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Auditing and Legal Services: Sample RFPs
This book presents 20 sample auditing services requests for proposal (RFPs) and seven sample legal services RFPs. For additional information, two articles that address legalities and practicalities of selecting service providers are included. 345 pages. (International Foundation) 2006. Item #6214. $13. [order] |
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Benefits and Compensation Glossary, 12th Edition
A must-have tool for every benefits professional! If you have a previous edition, now is the time to update. Almost every term has been revised and more than 300 new terms have been added. In addition to definitions of more than 2,500 terms there is a list of nearly 1,000 acronyms and abbreviations used by those in the benefits field. (International Foundation) 2010. Item #6634. $59. [order] |
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Collecting Employer Contributions: The ERISA Litigation Guide
A guide to the legal actions that multiemployer trust fund representatives must take in the pursuit of payroll information and delinquent contributions. Trustees as well as attorneys will find this a valuable resource that has been written with minimal legal jargon. The appendix contains nearly 200 pages of sample legal forms and other documents common to the collection process. 306 pages.(International Foundation) 2009. Item #6474. $46. [order] |
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Communicating Benefits: Changing Methods and Changing Minds
Benefits communication is all about change management. The author identifies eight common characteristics from profiles of 20 successful benefits campaigns. Best practices are organized by the type of benefit program: life insurance, health care, retirement plans, wellness programs, flexible benefit plans, financial education and total rewards. Ann Black. (International Foundation) 143 pages. 2007. Item #6313. $46. [order] |
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Communication Combo
Special Offer if You Buy Both Books by Ann Black.
Purchase "Effective Benefits Communication: Trends-Techniques-Technology" along with "Communicating Benefits: Changing Methods and Changing Minds" for a reduced price!
Regular price for the two books is $120 Special price for both books is $58. Item #6313K. [order] |
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Disaster Planning
This survey reflects responses from 261 U.S. and Canadian multiemployer trust funds, corporations, public employers and professional service firms (attorneys, consultants, third-party administrators, etc.). It also offers 16 hard-to-find sample disaster plans and checklists. The survey responses identify the prevalence of disaster plans, types of disasters addressed in disaster plans, business continuation provisions, employee assistance provisions, other human resource provisions, communication and testing, and frequency of plan review. (International Foundation) 2006. 550 pages. Item #6177. $33. [order] |
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Education Assistance Plans
An examination of education assistance plans offered to employees in the U.S. and Canada. 226 respondents provide insight regarding the prevalence of such plans by type of employee, what course work and expenses are covered, reimbursement timing and limitations, payback provisions, and participation rates. 62 sample policies are also provided. (International Foundation) 2006. 440 pages. Item #6207. $33. [order] |
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Effective Benefits Communication: Trends-Techniques-Technology
Essential elements for effectively communicating with employees regarding health care and retirement benefits—from the basics of communication to the specifics on clear writing. Case studies illustrate the importance of communication when introducing benefit changes. Ann Black (International Foundation) 2005. 197 pages. Item #5948. $74. [order] |
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Employee Benefits in Canada, Third Edition Revised
An introduction to the general principles and administration of public and private employee benefit plans in Canada. Both new and seasoned employee benefits professionals will find this a useful reference on pension, health and other benefit programs.Raymond Koskie, Mark Zigler, Murray Gold and Roberto Tomassini, editors and principal contributors. (International Foundation) 2004. 518 pages. Item #5794. $79. [order] |
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Employee Benefits Survey: U.S. and Canada 2009
The International Foundation presents the findings of its second comprehensive benefits survey, conducted in 2008. Data from 920 respondents in the public, multiemployer, corporate and professional services sectors reveal the prevalence and design features of retirement and health care plans as well as these other benefits: dental insurance, life insurance, voluntary benefits, work-life benefits, holidays, vacations, disability benefits, sick leave and executive perquisites. 157 pages. (International Foundation) 2009. Item #6542. $50. [order] |
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Employee Benefits Survey: US and Canada 2007
Drawing from more than 1,200 survey responses, this first annual report reveals the prevalence, design features of pension and retirement plans, health care benefits as well as these other benefits: dental insurance, life insurance, voluntary benefits, adoption benefits, holidays, disability benefits and sick leave.(International Foundation) 2008. Item #6368. $13. [order] |
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Family and Medical Leave
A summary of responses from more than 250 U.S. employers regarding the amounts and frequency of paid and unpaid leave granted, leave policies, methods for tracking leave and how insurance premiums are collected during leave. Seventy sample family and medical leave policies, forms and checklists are included. (International Foundation) 489 pages. 2007. Item #6252. $33. [order] |
