Winter 2017-2018 Client Advisory

December 11, 2017 Alerts and Newsletters

This Client Advisory highlights important developments in the law governing employee benefits and executive compensation over the past year. It offers insight into what these developments mean for employers and plan sponsors and previews developments we expect to see in 2018. The following topics are covered:

  • Tax Reform (Updated for Final Bill)
  • Wellness Program Rules Being Challenged and Enforced
  • Status of DOL Conflict of Interest Rule
  • Hurricane Victims Relief
  • New 409A Regulations Expected in 2018
  • 403(b) Plan Fee Litigation Update
  • (Not So) Final DOL Disability Benefit Claims Procedures Regulations
  • 2018 IRS Enforcement Priorities
  • End of IRS Determination Letter Program

A PDF of the 2017 Winter Advisory is available for download here. (updated on 12/27/2017 to reflect the final provisions of the Tax Cuts and Jobs Act).

A PDF summary of noteworthy federal cases decided by the U.S. Supreme Court and the First and Second Circuit Courts of Appeals relating to Employee Benefit Plans is available here.

Firm Highlights


Advised Fortune 500 Company on Group Health and Welfare Benefit Plans

We were engaged by a Fortune 500 manufacturing company to provide legal and compliance services regarding its group health and welfare benefit plans. During the course of our representation, we have advised the company...


Verrill Appoints Karen Hartford as Firm’s New Diversity & Inclusion Committee Chair


2025 Is the New 2022: IRS Extends Deadline to Adopt SECURE Act Amendments and CARES ACT Waiver of 2020 RMDs Amendment

On August 3, 2022, the IRS released Notice 2022-33 , which extends the deadline for plans to adopt: all SECURE Act [1] amendments, optional or required (a summary of SECURE Act changes can be...


Employee Benefits & Executive Compensation 2021 Summer Client Advisory

Click here to view as a PDF. This Client Advisory summarizes developments in the law governing employee benefit plans prompted by the COVID-19 pandemic. We explain what these developments mean for plan sponsors and...


DOL Proposes Amendments to QPAM Exemption

On July 27, 2022, the Department of Labor (DOL) proposed a set of amendments to Prohibited Transaction Class Exemption 84-14, the so-called “QPAM Exemption,” which permits an investment fund [1] holding assets of ERISA...


Courts Expand on Rules Regarding the Protection of Retirement Plan Assets


Agencies Heed President’s Call to Take Action to Protect Access to Sexual and Reproductive Health Care Post-Dobbs

Within days of the Supreme Court’s June 24 th Dobbs decision, which held that the Constitution does not guarantee the right to an abortion, key government agencies have taken action to protect access to...


31 Verrill Attorneys, Across Four Offices, Recognized in 2022 Chambers & Partners Guide


Comprehensive Benefit Plans Representation of Seller in Strategic Acquisition

We represented the largest physician network in Massachusetts in the employee benefits and executive compensation aspects of its acquisition by one of the largest health care companies in the United States. After several rounds...


2021 Year End Employee Benefit Plan Amendments

Health and Welfare Plans Employers that made available COVID-19 relief and benefit enhancements in 2020 – such as the increased carry over limit and extended grace period for health flexible spending accounts – need...

Contact Verrill at (855) 307 0700