2018 Supplement to the Governmental Plans Answer Book Published (Posted on September 12, 2018 by )


The 2018 supplement to the Fourth Edition of the Governmental Plans Answer Book has now been published.

The 2018 Supplement to Governmental Plans Answer Book gives subscribers the most relevant, current, and practice-oriented answers to the issues faced daily by plan administrators, attorneys, actuaries, consultants, accountants, and other pension professionals as they navigate the requirements and procedures involved in administering their plans. The 2018 Supplement to Governmental Plans Answer Book examines the following significant changes and case law in this area and includes:

  • Recent state-level legislative developments affecting design, eligibility, and related issues (see Q 2:126) and investment, including divestiture (see Q 7:98) and fiduciary education requirements (see Q 7:32).
  • Law sources and practical points to consider in discerning whether a participant is allowed to make a beneficiary designation by electronic means (see Q 12:5.1).
  • Court decision that recognizes, even on interpleader, deference to a claims administrator’s discretionary authority (see Q 12:25).
  • Updated explanations about community-property laws (see Chapter 12).
  • How a provision in the Constitution of the United States and in many states’ constitutions might preclude applying a revocation-on-divorce statute to a beneficiary designation or contract made before the statute was enacted or took effect (see Q 12:54).
  • Citations for the laws of three states that do not end a person’s minor status at age 18 (see Q 12:57).
  • Recent court decision that an order that conditions a payment on whether the payee remains unmarried is not a qualified domestic relations order (see Q 13:10.1).
  • Information about state laws that restrict a plan-approved domestic relations order to provisions more restrictive than those allowed for a non-governmental plan’s qualified domestic relations order (see Chapter 13).
  • A 2018 ethics interpretation about a lawyer’s duties concerning the lawyer’s errors (see Chapter 13).
  • Updated explanations about same-sex marriage and domestic partnerships (see Chapters 12 and 13).
  • The Securities and Exchange Commission’s Regulation Best Interest applicable to broker-dealers that advise employee benefit plans (see Q 7:2).
  • Expanded coverage of cases in text cross-referenced to Appendix E, Recent Court Decisions of Interest Involving Governmental Plans (see Appendix E).

For more information on this book, written by Carol V. Calhoun, Cynthia L. Moore, and Keith Brainard, you can use the following links:

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