Your browser is not supported by this site. Please update to the latest version, or use a different browser for the best experience.

Pension and Benefits

EBIA ERISA Compliance for Health & Welfare Plans
EBIA ERISA Compliance for Health & Welfare Plans

EBIA ERISA Compliance for Health and Welfare Plans on Checkpoint discusses what benefits are subject to ERISA, then explains ERISA's requirements in detail with examples, checklists, court case summaries, tables, Q&As, and compliance tips. It includes in-depth coverage of reporting & disclosure requirements (Form 5500, SPDs, etc.), fiduciary duties, benefits claims procedures, plan documents, handling of participant contributions, benefits disputes, and much more. Also included are sample documents and EBIA Weekly on Checkpoint (including archives).

Learn More
  • Book

    $690.00
  • eBook - ProView

    $670.00
EBIA COBRA: The Developing Law
EBIA COBRA: The Developing Law

EBIA COBRA: The Developing Law explores the nuances of COBRA using real-life examples as a platform for discussing the complicated COBRA rules. Written and edited by experienced employee benefits attorneys, it answers your tough questions and provides comprehensive guidance on all aspects of COBRA administration. In-depth discussions, along with numerous tables, checklists, and sample documents, will keep you informed of current legal developments and assist you in your COBRA compliance efforts.

Learn More
  • Book

    $670.00
  • eBook - ProView

    $655.00
EBIA HIPAA Portability, Privacy & Security
EBIA HIPAA Portability, Privacy & Security

EBIA HIPAA Portability, Privacy & Security includes comprehensive coverage of HIPAA's requirements for group health plans. It includes HIPAA's privacy and security rules (and EDI and other administrative simplification rules), and HIPAA's portability rules, including pre-existing condition exclusions (PCEs), HIPAA certificates, special enrollments, nondiscrimination, insurance market provisions, etc. Also included are sample documents and EBIA Weekly on Checkpoint® (including archives).

Learn More
  • Book

    $700.00
  • eBook - ProView

    $680.00
EBIA Record Retention Requirements for Health & Welfare Benefits
EBIA Record Retention Requirements for Health & Welfare Benefits
In this new softcover book, EBIA experts analyze record retention requirements for employer-provided health and welfare benefits, including major medical, dental, health FSAs, and HRAs; severance, disability, and life insurance; cafeteria plans, DCAPs, qualified transportation plans, educational assistance programs, HSA programs, and more. (Coverage of pension and retirement benefits is not included.) Learn More
  • Book

    $249.00
EBIA Fringe Benefits
EBIA Fringe Benefits

EBIA Fringe Benefits provides employers and advisors with the top-notch legal analysis, practical tips, and useful examples they need to understand what fringe benefits are and to be able to compare, choose, and implement various fringe benefits plans: pre-tax transportation plans, adoption assistance plans, educational assistance plans, vacation/paid time off (PTO) plans, moving expenses, and employee discounts. Also included are sample documents and EBIA Weekly on Checkpoint® (including archives).

Learn More
  • Book

    $510.00
  • eBook - ProView

    $495.00
EBIA Form 5500 Workbook for Health & Welfare Plans 2016
EBIA Form 5500 Workbook for Health & Welfare Plans 2016

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).

Learn More
  • Book

    $219.00
  • Book

    $219.00
EBIA Cafeteria Plans
EBIA Cafeteria Plans

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. 

Learn More
  • Book

    $765.00
  • eBook - ProView

    $745.00
PPC's Guide to Individual Retirement Accounts
PPC's Guide to Individual Retirement Accounts

PPC's Guide to Individual Retirement Accounts provides complete IRA guidance on traditional IRAs, Roth IRAs, and employer-sponsored IRAs, such as SEPs, SIMPLEs, and payroll deduction IRAs. Plus, choosing beneficiaries, deciding between Roth and traditional IRAs, converting traditional IRAs to Roth IRAs, etc.

