NEW Special Report: Record Retention Requirements for Health & Welfare Benefits
NEW Special Report!
Record Retention Requirements for Health & Welfare Benefits
This special report details the requirements for record retention and management as it relates to health and welfare benefits. While many record retention decisions are based on specific compliance requirements, much is also dictated by the nature of the health and welfare benefits sponsored by an employer, the size of the plan sponsor’s workforce and other non-compliance-related factors.
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Your solution for creating effective record retention policies for employer health and welfare benefits, newly updated for the impacts of health care reform and other significant developments!
This newly updated, second edition of EBIA’s popular softcover book analyzes record retention requirements for employer-provided health and welfare benefits, including major medical, dental, health FSAs and HRAs; severance, disability and life insurance; cafeteria plans, DCAPs, qualified transportation plans, educational assistance programs, HSA programs and more.
EBIA ERISA Compliance for Health & Welfare Plans discusses what benefits are subject to ERISA then explains ERISA’s requirements in detail with examples, checklists, court case summaries, tables, Q and A’s and compliance tips. It includes in-depth coverage of reporting and disclosure requirements (Form 5500, SPDs, etc.), fiduciary duties, benefits claims procedures, plan documents, handling of participant contributions, benefits disputes and much more.
Written and edited by experienced employee benefits attorneys, EBIA Health Care Reform is your essential partner for employer plan compliance and provides up-to-date expert analysis of the key requirements that affect employers, advisors and insurers. It features in-depth coverage of legal requirements and information critical to effective decision-making with examples, tables, implementation timelines, sample documents and practical tips that will help you comply with the myriad of complex rules.
EBIA HIPAA Portability, Privacy & Security includes comprehensive coverage of HIPAA’s requirements for group health plans. It includes HIPAA’s privacy and security rules (and EDI and other administrative simplification rules) and HIPAA’s portability rules, including pre-existing condition exclusions (PCEs), HIPAA certificates, special enrollments, nondiscrimination, insurance market provisions, etc.
This full-sized, spiral-bound workbook focuses exclusively on health and welfare plans and covers the 2013 Form 5500 requirements from A to Z. Written by EBIA’s experts, the workbook provides targeted, user-friendly information. With the Form 5500 Workbook for Health & Welfare Plans (2013 Plan Years), you can cut through all the inapplicable pension/retirement material in Form 5500 and concentrate on what matters for your health and welfare plans.