Bulletins

March 2010

March 2010 Bulletin, "MHPAEA Regulations Released"
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December 2009

December 2009 Bulletin, "COBRA Premium Subsidy Extended"
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2009 Reporting & Disclosure Calendar for Benefit Plans
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October 2009

October 2009 Bulletin, “IRS Regulations on Pension Funding and Benefit Restrictions”
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October 2009 Bulletin, “For 2010, IRS Dollar Limits and Social Security Wage Base Unchanged; Only PBGC Single Employer Premium to Increase, No Change in PBGC Guarantee Limit Anticipated”
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October 2009 Bulletin, "GINA Regulations Require Redesign of Health Plan Wellness and Disease Management Incentives"
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September 2009

September 2009 Bulletin, “Final Regulations on HITECH Security Breach Notification for HIPAA Protected Health Information”
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July 2009

July 2009 Bulletin, “New Ontario Commuted Value Transfer Policy”
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July 2009 Bulletin, “Claiming Damages and Evaluating New Prescription Drug Pricing Methodologies in the Wake of Two Final Settlements of a Class Action AWP Lawsuit: Action Needed by July 9, 2009”
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June 2009

June 2009 Fidelity Bond Update, "Complying with ERISA’s Fidelity Bonding Requirements"
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May 2009

May 2009 Bulletin, "2009 H1N1 Flu: Tips for Employers"
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March 2009

March 2009 Bulletin, "Out-of-Network Fee Schedules Will Soon Need to Change"
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March 2009 Bulletin, "New York State Raises 2009 Assessments Under the Health Care Reform Act"
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March 2009 Bulletin, "Stimulus Law Includes Major Changes to HIPAA Privacy and Security Rules"
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February 2009

February 2009 Bulletin, "The Stimulus Law’s Temporary Subsidy for COBRA Premiums"
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February 2009 Bulletin, "CHIP Reauthorization Requires Fast Action by Group Health Plans"
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February 2009 Bulletin, "2009 Assessments Under the New York Health Care Reform Act"
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January 2009

January 2009 Bulletin, "Employer Duties under Medicare Mandatory Insurer Reporting"
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January 2009 Bulletin, "Connecticut Licenses Same-Gender Marriages"
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January 2009 Bulletin, "DOL Issues Welcome Guidance on ERISA Fidelity Bonding Requirements"
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December 2008

December 2008 Bulletin, "Canadian Actuarial Standards Board’s New Commuted Value Standard Will Affect Transfer Values and Solvency Liabilities"
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2009 Reporting & Disclosure Calendar for Benefit Plans
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November 2008

November 2008 Bulletin, "Final Massachusetts Minimum Creditable Coverage Regulations"
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November 2008 Bulletin, "IRS Guidance on Health FSA Distributions to Reservists"
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November 2008 Bulletin, "New Law Requires Parity in Coverage for Mental Health"
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October 2008

October 2008 Bulletin, "Health Coverage Extended for College Students Taking Medical Leaves of Absence"
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October 2008 Bulletin, "Indexed Numbers for 2009: IRS Dollar Limits, Social Security Factors and the PBGC Guarantee Limit and Premiums"
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October 2008 Bulletin, "New York State Extends Health Care Reform Act and Introduces an Additional, Temporary Assessment"
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September 2008

September 2008 Bulletin, "Heroes Earning Assistance and Relief Tax Act of 2008"
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June 2008

June 2008 Bulletin, "New Genetic Information Nondiscrimination Act Regulates Group Health Plans"
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June 2008 Bulletin, "Health Plan Implications of the California Court Ruling Allowing Same-Gender Marriage"
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April 2008

April 2008 Bulletin, "Key Changes to the Federal Family & Medical Leave Act"
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January 2008

January 2008 Bulletin, "Final DOL Rules Define Qualified Default Investment Alternatives"
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January 2008 Bulletin, "New Guidance Affecting Health Plans Offering Wellness Programs"
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November 2007

