When Is Your ERISA Plan or Flexible Benefit Plan Not Good Enough to Be a Bona Fide Plan? (Bloomberg - Pension & Benefits Daily)

11.28.17

Employee benefit plan drafters frequently complete plan documents for their client’s use assuming that the document’s status as an employee benefit plan under the Employee Retirement Income Security Act of 1974 (‘‘ERISA’’) or under the Internal Revenue Code of 1986, as amended (the ‘‘Code’’), is definitive. The Ninth Circuit decision in Flores v. City of San Gabriel, (824 F. 3d 890 (9th Cir. 2016), cert. den’d 137 S. Ct. 2117 (2017)), which the U.S. Supreme Court permitted to stand, calls into question that assumption. READ MORE

Reproduced with permission from Bloomberg Law, Pension & Benefits Daily, 227 PBD, November 2017

Media Contact

Stephen Hastings
Director of Communications & Media Relations  
713.650.2485 Direct
832.343.4228 Mobile
shastings@winstead.com

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.

Operators

AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.

back to top