Quick Reference To ERISA Compliance 2009

by Martin, Marjorie R.

• ISBN13: 9780735573956
• ISBN10: 0735573956
• Format: Paperback
• Copyright: 2008-10-20
• Publisher: Wolters Kluwer

Summary

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 requirement The 2010 Edition includes the following updates and additions: Guidance from the agencies on Pension Protection Act of 2006 (PPA) disclosure requirements, as well as PBGC premium and reporting changes, released through July 2009 New special enrollment rights in the Children's Health Insurance Program Reauthorization Act of 2009 (CHIPRA) Additional health plan coverage requirements for college students under "Michelle's Law " Expanded mental health parity requirements New data and security obligations for health plans and their vendors under the Health Insurance Portability and Accountability Act of 1996 (HIPAA) as spelled out in the Health Information Technology for Economic and Clinical Health Act (HITECH) A reminder of various recent legislative and regulatory changes that will likely spur the need for Summary of Material Modification or Summary Plan Description updates