Publications and Reports
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Consumer Publications
Health
- An Employee's Guide to Health Benefits Under COBRA - The Consolidated Omnibus Budget Reconciliation Act
- Employer Bankruptcy: How Will it Affect Your Employee Benefits
- Filing A Claim For Your Health Or Disability Benefits
- How to Obtain Employee Benefit Documents from DOL
- Can the Retiree Health Benefits Provided by Your Employer Be Cut?
- Job Loss - Important Information Workers Need To Know To Protect Their Health Coverage and Retirement Benefits
- Life Changes Require Health Choices...Know Your Benefit Options
- MEWAs: A Guide to Federal and State Regulation
- Protecting Retirement and Health Care Benefits after Job Loss
- Protections For Newborns, Adopted Children, And New Parents - The Newborns' and Mothers' Health Protection Act of 1996
- Retirement and Health Care Benefits...Questions and Answers for Reservists
- Retirement and Health Care Coverage...Questions and Answers for Dislocated Workers
- Top 10 Ways to Make Your Health Benefits Work for You
- What To Do If Your Health Coverage Can No Longer Pay Benefits
- Work Changes Require Health Choices...Protect Your Rights
- Your Health Plan And HIPAA...Making The Law Work For You
- Your Genetic Information and Your Health Plan - Know the Protections Against Discrimination
- Your Rights After A Mastectomy...Women's Health & Cancer Rights Act of 1998
Retirement
- A Look at 401(k) Plan Fees
- Cash Balance Plans: Questions and Answers
- Filing A Claim for Your Retirement Benefits
- How to Obtain Employee Benefit Documents from the Department of Labor
- Job Loss - Important Information Workers Need To Know To Protect Their Health Coverage and Retirement Benefits
- New Employee Savings Tips - Time Is On Your Side
- Payroll Deduction IRAs For Small Businesses
- Protecting Retirement and Health Care Benefits after Job Loss
- Profit Sharing Plans for Small Businesses
- QDROs - Qualified Domestic Relations Orders
- Retirement and Health Care Benefits...Questions and Answers for Reservists
- Retirement and Health Care Coverage...Questions and Answers for Dislocated Workers
- Savings Fitness: A Guide to Your Money and Your Financial Future
- SEP Retirement Plans for Small Businesses
- SIMPLE IRA Plans for Small Businesses
- Taking The Mystery Out Of Retirement Planning
- Target Date Retirement Funds Investor Bulletin
- Top 10 Ways to Prepare for Retirement
- What You Should Know About Your Retirement Plan
- Women and Retirement Savings
- Your Employer's Bankruptcy: How Will it Affect Your Employee Benefits?
Compliance Assistance Publications
Health
- An Employer's Guide to Health Continuation Coverage Under COBRA - The Consolidated Omnibus Budget Reconciliation Act
- Compliance Assistance Guide - Health Benefits Coverage Under Federal Law
- Compliance Assistance - Group Health and Disability Plans Benefit Claims Procedure Regulation
- Getting Ready for Changes in Filing Your Plan's Annual Return/Report Form 5500
- How to Obtain Employee Benefit Documents from the Department of Labor
- How To Protect Your Employees When Purchasing Health Insurance
- In Brief: Can the Retiree Health Benefits Provided by Your Employer Be Cut?
- MEWAs: A Guide to Federal and State Regulation
- Qualified Medical Child Support Orders
- Reporting And Disclosure Guide For Employee Benefit Plans
- Troubleshooter's Guide to Filing the ERISA Annual Report
- Understanding Your Fiduciary Responsibilities Under A Group Health Plan
Retirement
- 401(k) Plans For Small Businesses
- Adding Automatic Enrollment To Your 401(k) Plan
- Automatic Enrollment 401(k) Plans for Small Businesses
- Choosing a Retirement Solution for Your Small Business
- Exemption Procedures Under Federal Pension Law
- Getting Ready for Changes in Filing Your Plan's Annual Return/Report Form 5500
- How to Obtain Employee Benefit Documents from the Department of Labor
- Meeting Your Fiduciary Responsibilities
- Payroll Deduction IRAs For Small Businesses
- Profit Sharing Plans for Small Businesses
- QDROs: Qualified Domestic Relations Orders
- Reporting And Disclosure Guide For Employee Benefit Plans
- Retirement Plan Correction Programs
- SEP Retirement Plans for Small Businesses
- Selecting An Auditor For Your Employee Benefit Plan
- SIMPLE IRA Plans for Small Businesses
- Special Terminal Report Instructions for Abandoned Plans
- Troubleshooter's Guide to Filing the ERISA Annual Report
- Understanding Retirement Plan Fees and Expenses
Filing Requirements
