People often say we live in a litigious society. Even employee benefit plans are not immune to lawsuit-happy plaintiffs. Plan administrators who are sued may be relieved to learn there are ways to defend an ERISA lawsuit. Motions to Dismiss or for Summary Judgment A defendant typically begins by assessing the claims contained in the lawsuit, then begins the process of defending against those claims. One of the Read More
IRS Updates Retirement Plan Limits

One of the most common compliance issues for employers and plan sponsors is failure to adhere to annual retirement plan limits. To avoid costly penalties and administratively burdensome correction procedures, plan sponsors must remain up-to-date with respect to applicable retirement plan limits. Today, November 1, 2018, the IRS announced cost-of-living adjustments affecting the 2019 dollar limitations for retirement Read More
IRS Issues Employer Mandate Penalties/Is an ESOP Right for Your Company?
IRS Issues Employer Mandate Penalties On November 2, the IRS issued Letter 226J to applicable large employers (ALEs) (generally, an ALE is any employer with 50 or more full-time employees and full-time equivalents) that the IRS believes are subject to the penalties related to the employer ‘Pay or Play’ mandate for the 2015 tax year (the “Employer Shared Responsibility Payment (ESRP) Penalty”). It is reported Read More
60 Day Delay Proposed for Fiduciary Rule | Spotlight on Financial Wellness Programs | New Final Rule for Disability Claims Procedures
March 2017 HR Alert Employee Benefit Spotlight: Financial Wellness Programs A new type of employee benefit has emerged within the last few years called financial wellness programs. These programs aim to empower participants to take control over their financial lives, with the goal of increased participant productivity as well as participation in and effective use of employer-sponsored retirement plans. Financial Read More
Hall Benefits Law Welcomes Leilani Robinson | HBL Office Expansion | Anne Tyler Hall Named 2017 Super Lawyer
Hall Benefits Law Welcomes Leilani Robinson Hall Benefits Law is excited to announce the addition of attorney Leilani Robinson. Leilani earned her Juris Doctor from the University of Oregon Law School in Eugene, Oregon. Her legal career spans over a decade, with experience as a tax examiner, insurance litigation attorney, and most recently as an associate representing clients in retirement plan audits and advising Read More
IRS Extends ACA Reporting Deadlines
The IRS issued Notice 2016-70 on November 18, 2016. The notice extends the due date by 30 days for businesses to provide Forms 1095-C and 1095-B to individuals. The new due date for furnishing these forms is March 2, 2017. It is important to note the filing deadline has NOT been extended and remains March 31, 2017 for electronic filing. Also, regulations allowing the IRS to give extensions of usp to 30 days to Read More
The Campaign and Beyond: Donald Trump on Healthcare and Employee Benefits
“Change is the only constant in life.” - Heraclitus, Greek Philosopher One week ago, more than 129 million Americans cast their ballots and chose the 45th President of the United States of America. How is the Trump presidency going to affect the world of ERISA and Employee Benefits Law? As a business owner, executive, or HR professional, how will policy changes over the coming years affect one’s ability to grow a Read More
Health and Welfare Plan Inflation-Adjusted Limits for 2017
HR Alert October 2016 In order to avoid costly penalties and administratively burdensome correction procedures, plan sponsors must remain up-to-date with respect to applicable Health and Welfare plan limits. Yesterday,October 26, 2016, the IRS announced cost-of-living adjustments affecting 2017 dollar limitations for Health and Welfare plans and other related Health and Welfare Benefits items. We've included some of Read More
Fiduciary Breach Cases Continue to Make Headlines | Hall Benefits Law Seeks New Associate | ERISA Penalty Increases Now in Effect | Case Points to Importance of HIPAA Policies and Procedures
Plan Sponsors Under the Microscope as Fiduciary Breach Cases Make Headlines Prestigious universities' 403(b) plans are facing lawsuits for alleged breaches of fiduciary duties under ERISA. Universities in the midst of active lawsuits include Emory University, Johns Hopkins University, Massachusetts Institute of Technology (M.I.T.), N.Y.U., Yale University, University of Pennsylvania, Duke University, and Vanderbilt Read More
Hall Benefits Law Welcomes David Hall
Hall Benefits Law is excited to announce the addition of David Hall as its Director of Business Development. David was born and raised in Atlanta, he is an alumnus of Marist School, and he earned his Bachelor's Degree at Wake Forest University. Prior to joining Hall Benefits Law, David was the Southeastern District Sales Manager for School Outfitters, a role in which he consulted with school districts throughout the Read More