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Fiduciaries and Their Professional Advisors
What types of advisors are needed to assist with the administration and maintenance of employee benefit plans and how to find good ones. A must-have for fiduciaries who want to ensure they are acting in the best interest of their fund. Donald A. Walters. (International Foundation) 203 pages. 2008. Item #6382. $39. [order] |
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Flexible Benefit Plans and FSAs
An examination of the prevalence and design features of employer-sponsored flexible benefit plans in the United States as reported by 326 U.S. respondents. Employee participation levels for health and dependent care accounts are also explored. Fifty sample documents are included. 727 pages. (International Foundation) 2007. Item #6245. $27. [order] |
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Health Care Benefits: Eligibility, Coverage and Exclusions
A summary report from 400 U.S. respondents that offers difficult-to-find details concerning health care coverage of employees and their dependents; complementary and alternative medicine; plus diagnostic tests, therapies, conditions and treatments. Twenty-two samples of health care policies and summary plan descriptions are part of this publication. (International Foundation) 417 pages plus 22 samples on accompanying CD. 2008. Item #6412. $138. [order] |
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Health Care Plans: Impact of the Financial Crisis e-Book
During the spring of 2009, the International Foundation surveyed health plan sponsors to identify their opinions, actions and responses regarding the impact of the economic downturn on health care spending, plan design and health-seeking behavior. Responses received from 1,299 individuals are organized by employee benefit sector: corporate plans, public/governmental plans, multiemployer benefit plans, and others with health care plans. (International Foundation) 13 pages. 2009. Item #6696E. $50. [order] |
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Health Care Reform: What Employer Plans Are Considering Survey Results 2010 e-Book
The International Foundation surveyed single employer (including corporate) benefit plans to determine employer reaction and the strategies being considered following passage of health care reform legislation. Findings are presented concerning dependent care coverage for adult children up to age 25, high-deductible health plans, medical plan restrictions, self-funding and long-term care benefits. 36 pages. 2010. Item #6900E. $50. [order] |
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Investment Management Services
The Foundation asked its members in the United States and Canada to report on their use of investment management services. Data was collected from 167 members on the frequency of meetings with the service providers, details on performance evaluation and the basis for service provider fees. There are eight samples of requests for investment management service proposals (RFPs). (International Foundation) 254 pages. 2008. Item #6405. $99. [order] |
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Investment Policy Guidebook for Trustees, Fifth Edition
Sample policy statements and a framework for trustees and professional advisors who are developing a written investment policy for the employee benefit plan they serve. Eugene B. Burroughs (International Foundation) 2005. 341 pages. Item #5905. $46. [order] |
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Investment Policy Statements
A report on the most popular components of investment policy statements for defined benefit plans, 401(k) plans, money purchase pension plans, 403(b) plans and others. Data were collected from 166 Foundation members in the United States. Thirty-seven samples of policy statements are also provided. (International Foundation) 2006. 602 pages. Item #6122. $33. [order] |
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Managing Pharmacy Benefits, Second Edition
An introduction to pharmacy benefit management techniques that can maximize health care dollars. Characteristics of an effective pharmacy plan, formularies, drug utilization review and how to encourage patient and provider compliance are addressed in detail. Practical advice is given on how to develop a pharmacy network and select a pharmacy benefits manager. F. Randy Vogenberg, editor and contributor, and Joanne M. Sica (International Foundation) 191 pages. 2006. Item #6054. $27. [order] |
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Multiemployer Plan Administration: Staffing and Job Descriptions
Along with benchmarking data from 130 administrators, this survey features 50 samples of relevant job descriptions and organizational charts. (International Foundation) 2004. 96 pages. Item #5859. $112. [order] |
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Newsletters for Employees and Plan Participants
A collection of 132 sample newsletters and a survey report based on responses from more than 350 U.S. and Canadian organizations concerning the provision, preparation, content and distribution of worker newsletters. (International Foundation) 2007. Item #6320. $27. [order] |
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Payroll Auditing: A Guide for Multiemployer Plans
A step-by-step guide to the payroll audit process for multiemployer plans. The authors share best practices with a focus on efficiency. One chapter is devoted to questions frequently asked by trustees, employers and auditors. Notable is the collection of letters, checklists and other forms that can be adapted for an audit. Also available as e-book (pdf). Lawrence R. Beebe and Philip Vivirito. 132 pages. (International Foundation) 2008. Item #6436. $46. [order] |
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Payroll/Collections Combo
Purchase This Pair and Save!