- Frequently Asked Questions about the ERISA Filing Acceptance System (EFAST)
- Getting Ready for Changes in Filing Your Plan's Annual Return/Report Form 5500
- Troubleshooter's Guide to Filing the ERISA Annual Report
Publicaciones Del Consumidor en español
- Cobertura de Jubilación y Atención de Salud...Preguntas y Respuestas para Trabajadores Desplazados
- Cómo Presentar Una Reclamación Por Sus Beneficios de Jubilación
- Cómo Presentar Una Reclamación Para Sus Beneficios de Salud o Incapacidad
- Cómo proteger la jubilación y los beneficios de salud después de perder el empleo
- Cómo resolver el misterio de la planificación de su jubilación
- Las 10 Mejores Maneras de Prepararse para la Jubilación
- Las 10 Mejores Maneras de hacer que sus beneficios de salud funcionen para usted
- Las Mujeres Y El Ahorro Para La Jubilación
- Lo Que Usted Debe Saber...Sobre Su Plan De Jubilación
- Los cambios de condición laboral requieren hacer elecciones médicas
- Los cambios de vida requieren tomar decisiones médicas
- Su Dinero Y Futuro Economico: Una Guia Para Ahorrar
- Su Plan de Salud y la Ley HIPAA… Utilizando la Ley a su Favor
- Sus Derechos Despues De Una Mastectomia
- Una guía para el empleado sobre los beneficios de salud bajo COBRA - La Ley Ómnibus Consolidada de Reconciliación Presupuestaria
Publicaciones Del Empleador en español
- Cumplimiento De Sus Responsabilidades Fiduciarias
- Modelo De Aviso General Sobre Los Derechos A La Continuación De La Cobertura De COBRA
- Modelo De Aviso De Elección De La Continuación De La Cobertura De COBRA
- Una guía para el empleador sobre la continuación de cobertura de salud grupal bajo COBRA - La Ley Ómnibus Consolidada de Reconciliación Presupuestaria
Health And Pension Reports
- 2012 Report to Congress: Compliance With the Mental Health Parity and Addiction Equity Act of 2008
- Health Disclosure and Claims Issues: Fiscal Year 2001 Compliance Project Report
- Study of the Large Group Market
National Summit on Retirement Savings - Final Reports
Annual Report on Self-Insured Group Health Plans
- 2012 Annual Report on Self-Insured Group Health Plans: [2012 Report] [Appendix A] [Appendix B]
- 2011 Annual Report on Self-Insured Group Health Plans: [2011 Report] [Appendix A] [Appendix B]
Funded Research Papers
- Annual Group Health Plan Reports (including supporting documents)
- Private Pension Plan Bulletins (PPPB) Abstract of Form 5500 Annual Reports and PPPB Historical Tables and Graphs (including supporting documents)
- Health Research Papers: 2000-Current
- Pension Research Papers: 2000-Current
ERISA Advisory Council Reports
2011
- Current Challenges and Best Practices for ERISA Compliance for 403(b) Plan Sponsors
- Privacy and Security Issues Affecting Employee Benefit Plans
- Hedge Funds and Private Equity Investments
2010
- Health Care Literacy
- Employee Benefit Plan Auditing and Financial Reporting Models
- Disparities for Women and Minorities in Retirement Savings
2009
- Approaches to Retirement Security in the United States
- Promoting Retirement Literacy and Security by Streamlining Disclosures to Participants and Beneficiaries
- Stable Value Funds and Retirement Security in the Current Economic Conditions
2008
- Hard to Value Assets and Target Date Funds
- Phased Retirement
- The Spend Down of Defined Contribution Assets at Retirement
2007
- Financial Literacy of Plan Participants and the Role of the Employer
- Fiduciary Responsibilities and Revenue Sharing Practices
- Participant Benefit Statements
2006
- Health Information Technology
- Plan Asset Rules, Exemptions And Cross-Trading
- Prudent Investment Process
2005
- Communications To Retirement Plan Participants
- Health And Welfare Benefit Plans' Communications
- Retirement Distributions And Options
2004
- Fee And Related Disclosures To Participants
- Health And Welfare Form 5500 Requirements
- Plan Fees And Reporting On Form 5500
2003
- Defined Benefit Plan Funding And Discount Rate Issues
- Health Care Security Consumer-Directed Health Care Arrangements
- Optional Professional Management In Defined Contribution Plans
2002
2001
- Challenges to the Employment-Based Healthcare System
- Increasing Pension Coverage, Participation and Benefits
- Planning For Retirement
2000
1999
- Benefit Implications of the Growth of a Contingent Workforce
- Studying the Trend in the Defined Benefit Market to Hybrid Plans
- Using Surplus Pension Assets to Secure Retiree Health Benefits
1998
1997
- Defined Contribution vs. Defined Benefit Plans
- Employer Assets in ERISA Employer-Sponsored Plans
- Soft Dollars/Commission Recapture