Alexandra Green

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Articles

Pressing Pause: Federal Agencies Halt Enforcement of Mental Health Parity Rule | JD Supra

2 weeks ago | jdsupra.com | Alexandra Green |David Isaacson |Rachel Shim

May 21, 2025 Alexandra Green, David Isaacson, Rachel Shim, Cory Thomas Polsinelli + Follow x Following x Following - Unfollow Contact To embed, copy and paste the code into your website or blog: On May 15, 2025, the Departments of Labor, Health and Human Services and the Treasury (the Departments) announced a non-enforcement policy regarding the final rule issued in September 2024 under the Mental Health Parity and Addiction Equity Act (MHPAEA) (the 2024 Final Rule). This announcement comes...
Naming and shaming: FCA backtracking and residual uncertainty

2 months ago | lexology.com | Laura C. Bridgewater |Lorna Emson |Alexandra Green |Michael Sholem |Helen Harvey |Madeleine Brown | +1 more

The FCA has today confirmed that it has shelved its proposals to publicise live enforcement investigations. This announcement follows unprecedented criticism from almost all stakeholders including industry and lawmakers. Read our previous article on Naming and shaming: the FCA stands firm.
Court Of Appeal Hands Down Decision In Motor Finance Test Case

Nov 6, 2024 | mondaq.com | Richard Fletcher |Alexandra Green |Andrew Perkins |Michael Sholem

In a judgment with implications far beyond motor finance industry, the Court of Appeal has dealt a blow to lenders in a motor finance test case. On 25 October 2024, the Court of Appeal handed down judgment on Johnson v FirstRand Bank Ltd, Wrench v FirstRand Bank Ltd and Hopcraft v Close Brothers Ltd, three test cases concerning the payment of commissions to car dealers arranging motor finance.
The Latest in a Long Line of Long-Term, Part-Time U.S. Employee Guidance

Oct 8, 2024 | lexology.com | Mary C. Niehaus |Alexandra Green

On October 3, 2024, the U.S. Internal Revenue Service (IRS) issued Notice 2024-73 (Notice) providing further guidance regarding long-term, part-time employees (LTPTEs) in Internal Revenue Code (Code) Section 403(b) retirement plans, which are plans offered by public schools, certain charities, and other tax-exempt organizations and announcing a delayed applicability date for the final LTPTE regulations applicable to 401(k) plans.
Investment management update - April 2024

Apr 29, 2024 | lexology.com | Lora Froud |Alexandra Green |Michael Sholem |Gavin Haran

Welcome to the latest edition of our investment management update. This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector. UKThe Transition Finance Market Review (TFMR), a government-initiated independent review, has issued a call for evidence on how to make the UK a global hub for transition finance.
The Overseas Funds Regime: what does it mean for product value assessments?

Feb 5, 2024 | lexology.com | Alexandra Green |Lora Froud |Gavin Haran

On 30 January, the Economic Secretary, Bim Afolami, announced that EU UCITS are deemed equivalent to UK UCITS, in regulatory terms. Therefore, managers of EU UCITS will be eligible to apply for recognition under the Overseas Funds Regime (OFR) when the OFR begins.
The Overseas Funds Regime: what does it mean for product value assessments?

Feb 5, 2024 | blog.macfarlanes.com | Alexandra Green |Lora Froud |Gavin Haran

On 30 January, the Economic Secretary, Bim Afolami, announced that EU UCITS are deemed equivalent to UK UCITS, in regulatory terms. Therefore, managers of EU UCITS will be eligible to apply for recognition under the Overseas Funds Regime (OFR) when the OFR begins.
Investment Management Update - December 2023 - Fund Management/ REITs - European Union

Dec 27, 2023 | mondaq.com | Lora Froud |Alexandra Green |Michael Sholem |Gavin Haran

Welcome to the latest edition of our investment management update. This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector. On 30 November 2023, the FCA issued a statement on the disclosure of costs and charges under PRIIPs, MiFID II and the UCITS regulations. The FCA will give firms the flexibility to disclose a breakdown of the aggregated costs that must be disclosed to retail investors.
The Long Wait is Over for Long-Term, Part-Time Employee Guidance

Dec 4, 2023 | lexology.com | Mary C. Niehaus |Alexandra Green

On November 27, 2023, the U.S. Internal Revenue Service (IRS) released long-anticipated proposed regulations regarding eligibility requirements for long-term, part-time employees (LTPTEs) for cash or deferred arrangements (CODAs) under Section 401(k) of the Internal Revenue Code (the Code).
Investment Management Update - October 2023 - Fin Tech - Worldwide

Nov 27, 2023 | mondaq.com | Lora Froud |Alexandra Green |Michael Sholem |Gavin Haran

Welcome to the latest edition of our investment management update. This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector. On 30 October 2023, the FCA confirmed that it will not remove the Long-Term Asset Fund (LTAF) from Financial Services Compensation Scheme (FSCS) protection.