Quick Reference to ERISA Compliance

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. The book 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.