Purchase both Payroll Auditing:A Guide for Multiemployer Plans with Collecting Employer Contributions: The ERISA Litigation Guide. Regular price for the two books is $92. Special price for the combo is $67. Must use priority code ISCEBS on the order form. More titles are available at www.ifebp.org/bookstore. |
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Pension Plans: Impact of the Financial Crisis, September 2009 Survey Results
Over a one-year period, spanning October 2008 through September 2009, the International Foundation administered three surveys to assess how pension plan sponsors and participants are responding to the financial crisis and economic downturn. This report provides the results on the last survey and examines how data compares to the previous two surveys. 2010. (International Foundation) 17 pages Item #6597B. $50. [order] |
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Pension Plans: Impact of the Financial Crisis, May 2009 Survey Results
In October 2008, the International Foundation deployed a survey to identify plan sponsors’ actions, opinions and responses in connection with pension plans and the economic downturn faced by the United States. This follow-up survey explores what has changed and what has stayed the same. 2009. (International Foundation) 15 pages Item #6597A. $50. [order] |
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Pharmacy Benefit Managers
A survey report on the use of pharmacy benefit managers (PBMs) to administer prescription drug plans in the U.S. Data was collected from 163 respondents. 8 sample requests for proposals (RFPs) are also part of this package. 336 pages. (International Foundation) 2006. Item #6221. $33. [order] |
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Public Employee Benefits
The Foundation has brought together public employer responses from various surveys along with resources to create this single reference. Survey data on vacation policies, paid-time-off banks, education assistance plans, wellness benefits and severance policies are included. Forty sample policies are also provided. (International Foundation) 309 pages. 2007. Item #6269. $99. [order] |
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Retiree Health Care
Nearly 400 organizations in the United States responded to questions on their organization’s retiree health care practices. Data was gathered on plan prevalence, eligibility, funding methods, types of benefits and cost sharing among other topics. Fifty one samples of summary plan descriptions and enrollment materials are included. (International Foundation) 2007. Item #6375. $138. [order] |
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Retirement and Financial Planning Programs
A report on responses from 351 organizations in the United States and Canada concerning the types of programs offered, program providers, delivery methods, eligibility requirements and who covers the costs. Nineteen samples of enrollment guides, workshop materials and financial calculations are also provided. 463 pages. (International Foundation) 2008. Item #6467. $99. [order] |
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Retirement Plan Basics: A Guide to Qualified Plans
Choosing the right retirement plan depends on an employer’s goals and priorities—a series of questions in this guide will help lead you to the right choice. For readers who are unfamiliar with retirement plan options there is a summary of plan types, limitations and deductions. Stephen Abramson. 274 pages. (International Foundation) 2008. Item #6443. $28. [order] |
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Self-Funding of Health Care Benefits, Fifth Edition
Comprehensive and insightful, this manual covers every aspect that must be considered when establishing or maintaining a self-funded health plan. Carlton Harker (International Foundation) 2003. 643 pages. Item #5670. $160. [order] |
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Trends in Public Employee Plans: Survey Results
The Foundation in partnership with the State and Local Government Benefits Association (SALGBA) conducted a survey of public employers and governmental plans in January 2010 to identify the cost-management approaches and plan design modifications that public entities are using to address rising health care costs, recent investment losses and underfunded defined benefit plans. 2010. Item #6863E. $50. [order] |
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Trustees Handbook: A Practical Guide to Labor-Management Employee Benefit Plans, Sixth Edition
A basic yet comprehensive reference suitable for both new and experienced trustees as well as professionals affiliated with multiemployer funds. This book is regarded as an essential reference on the fiduciary duties and investment responsibilities of trustees. Marc Gertner, editor and contributor. (International Foundation) 2006. 604 pages. Item #6047. $87. [order] |
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VEBAs
A collection of previously published information from the International Foundation on voluntary employees’ beneficiary associations. This kit includes research surveys, practice guides, legal references, educational materials and sample plan documents.104 pages. (International Foundation) 2008. Item #6450. $27. [order] |
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Wellness Programs, Second Edition
Responses from 586 wellness program sponsors in the United States and Canada on the types of wellness initiatives they support, incentives used, participation levels and benefits attained. Accompanying the book is a collection of more than 115 samples of wellness program descriptions, promotional materials and survey instruments. (International Foundation) Item #6610. $138. [order] |
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What Every Smart Investor Should Know: Tough Questions and Simple Answers
The world of investing can be complicated. This book is a reference tool that provides quick and informative answers to the most commonly asked investment-related questions in a user-friendly format both for individual investors and for trustees who want to assist their plan participants in improving their current investment strategies. Dion Woods (International Foundation) 2004. 228 pages. Item #5786. $17. Quantity discounts apply. [order] |
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Your Pension and Your Spouse—The Joint and Survivor Dilemma, Sixth Edition
A step-by-step workbook that helps readers make the decision between joint and survivor pension options. Financial worksheets and tables on life expectancy help determine how much money is needed for a secure retirement. R. George Martorana. (International Foundation) 24 pages. 2007. Item #6238. $16. Quantity discounts available. [order] |