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Retirement, Deferred Compensation, and
Welfare Plans of Tax-Exempt and
Governmental Employers

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

Eligible and Ineligible 457 Plans (With Forfeiture Conditions Provision) (46 pp) $29.00
By Michael A. Laing, Esquire

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Model Comparative Chart: Investment Options — January 1, 20xx (6 pp) $29.00

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Coursebook Papers:

Table of Contents

What’s New for 403(b) Plans (12 pp) $29.00
By Robert A. Lavenberg

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What’s New for 403(b) Plans (26 pp) $29.00
By David W. Powell, Esquire Jason Levine Robert A. Lavenberg Sherri M. Edelman Susan E. Rees, Esquire

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ERISA 401(k) Excessive Fee Cases (22 pp) $29.00
By Michael A. Laing, Esquire

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Current Issues for 401(k), 403(b), and Other Defined Contribution Plans: DC Plan Lifetime Income Options (6 pp) $29.00
By G. Daniel Miller, Esquire

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Current Issues for 401(k), 403(b), and Other Defined Contribution Plans (8 pp) $29.00
By John A. Nixon, Esquire

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Church Plan Update — 2011 (10 pp) $29.00
By David W. Powell, Esquire G. Daniel Miller, Esquire

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Claims Procedures Update after the Patient Protection and Affordable Care Act, Claim and Appeal Procedure Guidance (14 pp) $29.00
By Greta E. Cowart

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“To Grandfather or Not to Grandfather – What Does It Really Mean?” (74 pp) $39.00
By Greta E. Cowart

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Selected Regulatory Developments: Governmental Plans, Including Eligible 457(b) Plans, July 31, 2010 through July 31, 2011 (32 pp) $29.00
By Terry A.M. Mumford, Esquire

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IRS Audits of Eligible and Ineligible 457 Plans (6 pp) $29.00
By Michael A. Laing, Esquire

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Faculty Retirement Incentives (12 pp) $29.00
By Ellen V. Benson, Esquire

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Fee Disclosure to Participants; Expanded Definition of Fiduciary (30 pp) $29.00
By Roberta Casper Watson, Esquire

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Recent ERISA Guidance from the United States Department of Labor (54 pp) $39.00
By Susan E. Rees, Esquire

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Department of Labor, Employee Benefits Security Administration: Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans (40 pp) $29.00
By Susan E. Rees, Esquire

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Service Provider Disclosure Requirements (16 pp) $29.00

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Fiduciary Disclosure Requirements to Participant-Directed Plans (12 pp) $29.00

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Participant-level Fee Disclosure (12 pp) $29.00

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Health Reform and Health Plan Update Panels Important Websites for Guidance on the Patient Protection and Affordable Care Act (4 pp) $29.00
By Greta E. Cowart Roberta Casper Watson, Esquire

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Guidance on Complying with the Prohibition on Using Early Retiree Reinsurance Program Reimbursments as General Revenue (8 pp) $29.00
By David R. Mlawsky, Esquire

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Current Issues for 401(k), 403(b), and Other Defined Contribution Plans (20 pp) $29.00
By John A. Nixon, Esquire

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Governmental Plans Under Attack (18 pp) $29.00
By John A. Nixon, Esquire

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What's New for 403(b) Plans (4 pp) $29.00
By David W. Powell, Esquire Jason Levine Puneet K. Arora Robert A. Lavenberg Susan E. Rees, Esquire

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Technical Release 2011-03: Interim Policy on Electronic Disclosure Under 29 CFR 2250.404A-5 (12 pp) $29.00
By Susan E. Rees, Esquire

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