Expert Analysis

The Bloomberg BNA Tax Management Portfolios, available exclusively from Bloomberg BNA, are the definitive source for in-depth analysis of specific tax topics, each written by one of the pre-eminent practitioners in the respective topic area.  Our U.S. Income Portfolios includes the Compensation Planning Portfolios with more than 40 portfolios dedicated to employee benefits and executive compensation topics. 

In addition, you’ll be able to devise plan correction strategies with our Voluntary Compliance Summaries.  This proprietary collection provides summaries of IRS-approved corrections for qualification failures under IRS’s Employee Plans Compliance Resolution System.

Leading News

Remain ahead of the latest developments with authoritative news coverage from Pension & Benefits Daily™ or Pension and Benefits Reporter™. Bloomberg BNA’s extensive network of reporters and correspondents help you understand the implications of today’s major legislative, regulatory, legal, and industry developments. You’ll also find fresh perspectives with Bloomberg Law® Insights articles created by leading employee benefits and executive compensation practitioners.

Practice Tools & Guidance

Our DealMaker collection of over 800,000 precedent agreements and clauses along with Draft Analyzer enables you to find agreements, compare clauses and determine a market standard for contract language.  Plus, our specialized EDGAR search provides a much faster way to find disclosures about compensation paid to CEOs, CFOs and other executive officers of public companies, as well as access to all SEC filings.          

Make decisions confidently with access to deeply researched, well-known books  such as: Section 409A HandbookEmployee Benefits LawERISA Class ExemptionsERISA Fiduciary Law, ERISA LitigationERISA: The Law and the Code,  and Affordable Care Act: Law and Regulations.

Bloomberg Law also offers proprietary research resources, like Benefits Guide: Basics, Benefits Practitioners’ Strategy Guide, Executive & Director Compensation Reference Guide,Health Care Reform Advisor and Pension Plan Investment Administration Guide, which provide guidance on material aspects of benefit plans, executive compensation, and compliance.