Instant answers to the toughest ERISA questions! ERISA Law Answer Book, Seventh Edition by John F. Buckley List Price: $355.00   Eligible for Free Standard Shipping on U.S. Prepaid Orders Imprint: Aspen Publishers ISBN: 9780735509092 Hardcover: 560 pages Publication Cycle: Supplemented annually Last Updated: 9/12/2012 Automatic Supplementation More Info. Available: Item ships in 3-5 Business Days

ERISA Law Answer Book is the practical desk reference that provides clear, concise, authoritative answers to more than 1,300 key questions - covering everything from benefit plan design, administration, communication, amendment, coverage, funding, distribution, and defense to fiduciary liabilities and litigation issues. It helps you ensure compliance with ERISA law...limit exposure to liability...avoid litigation...prevent plan disqualification...and make plan administration more efficient and effective. Designed for fast, easy use, the ERISA Law Answer Book features: Answers to just about any ERISA question instantly at your fingertips Up-to-date coverage on ERISA-related developments Advice on the best course of action when dealing with ERISA issues Extensive coverage of the Pension Protection Act of 2006 (PPA) Scores of practice pointers and examples Citations to statutes, regulations, and case law Detailed analysis of ERISA provisions Internal Revenue Code sections and interpretations The Seventh Edition of ERISA Law Answer Book contains dozens of new cases and extensive discussion of legislative and regulatory developments in the past year that affect the interpretation of ERISA and the Internal Revenue Code. The new material discussed in this edition includes: The Patient Protection and Affordable Care Act of 2010 (PPACA) [Pub. L. No. 111-148, (Mar. 20, 2010)], as modified by subsequent legislation, which contains extensive health care reform provisions Proposed regulations issued by the Employee Benefits Security Administration (EBSA) that define more broadly the circumstances under which a person is considered a "fiduciary" under ERISA by reason of giving investment advice to an employee benefit plan or plan participants. [75 Fed. Reg. 65,263 (Oct. 22, 2010)] The decision by the Court of Appeals for the Ninth Circuit in Mack v. Kuckenmeister [619 F.3d 1010 (9th Cir. 2010)], which examined the interplay of the state and federal courts’ concurrent jurisdiction to decide whether a particular domestic relations order (DRO) meets the requirements for a qualified domestic relations order (QDRO) under ERISA Sections 206(d)(3)(A) and (B) and 502(a)(1)(B) The Department of Labor (DOL) Advisory Opinion No. 2011-04A (Feb. 3, 2011), which concluded that it would be a prohibited transaction for an IRA to purchase a promissory note and deed of trust held by a bank when the IRA owner and his spouse were obligors on the note and title to the real property encumbered by the deed of trust was held by a family trust of which the IRA owner and his spouse were trustees The Supreme Court's decision in CIGNA Corp. v. Amara [131 S. Ct. 1866 (2011)], which clarified that ERISA Section 502(a)(1) allows a court to enforce the terms of a plan but not to change the terms The Supreme Court's decision in Jones v. Harris Associates LP [130 S. Ct. 1418 (2010)], involving an investment advisor's fiduciary duty under Section 36(b) of the Investment Company Act (ICA) of 1940 Final regulations issued by the IRS under Code Sections 430 and 436 regarding funding balances and benefit restrictions for underfunded plans An IRS ruling that allows 401(k) plans to be amended topermit or require certain contributions of the dollar equivalent of participants' unused paid time off (PTO) in accordance with governing nondiscrimination requirements and contribution limits The Department of Labor's new electronic filing requirement for Form 5500 and Form 5500-SF along with any required schedules, statements, and attachments View the Highlights for this title. 1. Benefit Arrangements Subject to ERISA General Considerations "Plan, Fund, or Program" "Employer or Employee Organization" For Participants and Their Beneficiaries Special Cases Benefit Plans Exempt from ERISA Miscellaneous Issues 2. Interpreting ERISA Plans General Considerations Controlling Documents Applicable Law 3. Claims Procedures and Exhaustion of Administrative Remedies Claims Procedures - General Claims Denials Appeals Exhaustion of Administrative Remedies 4. Notice, Reporting, and Disclosure IRS Recordkeeping and Reporting Requirements DOL Recordkeeping and Reporting Requirements Summary Plan Description Summary of Material Modifications Responding to Information Requests Miscellaneous Notice Requirements 5. Plan Amendment Protected Benefits Effect of Plan Amendment on Benefits Underfunded Plans; Waiver Period Required Amendment Deadlines 6. Assignment, Waiver, and Forfeiture Assignment, Attachment, and Garnishment Tax Liens Rights and Interests of Spouses and Former Spouses QDROs Waivers of ERISA Rights and Interests Forfeitures and Setoffs 7. Miscellaneous Issues in Plan Administration Prohibited Transactions Fiduciary Bonding Requirements Plan Loans Pension Benefit Guaranty Corporation 8. Who Is a Fiduciary? General Considerations Plan Sponsors, Officers, and Directors Plan Administrators Investment Advisors Insurance Companies and Agents 9. Fiduciary Duties and Liabilities General Principles of ERISA Fiduciary Conduct Exclusive Benefit Rule Duties Relating to Plan Administration Duties Relating to Benefit Determinations Duties Relating to Employee Communications Duties Relating to Plan Investments Fiduciary Liabilities 10. Plan Coverage and Participation Requirements 11. Benefit Accrual and Vesting Accrued Benefit Vesting Break in Service Plan Termination and