Bloomberg BNA's Compensation Planning Portfolios Library shares the experience of leading tax and ERISA practitioners in structuring, amending and administering pensions and employee benefit and deferred compensation plans. This Library includes the following: the Compensation Planning Portfolios, featuring in-depth and timely analysis of compensation and benefits issues by experts; Tax Practice Series Chapters offering answers to everyday research and compliance questions; the Compensation Planning Journal providing practitioner articles and updates on recent developments; instant access to information, including ERISA, labor and employment laws, the Public Health Service Act, final and proposed regulations and agency documents; and the NEW Health Care Reform Adviser, which provides exceptional analysis on the tax, benefits, and insurance issues facing employers that offer employee health benefits and the penalties that apply to employers that do not offer adequate health benefits.
What it helps you do:
Access expert advice on compensation and benefits issues. The Library provides you with the experience of top practitioners to help guide you.
Save time with practice tools you can use for your clients. Don’t reinvent the wheel. The Library’s model benefit plans and disclosure documents (including summary plan descriptions) are ready for you to adapt for your practice. Client letters explain complex tax and ERISA issues in layman’s terms. Federal tax forms, State tax forms (optional), tables, charts and lists and working papers eliminate the need to look anywhere else. Plus, the NEW Guidance Timeline helps you easily track developments in connection with the Patient Protection and Affordable Care Act, Health Care and Education Reconciliation Act, and amendments to the Public Health Service Act.
Stay informed about the latest news and understand what it means to you. Your Compensation Planning Portfolios Library includes a variety of news and commentary publications.
Major Topics Covered:
Formats and Frequency
Available in print and on the Web. Contents vary by format.
Portfolios, Tax Practice Chapters, and the Health Care Reform Adviser are updated regularly.
The Compensation Planning Journal is issued monthly and archived on the Web. Tax Management Weekly Report is updated weekly. Insights & Commentary is updated frequently. Tax Management Memorandum is issued biweekly. You can sign up for e-mail summaries of journals and reports, with URLs to full text articles and documents.
Compensation Planning Portolios:
International Pension Planning (Portfolio 320)
International Pension Planning — Puerto Rico (Portfolio 324)
Plan Selection — Pension and Profit-Sharing Plans (Portfolio 350)
Plan Qualification — Pension and Profit-Sharing Plans (Portfolio 351)
Specialized Qualified Plans — Cash Balance, Target, Age-Weighted and Hybrids (Portfolio 352)
Employee Benefits for Small and Mid-Sized Employers (Portfolio 353)
ESOPs (Portfolio 354)
Nondiscrimination Testing and Permitted Disparity Qualified Retirement Plans (Portfolio 356)
Pension Plan Terminations — Single Employer Plans (Portfolio 357)
Cash or Deferred Arrangements (Portfolio 358)
Multiemployer Plans — Special Rules (Portfolio 359)
Qualified Plans — IRS Determination Letter Procedures (Portfolio 360)
Reporting and Disclosure Under ERISA (Portfolio 361)
Securities Law Aspects of Employee Benefit Plans (Portfolio 362)
Age, Sex and Disability Discrimination Employee Benefit Plans (Portfolio 363)
Qualified Plans — Taxation of Distributions (Portfolio 370)
Employee Plans — Deductions, Contributions and Funding (Portfolio 371)
Church and Governmental Plans (Portfolio 372)
Employee Benefits for Tax-Exempt Organizations (Portfolio 373)
ERISA — Litigation, Procedure, Preemption and Other Title I Issues (Portfolio 374)
EPCRS — Plan Correction and Disqualification (Portfolio 375)
Qualified Plans — Investments (Portfolio 377)
Estate and Gift Tax Issues for Employee Benefit Plans (Portfolio 378)
Statutory Stock Options (Portfolio 381)
Nonstatutory Stock Options (Portfolio 383)
Restricted Property — Section 83 (Portfolio 384)
Deferred Compensation Arrangements (Portfolio 385)
Compensating Employees with Insurance (Portfolio 386)
Tax-Deferred Annuities — Section 403b) (Portfolio 388)
Medical Plans — COBRA, HIPAA, HRAs, HSAs and Disability (Portfolio 389)
Reasonable Compensation (Portfolio 390)
Employment Status — Employee v. Independent Contractor (Portfolio 391)
VEBAs and Other Self-Insured Arrangements (Portfolio 395)
Golden Parachutes (Portfolio 396)
Cafeteria Plans (Portfolio 397)
Reductions Force (Portfolio 398)
Employee Benefits for the Contingent Workforce (Portfolio 399)