With Quick Reference to ERISA Compliance, you can easily determine what you need to do to comply with all the ERISA rules and the many related IRS, DOL, and PBGC requirements. Full of instructive flowcharts and plain-English guidance, you get instant direction on the reports and disclosures needed for your plan, which rule and procedures apply to you, and how to meet all the regulatory requirements.Plus, you are supplied with practical tools and sound advice on planning, record-keeping, and scheduling.Quick Reference to ERISA Compliance is packed with solid, easy-to-follow advice, including:A comprehensive collection of sample documents, with advice on how to use them and which plans they coverCharts and worksheets that provide step-by-step guidance to every aspect of ERISA compliance and reportingA oompliance calendar covering every key deadline Separate sections on annual reporting Plus IRS and PBGC reporting requirementsAnd, advice on ERISA rules regarding documentation, claims, bonding, and trust requirements.

Erisa Regulations brings together in one volume all the regulations on employee benefits, proposed, final, and temporary, issued by federal agencies, thus easing the search for regulatory information needed by labor and tax attorneys, accountants, financial consultants, actuaries, and benefits specialists.

Quick Reference to ERISA Compliance details the various reporting and disclosure requirements under the Employee Retirement Income Security Act of 1974 (ERISA) and other benefits-related legislation. Explanations are illustrated with numerous flowcharts, decision tables, and forms to help plan sponsors and plan administrators comply with ERISA. In addition, the publication provides an overview of fiduciary responsibilities, trust and plan document requirements, and special rules for group health plans. A topical index is also provided. Quick Reference to ERISA Compliance, 2022 Edition, includes the following updates and additions: Updated employee benefit plan limits for 2021 (see Appendix A). Discussion of the regulatory guidance on EBSA Notice 2021-01 issued by the Department of Labor and the extension of the COVID-19 National Emergency by the Biden administration (see Chapters 1, 3, 4, and 5). Discussion of guidance under the Consolidated Appropriations Act, 2021 on transparency in coverage rules of the No Surprises Act (see Chapter 10). Updates to the Pension Benefit Guaranty Corporation Reportable Events Forms (see Chapter 6). Discussion of HIPAA HITECH Act amendments on cybersecurity practices (see Chapter 10).

The Fourth Edition of ERISA: A Comprehensive Guide provides a thorough and authoritative analysis of the principal statutory provisions of the Employee Retirement Income Security Act of 1974 (ERISA) and the corresponding provisions of the Internal Revenue Code (Code) dealing with employee benefits. It also discusses and explains the multitude of regulations, rulings, and interpretations issued by the Department of the Treasury, the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation in explanation of ERISA; the Code provisions relating to the requirements for tax-qualified retirement plans; and the subsequent legislation amending or supplementing ERISA and such Code provisions. Cited by the Supreme Court, ERISA: A Comprehensive Guide discusses and explains the multitude of regulations, rulings, and interpretations issued by the Department of the Treasury, the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation in explanation of ERISA and the subsequent legislation amending or supplementing ERISA. ERISA: A Comprehensive Guide has been updated to include: A new chapter that focuses on the key federal employment laws, such as the antidiscrimination, wage and hour, and leave laws, which often must be considered by benefits professionals when providing benefits advice to their clients A revised chapter on ERISA preemption, which includes a new discussion of what constitutes a "plan" for purposes of applying ERISA preemption and an updated discussion of the impact of the Supreme Court's decision in Cigna Corp. v. Amara on ERISA preemption A summary of the requirement of providing health plan participants with a Summary of Benefits and Coverage has been added to the discussion of benefit plan notice requirements An update on recent court decisions involving 401(k) fee litigation and the extent to which excessive or undisclosed fees can constitute a breach of ERISA fiduciary duty. The Department of Labor's final regulations issued under ERISA Section 408(b)(2), regarding the disclosure that must be made by service providers to plan fiduciaries concerning the direct and indirect compensation that the service providers receive in connection with providing services to a covered plan A discussion regarding the income tax consequences of employer-paid COBRA premiums A discussion regarding successor liability in asset sale transactions has been added to the chapter on mergers and acquisitions A discussion regarding the extent to which an employer's interference with the benefits of union supporters may constitute an unfair labor practice under the National Labor Relations Act

Quick Reference to ERISA Compliance, 2021 Edition

With Quick Reference to ERISA Compliance, you can easily determine what you need to do to comply with all the ERISA rules and the many related IRS, DOL, and PBGC requirements. Full of instructive flowcharts and plain-English guidance, you get instant direction on the reports and disclosures needed for your plan. Quick Reference to ERISA Compliance also provides you with practical tools and sound advice on planning, record-keeping and scheduling. It's packed with solid, easy-to follow advice, including: A comprehensive collection of sample documents, with advice on how to use them and which plans they cover Worksheets that provide step-by-step guidance to every aspect of ERISA compliance and reporting A compliance calendar that covers key deadlines IRS and PBGC reporting requirements Advice on ERISA rules regarding documentation, claims, bonding and trust requirements The 2012 Edition includes the following updates and additions: Expanded PBGC electronic premium payment options Updated guidance on defined benefit funding relief notices Explanations on changes to 404(c) disclosure rules Details of final individual account disclosure rules Review of updated temporary regulations on Qualified Default Investment Alternatives Expanded guidance on Genetic Information Nondiscrimination Act of 2008 Updated model forms Summary of recent law changes that necessitate summary plan description updates Changes in claims submission and review processes for health plans under health care reform Updated employee benefit plan limits

With Quick Reference to ERISA Compliance, you can easily determine what you need to do to comply with all the ERISA rules and the many related IRS, DOL, and PBGC requirements. Full of instructive flowcharts and plain-English guidance, you get instant direction on the reports and disclosures needed for your plan. Quick Reference to ERISA Compliance also provides you with practical tools and sound advice on planning, record-keeping and scheduling. It's packed with solid, easy-to follow advice, including: A comprehensive collection of sample documents, with advice on how to use them and which plans they cover Worksheets that provide step-by-step guidance to every aspect of ERISA compliance and reporting A compliance calendar that covers key deadlines IRS and PBGC reporting requirements Advice on ERISA rules regarding documentation, claims, bonding and trust requirement