Author Description

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