Resources

Here you will find some tools that will help you to cover the complex world of benefits issues. If you have any further questions, please contact Jason Hammersla, Council director, communications, at (202) 289-6700.

Sample Glossary Of Investment-Related Terms For Disclosures To Retirement Plan Participants (Version 1.00, December 19, 2012)

IRS Tax Information for Retirement Plans

National Compensation Survey: Employee Benefits in Private Industry in the United States, 2000

Glossary of Employee Benefits Terms   (Courtesy of the International Foundation of Employee Benefits Plans)

Powerpoint Presentation: How to Cover the World of Employee Benefits (As presented by Council President James Klein before the National Press Foundation)

Health

Health Care Reform (PPACA)

  • Employer Shared Responsibility
  • Premium Tax Credit
  • Essential Benefits
  • Summary of Benefits
  • Health Insurance Exchanges
  • Claims and Appeals
  • Preventive Care Coverage
  • Grandfathered Plans
  • Market Reforms & Adult Child/Age-26 Coverage
  • Wellness Programs
  • Automatic Enrollment
  • Accountable Care Organizations
  • Non-Discrimination
  • W-2/Informational Reporting
  • Value-Based Insurance

Taxation of Health Benefits

Consumer-Directed Plans (HSAs/FSAs/HRAs)

Health Information Technology & HIPAA Privacy

Health Plan Administration

Miscellaneous Health

COBRA

ERISA Preemption

Genetic Non-Discrimination

Health Care Quality

Medicare

Mental Health Parity

Retiree Health/ERRP

Retirement

Defined Contribution/ 401(k) Plan Reform

  • Automatic Enrollment
  • Investments
  • Plan fees
  • Taxation of Retirement Plans/Limits

Defined Benefit Plans & PBGC

  • Funding Reform
  • PBGC Deficit & Premiums

Hybrid Plans

Financial Reform/Swaps

  • Business Conduct Standards

Investment Advice

Retirement Plan Administration

Miscellaneous Retirement

Retiree Health

Savings Initiatives/IRAs

Social Security

Other Issues

International Issues

  • FACTA Issues
  • FBAR Issues
  • Puerto Rico Plans

Electronic Disclosure

Executive Compensation

  • Non-Qualified Deferred Compensation
  • Code Section 409(A), 457(A), 162(m) issues
  • Say-on-Pay

Fiduciary Issues

Flexible Workforce/
Worker Classification

Miscellaneous Issues

Disaster Relief

Stock-Based Compensation