November 2007 Bulletin, "IRS Issues Long-Awaited Guidance Needed to Calculate Pension Lump Sums"
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November 2007 Bulletin, "2008 Assessments Under the New York Health Care Reform Act"
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October 2007

October 2007 Bulletin, "Indexed Numbers for 2007: IRS Dollar Limits, Social Security Factors and the PBGC Guarantee Limit and Premiums"
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October 2007 Bulletin, "Effect on Prescription Drug Pricing of Expected Settlement of a Class Action Lawsuit on AWP"
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October 2007 Bulletin, "Long-Awaited Final Regulations for Section 403(b) Plans"
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September 2007

September 2007 Bulletin, "IRS Issues Final Rules Clarifying Dependent Care Expense Reimbursement"
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July 2007

July 2007 Bulletin, "New York Health Care Reform Act Extended through March 21, 2008 and 2007 Assessments Revised"
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June 2007

June 2007 Bulletin, "CMS Announces Final RDS Reconciliation Process"
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June 2007 Bulletin, "Federal Appeals Court Upholds EEOC's Proposed 'Erie County' Exemption to the ADEA"
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May 2007

May 2007 Bulletin, "Massachusetts' Cafeteria Plan Mandate"
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March 2007

March 2007 Bulletin, "CMS Issues HIPAA Security Rule Guidance on Laptops and Remote Access to ePHI"
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March 2007 Bulletin, "Defined Contribution Plans Receive Guidance on Participants' Rights to Diversify Investments in Employer Securities"
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February 2007

February 2007 Bulletin, "Retirement Benefits Statements: Welcome Guidance and Relief"
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February 2007 Bulletin, "Employers Must Respond Immediately to Retirement Distribution Guidance ‘Grab Bag'"
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January 2007

January 2007 Bulletin, "New York Health Care Reform Act Rates Published for 2007"
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January 2007 Bulletin, "IRS Confirms Transit Expenses Can Be Paid Using Debit, Credit or Smart Cards"
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January 2007 Bulletin, "Final HIPAA Nondiscrimination Regulations Issued"
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January 2007 Bulletin, "HSA Expansions in the Tax Relief and Health Care Fund"
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January 2007 Bulletin, "New Jersey Becomes Third State to Recognize Civil Unions"
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January 2007 Bulletin, "IRS Rules for Electronic Plan Notices and Elections"
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December 2006

December 2006 Bulletin, "Moody's Finalizes Position on Taking Multiemployer Pension Plan Under-Funding into Account When Rating Employers that Contribute to Multiemployer Plans"
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December 2006 Bulletin, "Deadline for Health Plans to Use New HIPAA National Provider Identifier Approaching"
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November 2006

November 2006 Bulletin, "Proposed DOL Regulation on Default Investments"
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November 2006 Bulletin, "New TRICARE Rule Affects Coordination of Group Health Plans and Military Coverage"
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October 2006

October 2006 Bulletin, "FASB Issues Statement No. 158, Making Changes to Accounting for Pension and Other Postretirement Benefit Plans"
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October 2006 Bulletin, "Indexed Numbers for 2007: IRS Dollar Limits, Social Security Factors and the PBGC Guarantee Limit and Premiums"
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August 2006

August 2006 Bulletin, "Massachusetts Health Care Reform Affects Employers"
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August 2006 Bulletin, "Progress on Pension Reform: House of Representatives Acts"
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August 2006 Bulletin, "Pension Protection Act of 2006"
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August 2006 Bulletin, "Final IRS Rules on Comparable Contributions to HSAs"
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August 2006 Bulletin, "Debit Card Use Expanded to Medical, Dependent Care Claims"
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June 2006

June 2006 Bulletin, "IRS Proposes Rules Clarifying Dependent Care Expense Reimbursement"
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May 2006

May 2006 Bulletin, "FASB Issues Exposure Draft on Changes to Accounting for Pension and Other Postretirement Benefit Plans"
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May 2006 Bulletin, "CMS Revises Creditable Coverage Guidance and Issues New Model Notices"
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January 2006

