Health & Welfare Plans Newsletter

February 10, 2010

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EBIA's In Person seminars provide education on employee benefits topics to professionals, including TPAs, attorneys, benefits consultants, human resources managers, plan administrators, insurance professionals, and accountants. For information about CE credit, course materials, speakers, locations, and agenda details, and to register, please visit EBIA's In Person Seminars.

[Guidance Overview]
Interim Final Rules on Mental Health Parity (PDF)
2 pages. Target page includes an employer action list.

[Guidance Overview]
DOL's Model Notice Regarding CHIPRA Premium Assistance Subsidies
Excerpt: "The notice must be provided on an annual basis. The first notice must be provided by no later than the first day of the first plan year beginning after February 4, 2010; or May 1, 2010 if later. As a result, for employers with calendar year plans, the notice must be provided by January 1, 2011. The notice must be provided as a separate document but can be furnished along with other plan materials, such as in an open enrollment packet or when distributing the SPD."
(Miller, Johnson, Snell & Cummiskey, P.L.C.)

[Guidance Overview]
New Regulations Under Mental Health Parity and Addiction Equity Act of 2008 (PDF)
3 pages. Excerpt: "It is important to remember that neither the MHPA nor the MHPAEA require group health plans to provide mental health benefits or substance use disorder benefits. Rather, these statutes provide that if a group health plan is offering such benefits, they must be provided on an equivalent basis when compared to medical or surgical benefits with regard to annual and lifetime dollar limits, financial requirements and treatment limitations."
(Dechert LLP)

[Guidance Overview]
6th Circuit Says ERISA Lien Can't Be Put on Future Social Security Disability Benefits
Excerpt: "In Hall v Liberty Life Assurance Co of Boston, the 6th Cir. held that the an ERISA plan couldn't put an equitable lien on future Social Security benefits to recover overpayment of benefits paid from a long-term disability policy."
(Michigan Lawyers Weekly)

Employers Committed to Employee Health and Wellness Programs, According to Survey
Excerpt: "Most midsize and large companies in the United States are strongly committed to continuing to invest in health improvement programs for their employees in 2010, according to a recent survey from Fidelity Investments and the National Business Group on Health (NBGH)."
(Wolters Kluwer)

The Defined Contribution Plans Summit taking place February 24-25, 2010 in New York, NY is the perfect platform for corporate and public DC plans to hear from their plan sponsor peers, leading policymakers and top investment executives. Attendees will share ideas through tailored interactive roundtables, benchmark their DC plans through case studies, and network with fellow plan sponsors and investment professionals. For more information please visit

Executive Compensation; Benefits in General

Connecticut Pension Body Files Executive Pay Proposals
Excerpt: "Connecticut State Treasurer Denise L. Nappier, principal fiduciary of the $22.7-billion Connecticut Retirement Plans and Trust Funds (CRPTF), announced that the CRPTF filed shareholder proposals at twelve major corporations to strengthen executive pay practices."

Washington, D.C. Update: The Feds Have a Full Employee Benefits Agenda (PDF)
5 pages. Excerpt: "In recent months, we have spent a considerable amount of time talking with government officials at the Departments of Treasury and Labor, as well as congressional staff members, concerning regulatory and legislative developments in Washington, D.C. The purpose of this bulletin is to bring you up to date on those subjects."
(Reish & Reicher)

Webcasts and Conferences

Health Management as a Serious Business Strategy, a Conversation with Dr. Dee Edington
in California on March 4, 2010
presented by No. Calif. Chapter of Certified Employee Benefits Specialists (ISCEBS)

SPARK Accredited Retirement Plan Consultant (ARPC) Classroom Session
in Illinois on March 30, 2010
presented by SPARK -- Society of Professional Asset-Managers and Record Keepers

Press Releases

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Newly Posted Employee Benefits Jobs

Research & Communications Specialist
for Northwestern Benefit Corporation of Georgia
in GA

Regional Sales Consultant
for Gallagher Retirement Services
in PA

Paralegal--Employee Benefits
for Trucker Huss, A Professional Corporation
in CA

Senior Pension Administrator
for San Fernando Valley TPA Firm
in CA

Pension Administrator
for 401(k) Recordkeeper
in NY

Director Plan Consulting Services
for OneAmerica Financial Partners, Inc.
in IN

Research Technical Analyst - ERISA/Retirement Services
for OneAmerica Financial Partners, Inc.
in IN

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