Publisher's Synopsis
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
Previous Edition: Quick Reference to ERISA Compliance, 2019 Edition, ISBN 9781543802177
