Case law update and reviewBy Stepfon R. SmithMay 2002In this accountant malpractice action, the plaintiffs, to their detriment, relied upon professional tax accounting advice for retirement planning purposes from defendant Deloitte & Touche.
Case law update and reviewBy Amy L. PaulsMay 2002In this case, the Seventh Circuit Court of Appeals found that the district court for the Northern District of Illinois had incorrectly held that a funeral home owner had expressly agreed to be bound by a multi-employer plan.
Editor’s noteBy Margaret M. BensonDecember 2002In this issue, we welcome back Teresa Faherty Blomquist, who expands on the media reporting that has been given to underfunded defined benefit plans.
Editor’s noteBy Margaret C. BensonNovember 2002For nearly 25 years the commonweal required great emphasis on getting Americans to save for retirement in qualified plans and IRAs.
ERISA preemption and healthcare in the post-Moran worldBy Teresa Faherty BlomquistOctober 2002A series of judgment calls in Rush Prudential HMO, Inc. v. Moran 536 U.S. ____ (2002) led the Supreme Court to an ultimate decision last June that diminishes ERISA's preemption of state laws and weakens the ability of HMOs in Illinois to manage their costs.
Federal employee benefits case law reviewBy Amy L. Pauls & Milan KimDecember 2002Lessard v. Applied Risk Management; MMI Companies; Professional Risk Management, No. 01-15648 (9th Cir. filed Oct. 3, 2002). Lessard was on medical leave the day her employer completed a sale of all of its assets to another corporation.
Federal employee benefits case law reviewBy Amy L. PaulsOctober 2002A former participant in a collectively bargained pension fund was properly denied benefits for engaging in prohibited self-employment after retirement.
Have you thought about…By Margaret M. BensonOctober 2002In 1974, Congress gave birth to ERISA. For 28 years, attorneys, legislators, accountants, judges and consultants have had a hand in raising her, variously protecting, shepherding and influencing her.
The Sarbanes-Oxley Act of 2002By Maureen BismarkDecember 2002Some of the most significant changes to federal security laws since the 1930s became law on July 30, 2002, when President Bush signed the Sarbanes-Oxley Act of 2002.
State legislative updateBy Lori C. SkinnerJanuary 2002Senate Bill 866--Amends the Illinois Insurance Code and the Health Maintenance Organization Act to provide that coverage under those Acts for mastectomies must include reconstruction of the subject breast, as well as the other breast, to achieve a symmetrical appearance.
To our readersMay 2002Our fourth newsletter of the 2001-2002 year includes two interesting updates regarding recent case law that pertains to employee benefit plans and retirement programs.
To our readersJanuary 2002Our third newsletter of the 2001-2002 year includes an interesting article regarding a recent decision of the U.S.