Coverage and Nondiscrimination Answer Book is the first reference guide that focuses exclusively on the participation, coverage, nondiscrimination, and compliance requirements that must be met to ensure a plan's qualified status. This book is designed to help plan sponsors and administrators, as well as benefits professionals, attorneys, and consultants, cope with the complicated requirements of compliance testing. The practical guidance, regulatory and legislative updates, and detailed analysis in Coverage and Nondiscrimination Answer Book will assist pension professionals in managing all aspects of coverage and nondiscrimination testing and compliance. Coverage and Nondiscrimination Answer Book uses straightforward language and avoids technical jargon whenever possible. Citations to authority, particularly the Internal Revenue Code, are provided as research aids for those who wish to pursue particular items in greater detail. Coverage and Nondiscrimination Answer Book will help you: <ul>
<li> Understand the impact of EGTRRA on coverage and nondiscrimination testing </li> <li> Discover methods of plan design that avoid the need for most coverage and nondiscrimination testing </li> <li> Determine which entities comprise an "employer" for qualified plan purposes </li> <li> Craft employee census and data requests that capture the information essential to accurate testing </li> <li> Perform all required compliance tests accurately </li> <li> Be aware of corrective measures available and the time frame for these corrections </li> <li> Design plans or combinations of plans that favor certain targeted employees </li> <li> Know the benefits of applying for a determination letter </li> <li> Complete required schedules needed to request a determination letter from the IRS </li> </ul>
 Coverage and Nondiscrimination Answer Book offers real-life examples, charts, and illustrations in a concise format. It provides specific tools and answers such frequently occurring questions as: <ul>
<li> Do I have a controlled group situation? </li> <li> Is my plan providing meaningful benefits? </li> <li> And more! </li> </ul>
 The Fourth Edition of the Coverage and Nondiscrimination Answer Book gives subscribers the most relevant, current, and practice-oriented answers to the major issues in the area of coverage and nondiscrimination testing, including: <ul>
<li> Most recent available information on Automatic Enrollment plans from the final regulations </li> <li> Issues pertaining to short plan years </li> <li> A more in-depth discussion on "restructuring" plans for purposes of cross-testing </li> <li> A succinct compilation of issues related to testing Puerto Rican and foreign plans </li> <li> A comprehensive review of coverage, nondiscrimination and eligibility issues with regard to Davis-Bacon plans </li> <li> An in-depth discussion detailing the different classifications of employees and the impact these classifications have on testing </li> </ul>

Coverage & Nondiscrimination Answer Book

Frank J. Bitzer

Thomas E. Poje

Bernadine Topazio

Administrative Law

Aspen Publishers

ERISA facts, 1998

Religion & Spirituality

National Underwriter Co.

Benefits Facts 2003-2004 (Benefits Facts)

Natl Underwriter Co

Tax Facts Series ERISA Facts 2008

Business & Money

Nicholas W. Ferrigno

Education & Reference

National Underwriter Company

ERISA Facts is for professionals in all realms of employee benefits who need to be knowledgeable on fiduciary responsibilities under ERISA, health insurance issues (HIPAA, COBRA, etc.), plan administration issues, and responsibilities related to plan investments and fiduciary liability. ERISA Facts clearly outlines how to successfully maintain compliance with ERISA and Department of Labor regulations. Discover valuable insights into enforcement procedures of the DOL as you explore a wide variety of employee benefit plans, administrative requirements, disclosure provisions, fiduciary duties and liabilities as well as hundreds of additional critical issuesall designed to provide competitive advantage and measurable results. No other resource covers all these subjects in one up-to-date quick-answer resource. It is updated annually and contains targeted and useful practitioners pointers. Key Selling Points: provides answers for more than 800 questions; quick reference Q&A format and extensive index provide easy access; one-stop for model notices, checklists, disclosure requirements, and other recent guidance; extensive contact lists and addresses for key personnel throughout the DOL (Department of Labor); and fully cited to authority, including tables showing correlations between ERISA, IRC, and U.S. Code.

Tax Facts Series ERISA Facts 2009

Accounting

Book comes with a year subscription to on-line. Insert in the book provides information how to access the on-line component.

Tax Facts Series Erisa Facts 2010 (Tax Facts Tax Facts)

Nicholas W.

Jr. Ferrigno

Quick Reference to ERISA Compliance, 2022 Edition

Law Practice

Wolters Kluwer

It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws. Providing answers to more than 800 ERISA-related questions, 2016 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.

Erisa Facts 2016

Insurance

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Books by Frank J. Bitzer