January 2006 Bulletin, "Guidance on Disclosing Medicare Part D Creditable Coverage Status to CMS"
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January 2006 Bulletin, "WFTRA Technical Corrections Law Resolves Part of the Problem with 'Dependent' Definition for DCAPs and HSAs"
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January 2006 New York Bulletin, "New York Health Care Reform Act: Rates Higher in 2006"
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December 2005

December 2005 Bulletin, "New Guidance for Employers that Offer HSAs and Insured Plans with State-Mandated Benefits and/or Health FSAs"
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November 2005

November 2005 Bulletin, "Compliance Deadline Looming: IRS Relative Values Disclosure Requirements for Qualified Pension Plans"
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October 2005

October 2005 Bulletin, "New Numbers for 2006: IRS Dollar Limits, Social Security Factors and the PBGC Guarantee Limit"
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October 2005 Bulletin, "IRS Proposes New HSA Rules on Comparable Contributions"
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August 2005

August 2005 Bulletin, "Retiree Drug Subsidy Application Process Begins"
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August 2005 Bulletin, "IRS Guidance on Complying with the U.S. Supreme Court's Decision in Heinz: Restoring Pension Benefits that Should Not Have Been Suspended"
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July 2005

July 2005 Bulletin, "New Retirement Savings Accounts Proposed: ERSAs, RSAs and LSAs"
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July 2005 Bulletin, "Treatment of Account-Based Health Arrangements under the MMA: CMS Guidance"
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June 2005

June 2005 Bulletin, "CMS Issues Guidance on Notices of Creditable Coverage"
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June 2005 Bulletin, "Medicare Part D Guidance Addresses Employer-Paid Rx Coverage for Retirees"
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May 2005

May 2005 Bulletin, "New Laws Change Health Plan Continuation of Coverage Requirements for Veterans"
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February 2005

February 2005 Bulletin, "Automatic Rollovers of Mandatory Distributions from Retirement Plans: Guidance"
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February 2005 Bulletin, "Final Regulations Implement the New Medicare Rx Benefit"
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January 2005

January 2005 Bulletin, "Agencies Issue Final HIPAA Portability Regulation"
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December 2004

December 2004 Bulletin, "Benefit Implications of the New IRC Definition of 'Dependent'"
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November 2004

November 2004 Bulletin, "New California Law Mandates Equal Insurance Coverage for Domestic Partners"
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November 2004 In Depth, "Protecting the 'CIA' of Electronic Health Data: Employers' Role in HIPAA Security Compliance"
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October 2004

October 2004 Bulletin, "New Numbers for 2005: IRS Dollar Limits, Social Security Factors and the PBGC Guarantee Limit"
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September 2004

September 2004 Bulletin, "Complying with the Final FLSA Regulations: Recommended Steps for Higher Education"
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September 2004 Bulletin, "Proposed Regulations for the New Medicare Rx Benefit"
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August 2004

August 2004 Bulletin, "Comprehensive HSA Guidance"
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August 2004 Bulletin, "Contractors with New York City Must Soon Provide Domestic Partner Benefits"
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July 2004

July 2004 Bulletin, "FASB's Final Guidance on the 2003 Medicare Reform Law's Impact on FAS 106 Accounting"
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July 2004 Bulletin, "IRS Guidance on HSAs and State-Mandated Benefits Laws"
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June 2004

June 2004 Bulletin, "New IRS Guidance: Offering HSAs with Existing Health Plans"
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June 2004 Bulletin, "The Final COBRA Notice Rules"
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June 2004 Bulletin, "U.S. Supreme Court Decision on Pension Benefit Reductions under ERISA: Central Laborers' Pension Fund v. Heinz"
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April 2004

April 2004 Bulletin, "Additional Guidance on Health Savings Accounts"
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March 2004

