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September 16, 2008    DOL > EBSA > Publications And Reports   

Publications And Reports

To order copies of these publications, call toll-free: 866.444.3272.

Consumer Publications

Health

Featured Publications

  • An Employee's Guide to Health Benefits Under COBRA - The Consolidated Omnibus Budget Reconciliation Act of 1986 [View]

  • Employer Bankruptcy: How Will it Affect Your Employee Benefits?  [View]

  • Filing A Claim For Your Health Or Disability Benefits [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • In Brief: Can the Retiree Health Benefits Provided by Your Employer Be Cut? [View]

  • Life Changes Require Health Choices [View]

  • MEWAs: A Guide to Federal and State Regulation  [View]

  • Protecting Pension and Health Care Benefits after Job Loss [View]

  • Protections For Newborns, Adopted Children, And New Parents - The Newborns' and Mothers' Health Protection Act of 1996 [View]

  • Retirement and Health Care Coverage...Q&As for Dislocated Workers  [View]

  • Top 10 Ways to Make Your Health Benefits Work for You [View]

  • Work Changes Require Health Choices [View]

  • Your Health Plan And HIPAA...Making The Law Work For You [View]

  • Your Rights After A Mastectomy...Women's Health & Cancer Rights Act of 1998 [View]

Retirement

  • A Look at 401(k) Plan Fees [View]

  • Cash Balance Plans: Q&As [View]

  • Filing A Claim for Your Retirement Benefits [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • New Employee Savings Tips - Time Is On Your Side [View]

  • Payroll Deduction IRAs For Small Businesses [View]

  • Pension and Health Care Coverage...Q&As for Dislocated Workers  [View]

  • Protecting Pension and Health Care Benefits after Job Loss [View]

  • QDROs-Qualified Domestic Relations Orders [View]

  • Savings Fitness: A Guide to Your Money and Your Financial Future [View]

  • SEP Retirement Plans for Small Businesses [View]

  • SIMPLE IRA Plans for Small Businesses [View]

  • Taking The Mystery Out Of Retirement Planning [View]

  • Top 10 Ways to Prepare for Retirement [View]

  • What You Should Know About Your Retirement Plan [View]

  • Women and Retirement Savings [View]

  • Your Employer's Bankruptcy: How Will it Affect Your Employee Benefits? [View]

Compliance Assistance Publications

Health

  • An Employer's Guide to Group Health Continuation Coverage Under COBRA - The Consolidated Omnibus Reconciliation Act of 1986 [View]

  • Compliance Assistance Guide - Health Benefits Coverage Under Federal Law [View]

  • Compliance Assistance - Group Health and Disability Plans Benefit Claims Procedure Regulation [View]

  • Compliance Guide For Qualified Medical Child Support Orders [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • In Brief: Can the Retiree Health Benefits Provided by Your Employer Be Cut? [View]

  • MEWAs: A Guide to Federal and State Regulation  [View]

  • Reporting And Disclosure Guide For Employee Benefit Plans [View]

Retirement

  • 401(k) Plans For Small Businesses [View]

  • 401(k) Plan Fees Disclosure Form [View]

  • Choosing a Retirement Solution for Your Small Business [View]

  • Exemption Procedures Under Federal Pension Law [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • Meeting Your Fiduciary Responsibilities [View]

  • Payroll Deduction IRAs For Small Businesses [View]

  • QDROs: Qualified Domestic Relations Orders [View]

  • Reporting And Disclosure Guide For Employee Benefit Plans [View]

  • SEP Retirement Plans for Small Businesses [View]

  • Selecting An Auditor For Your Employee Benefit Plan [View]

  • SIMPLE IRA Plans for Small Businesses [View]

  • Special Terminal Report Instructions for Abandoned Plans [View]

  • Understanding Retirement Plan Fees And Expenses [View]

Filing Requirements

  • EFAST A - User Guide for Electronic/Magnetic Media Filing of Form 5500/5500EZ [View]

  • EFAST B Part 1 - Electronic/Magnetic Media File Specifications and Validation Criteria for Forms 5500 and 5500-EZ [View]

  • EFAST B Part 2 - Electronic/Magnetic Media Record Layouts for Forms 5500 and 5500-EZ [View]