Partial Termination Vesting in Welfare Benefit Plans 12. Contributions and Benefits General Considerations Defined Contribution Plans Defined Benefit Plans Related Issues Permitted Disparity Discrimination in Plan Benefits, Rights, and Features 13. Plan Funding Minimum Funding Standards for Single-Employer Defined Benefit Plans Minimum Funding Standards for Multiemployer Defined Benefit Plans Plan Funding Limits Plan Funding Liabilities 14. Plan Distributions Timing of Distributions Distributions to Participants (and Their Surviving Spouses) Creditors' Rights and Bankruptcy Taxation of Plan Distributions Distribution Elections and Notice Requirements Rollover Distributions 15. Plan Disqualification and Remediation Plan Disqualification IRS Programs for Remedial Action Self-Correction Program Voluntary Correction Program Anonymous Submission Program Audit Closing Agreement Program 16. COBRA Applicability Eligibility Notice Requirements Premiums Miscellaneous Issues Enforcement and Sanctions 17. Insurance General Principles Accidents and Self-Inflicted Injuries Health Insurance Disability Benefits 18. Actions and Remedies Causes of Action Equitable Relief Estoppel Breach of Fiduciary Duty Regarding Plan Investments Claims for Benefits Failure to Comply with Notice Requirements Claims for Failure to Respond to Information Requests Interference with ERISA Rights 19. Plaintiffs and Defendants Plaintiffs Participants and Beneficiaries Miscellaneous Plaintiffs Defendants 20. Preemption The Basics Insurance Exception 21. Standard of Review De Novo Arbitrary and Capricious Heightened Scrutiny Burden of Proof 22. Attorneys' Fees General Considerations Factors Considered in Awarding Attorneys’ Fees Burden of Proof 23. Miscellaneous Issues in ERISA Litigation Jurisdiction and Venue Right to Jury Trial Removal and Remand Statutes of Limitations Evidentiary Issues Journal of Pension Planning & Compliance Bruce J. McNeil The Journal of Pension Planning & Compliance is the leading source for in-depth coverage of pension compliance and design issues. From complex plan qualification problems to new developments in employee benefits to the latest legislative news, the Journal targets the full range of critic more... Add to cart   |  Price: $449.00  |  PIN: SS01482181  |  Format: Paperback  Imprint: Aspen Publishers  Handbook on ERISA Litigation, Third Edition James F. Jorden, Waldemar J. Pflepsen, Jr., Stephen H. Goldberg Handbook on ERISA Litigation cuts through complicated statutory provisions and tells you which ERISA claims are recognized by which courts and how to litigate them. Helpful litigation checklists and forms are provided on key aspects of ERISA litigation as well as hundreds of citations to leadin more... Add to cart   |  Price: $375.00  |  ISBN: 9780735563117  |  Format: Looseleaf  Imprint: Aspen Publishers  Nonqualified Deferred Compensation Answer Book, Seventh Edition Barry K. Downey, Esq., Henry A. Smith, III, Michael P. Connors, Esq. The past few years have seen major changes in the area of executive compensation. With recent legislation and regulations imposing new limits on executive pay, it is more important than ever for you to have the most current information when it comes to compensating executive talent. Nonqualified more... Add to cart   |  Price: $355.00  |  ISBN: 9780735582149  |  Format: Hardcover  Imprint: Aspen Publishers  Benefits Law Journal Davis E Morse For over 20 years, the most respected and accomplished employee benefits professionals have shared their expertise, as well as formulas for success and cautionary tales, exclusively in the pages of Benefits Law Journal . Each quarterly issue offers in-depth analysis of new legislation, regulat more... Add to cart   |  Price: $545.00  |  PIN: 9900038000  |  Format: Paperback  Imprint: Aspen Publishers  ERISA Fiduciary Answer Book, Sixth Edition Tess J. Ferrera Be aware of your fiduciary responsibilities and how to handle them safely with ERISA Fiduciary Answer Book . This expert reference book clearly explains every aspect of ERISA fiduciary duty, providing information, guidance, and advice on prohibited transactions, investments, fiduciary liability, more... Add to cart   |  Price: $335.00  |  ISBN: 9780735591189  |  Format: Hardcover  Imprint: Aspen Publishers  Pension and Employee Benefits - Code - ERISA - Regulations (2 Volumes), as of January 1, 2013 Wolters Kluwer Pension and Employee Benefits Code ERISA Regulations as of January 1, 2013 (2 Volumes) , provides pension and employee benefits practitioners with an authoritative and comprehensive reference to pension provisions and selected welfare benefit provisions of the Internal Revenue Code and ERISA and more... Add to cart   |  Price: $165.00  |  PIN: TA05982500  |  Format: Paperback  Imprint: Aspen Publishers  Qualified Domestic Relations Order (QDRO) Handbook, Third Edition Gary A, Shulman Widely recognized as the definitive work on the topic, Qualified Domestic Relations Order Handbook , written by Gary A. Shulman, turns the most confusing QDRO issues into clear answers and step-by-step guidelines. Drawing on years of experience, Shulman steers you past the QDRO pitfalls, with e more... Add to cart   |  Price: $355.00  |  ISBN: 9780735559769  |  Format: Looseleaf  Imprint: Aspen Publishers  Social Security and Medicare Answer Book, Fourth Edition David A. Pratt Social Security and Medicare Answer Book provides the specific guidance you need so you can ensure your clients receive maximum benefit under the law. Get answers to vital questions such as: Does the health care reform legislation change the benefits under Part B? How has the Social Security more... Add to cart   |  Price: $355.00  |  ISBN: 9780735591462  |  Format: Hardcover  Imprint: Aspen Publishers