March 2004 Bulletin, "Increased Federal Payments to Medicare HMOs under the New Medicare Law May Help Sponsors of Health Plans that Cover Retirees"
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March 2004 Bulletin, "IRS to Focus on Audits of 'Large' Employers' Retirement Plans"
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March 2004 Bulletin, "Covering Over-the-Counter Medicine and Drugs: Implications of IRS Guidance for Sponsors of FSAs and HRAs"
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February 2004

February 2004 Bulletin, "First Guidance on Health Savings Accounts"
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February 2004 Bulletin, "Contractors with State of California Must Offer Equal Benefits for Domestic Partners"
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January 2004

January 2004 Bulletin, "FASB Releases Revised Disclosure Rules for Pensions and Other Postretirement Benefit Plans"
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January 2004 Bulletin, "Impact on FAS 106 Accounting of the New Medicare Prescription Drug Benefit"
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January 2004 Bulletin, "Benefit Implications of the Massachusetts Court Ruling Allowing Same-Gender Marriage"
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January 2004 Bulletin, "Medicare Prescription Drug, Improvement, and Modernization Act of 2003"
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January 2004 Bulletin, "New Jersey Law Formalizes Domestic Partnerships"
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November 2003

November 2003 Bulletin, "'Pay or Play' in California: The Health Insurance Act of 2003"
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October 2003

October 2003 Bulletin, "New Numbers for 2004: Social Security Factors, IRS Dollar Limits, PBGC Guarantee Limits and Medicare Rates"
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July 2003

July 2003 Bulletin, "DOL Issues Proposed Rules for Six COBRA Notices"
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July 2003 Bulletin, "IRS Issues Final Regulations on ERISA Section 204(h) Notices of Reductions in Future Pension Benefits"
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June 2003

June 2003 Bulletin, "IRS Guidance on Substantiating Claims Paid with Debit Cards"
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April 2003

April 2003 Bulletin, "Final HIPAA Security Rules"
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November 2002

November 2002 Bulletin, "DOL's Interim Rules for Blackout Periods in Defined Contribution Plans"
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November 2002 Bulletin, "DOL's Interim Rules for Blackout Periods in Defined Contribution Plans"
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October 2002

October 2002 Bulletin, "Final HIPAA Privacy Rules"
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October 2002 Bulletin, "2003 Social Security Factors, 2003 IRS Dollar Limits for Retirement Plans, the 2003 PBGC Guarantee Limit and the Medicare Premium and Deductible Rates for 2003"
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August 2002

August 2002 Bulletin, "Model Compliance Plan May Help Employers with their HIPAA EDI Compliance Filings"
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July 2002

July 2002 Bulletin, "Proposed Regulations on ERISA Section 204(h) Notices of Reductions in Future Pension Benefits"
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June 2002

June 2002 Bulletin, "DOL Broadens ERISA Plans' Ability to Use Electronic Media to Disclose Information and Retain Records"
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June 2002 Bulletin, "The Vulnerability of Unfunded, Non-Qualified Supplemental Pension Plans and Certain Deferred Compensation Arrangements: Lesson of Andersen's Troubles for Professional Service Firms"
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May 2002

May 2002 Bulletin, "Revised Voluntary Compliance Program for ERISA Violations"
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April 2002

April 2002 Bulletin, "New Tax Advantages for Section 529 Plans May Increase Their Appeal as a Voluntary Employee Benefit"
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February 2002

February 2002 Bulletin, "Taking Stock after Enron: Employer Stock in §401(k) and Stock Plans"
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February 2002 Bulletin, "Mental Health Parity Act Extended; Congress May Seek to Expand Law this Year"
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January 2002

January 2002 Bulletin, "HIPAA EDI Compliance Deadline Extended"
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November 2001

November 2001 Bulletin, "IRS Guidance on EGTRRA's Section 415 Changes Answers Employers' Questions About Implications for Defined Benefit Plans"
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October 2001

October 2001 Bulletin, "2002 Social Security Factors, 2002 PBGC Guarantee Limit and 2002 IRS Dollar Limits for Retirement Plans"
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September 2001