  • EFAST C- EFAST Participant Acceptance Testing Procedures [View]

  • Frequently Asked Questions about the ERISA Filing Acceptance System (EFAST)  [View]

Publicaciones Del Consumidor En Español

  • Cobertura de Jubilación y Atención de Salud...Preguntas y Respuestas para Trabajadores Desplazados [El panorama]

  • Las 10 Mejores Maneras de Prepararse para la Jubilación [El panorama]

  • Las 10 Mejores Maneras [El panorama]

  • Las Mujeres Y El Ahorro Para La Jubilación [El panorama]

  • Lo Que Usted Debe Saber...Sobre Su Plan De Retiro [El panorama]

  • Los cambios de condicion laboral requieren hacer elecciones medicas [El panorama]

  • Los cambios de vida requieren tomar decisiones medicas [El panorama]

  • Su Dinero Y Futuro Economico: Una Guia Para Ahorrar [El panorama]

  • Sus Derechos Despues De Una Mastectomia [El panorama]

  • Una Guía Para El Empleado Sobre Los Beneficios De Salud Bajo COBRA - La Ley Ómnibus Consolidada De Reconciliación Presupuestaria De 1986 [El panorama]

Publicaciones Del Empleador En Español

  • Modelo De Aviso General Sobre Los Derechos A La Continuación De La Cobertura De COBRA [El panorama]

  • Modelo De Aviso De Elección De La Continuación De La Cobertura De COBRA [El panorama]

  • Una Guía Para El Empleador Sobre La Continuación De Cobertura De Salud Grupal Bajo COBRA - La Ley Ómnibus Consolidada De Reconciliación Presupuestaria De 1986 [El panorama]

Health And Pension Reports

  • Association Health Plans - Improving Access to Affordable Quality Health Care for Small Businesses [View]

  • Health Disclosure and Claims Issues: Fiscal Year 2001 Compliance Project Report [View]

  • National Summit on Retirement Savings - Final Report: 2006 • 2002 • 1998

Funded Research Papers

ERISA Advisory Council Reports

2007

  • Financial Literacy of Plan Participants and the Role of the Employer [View]

  • Fiduciary Responsibilities and Revenue Sharing Practices [View]

  • Participant Benefit Statements [View]

2006

  • Health Information Technology [View]

  • Plan Asset Rules, Exemptions And Cross-Trading [View]

  • Prudent Investment Process [View]

2005

  • Communications To Retirement Plan Participants [View]

  • Health And Welfare Benefit Plans' Communications [View]

  • Retirement Distributions And Options [View]

2004

  • Fee And Related Disclosures To Participants [View]

  • Health And Welfare Form 5500 Requirements [View]

  • Plan Fees And Reporting On Form 5500 [View]

2003

  • Defined Benefit Plan Funding And Discount Rate Issues [View]

  • Health Care Security Consumer-Directed Health Care Arrangements [View]

  • Optional Professional Management In Defined Contribution Plans [View]

2002

  • Electronic Reporting [View]

  • Fiduciary Education and Training [View]

  • Orphan Plans [View]

2001

  • Challenges to the Employment-Based Healthcare System [View]

  • Increasing Pension Coverage, Participation and Benefits [View]

  • Planning For Retirement [View]

2000

  • Benefit Continuity After Organizational Restructuring [View]

  • Long-Term Care [View]

  • Phased Retirement [View]

1999

  • Benefit Implications of the Growth of a Contingent Workforce [View]

  • Studying the Trend in the Defined Benefit Market to Hybrid Plans [View]

  • Using Surplus Pension Assets to Secure Retiree Health Benefits [View]

1998

  • Disclosure of Health Plan Quality Information [View]

  • Retirement Plan Leakage [View]

  • Small Business [View]

1997

  • Defined Contribution vs. Defined Benefit Plans [View]

  • Employer Assets in ERISA Employer-Sponsored Plans [View]

  • Soft Dollars/Commission Recapture [View]

1996

  • Utilization of Third-Party Trustees to Protect Plan Participants [View]

  • Guidance in Selecting and Monitoring Service Providers [View]

  • Impact of Alternative Tax Proposals on ERISA Employer-Sponsored Plans [View]

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