Archive

2016 Meeting Papers

The following is a listing of materials presented at the 2016 Employee Benefits Committee Midwinter Meeting. The links open a separate window to a PDF document.

Papers

Ethics Update
J.S. "Chris" Christie, Jr., Joseph Creitz, Benjamin Eisner and Stephen P. Lucke

Supreme Court Update

Mary Ellen Signorelle, et al.

Fiduciary Update
Theresa S. Gee, et al.

Interactions of 502(A)(3) and 502(A)(1)(B) Claims after Rochow & Silva

Interactions of 502(A)(3) and 502(A)(1)(B) Claims after Rochow & Silva Powerpoint
Tess J. Ferrera, Elizabeth Hopkins, Ivelisse Berio LeBeau and Michelle L. Roberts

Multiemployer Plan Reform Act: Implementation
Barry Slevin, Peter Rosene, and Connie Markakis

Finding Goldilocks: The Retiree Representative under MPRA
Benefits Magazine V52, No. 6, June 2015

Multiemployer Pension Reform Act of 2014: Partitions

The ADA, GINA, and Employer Wellness Programs
Chris Kuczynski, et al.

Financial Incentives, Workplace Wellness Program Participation, and Utilization of Health Care Services and Spending
Paul Fronstin and M. Christopher Roebuck

Workplace Wellness Programs Study: Final Report
Soeren Mattke, Hangsheng Liu, John P. Caloyeras, Christina Y. Huang, Kristin R. Van Busum, Dmitry Khodyakov and Victoria Shier

FAQs about Affordable Care Act Implementation (Part XXV)

ACA's Expansive Nondiscrimination Provision and Health Benefits for Transgender Employees
Lisa M. Gomez, Jacob Richards, Teresa Renaker and Sam Schwartz-Fenwick

Multiemployer Potpourri
Dinah Leventhal, Gregory Ossi, Joseph Paller and Bruce Perlin

Will Class Actions Live after this Supreme Court Term?
Joseph Barton, Russell L. Hirschorn, Gretchen Obrist and Teague P. Paterson

External Review Pros and Cons: Perspectives of the Plan and Claimant

Tybe A. Brett, Adam Garner, Clarissa A. Kang and Mala Rafik

Excise Tax on High Cost Health Plans

Kathryn Bakich, Jeffrey Stein and Michael Williams

Anatomy of a Contract
Sharon M. Goodman, Tiffany Santos, Erin Sweeney and Catha Worthman

Alternative Investments--Anatomy of a Contract

Sharon M. Goodman

Operating Your Plan to Avoid the Obvious Problems

Joyce A. Mader

DOL Fact Sheets:

Economically Targeted Investments (ETIs) and Investment Strategies that Consider Environmental, Social and Governance (ESG) Factors

State Savings Programs for Non-Government Employees

Building a 21st Century Retirement System

“Mock Mediation” Panel Case Summary

Workshop on Retirement Plan Mergers
Jon M. Chatalian, Joyce A. Mader, Robert Schwartz and Patrick W. Spangler

Retirement Plan Mergers Transitions Provisions

ERISA Section 4231 Checklist: Merger and Transfer Notice Requirments/Compliance Determination

POLICYNOTE: More Middle Class Workers Will Be Poor Retirees
Teresa Ghilarducci, Bernard L. and Irene Schwartz

Are U.S. Workers Ready for Retirement? Trends in Plan Sponsorship, Participation, and Preparedness
Joelle Saad-Lessler, Teresa Ghilarducci, and Kate Bahn

Selection and Monitoring of Service Providers after Tibble
Andrew Irving

Tackett: M&G Polymers USA, LLC v. Tackett, 135 S. Ct. 926 (2015)

Chapters

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