved and where they may be headed.
[0201186]

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Challenges to Changes in Post-65 Retiree Health Benefits Dismissed.
Benefits Magazine; v54 n12 pp 60-61 Dec 2017; journal article

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Abstract : The U.S. District Court for the Northern District of Ohio grants the motion by the defendant energy company to dismiss a complaint by the plaintiff unions concerning changes made to health benefit plans for post-65 retirees.
[0200804]

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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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