September 2001 Bulletin, "Employee Benefits in the Wake of the September 11 Tragedies"
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August 2001

August 2001 Bulletin, "House Passes Its Version of Patients Bill of Rights Proposal"
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July 2001

July 2001 Bulletin, "Recent Legal Rulings Address Contraceptive Coverage"
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July 2001 Bulletin, "Senate Passes Patients' Bill of Rights Legislation"
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June 2001

June 2001 Bulletin, "Key Retirement Provisions in the New Tax Law: What Employers Need to Know First"
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May 2001

May 2001 Bulletin, "Census 2000 Data Shows Characteristics of National Population"
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March 2001

March 2001 Bulletin, "Final Health Information Privacy Rules Issued"
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February 2001

February 2001 Bulletin, "Interim Final Regulations on HIPAA Nondiscrimination and Proposed Rules on Wellness Plans Issued"
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February 2001 Segal Special Report, "The Aging of Aquarius: The Baby Boom Generation Matures"
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December 2000

December 2000 Bulletin, "ERISA Claims and Appeals Regulations Finalized" (Also available here, links to In Depths on this subject.)
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November 2000

November 2000 Bulletin, "New York Reverses Course on POS Plan Community Rating and Implements Changes to Health Care Surcharge System"
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October 2000

October 2000 Bulletin, "2001 IRS Dollar Limits for Retirement Plans and 2001 Social Security Factors"
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September 2000

September 2000 Bulletin, "Health Plans Must Accept Electronic Claims by October 2002" (Also available here, a link to an In Depth on this subject.)
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August 2000

August 2000 Bulletin, "E-Signature Law Has Employee Benefit Implications"
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June 2000

June 2000 Bulletin, "AICPA Proposes Expanding the Scope of SOP 92-6"
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June 2000 Bulletin, "IRS Issues Final and New Proposed Rules on Mid-Year Changes in Cafeteria Plan Elections"
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May 2000

May 2000 Bulletin, "Massachusetts Mental Health Parity Act Becomes Law"
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April 2000

April 2000 Bulletin, "Labor Department Establishes a Voluntary Fiduciary Compliance Program"
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March 2000

March 2000 Bulletin, "MEWAs and Some Multiemployer Health Plans Must Report to DOL on Compliance with Federal Health Laws"
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March 2000 Bulletin, "California Law Extends Medicaid Discount Pricing for Prescription Drugs to Medicare Beneficiaries"
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March 2000 Bulletin, "Many Provisions in the Tax Portion of the Minimum Wage Bill Would Affect Employers' Retirement Plans"
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February 2000

February 2000 Bulletin, "HCRA 2000 Extends and Modifies New York's Health Care Surcharge System"
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February 2000 Bulletin, "Forthcoming IRS Bulletin May Affect Severance Pay Plans for Governmental and Tax-Exempt Employers"
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February 2000 Bulletin, "IRS Issues Revised Model Rollover Notice"
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January 2000

January 2000 Bulletin, "Proposed Regulations for Protecting the Privacy of Medical Records"
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December 1999

December 1999 Bulletin, "Expiration Date Looms for New York Health Care Surcharge System"
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October 1999

October 1999 Bulletin, "2000 IRS Dollar Limits for Retirement Plans and 2000 Social Security Factors"
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August 1999

August 1999 Bulletin, "Many Provisions in the Soon-to-be-Vetoed Tax Bill Would Affect Employers' Benefit Plans; Indicate Where Congress is Headed"
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July 1999

July 1999 Bulletin, "Proposed Regulations Provide Guidance on Electronic Plan Communications and Recordkeeping"
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July 1999 Bulletin, "New York State to Require Community Rating for Point-of-Service Plans"
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July 1999 Bulletin, "Long-Awaited Final and Proposed COBRA Regulations Provide Clarification That is Likely to Require Employer Action"
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June 1999

