Quick Reference to COBRA Compliance provides information for administering COBRA in an easy-to-read format that allows the professional to find that information quickly when needed. Additionally, many of the chapters include Job Aids; charts, checklists, sample notices, worksheets, and flowcharts that are specifically designed to assist the benefits professional in COBRA Administration. Quick Reference to COBRA Compliance, 2015/2016 Edition has been updated to include: Clarified COBRA noncompliance penalties Updated limits on health savings accounts and high deductible health plans for 2015 and 2016 and clarified eligibility requirements Updated information on the Mental Health Parity and Addiction Equity Act and Health Care Reform Enhanced chapter on court cases, by adding recent cases involving assessment of COBRA penalties

Distilled from years of Fortune 500 consulting practice, Shulman's administrative tools and techniques in Qualified Domestic Relations Order Handbook help plan administrators streamline the entire QDRO review and compliance process, while cutting the risk of errors, penalties, and litigation. They include model policies and procedures, review checklists, staff training cases, and more. Contains new models and guidelines for drafting airtight QDROs that speed approval, maximize your clients' rights, and steer you through the malpractice minefields of ERISA and the IRC. Author Gary Shulman begins with QDRO basics, then dissects the key elements of defined contribution and defined benefits plans. He walks you through the preparation of QDROs for different plans and conditions -- using tested models and sample language. An entire chapter highlights 17 crucial malpractice traps, followed by checklists, attorney Q&A, and tips on working proactively with plan administrators.

Quick Reference to ERISA Compliance, 2021 Edition