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New and Recently Amended Documents
7 December 2018
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The Pensions Regulator: Guidance - Regulation and Enforcement – Master Trust Authorisation: Pursuing a Continuity Option During a Triggering Event Guide
6 December 2018
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Employer Covenant Working Group: ECWG Guidance – TYPE A Contingent Asset Guarantee Certification - A Practical Guide for Advisors, Trustees and Sponsors
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The Pensions Regulator: Guidance - Regulation and Enforcement – Master Trust Authorisation: Complying with the Charges Prohibition During a Triggering Event Period
5 December 2018
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Draft Regulations – The draft Occupational and Personal Pension Schemes (Amendment etc) (EU Exit) Regulations 2018 (December 2018) This replaces the version published in October 2018 (and contains revisions to the text of regulation 29).
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2018 USA: Manhattan Ford Lincoln v UAW Local 259 Pension Fund [Multi-employer plan - Group plan - Withdrawal of plan sponsor - Employer contributions - Whether withdrawal liability was actuarially justifiable - Appropriate discount rates - Whether 'risk-free' rate is appropriate]
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2018 USA: Pension Benefit Guaranty Corporation v Findlay Industries [Funding - Underfunding - Deficit - Liability to government insurer - Pension Benefit Guaranty Corporation - Debt due to insurer - Successor liability - Whether successor trust is liable - Single-employer plans]
4 December 2018
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XPS Pensions: Briefing Note No. 15 – DC Governance: Under an Ever-Brighter Spotlight
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2018 Aus: Amaca v Latz [Industrial injury - Reduced life expectancy - Damages - Whether damages should include pension expectations during lost years]
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2018 USA: Wengert v Rajendran [Dependent's benefits - Death during the course of divorce proceedings - Conflict of state and federal law]
3 December 2018
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2018 USA: Chendes v Xerox HR Solutions [Administration - Defined contribution plans - Default investments - Whether payment by a default investment engine to an administrator is improper - Whether fiduciary breach]
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2018 USA: Pearce v Chrysler Group LLC Pension Plan [Benefits - Summary plan description - Plan document provisions differ from summary plan description - Whether terms form basis for a claim]
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2018 USA: Sacerdote v New York University [Fees - Whether administrators' fees excessive - Extent of duty of fiduciary to minimise fees]
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HM Revenue & Customs: ROPS – Overseas Pensions: ROPS Notification List [rops] List dated 1 December 2018 added
30 November 2018
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The Pensions Regulator: Determination Notices 2017/18 – Danapak Flexibles Retirement Benefits Scheme - Determination Notice
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The Pensions Regulator: Guidance - Regulation and Enforcement – Master Trust Authorisation: Identifying and Notifying Triggering Events
29 November 2018
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Department for Work and Pensions: DWP Transfer Scheme – The SFGB (Property, Rights and Liabilities) Transfer Scheme 2019 - Draft Transfer Scheme
28 November 2018
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2018 USA: Hipsher v Los Angeles County Employees Retirement Association [Benefits - Forfeiture of benefits - Felony occurring in the performance of official duties - Whether forfeiture constitutional - Whether breach of contractual rights]
27 November 2018
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House of Commons (October 2014 onwards): Debates and Oral Answers – State Pension (Women Born in the 1950s) (22 November 2018)
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HM Revenue & Customs: HMRC Countdown Bulletins (ending of contracting-out) Issue 39 – Countdown Bulletin (November 2018)
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HM Revenue & Customs: Newsletters (Pension Schemes Newsletters) November 2018 – Pension Schemes Newsletter 105 [psn105]
Contents
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Latest News
7 Dec 2018
- PwC publishes Pension Investment and Governance Survey 2018
- Indexation of public service pensions
- DWP publishes 'superfund' consultation
- WPC Chair expresses "serious concern" over Johnston Press administration
- High Court denies Deliveroo riders workers' pension rights
- Pensions Buzz
- DWP closes WASPI ICE complaints
- Worldwide news in brief