June 1999 Bulletin, "IRS Okays Self-Funded Life Insurance, Finalizes New Table of Group-Term Life Insurance Costs"
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May 1999

May 1999 Bulletin, "What Employers Need to Know about the Benefits and Reemployment Rights of Reservists Called to Active Duty"
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February 1999

February 1999 Bulletin, "DOL Announces Benefits Education Campaign: Plan Sponsors Should Prepare to Answer Workers' Questions About the Quality of their Health Benefits"
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February 1999 Bulletin, "IRS Proposes Reduced Rates for the Taxable Portion of Group-Term Life Insurance Coverage"
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November 1998

November 1998 Bulletin, "News for ERISA Plans: DOL Proposes Completely Revising Rules for Claims and Appeals"
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November 1998 Bulletin, "Women's Health and Cancer Rights Act of 1998 Requires Coverage for Reconstructive Surgery After Mastectomies"
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November 1998 Segal Alert, "Medicare+Choice Update: Familiar Coverage Options and Consolidation in the Market for 1999"
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October 1998

October 1998 Bulletin, "Summary Plan Descriptions: DOL Proposes Changes and Additions to Disclosure Rules"
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October 1998 Bulletin, "1999 IRS Dollar Limits for Retirement Plans and 1999 Social Security Factors"
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October 1998 Bulletin, "Administrative Simplification Under HIPAA: Uniform Standards Proposed for Electronic Transactions, Identifiers and Security Procedures"
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September 1998

September 1998 Bulletin, "Managed Care Reform: House Passes Patient Protection Act, Senate May Act in the Fall"
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July 1998

July 1998 Bulletin, "Americans With Disabilities Act Bars Discrimination Based on HIV - U.S. Supreme Court Decision Could Affect Health Plans"
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July 1998 Bulletin, "U.S. Supreme Court Rules That Former Employees May Take COBRA Even If They Have Other Coverage"
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May 1998

May 1998 Segal Alert, "Viagra: The Coverage Controversy for the New Prescription Drug"
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April 1998

April 1998 Segal Special Report, "The Coming Revolution in Medicare: What Medicare+Choice Means for Health Plans that Cover Retirees"
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April 1998 Bulletin, "IRS Consolidates Existing Compliance Programs Into an Employee Plans Compliance Resolution System"
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March 1998

March 1998 Bulletin, "Department of Labor Announces that Plan Administrators Have a Fiduciary Responsibility to Address the 'Year-2000' Computer Problem"
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October 1997

October 1997 Bulletin, "1998 IRS Dollar Limits for Retirement Plans and 1998 Social Security Factors"
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August 1997

August 1997 Bulletin," Employee Benefits Are Treated Gently Under Balanced Budget Laws"
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July 1997

July 1997 Bulletin, "IRS Proposes Regulation on Mandatory Age 70½ Distributions that Could Ease ERISA Plan Administration"
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May 1997

May 1997 Bulletin, "New ERISA Disclosure Rules for Health Plans"
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April 1997

April 1997 Bulletin, "Official HIPAA Guidance on Reports for Former Participants"
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February 1997

February 1997 Bulletin, "IRS Embraces Voluntary Compliance for Retirement Plans"
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October 1996

October 1996 Bulletin, "1997 Dollar Limits for Qualified Retirement Plans and 1997 Social Security Factors"
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September 1996

September 1996 Bulletin, "Labor Department Releases Final Regulation on 401(k) Deposit Deadlines"
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September 1996 Bulletin, "New York State's Hospital Reimbursement System Will Expire: Negotiated Rates Will Apply in the New Year"
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September 1996 Bulletin, "Impact of the Minimum Wage Law on Employee Benefits: Provisions of Interest to Employers"
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August 1996

August 1996 Bulletin, "Incremental Health Care Reform Becomes Law"
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July 1996

July 1996 Bulletin, "Labor Department Offers Guidance on How Plan Sponsors Can Help Employees with Plan Investment Decisions without Becoming Fiduciaries"
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