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Publisher: Wolters Kluwer Law & Business
Newman, Barry M.
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, which rule and procedures apply to you, and how to meet all the regulatory requirements. Plus, you are supplied with practical tools and sound advice on planning, record-keeping, 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 oompliance 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.Newman, Barry M. is the author of 'Quick Reference to Erisa Compliance,v.1' with ISBN 9780735523838 and ISBN 0735523835.
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