Quick Reference to Erisa Compliance 2000 Edition
With QUICK REFERENCE TO ERISA COMPLIANCE, you can easily determine what you need to do to stay in compliance with all the ERISA rules And The many related IRS, DOL, and PBGC requirements. Full of instructive flowcharts and simple, plain-English guidance, it gives you instant direction on the reports and disclosures needed for your plan, which rules and procedures apply to you, and how to meet all the regulatory requirements. Plus, it provides practical tools and sound advice on planning, recordkeeping, 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 cover; charts and worksheets that provide step-by-step guidance to every aspect of ERISA compliance and reporting; a compliance calendar covering every key deadline; separate sections on annual reporting; plus IRS and PBGC reporting requirements; and, advice on ERISA rules regarding documentation, claims, bonding, and trust requirements.
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Bend all the pages of the guide backwards Compliance Calendar
Annual Reports vii
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actuary Annual Premium Payment annuity cafeteria plan continued controlled group copy coverage decision table deferred vested retirement defined benefit plan Department of Labor determine disclosure requirements distribution method DOL Advisory Opinion DOL Reg due date eligible employee contributions employee organization employer identification employer or employee employer plan ERISA reporting ERISA-covered pension ERISA-covered welfare plan file Schedule filing annual reports group health plan Ibid individual retirement account Instructions for Form Internal Revenue Code Introduction material modifications medical savings accounts participant or beneficiary participants and beneficiaries PBGC Annual Premium PBGC Form PBGC Reg penalty pension and welfare pension or welfare plan administrator plan assets plan participants plan sponsor plan's plans subject Premium Payment Package qualified receive reportable event reporting and disclosure request Revenue Code 6039D rollover Section SIMPLE plans simplified employee pension statement subject to ERISA trust U.S. Department unfunded vested benefits waiver