Tags » ERISA

2015 Reporting and Disclosure Requirements Calendar

The 2015-ERISA-Calendar provides who, what, when and where reporting and disclosure information for single-employer pension and welfare plans under . Plan administrators can access concise instructions for filing reports with the Department of Labor, IRS and , and for disclosing tax and benefit information to U.S. 11 more words


How to Handle an IRS or DOL Notice


So, the IRS or the Dept. of Labor has made contact with you via a notice or a letter. What do you do? First thing, contact us. 338 more words

A 401(k) Lesson from Fannie Mae and Freddie Mac

For this week’s Sunscreen moment, we follow a story that would fall under the category of “Timing is everything!” On September 30, 2014, after the close of the market, a judge dismissed an investor lawsuit regarding the government taking profits from federally controlled mortgage financing companies, Fannie Mae and Freddie Mac. 12 more words


Human Resources Update: DOJ to Allow Claims Based on Gender Identity Discrimination

Provided by CIBC of Illinois, Inc.

On Dec. 18, 2014, the U.S. Department of Justice (DOJ) announced a reversal of its position regarding whether discrimination based on sex incudes discrimination based on an individual’s gender identity and transgender status. 325 more words

Health Care Reform

Christmas Eve Traditions.

The Holidays are a time of tradition and storytelling. One we have come to enjoy here at LRS is NORAD’s Santa Tracker! Every year since 1955… 259 more words

Janice Kay McClendon, A Small Step Forward in the Last Civil Rights Battle: Extending Benefits under Federally Regulated Employee Benefit Plans to Same-sex Couples, 36 N.M. L. Rev. 99-124 (2006)

Since the passage of the federal Defense of Marriage Act in 1996, same-sex couples have been excluded from federal benefits, even if their union is recognized by the state in which they live. 42 more words

Same-sex Marriage

Plans Can't Have Scrivener Errors

Make a plan document
And check it twice
One things for sure
Scrivener Errors Aren’t Nice!

Employee Benefit Plans