Search for: "Ann Caresani"
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5 Sep 2014, 11:58 am
By Ann Caresani Employee Stock Ownership Plans (ESOPs):A Tax-Advantaged Strategy for Growth, Liquidity and Succession Planning Tuesday, September 23, 2014 REGISTER NOW BEFORE SEPTEMBER 19! [read post]
10 Jun 2014, 11:27 am
By Ann Caresani As a follow up to our blog on the ERISA sponsor / fiduciary boundary dispute, here is another case, Coulter v. [read post]
20 May 2014, 5:23 am
By Ann Caresani And the gloves are off! [read post]
25 Feb 2008, 1:46 pm
Supreme Court Weighs In Regarding Suits for Individual Injuries Under ERISA Posted on February 21, 2008 by Ann Caresani As we mentioned in our recent post regarding the Sixth Circuit’s decision in Tullis v. [read post]
23 Apr 2014, 8:23 am
Pompeani Shaping Up: Getting Your Health Care Reform Plan and Your Workforce in Shape for 2015 presented by Ann M. [read post]
11 Apr 2014, 1:46 pm
Pompeani Shaping Up: Getting Your Health Care Reform Plan and Your Workforce in Shape for 2015 presented by Ann M. [read post]
11 Jun 2014, 5:30 am
By Ann Caresani The Pennsylvania General Assembly has given us another opportunity to expand our employee benefit plan boundaries discussion. [read post]
6 May 2014, 7:26 am
By Ann Caresani The U.S. [read post]
17 Apr 2014, 9:18 am
By Ann Caresani The Form 5310 Application for Determination for Terminating Plan instructions, updated in December 2013, added an odd and time-consuming new requirement, “Submit proof that any rollovers or asset transfers received [during the year of plan termination and five prior plan years] were from a qualified plan or IRA (for example, DL [determination letter] and timely interim amendments). [read post]
21 Jul 2014, 6:22 am
By Ann Caresani Greeting from Northeast Ohio. [read post]
17 Jul 2014, 6:40 am
By Ann Caresani Back in 2011, I mentioned a missing link in the health care reform Section 4980H shared responsibility employer excise tax scheme. 42 U.S.C. [read post]
31 Mar 2014, 10:51 am
By Ann Caresani Employers have always been concerned about the potential for worker reclassification, but health care reform and a recent NLRB decision take this issue to an entirely new level. [read post]
1 May 2014, 2:22 pm
By Ann Caresani We have a new Sixth Circuit decision regarding “vested” retiree health care benefits that is likely to be of concern to many employers, United Steel, Paper and Forestry, Rubber, Manufacturing Energy, Allied Industrial And Service Workers International Union, AFL-CIO-CLC v. [read post]
17 Mar 2014, 7:31 am
By Ann Caresani On our sister blog — Employer Law Report – our partner Brian Hall wrote about the likely availability of an Alzheimer’s blood test, and the impact of new genetic testing in the context of employer sponsored group health care plans and wellness programs. [read post]
3 Nov 2014, 8:27 am
By Ann Caresani The Internal Revenue Code sets forth various dollar limitations on benefits, contributions, compensation under employee benefit plans. [read post]
8 May 2014, 12:28 pm
By Ann Caresani My assistant informed me that my patience is shot and I need to do something about that, so I am channeling my energy into one issue. [read post]
12 May 2014, 4:12 am
By Ann Caresani Editor’s Note: This blog first appeared last Thursday on our sister blog – Employee Benefits Law Report. [read post]
9 Jul 2012, 11:13 am
Speakers Ann Caresani and Rich McHugh will address these and other important questions and will help you cut through the vast amount of information and the varying analyses on Health Care Reform and understand what you need to do now, and in the years ahead, to ensure your company is in compliance. [read post]
10 Apr 2009, 7:56 am
Ann Caresani, Mike Underwood and Jim Prior from Porter Wright, along with Sean Kelley from BGS Associates discussed the impact of the stimulus on COBRA on April 1, 2009. [read post]
25 Jul 2011, 10:20 am
This blog – edited by my partners Ann Caresani and Rich Helmreich – will provide the latest information in a wide range of areas related to Employee Benefits including: ERISA and employee benefits litigation Health care reform Retirement plans Audits and correction Benefits issues related to mergers and acquisitions Employee Stock Ownership Plans (ESOPs) ERISA fiduciary compliance Health and Welfare Plans Nonqualified Deferred… [read post]