Learn More
  • Book

    $230.00
EBIA Group Health Plans: Federal Mandates Other Than COBRA & HIPAA
EBIA Group Health Plans: Federal Mandates Other Than COBRA & HIPAA

EBIA Group Health Plans: Federal Mandates Other Than COBRA & HIPAA covers important federal mandates for group health plans that are often overlooked: QMCSOs, the Mental Health Parity Act, minimum hospital stays for newborns and mothers, the Women's Health and Cancer Rights Act, federal employment laws affecting group health plans (FMLA, ADA, ADEA, USERRA, etc.), Medicare Part D notice requirements, Medicare Secondary Payer, HMO nondiscrimination requirements, etc. Also included are sample documents and EBIA Weekly on Checkpoint® (including archives).

Learn More
  • Book

    $620.00
  • eBook - ProView

    $600.00
PPC's Guide to Compensation and Benefits
PPC's Guide to Compensation and Benefits

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.

Learn More
  • Book

    $375.00
EBIA Consumer-Driven Health Care
EBIA Consumer-Driven Health Care

Written and edited by experienced employee benefits attorneys, EBIA's Consumer-Driven Health Care provides employers and advisors with the top-notch legal analysis, practical tips, and useful examples they need to understand what consumer-driven health care is and to be able to compare, choose, and implement various tax-favored arrangements, such as health savings accounts (HSAs) and health reimbursement arrangements (HRAs). Also included are sample documents and EBIA Weekly on Checkpoint® (including archives).

Learn More
  • Book

    $595.00
  • eBook - ProView

    $580.00
Taxation of Distributions from Qualified Plans
Taxation of Distributions from Qualified Plans

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.

Learn More
  • Online

    $540.00
PPC's Guide to Health Care Reform
PPC's Guide to Health Care Reform

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.

Learn More
  • Book

    $435.00
  • Online

    $480.00
Pension and Benefits Deskset
Pension and Benefits Deskset

Pension & Benefits Deskset contains the source material you need to answer tough pension and benefits questions with confidence and accuracy. Plus, powerful search functionality will help reduce your research time.

Learn More
  • Online

    $340.00
Federal Taxation of Employee Compensation
Federal Taxation of Employee Compensation

Federal Taxation of Employee Compensation provides comprehensive descriptions and discussion of the relevant income tax rules that affect:

  • Deferred compensation arrangements
  • Employee stock options
  • Employee fringe benefits other than deferred compensation and stock options
  • Employer deductions for employee compensation
Learn More
PPC's 5500 Deskbook
PPC's 5500 Deskbook

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.

Learn More
  • Book

    $365.00
EBIA Employee Benefits for Domestic Partners
EBIA Employee Benefits for Domestic Partners

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.

Learn More
  • Online

    $745.00
EBIA Weekly Newsletter
EBIA Weekly Newsletter

Since 2000, benefits professionals have relied on the EBIA Newsletter as an easy and cost-effective way to keep up on new developments as they occur! Written and edited by experienced employee benefits attorneys, the EBIA Newsletter is published on Fridays and includes articles on significant legal developments (federal statutes, regulations, other federal agency guidance, and selected court decisions) within the scope of EBIA's benefits compliance library

Learn More
  • Online

    $270.00
PPC's Guide to Compensation Planning for Small Businesses
PPC's Guide to Compensation Planning for Small Businesses

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.

Learn More
  • Book

    $230.00
  • Online

    $245.00
Guide to Taxation of Benefits
Guide to Taxation of Benefits

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.

Learn More
  • Online

    $620.00
PPC's Guide to Small Employer Retirement Plans
PPC's Guide to Small Employer Retirement Plans

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.

Learn More
  • Book

    $375.00
PPC's Guide to Cafeteria Plans
PPC's Guide to Cafeteria Plans

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.

Learn More
  • Book

    $230.00
BACK TO TOP