Penalties for Form 5500 failures—already some of the toughest in benefits law—have increased significantly in the past year, making careful compliance a must for plan sponsors, service providers, and advisors. Let EBIA help you with our popular Form 5500 Workbook for Health & Welfare Plans (2016 Plan Years).
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PPC's Guide to Compensation and Benefits will help you understand the different types of compensation and benefits that companies are currently offering and their tax implications. It provides clear explanation, analysis, and advice that can be used to quickly evaluate fringe benefit alternatives, ensure compliance with IRS rules, and avoid costly mistakes. This Guide can help employers design compensation plans that motivate key executives including Section 409A nonqualified deferred compensation and stock option plans. It also discusses travel and entertainment expense reimbursement rules, including the proper treatment of company-provided automobiles, computers, and cell phones; and covers the rules for establishing, operating, amending, and terminating all types of fringe benefit and cafeteria plans.
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Taxation of Distributions from Qualified Plans provides detailed, step-by-step guidance on how to approach and resolve any issues that may arise in establishing qualified retirement plans as well as planning for and reporting distributions from various types of qualified plans.
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PPC's Guide to Small Employer Retirement Plans provides practical guidance for plan advisors, administrators, and fiduciaries for all qualified retirement plan needs - from plan design and administration to termination. Numerous examples, reports, worksheets, and checklists help you to comply with the complex rules applying to qualified retirement plans. Guidance is provided on correcting plan errors and preventing plan disqualification.
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PPC's Guide to Cafeteria Plans provides easy-to-understand coverage of the unique requirements for establishing and operating a cafeteria plan and includes coverage of permitted and prohibited benefits, contribution requirements, eligibility and participation rules, nondiscrimination testing, reporting and disclosures, and flexible spending accounts. It also includes coverage of the simple cafeteria plan requirements, which are plans that have less complicated contribution, eligibility, and participation requirements that can be established by eligible small employers.
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PPC’s 5500 Deskbook provides line-by-line guidance for completing the Form 5500 series returns (Forms 5500, 5500-SF, 5500-EZ, 8955-SSA) and the related schedules. It provides an efficient approach to determining filing requirements, obtaining the information needed to complete the reporting requirements, and correctly completing the return. Guidance focuses on the tax return and includes real-life examples and illustrations of filled-in forms, as well as practice aids, to save you time and help you understand the basic concepts involved.
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From retaining key executives to designing and implementing a comprehensive compensation system, PPC's Guide to Compensation Planning for Small Businesses equips you with the knowledge and practical guidance to develop and administer optimal compensation and fringe benefit plans that help small businesses stay competitive by motivating key employees and preserving important tax benefits.
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A benefits professional needs a high level of expertise to properly design, revise, implement, and administer non-pension employee benefits plans. The seven-volume Benefits Coordinator provides you with all the tools needed to succeed. The Coordinator includes a comprehensive analysis of everything you need to know about employee welfare benefit plans, including health care reform, COBRA, family and medical leave, fringe benefits, and more. Also included are practice aids and relevant reprints of the Code, ERISA, regulations, rulings and releases.
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Pension Coordinator is a one-of-a-kind pension service combining subject-by-subject analysis, reprints of official source material, planning articles, periodic special studies, and the industry's foremost plan document preparation system. Get authoritative subject-organized analysis, complete with official source materials.
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An unparalleled source for full-text official documents and digests of IRS, DOL, PBGC and court rulings.
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Executive Compensation & Taxation Coordinator is the only compensation service you need to recruit, motivate and retain executive talent.
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PPC's Practice Aids™ - Audits of Employee Benefit Plans is the perfect companion to your subscription to PPC's Guide to Audits of Employee Benefit Plans (EBP). They are Microsoft® Word and Excel versions of all of the editable practice aids in that Guide, and they contain extensive practical considerations and tips to help you conduct your audits effectively and efficiently. They work with leading paperless engagement software or with Word and Excel alone.
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Qualified Pension & Profit Sharing Plans delivers the best ideas and strategies for designing, maintaining, and terminating qualified retirement plans.
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Health care reform legislation has significantly altered the landscape for obtaining and providing health care benefits. PPC’s Guide to Health Care Reform provides practical easy-to-understand guidance on the key provisions of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of 2010. Additionally, since Congress left much of the implementation to government agencies, it provides ongoing coverage of IRS, DOL, and HHS pronouncements to help you stay abreast of developments as they occur.
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A must-have resource for employers, administrators, and advisors! EBIA 401(k) Plans on Checkpoint® explains the Internal Revenue Code and ERISA requirements for 401(k) plans, and it explores all sorts of plan design and administration issues. Also included are sample documents and EBIA Weekly on Checkpoint® (including archives).
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Written and edited by experienced employee benefits attorneys, EBIA Cafeteria Plans is one of the nation's leading resources for cafeteria plan sponsors and administrators, and discusses just about every cafeteria plan design and administration issue. It provides in-depth coverage of legal requirements for cafeteria plans, health FSAs, and DCAPs, and features practical, real-world examples, tips, tables, checklists, and sample documents to keep you in compliance and on top of new developments.
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Interpreting federal and state law, Guide to Taxation of Benefits addresses the tax issues related to employer-provided benefits from the payroll practitioner's perspective. Includes full-text search functionality and links to primary law sources.
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Executive Compensation Libraryis a complete source for executive compensation news, research, analysis and sample plans.
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Step-by-step guidance helps you easily draft nonqualified retirement plans. With Nonqualified Deferred Compensation Plans on Checkpoint, you'll be able to easily locate the materials and forms you need to help save you hours of time drafting nonqualified plan documents.
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A comprehensive guide for employers and advisors, EBIA Employee Benefits for Domestic Partners: Design, Taxation, and Administration covers all stages of the design and administration of domestic partner benefits. Written and edited by experienced benefits attorneys, it covers plan design and administration (including sample affidavits), tax compliance (including sample tax certifications), state-law impacts, plus special issues for health, retirement, and other benefits (dependent care assistance, adoption assistance, and more). All with full legal citation, plus charts, tables, checklists, and sample documents.
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Federal Taxation of Employee Compensation provides comprehensive descriptions and discussion of the relevant income tax rules that affect:
