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 Benefit Costs
 Benefit Limits and Contributions - Amounts set by Canadian government
 Health Care Literacy Resources
 Health Care Spending Accounts
 Parental and Maternity Leave - Leave laws in Canada
 Pension Plans - Types of pension plans offered in Canada
 Pension Reform
 Pooled Registered Pension Plans
 Prescription Drug Coverage and Costs
 Retirement Security
 Salary Increases - Annual projections for salary increases in Canada
 Tax-Free Savings Accounts
 Wellness Programs


 Salary Increases - Annual projections for salary increases in the U.S.
 Salary Survey Data - Resource list of salary data

Flexible Benefit Plans

 Eligible Medical Expenses - What can be reimbursed from FSAs and HRAs
 Mid-Year Election Changes - Change in status, cost and coverage rules for flexible benefit plans
 Nondiscrimination Rules and Testing for Flexible Benefit Plans - Overview

General Benefits

 Adoption Benefits
 Attorney Lists and Directories
 Auditors - Selecting and working with your auditor
 Common Law Marriage - States that recognize common law marriage
 Communication of Benefits
 Commuter Benefits - Benefits for mass transit, parking, vanpooling & carpooling
 Concierge Benefits
 Domestic Partner and Same-Sex Marriage Benefits
 Education Assistance Plan Data - Prevalence and typical provisions
 Family and Medical Leave Act
 Fiduciary Responsibility – Duties under ERISA
 Insurance Broker Selection
 Insurance Company Ratings - Sources for insurance company ratings
 Internal Controls for Benefit Plans
 Mergers and Acquisitions - Benefits issues
 Military Leave and Benefit Plans
 Nondiscrimination Rules for Welfare Plans
 Paid Time Off Banks - Prevalence and overview
 Recordkeepers/Third Party Administrators - Selecting and monitoring your recordkeeper/TPA
 Records Retention Requirements for Benefit Plans
 Reporting & Disclosure Calendars
 Section 409A - Nonqualified deferred compensation rules
 Severance Pay - Typical severance pay
 Summary Plan Description (SPD) Requirements
 Temporary Disability Insurance (TDI) - State mandates
 Year-End Compliance Checklists

Health Care

 Affordable Care Act (ACA)
 Children's Health Insurance Program (CHIP) - Employer requirements
 COBRA - Overview
 COBRA Qualifying Events - What events necessitate an offer of COBRA continuation coverage?
 COBRA Recordkeeping Requirements - How long must records be kept for COBRA purposes?
 Dependent Eligibility Audits - How to make sure a health plan only covers eligible dependents
 Disease Management - Integrated approach to controlling chronic health conditions
 Genetic Information Nondiscrimination Act (GINA)
 Health Care Cost Sharing - Typical cost sharing amounts for premiums, deductibles, copays
 Health Care Costs - Typical costs for employer-provided health care benefits
 Health Care Literacy Resources
 Health Reimbursement Arrangements (HRAs)
 Health Savings Accounts (HSAs)
 HIPAA Privacy and Security
 Medical Tourism
 Medicare Secondary Payer Rules
 Mental Health Parity and Addiction Equity Act
 Multiple Employer Welfare Arrangements (MEWAs) - Overview
 Onsite Medical Clinics - Effectiveness as a cost management technique
 Retiree Health Care - Prevalence and current issues
 Self-Funding of Health Care Benefits
 Smokers' Premiums - Charging a higher share of health insurance premiums
 Spousal Carve Outs and Surcharges - Spouses with coverage elsewhere pay more or are not covered
 State Mandated Benefits
 Value-Based Health Care
 Wellness Program Incentives - Regulations, advice, trends
 Wellness Programs - Return on investment (ROI)

Human Resources

 Americans with Disabilities Act (ADA) Amendments Act
 Presenteeism - Productivity loss due to sick or distracted employees at work
 Reductions in Workforce

Multiemployer Plans

 Collection Procedures - Procedures for the collection of employer contributions
 FASB Standards on Disclosure of Participation in Multiemployer Plans
 Fiduciary Liability Insurance - Description and importance for trustees
 Mergers of Multiemployer Plans
 Multiemployer Benefit Plans - Basics
 Multiemployer Pension Plan Funding Status
 Nonbargaining Unit Employees - Including nonbargaining unit employees in benefit plans
 Payroll Audits - Auditing payroll records to verify employer contributions
 Suspension of Pension Benefits - Rules for suspending pension benefits upon employment after retirement
 Trustee Expenses - Guidelines on reimbursement
 Withdrawal Liability - Liability assumed when an employer withdraws from a multiemployer pension plan

Public Employee Plans

 GASB Pension Standards
 GASB Postemployment Benefits Other Than Pensions (OPEB) - How this accounting standard affects postretirement benefit liabilities
 Health Benefit Plan Survey Data
 Pension Plan Survey Data

Retirement Plans

 401(k) Plans - Survey Data
 Locating Missing Participants - Overview
 Pension Plan Directories - Where to find lists of pension plans
 Phased Retirement

Retirement Security and Planning

 Financial Literacy - Informational resources
 Magic of Compounding - Demonstrations that a small amount of savings can grow over time
 Retirement Income Adequacy
 Retirement Planning

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